Board of Governors
Our board of governors bring special skills, broad knowledge, and significant relationships to their advisory role at MMI.
*2022-2023 Executive Committee Member
Keith Glenfield*
Chair
Bank of America

Noreen Beaman*
Secretary
Orion Advisor Solutions

Jill Brown*
Principal Funds Distributor

Maureen Bromwell
Northern Trust Asset Management

Robbie Cannon*
Horizon Investments

Matthew Caulfield
Archer

David Chorba
Macquarie Asset Management

Brendan Clark*
Clark Capital Management Group

Matthew Coldren
Natixis Investment Managers

Jim Devaney
PGIM Investments

Jeff Dowdle
Raymond James

Matthew Goulet
Fidelity Institutional

James Haddon
Ramirez Asset Management

Steven Houston
iCapital Network

Matthew Huss*
Ameriprise Financial Services

Kara Julian
Morgan Stanley Wealth Management

Brad Jung
Russell Investments

Scott Kilgallen
Neuberger Berman

Eric Koestner*
Chair Elect
Edward Jones

Jonathan Linstra
Morningstar

Patty Loepker
Wells Fargo

John Lunny
Vestmark

Steve Mattus
UBS Financial Services

John McDonough
Invesco

Tom Morelli*
T. Rowe Price

Cheryl Nash
Financial Supermarket, InvestCloud

Eileen Norton
Charles Schwab & Co., Inc.

Roger Paradiso
Franklin Templeton Distributors, Inc.

Rob Pettman
LPL Financial

Craig Pfeiffer*
Money Management Institute

Ryan Robertson
FS Investments

Joel Schiffman
Schroders Investment Management

Michael Serchen
Anchor Capital Advisors

Anne Steer*
Treasurer
Congress Asset Management

Pete Thatch
Capital Group

Sue Thompson
State Street Global Advisors

Troy Thornton*
Chair Emeritus
Goldman Sachs Asset Management

Bebe Wilkinson
MML Investors Services, a MassMutual Company
