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
Brendan Clark*
Clark Capital Management Group
Matthew Coldren
Natixis Investment Managers
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
Brett Wright*
Macquarie Asset Management