Board of Governors

Our board of governors bring special skills, broad knowledge, and significant relationships to their advisory role at MMI.
*2018-2019 Executive Committee Member

Patty Loepker*
Chair
Wells Fargo Advisors
Jennifer Abate*
Chair-Elect
Lazard Asset Management
Noreen Beaman
Brinker Capital
David Berkowitz
Lincoln Financial Advisors
Yanni Bousnakis
Cetera Financial Group
Robbie Cannon
Horizon Investments
Jeff Carlin
Nuveen Investments
Jim Devaney
PGIM Investments
Jeff Dowdle
Raymond James Financial
Marilee Ferone*
Treasurer
Pat Feigley
PIMCO
Keith Glenfield
Merrill Lynch
Estee Jimerson
Envestnet
Matthew Johnson
Brandes Investment Partners
Scott Kilgallen
Neuberger Berman
Eric Koestner
Edward Jones
David Lindenbaum*
Charles Schwab & Co.
Andrea Lisher*
J.P. Morgan
Thomas Malone
Lord Abbett
Dan McNamara
USAA
John Moninger
Eaton Vance
Cheryl Nash*
Fiserv Investment Services
Greg Nordmeyer
Ameriprise Financial Services
Daniel O’Lear
Franklin Templeton Investments
Roger Paradiso*
Chairman Emeritus
Legg Mason
Craig Pfeiffer*
Money Management Institute
Salim Ramji
BlackRock
Joseph Schultz
American Century Investments
Tom Sholes
Pershing LLC, a BNY Mellon company
Ram Subramaniam
Fidelity Brokerage Services LLC
Pete Thatch*
Capital Group
Troy Thornton*
Secretary
Goldman Sachs Asset Management
Jim Tracy
Morgan Stanley Wealth Management
William Turchyn
Mariner Investment Group
Jake Tuzza*
Voya Investment Management
Burt White
LPL Financial
Bebe Wilkinson
MassMutual
Marc Brookman
MMI Board Advisor (5/1/2018-10/31/2018)