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
Robbie Cannon
Horizon Investments
Jeff Carlin
Nuveen Investments
Jim Devaney
PGIM Investments
Jeff Dowdle
Raymond James Financial
Pat Feigley
PIMCO
Marilee Ferone*
Treasurer
Advisors Asset Management
Keith Glenfield
Merrill Lynch
Matthew Huss
Ameriprise Financial Services
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
Michael McVicker
UBS Wealth Management
John Moninger
Eaton Vance
Cheryl Nash*
Fiserv Investment Services
Daniel O’Lear
Franklin Templeton Investments
Roger Paradiso*
Chairman Emeritus
Legg Mason
Craig Pfeiffer*
Money Management Institute
Joseph Schultz
American Century Investments
Tom Sholes
BNY Mellon | Pershing
Martin Small
BlackRock
Tim Stinson
Cetera Financial Group
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
Nick VanDerSchie
Morningstar
Burt White
LPL Financial
Bebe Wilkinson
MassMutual
