Board of Governors
Our board of governors bring special skills, broad knowledge, and significant relationships to their advisory role at MMI.
*2019-2020 Executive Committee Member
Jennifer Abate*
Chair
Lazard Asset Management
Kimberly Beck
Envestnet
David Berkowitz
Lincoln Financial Advisors
Robbie Cannon
Horizon Investments
Jeff Carlin
Nuveen Investments
Brendan Clark
Clark Capital Management Group
Steve DeAngelis
FS Investments
Jim Devaney
PGIM Investments
Jeff Dowdle*
Raymond James Financial
Pat Feigley
PIMCO
Marilee Ferone*
Chair Elect
Advisors Asset Management
Keith Glenfield*
Secretary
Bank of America
Matthew Huss
Ameriprise Financial Services
Scott Kilgallen
Neuberger Berman
Eric Koestner*
Edward Jones
David Lindenbaum*
Charles Schwab & Co.
Patty Loepker*
Chair Emeritus
Wells Fargo Advisors
Thomas Malone
Lord Abbett
John McDonough
Invesco
Dan McNamara
USAA
Michael McVicker
UBS Wealth Management
John Moninger
Eaton Vance
Cheryl Nash*
Fiserv Investment Services
Roger Paradiso
Legg Mason
Craig Pfeiffer*
Money Management Institute
Joseph Schultz
American Century Investments
Tom Sholes
BNY Mellon | Pershing
Martin Small
BlackRock
Anne Steer
Congress Asset Management
Ram Subramaniam
Fidelity Brokerage Services LLC
Pete Thatch*
Capital Group
Sue Thompson
State Street Global Advisors
Troy Thornton*
Treasurer
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
