Board of Governors

Our board of governors bring special skills, broad knowledge, and significant relationships to their advisory role at MMI.
*2020-2021 Executive Committee Member

Marilee Ferone*
Chair
Advisors Asset Management
Jennifer Abate*
Chair Emeritus
Lazard Asset Management
Kimberly Beck
Envestnet
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
Keith Glenfield*
Treasurer
Bank of America
Matthew Huss
Ameriprise Financial Services
Eric Koestner*
Secretary
Edward Jones
David Lindenbaum
Charles Schwab & Co.
Patty Loepker
Wells Fargo Advisors
John Lunny
Vestmark
Thomas Malone
Lord Abbett
John McDonough
Invesco
Michael McVicker
UBS Wealth Management
Melinda Mecca
Northern Trust
John Moninger
Eaton Vance
Tom Morelli
T. Rowe Price
Cheryl Nash*
Tegra118
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*
Chair-Elect
Goldman Sachs Asset Management
Jim Tracy
Morgan Stanley Wealth Management
Jake Tuzza*
Voya Investment Management
Nick VanDerSchie
Morningstar
Burt White
LPL Financial
Bebe Wilkinson
MassMutual
Brett Wright
Macquarie Asset Management