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
Jim Devaney
PGIM Investments
Jeff Dowdle
Raymond James
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