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

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
