Every year, the Money Management Institute welcomes a brand-new class of emerging leaders into its Leadership Pathway program. This year's class is composed of 84 individuals representing 56 different firms from across the industry including asset management, wealth management, and solution provider firms.
The class has already kicked off with a virtual orientation and will meet in person at the 2024 MMI Annual Conference in October.
Leadership Pathway -- currently celebrating its 10th program year -- is a distinguished community and professional development program for selected investment advisory leaders with 5–10 years of industry experience. It promotes networking, collaboration, education, mentorship, and leadership. Members are respected emerging leaders within the industry and are looked upon to display initiative, take an active role in advancing their careers, and help address the important challenges that will shape the industry’s future. Participants were nominated by their firms to apply, and now that they have been accepted, they will engage in the program for 2 years.
On behalf of the Money Management Institute community, we are thrilled to recognize this outstanding group of professionals, and we look forward to their engagement in the program.
- Sakshi Aggarwal, Charles River Development
- Chandler Aitken, Blackstone
- Talha Alvie, PIMCO
- Matthew Apkarian, Cerulli
- Kaitlyn Baldeo, BNY
- Jonathan Balhorn, Goldman Sachs
- Ronaldo Barron, American Century Investments
- Michael Baum, Vestmark
- Eric Benoit, Money Management Institute
- Joshua Benton, Bluerock Capital Markets
- Javier Bermudez, T. Rowe Price
- Ben Blaisdell, Fidelity Investments
- David Botero, Raymond James
- Maxwell Bromley, Morningstar
- John Bryant, Horizon Investments
- Katlyn Calcaterra, State Street Global Advisors
- Nick Carcione, AssetMark
- Justin Carr, Stifel, Nicolaus & Company, Inc.
- Enoch Cheng, State Street Global Advisors
- Melanie Coffin, Lord Abbett
- Jackson Connor, Clark Capital
- Austin Cumblad, Riverbridge
- Mariah Dolloff, Allspring Global Investments
- Julia Effinger, Edward Jones
- Nick Elias, Raymond James
- Christian Feliciano, WallachBeth
- Kathryn Fishman, Natixis Investment Management
- Jeremy Fodaski, Cerulli
- Heather Gantt, Invesco
- William Girton, Orion
- Shanice Greaves, Morgan Stanley Wealth Management
- Robert Griffon, Morgan Stanley Wealth Management
- Hunter Hager, SMArtX Advisory Solutions
- Ellie Hartnett, MFS Investment Management
- Teron Haughton, Franklin Templeton
- Erin Hausmann, Apollo Global Management
- Jason Henry, BNY Pershing
- Luke Hepler, William Blair & Company
- John Hoffman, Orion
- Lauryn Hughes, Money Management Institute
- Diana Iacono, PGIM
- Luke Iunker, Kathy Freeman Company
- Robert James, Corebridge Financial
- Kaitlyn Jones, Principal
- Amy Keh, Broadridge Financial Solutions
- Leia Kil, PIMCO
- Noah Killingsworth, Franklin Templeton
- Cassidy Krause, Fidelity Investments
- Brandon Krisko, Morningstar
- Madalena Lala, New York Life Investment Management
- Karina Lambert, Apollo Global Management
- Martha Luna, Envestnet
- Stephanie Lusardi, Merrill Lynch
- Paul Maniffa, Ameriprise Financial Services
- Caroline Manion, FS Investments
- Emily McBride, Jackson
- Colleen McGann, Blackstone
- Justin Merrell, Allspring Global Investments
- Arthur Michaels, Voya Investment Management
- Kevin Miller, Edward Jones
- Gerald Mistretta, Merrill Lynch
- Bridget Morgenweck, Cohen and Steers
- Matthew Mutterperl, New York Life Investment Management
- Anjali Naskar, iCapital Network
- Sarah Nauman, Principal
- Brittany Neff, Lazard Asset Management
- Michela Ongaro, Fidelity Investments
- Sara Pichette, Impax Asset Management
- Bithja Pierre, Allspring Global Investments
- William Reilly, UBS Financial Services
- Kevin Reinstein, UBS
- James Robelotto, Capital Group
- Julia Rosen, Delaware Funds by Macquarie
- Alyson Segovia, Ernst & Young
- Luke Sexton, RBC Wealth Management
- Manav Shah, Goldman Sachs
- Denis Slipchenko , BNY Pershing
- Gabriela Smith, Ameriprise Financial Services
- Mary Carol Stadler, Calamos Investments
- Kaylin Tabbah, PIMCO
- David Talanian, iCapital Network
- Joan Wan, Vestmark
- Maggie Wetherington, Lord Abbett
- Stacy Zenger, Franklin Templeton
