MMI is excited to announce the 53 senior investment leaders that have been accepted into the 5th cohort of Executive IQ® by Money Management Institute. The cohort kicked off its year-long program with its in-person residency at the University of Virginia Darden School of Business earlier this summer.
Executive IQ is an executive-level professional accelerator for senior investment leaders (with a minimum of 10-15 years of experience) looking to advance their careers and their organizations. This program combines a university-backed curriculum (University of Virginia Darden School of Business) with real-world case studies from the industry’s most prestigious consultants and Fortune 500 companies (including PwC).
On behalf of MMI, the University of Virginia Darden School of Business, PwC, and the entire MMI membership, we are thrilled to welcome this motivated group of professionals to the program, and we look forward to their engagement over the next year.
- Alex von Obelitz, Goldman Sachs
- Amanda Jacobi, American Century Investments
- Amanda Ruch, Capital Group
- Amy Hernandez, Global X ETF
- Andrew O'Hearn, Cerulli Associates
- Andrew Armstrong, BNY
- Angela Ceccarelli, iCapital
- Brandon de la Torre, Invesco
- Brendan Gilroy, Global X ETF
- Brian Hughes, InvestCloud
- Catherine Roseberry, Apollo Global Management
- Christopher Netter, Hartford Funds
- Danan Kirby, Ariel Investments
- Daniel Hart, Neuberger Berman
- Elena Relic-Lytle, Broadridge
- Henry Wright, BNY
- James Keady, iCapital
- Jason Coburn, New York Life Investments
- Jennifer Ritter, Merrill Lynch
- Jolene Bilyeu, AllianceBernstein
- Joseph McCarthy, iCapital
- Josh Olson, Edward Jones
- Karim Bouzerda-Khan, iCapital
- Ken Bossen, Money Management Institute
- Kit Mailman, Edward Jones
- Kyle Henderson, iCapital
- Laura Fischer, RBC Wealth Management
- Lauren Galvin, Merrill Lynch
- M.L. Fletcher, T. Rowe Price
- Mark Aziz, S&P Global
- Mark Saunders, Vestmark
- Martina Hodges, Baillie Gifford International
- Matthew Scheer, New York Life Investments
- Melissa Jenkins, Bank of America
- Melissa Lankard, AllianceBernstein
- Michael Conti, Merrill Lynch
- Michael Han, iCapital
- Mike Doniger, iCapital
- Mitchell Heller, Goldman Sachs
- Patricia McAuley, Clark Capital
- Ralph McCauley, iCapital
- Rebecca Mackenzie, Vestmark
- Rob Stewart, Invesco
- Rohan Reddy, Global X ETF
- Rona Gilbert, Invesco
- Sandy Lu, Global X ETF
- Sean Carey, Invesco
- Tatyana Ryabchenko, Vestmark
- Taylor Coleman, iCapital
- Todd Rais, Envestnet
- Valerie Bloom, Franklin Templeton
- Vanessa Yang, Global X ETF
- Zeynab Mohammed, iCapital
