MMI BOARD OF GOVERNORS
Our board of governors bring special skills, broad knowledge, and significant relationships to their advisory role at MMI.
*2025-2026 Executive Committee Member
Clark Capital Management Group
Brendan Clark*
Chair
PGIM
Jim Devaney*
Chair-Elect
Board Ambassador
Jill Brown*
Treasurer
Board Ambassador
Kara Julian*
Secretary
Money Management Institute
Craig Pfeiffer*
President & CEO
iCapital
Jillian Altamura
Envestnet
Sarah Bauer
LPL Financial
Cheri Belski
Ameriprise Financial Services, Inc.
Nicole Bjugan
Raymond James
Doug Brigman
T. Rowe Price
Annie Brown
Northern Trust Asset Management
Suzanne Casey
Nomura Asset Management
David Chorba
Fidelity Investments
Kimiko Cohen
Natixis Investment Management
Matt Coldren
Nuveen
Mark Connolly
Wells Fargo
Timothy Froehlich
UBS
David Giffen*
BNY Investments
Kara Grehan
Ramirez Asset Management
James Haddon
State Street Global Advisors
Pete Hill
Russell Investments
Brad Jung*
Neuberger Berman
Scott Kilgallen*
Broadridge
Tim Kresl
Congress Asset Management
Vadim Levin
Bank of America Merrill Lynch
Jay Link
Invesco
John McDonough*
Allspring Global Investments
John Moninger
BlackRock
Jared Murphy
InvestCloud
Cheryl Nash
Cohen & Steers
Dan Noonan
Madison Investments
Leslie Oliversen
Franklin Templeton
Roger Paradiso
Orion
Ron Pruitt
Blackstone
Sheila Rapple
Future Standard
Ryan Robertson
Charles Schwab
Amos Robinson
Vestmark
Karl Roessner
American Century Investments
Brian Schappert*
Anchor Capital Advisors
Mike Serchen*
Morgan Stanley Wealth Management
Chris Scott-Hansen
Capital Group
Pete Thatch
Voya Investment Management
Kyle Thompson
Goldman Sachs
Troy Thornton
Edward Jones
Russ Tipper
Principal Asset Management
Chris Wilson
Board Ambassador
Paul Zettl