2022 MMI Leadership Pathway Class Announced

MMI is thrilled to welcome 100 outstanding individuals into the 2022 Leadership Pathway class.

Leadership Pathway -- now in its 8th 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.

The program received a record number of applications this year from qualified candidates across the industry, including diverse representation from asset managers, sponsor firms, and solutions providers. Over the past several months, the program’s admissions council carefully reviewed the applications and noted the impressive credentials and achievements of all those who applied.

On behalf of the Leadership Pathway community and the entire MMI membership, we are pleased to welcome this group of driven, hard-working, and respected leaders to the program, and we look forward to their increased engagement within the MMI community.

Dan Alexander, SS&C Technologies
Fatima Ali, Russell Investments
Diana Andersen, Fidelity Investments
Maggie Aprilano, INVESCO
Shalem Avitan, Morningstar
Justine Bartholomew, Hartford Funds
Will Bedor, PIMCO
Matt Belnap, Cerulli
Lisandra Bissett, Merrill Lynch
Sara Borden, Morgan Stanley Wealth Management
Luke Bruno, Vestmark
Michael Burns, Allspring Global Investments
Brendan Canning, Lord Abbett
Andrew Cannon, Envestnet
Corinne Caracausa, First Eagle Investments
Kristan Carmona, Hamilton Lane
Jackie Carrico, RiverFront Investment Group
Lauren Catino, Voya Investment Management
Catie Chipman, MSCI
Peter Chong, Capital Group
Nick Combs, Axos Bank
Patrick Conroy, Charles Schwab
Brian Cunningham, Congress Asset Management
Clark Davis, Shelton Capital Management
Joseph Day, Moody's Analytics
Shehan De Silva, Capital Group
Amber Deleo, BNY Mellon | Lockwood Advisors
Olivia Dembiec, UBS Financial Services
Caroline DiMaggio, Lord Abbett
Marc Dippolito, Delaware Funds by Macquarie
Imoh Ekpo, Charles Schwab
Pierre Etienne, INVESCO
Michael Finck, Ramirez Asset Management
Eric Fuentes, INVESCO
Jaclyn Gantz, Delaware Funds by Macquarie
Jason Gardner, LPL Financial Services
Nate Glazier, BlackRock Financial Management
Brad Haag, SMArtX Advisory Solutions
Kimberly Haggard, Fidelity Investments
Jordan Harrison, AssetMark
Tyrus Hilliard, Morgan Stanley Wealth Management
Martina Hodges, Baillie Gifford International
Andy Hul, Wilshire
Gina Iadanza, FS Investments
David Iselin, Edward Jones
Sarah Isham, Blackstone
Nathan Jones, Merrill Lynch
Bryan Kamau, UBS Financial Services
Jack Keenan, T. Rowe Price
Stacey Kim, Merrill Lynch
Kristen Koch, Franklin Templeton
Idalia LeJune, AIG Financial Distributors
Noah Levin, SS&C Technologies
John Lindsay, Franklin Templeton
Alex Martland, Vestmark
Laura Mastin, Principal Asset Management
Ashleigh McKimmie, Truist
Andrew McMorris, iPipeline
John Miller, Allspring Global Investments
Taylor Mizzi, Cohen & Steers Capital Management
Danielle Morrison, Thornburg Investment Management
Omur Munoz, Raymond James
Robert Myers, Edward Jones
Eliza Nance, William Blair & Company
Nivedita Nathan, MSCI
Keri Nuzzi, Neuberger Berman
Tom O'Brien, Anchor Capital Advisors
Tony Pacheco, Franklin Templeton
Justine Pahal, Wellington-Altus Private Wealth
Roshun Pai, Lazard Asset Management
Mili Patel, Orion
Brian Peterson, PGIM Investments
Matt Polizzano, Moody's Analytics
Tim Pratt, Angel Oak
James Quinn, Goldman Sachs
Anastasia Radloff, INVESCO
Jacob Rice, State Street Global Advisors
Meleina Richardson, iCapital Network
Sarah Ronnenberg, Horizon Investments
Eliot Rowland, American Century Investments
Alyssa Salvo, Morgan Stanley Wealth Management
Boomer Saraga, Khelp Financial
Chenora Scott, Envestnet
Erin Scott, Fidelity Investments
Ethan Seid, First Eagle Investments
Priyanka Shetty, Refinitiv
Michael Stanton, iCapital Network
Kevin Staub, BlackRock Financial Management
Alison Strassner, Cohen & Steers Capital Management
Jamie Susanin, Orion
Matthew Tonsager, RBC Wealth Management
Kelly Vasel, UBS Financial Services
Jovanni Waters, Archer
Sam Wells, Raymond James
Katie Weston, PIMCO
Alexandria White, PIMCO
Julie Winkler, Edward Jones
Jen Wong, Allspring Global Investments
Michael Zerinskas, Flyer Financial Technologies
Kevin Zorovich, Bluerock Capital Markets