Craig Pfeiffer to be New MMI President and CEO on May 1st

During its meeting today at the MMI Annual Convention, the MMI Board of Governors approved the recommendation of the Board’s search and selection committee that Craig D. Pfeiffer, Founder and currently Chief Executive Officer of Advisors Ahead, LLC, be appointed to succeed Christopher L. Davis as MMI President. Mr. Pfeiffer will assume his new position as President and CEO of MMI on May 1, 2015.

Chris has been MMI’s President since its founding in 1997, and – given the outstanding quality of his leadership – finding his replacement was no easy task. Craig Pfeiffer is a proven senior financial services executive with 29 years of experience with Morgan Stanley Smith Barney (MSSB) and its predecessor firms. He transitioned from MSSB, where he was Vice Chairman and a member of the executive committee, in 2012 to found Advisors Ahead (, a firm committed to the development of the next generation of Financial Advisors.

Craig has the industry experience and hard earned perspective to step in and lead MMI at an important time in our history. Today, MMI is in a strong position and our Board looks forward to Craig building upon the momentum that Chris Davis and the MMI staff have established. MMI provides important value to the industry and Craig’s leadership will take it to the next level. 

Click here to read the complete press release we will issue this afternoon containing more information on Craig’s extensive industry background and credentials.

The Board commends the search and selection committee for its stewardship and diligence throughout the search process. We look forward to Craig officially joining MMI and offer our best wishes and heartfelt gratitude to Chris for his dedication and service to MMI. 

Lorna Sabbia, Chairperson
Joseph Schultz, Chair Emeritus