Board Election

2023 Invest in Others Board Election

Please select whether or not you would like to re-elect each candidate, or you may choose to abstain. 
To learn more about each individual, click their name to read their professional bio.

All votes will be kept confidential. 

Board Candidate Re-Election
Stacy Bernstein, American Century Investments Marketing Committee Elected: December 2020

Greg Cornick, Advisor Group Development Committee Elected: December 2020

Michael Keenan, MFS Fund Distributors Development Committee Elected: June 2020

Aaron Klein, Riskalyze Marketing Committee Elected: November 2018

Trap Kloman, Commonwealth Financial   
Executive Committee
Finance & Audit Committee 
Elected: October 2016

John Pavese, New York Life Investment Management Development Committee Elected: May 2016

Meghan Peachey, Natixis Investment Managers Development, Governance Committees Elected: June 2016

Paul Santucci, Merrill Finance & Audit Committee Elected: September 2018

Cathy Saunders, Putnam Investments Programs & Events Committee Elected: June 2020

Jeff Vivacqua, Cambridge Investment Research Programs & Events Committee Elected: October 2016

Corey Walther, Allianz Life Financial Services Development Committee Elected: December 2020

Angela Xavier, LPL Financial Programs & Events Committee Elected: May 2020

Officer Election
Please vote for the following candidates for election as officers of the Foundation.
*PRESIDENT: Barkley Payne, Invest in Others
Current Executive Director 

*CLERK: Brain Hamburger, MarketCounsel 
Finance & Audit Committee                 
Executive Committee                                
Elected: December 2019