Some of our board members helping to Invest in Others

Board of Directors

Our Board of Directors is composed of senior executives from a diverse range of firms and organizations within the financial advisory industry, each of whom provides leadership and expertise as our organization continues to grow. Our board believes strongly in our mission and the importance of recognizing and rewarding financial advisors and firms for their charitable work.

Adam Antoniades

Adam Antoniades

CEO
Cetera Financial Group 

Ronice Barlow

Ronice Barlow

Senior Vice President, Co-Head U.S. Retail Sales
Franklin Templeton

Wendy Benson

Head of Wealth Management
MassMutual

Stacy Bernstein

Stacy Bernstein

Head of Financial Intermediaries
American Century Investments

David Canter

David Canter

President
Bluespring Wealth Partners

Eric Clarke

Eric Clarke

CEO
Orion Advisor Solutions

Jennifer Connelly

Founder & CEO
JConnelly

Mark Connolly

Mark Connolly

Head of Global Strategic Relations
Nuveen

Greg Cornick

Gregory Cornick

President, Advice and Wealth Management
Advisor Group

Maureen Duff

Maureen Duff

Managing Director, Marketing and Communications
BNY Mellon Pershing

Tash Elwyn

Tash Elwyn

President & CEO
Raymond James & Associates, Inc.

David Fisher

David Fisher

Managing Director, Co-head of Strategic Accounts
PIMCO

Mark Goldberg

Mark Goldberg

Immediate Past Chair & Board Member
Invest in Others

Brian Hamburger

Brian Hamburger

President & CEO
MarketCounsel

Kate Healy

Kate Healy

B2B CMO

Ben Huneke

Ben Huneke

Head of Investment Solutions
Morgan Stanley Wealth Management

John Hyland

John Hyland

Executive Officer
Private Advisor Group

Michael Keenan

Michael Keenan

President
MFS Fund Distributors, Inc.

Michael Kelly

Michael Kelly

President & Chief Investment Officer
FS Investments

Michael Kim

Michael Kim

President and Chief Client Officer
AssetMark, Inc.

Aaron Klein

Aaron Klein

Co-Founder & CEO
Riskalyze

Trap Kloman

Trap Kloman

President & COO
Commonwealth Financial Network

Megan McAuley

Megan McAuley

Executive Director & President
Invest In Others Charitable Foundation

John Pavese

John Pavese

Managing Director, Head of Global Relationship Management
New York Life Investment Management

Meghan Peachey

Meghan Peachey

SVP, Financial Institutions Group
Natixis Investment Managers 

Gemma Postlethwaite

Gemma Postlethwaite

CEO
Arizent

Mary Pat Roenbeck

Mary Pat Roenbeck

Managing Director
BlackRock

Abby Salameh

Abby Salameh

Chief Marketing Officer and Head of CAIS IQ
CAIS

Paul Santucci

Paul Santucci

Managing Director, Head of Field Development & Productivity
UBS Wealth Management

Cathy Saunders

Cathy Saunders

Head of Public Policy and Advocacy 
Putnam Investments

Clara Sierra

Clara Sierra

Senior Director, Business Development, Global Sales
Moody’s Analytics

Andrew Stavaridis

Andrew Stavaridis

Chief Relationship Officer, Group Head, PMC and Solutions Distribution
Envestnet

Marc Squires

Head of Wealth and Brokerage Platforms
Fidelity Institutional

Jeff Vivacqua

Jeff Vivacqua

President, Growth and Development
Cambridge Investment Research, Inc.

Corey Walther

Corey Walther

President
Allianz Life Financial Services

Bill Williams

Bill Williams

EVP, President
Ameriprise Independent Advisors

Matt Witkos

Matt Witkos

Managing Director, Head of North America Sales
Eaton Vance Distributors

Barrett Wragg

Barrett Wragg

Head of Institutional Consulting & Private Wealth
T. Rowe Price

Angela Xavier

Angela Xavier

EVP, IAS Relationship Management
LPL Financial

Craig Young

Craig Young

Mid-Atlantic Division Executive
Merrill