Leadership

Greg Cornick is President, Advice and Wealth Management of Advisor Group. In this role, he has responsibility for all field-facing
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As president of Allianz Life Financial Services, Walther is responsible for the business results, strategic direction, sales execution and distribution
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ANDOVER, Mass., June 30, 2020 -- The Invest in Others Charitable Foundation ("Invest in Others") announces the election of four
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Stacy Bernstein is Head of Financial Intermediaries and Strategic Development for American Century Investments. With 25 Years in the financial
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Angela Xavier is the Executive Vice President of Independent Advisor Services Business Consulting at LPL Financial, where she's responsible for
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Ms. Saunders is Head of Public Policy and Advocacy for Putnam Investments. She interfaces directly with national and local policymakers
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Michael Keenan is president of MFS Fund Distributors, Inc., the registered broker/dealer subsidiary for MFS Investment Management® (MFS®). He also
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An accomplished journalist and business leader, Ray oversees all of JConnelly's service teams, providing strategic guidance and support to the
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Andover, Mass. – March 9, 2020– The Invest in Others Charitable Foundation (“Invest in Others”) announces the election of its
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Mark is responsible for strategic firm relationships both domestically and abroad with a focus on identifying investment opportunities for partnership
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Brian is the Founder, President and CEO of MarketCounsel, the leading business and regulatory compliance consulting firm to the country’s
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Maureen Duff is a Managing Director at BNY Mellon, where she is the Global Head of Marketing for its Issuer
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Adam Antoniades is Chief Executive Officer of Cetera Financial Group and a member of its Board of Directors. As CEO,
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Christine Shaw is the chief executive officer of InvestmentNews where she is responsible for the company’s strategy, daily operations, products
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Newton, Mass. – December 2, 2019– The Invest in Others Charitable Foundation (“Invest in Others”) announces the election of four
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Wendy joined MassMutual in October of 2009 as the Assistant Vice President of Infrastructure and Architecture for MassMutual’s Broker Dealer.
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Rich Steinmeier is managing director and divisional president, Business Development, responsible for the firm’s overall growth strategies. In this role,
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Newton, MA – December 12, 2018 – The Invest in Others Charitable Foundation announced today that Aaron Klein, CEO of
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Newton, MA – June 17, 2019 – The Invest in Others Charitable Foundation announces the election of four new members
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Eric Clarke is the CEO and founder of Orion Advisor Services, the nation’s largest privately-owned portfolio-accounting firm. Orion exists to
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With over 25 years of financial services leadership experience, Adam Malamed most recently served as Executive Vice President and Chief
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Michael is responsible for AssetMark’s Client Development Group. He oversees the sales and marketing teams, sales strategy and operations, and
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Ms. Thompson was a managing director and Head of US Retail Distribution with Allianz Global Investors, which she joined in
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Megan McAuley is the Executive Director and President of the Invest in Others Charitable Foundation, a 501(c)(3) public charity dedicated
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