Leadership

Invest in Others Board Member Joined August 2019 Head of Wealth Management MassMutual Wendy joined MassMutual in October of 2009
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Rich Steinmeier served as an Invest in Others Board Member from June 2019 through May 2020. Rich Steinmeier is managing
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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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Invest in Others Board Member Joined May 2019 CEO Orion Advisor Solutions Eric Clarke is the CEO and founder of
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Invest in Others Board Member Joined May 2019 With over 25 years of financial services leadership experience, Adam Malamed most
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Invest in Others Board Member Joined May 2019 EVP, Chief Client Officer AssetMark, Inc. Michael is President of AssetMark. Michael
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Invest in Others Board Member Joined March 2019 Ms. Thompson was a managing director and Head of US Retail Distribution
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Invest in Others Board Member Joined January 2015 Executive Director & President Invest In Others Charitable Foundation Megan McAuley is
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Invest in Others Board Member Joined November 2018 Co-Founder & CEO Riskalyze Aaron Klein is co-founder and CEO at Riskalyze,
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Invest in Others Board Member Joined September 2018 Managing Director, Head of Field Development & Productivity UBS Wealth Management Paul
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Ken Fasone served as an Invest in Others Board Member from June 2018 through June 2019. As an Executive Vice
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Invest in Others Board Member Joined January 2018 Chief Relationship Officer Group Head, PMC and Solutions Distribution Envestnet As Chief
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Invest in Others Immediate Past Chair & Board Member Joined May 2008 CEO and Founder Suzanne Siracuse Consulting Services, LLC
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Jennifer Connelly served as an Invest in Others Board Member from April 2017 through May 2020. A leading communications strategist,
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Carl Katerndahl served as an Invest in Others Board Member from January 2015 through January 2020. Carl Katerndahl retired from
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Bob Oros served as an Invest in Others Board Member from January 2015 through March 2021. CEO HighTower Advisors Bob
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Invest in Others Chair & Board Member Joined May 2014 Executive Officer Private Advisor Group John Hyland is a founder
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Guy Adami served as an Invest in Others Board Member from May 2014 through March 2021. Contributor CNBC Guy is
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Jamie Price served as an Invest in Others Board Member from May 2017 through December 2020. Jamie Price is President
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Derek Bruton served as an Invest in Others Board Member from April 2017 through December 2018. Derek Bruton is a
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Invest in Others Board Member Joined April 2017 EVP, Head of the RIA Segment Fidelity Clearing and Custody Solutions Fidelity
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Invest in Others Treasurer & Board Member Joined October 2016 President & COO Commonwealth Financial Network Trap Kloman joined Commonwealth
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Thomas Halloran served as an Invest in Others Board Member from April 2017 through April 2019. Thomas Halloran is President
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