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.
Guy Adami
Contributor
CNBC
Adam Antoniades
CEO
Cetera Financial Group
Wendy Benson
Head of Wealth Management
MassMutual
David E. Canter
EVP, Head of the RIA and Family Office Segments
Fidelity Institutional
Peter Cieszko
Head of Strategic Development
American Century Investments
Eric Clarke
CEO & Founder
Orion Advisor Solutions, LLC
Mark Connolly
Head of Global Strategic Relations
Nuveen
Robert DeChellis
Founder & CEO
Bonsai Personal Pensions
Maureen Duff
Managing Director, Global Head of Marketing
BNY Mellon
Tash Elwyn
President & CEO
Raymond James & Associates
Mark Goldberg
Chair, Invest in Others
CEO
Griffin Capital Securities
Brian Hamburger
President & CEO
MarketCounsel
Kate Healy
Clerk, Invest in Others
Managing Director, Generation Next
TD Ameritrade Institutional
Ray Hennessey
President & CEO
JConnelly
Ben Huneke
Head of Investment Solutions
Morgan Stanley
John Hyland
Vice Chair, Invest in Others
Executive Officer
Private Advisor Group
Jim Jessee
Corporate Board Member
Waddell & Reed
Michael Keenan
President
MFS Fund Distributors, Inc
Michael Kelly
President & Chief Investment Officer
FS Investments
Michael Kim
Executive Vice President, Chief Client Officer
AssetMark
Aaron Klein
Co-Founder & CEO
Riskalyze
Trap Kloman
Treasurer, Invest in Others
President & COO
Commonwealth Financial Network
Adam Malamed
Executive Vice President, Chief Operating Officer & Director
Ladenburg Thalmann Financial Services Inc.
Megan McAuley
Executive Director & President
Invest in Others
Bob Oros
CEO
Hightower Advisors
John Pavese
MD, Head of Global Relationship Management
New York Life Investment Management
Meghan Peachey
SVP, Financial Institutions Group
Natixis Investment Managers
Steve Plump
EVP, Team Lead Strategic Accounts
PIMCO
Jamie Price
President & CEO
Advisor Group
Paul Santucci
Managing Director, Head of Field Development & Productivity
UBS Wealth Management USA
Cathy Saunders
Head of Public Policy and Advocacy
Putnam Investments
Christine Shaw
CEO
InvestmentNews
Sterling Shea
Global Head of Wealth & Asset Management
Barron’s
Suzanne Siracuse
Immediate Past Chair, Invest in Others
CEO
Suzanne Siracuse Consulting Services, LLC
Andrew Stavaridis
Executive Managing Director, Head of Enterprise and Advisor Sales
Envestnet
Kate Thompson
Managing Director, Head of US Retail Distribution
Allianz Global Investors
Jeff Vivacqua
Executive Vice President & Chief Marketing Officer
Cambridge Investment Research
Matt Witkos
President
Eaton Vance Distributors, Inc.
Angela Xavier
Executive Vice President, IAS Business Consulting
LPL Financial
