About

Leadership

Frank Heavey

Frank Heavey

Executive Director

Leadership

Ann Manion

Managing Director of Marketing and Communications

Leadership

Maggie Dombroski

Director of Development

Leadership

Harvey Rosen

Director Emeritus & Special Advisor

Leadership

Jennie Sheridan

Director of Programs

Leadership

Jaime Waldecker

Director of Events

Staff

Staff

Lauren Beimler

Events and Design Associate

Staff

Delaney DeAvila

Events Assistant

Staff

Sarah Reto

Operations and Administration Manager

Staff

Justin Strauss

Marketing Associate

Staff

Anna Wemer

Program Coordinator

Board of Directors

Frank Strauss, Founder and Chairman of the Board
Gary Enos, Vice Chairman of the Board
Brandon Anderson, SS&C
Sandy Bolton, Ameriprise Financial Services
Christine Chigounis, Bank of America Merrill Lynch
Stephen Clarke, Eaton Vance
Michael Collins, Broadridge Financial Solutions
Robert Eaton, BlackRock
Amy Fisher, Touchstone Investments
Margaret Flynn-Martin, Morgan Stanley
Lex Friedman, Amazon

Kaela Gibbons, PIMCO
Christine Gill, BNY Mellon
Jenn Gottlieb, Real Chemistry
Matt Goulet, Fidelity
Clint Harris, Invesco
Thom Jones, Columbia Threadneedle Investments
Sharon Karsten, GemShares
Mike Keenan, MFS Investments Management
John Lunny, Vestmark
Jane Mancini, BNY Mellon
Steve Margolis, DFIN
David Martocci, Citibank
Andy McFetridge, John Hancock Investment Management

Michael McKeigue, Tortoise Investments
Stephanie Meadows, Wells Fargo Advisors
Sherry Moreland, Mediant
Todd Moyer, Confluence
Jon Parisi, ICE
Kirsten Pickens, FS Investments
Leah Ritchie, DWS
David Rosen, Morgan Stanley
Brian Shlissel, J.P. Morgan Asset Management
Traci Simpson, UBS
Mike Small, Akkodis
Marty Sullivan, State Street
Sam Watson, Samantha Watson Consulting

Director Emeritus

Ed Addvensky, ICE
Steve Bandrowczak, Xerox
Tom Bagley, EY
Cindi Boudreau, Computershare (retired)
Scott Brady, Columbia Threadneedle
Keith Brown, Accenture (retired)
Jeffrey Cooper, Reis Cooper LLP
Jeff Duckworth, John Hancock Investment Management
Glenn Eisenstein
Terence Faherty, CSS
Vic Feldman, GemShares
Morley Goldberg, Dumont & Blake Investment Advisors
Mark Heckert, ICE
Ben Huneke, Morgan Stanley Wealth Management

William Jackson, Computershare
Jim Keenan, Citi
Hugh Kelly, Harbor Capital Advisors, Inc. (retired)
Mike Kerrigan, Accenture
Stephen Kraunelis, Compass
Rich Lenihan, Bank of America (retired)
Kevin MacNeil, DFIN (retired)
Nick Nichols, Di Costa Partners
Jim Nolan, Citi
Lisa Onorato, J.P. Morgan (retired)
John Pavese, New York Life Investment Management

Shaun Real, EY
Harvey Rosen, Fidelity Investments (retired)
Barry Seigerman, Bradford-Miller LLC
Bruce Speca, John Hancock (retired)
Irene Speridakos, BNY Mellon
Ken Starr, ICE
Eileen Storz-Salino, Eaton Vance
Pete Thatch, Capital Group
Paul Tillotson, Fiduciary Trust
Lynette Turner, BNY Mellon
Rheeta Wise, MFS Investments