Our Team

Leadership

Frank Heavey

Frank Heavey

Executive Director

Ann Manion

Ann Manion

Managing Director

Maggie Dombroski

Maggie Dombroski

Director of Development

Harvey Rosen

Harvey Rosen

Director Emeritus & Special Advisor

Jennie Sheridan

Jennie Sheridan

Director of Programs

Jaime Waldecker

Jaime Waldecker

Director of Events

Staff

Lauren Beimler

Lauren Beimler

Events and Design Associate

Delaney DeAvila

Delaney DeAvila

Events Associate

Sarah Reto

Sarah Reto

Operations and Administration Manager

Justin Strauss

Justin Strauss

Marketing Associate

Anna Wemer

Anna Wemer

Program Coordinator

Board of Directors

Frank Strauss, Founder and Chairman of the Board
Gary Enos, Vice Chairman of the Board
Christine Chigounis, Bank of America Merrill Lynch
Michael Collins, Broadridge Financial Solutions
Anne Hebard-Duduch, SS&C Retirement Solution
Amy Fisher, Touchstone Investments
Michael A. Foutes, State Street
Matt Goulet, Fidelity
Clint Harris, Invesco
Domenic Ionadi, Confluence

Thom Jones, Columbia Threadneedle Investments
Kevin Johnson, Allspring Global Investments
Chris Kowilcik, J.P. Morgan Chase
A.J. Leimenstoll, Eaton Vance
Trip Lilly, PIMCO
John Lunny, Vestmark
Jane Mancini, BNY Mellon
Marie McCarthy, BlackRock
Steve Margolis, DFIN
Andy McFetridge, John Hancock Investment Management

Sherry Moreland, Mediant
Kelli O’Brien, Citi
Jon Parisi, ICE
Kirsten Pickens, FS Investments
Bobbie Jo Pippin-Arndt, BNY Investment Management
Leah Ritchie, DWS
David Rosen, Morgan Stanley
Traci Simpson, UBS
Mike Small, Akkodis
Luci Strauss Garren, Goldman Sachs Asset Management

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