Our Team
Leadership
Staff
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
Anne Hebard-Duduch, SS&C Retirement Solution
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
Mike Keenan, MFS Investments Management
John Lunny, Vestmark
Jane Mancini, BNY Mellon
Steve Margolis, DFIN
David Martocci, Citibank
Andy McFetridge, John Hancock Investment Management
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
Luci Strauss Garren, Goldman Sachs Asset Management
Marty Sullivan, State Street
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