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Vic Feldman Founding Member GemShares
Sharon Karsten Controlling Member GemShares
 
Stephen Clarke Managing Director Eaton Vance / Morgan Stanley
Jeff Duckworth President of Retail Distribution John Hancock Investment Management
Richard Ernesti Managing Director Citi
Scott FitzGerald   State Street (retired)
Lex Friedman Head of Podcast Strategy Wondery
Mark Heckert Chief Product Officer ICE Data Services
Neil Hennessy Chairman Hennessy Funds
Matthew Ramer Principal MOR Wealth Management

Brandon Anderson Managing Director SS&C
Sandy Bolton Executive Vice President Ameriprise Financial Services
Ray D'Arcy   Interactive Data (retired)
Robert Eaton Managing Director BlackRock
Barry Emen President MJE Advisors
Gary Enos   State Street (retired)
Andrew Erickson Executive Vice President State Street
Mark Evans Chairman & CEO Confluence
Tom Forrester Principal Advisor Forrester Leadership Group
Kaela Gibbons Senior Vice President PIMCO
Clint Harris Executive Vice President Invesco
Domenic Ionadi Head of Sales Confluence
Thomas Jones Head of Strategic Relations Columbia Threadneedle
Michael Keenan Senior Managing Director MFS Investment Management
Anthony Kraunelis    
Steve Kraunelis Real Estate Advisor Compass
John Lunny Vice Chairman Vestmark
Steve Margolis Executive Director DFIN
David Martocci Managing Director Citi
Peter McKeon President The McKeon Group
Peter McNarmara Partner PwC
Steve Perazzoli Partner PwC
Charles Rizzo Chief Operations Officer John Hancock Investment Management
Harvey Rosen Vice President Fidelity Investments
James Ross   SSGA (retired)
Susan & Barry Seigerman Principal Bradford-Miller LLC
Brian Shlissel President JPMorgan Funds
Mike Small President Akkodis North America
Frank Strauss Founder & Chairman
Expect Miracles Foundation
Accenture (retired)
Martin Sullivan Senior Vice President State Street

Ed Addvensky Vice President ICE Data Services
Brent Arvidson Managing Member Fund Administration Assistance
Thomas Bagley Partner EY
Steve Bandrowczak CEO Xerox
Abigail Benham Vice President John Hancock
Scott Brady Director Columbia Threadneedle
Keith Brown   Accenture (retired)
Thomas Bruno Senior Director SS&C
Jim Bumpus National Sales Manager Columbia Threadneedle
Phil Casparius Senior Managing Director John Hancock Investments
Todd Cipperman Managing Principal Cipperman Compliance Services
Jeffrey Cooper    
Anthony Cordani Vice President Broadridge
Steve DeAngelis Chief Revenue Officer Orion Advisor Solutions
James Edmunds Managing Director JP Morgan
Larry Fahey Managing Director Eaton Vance / Morgan Stanley
Amy Fisher Managing Director Touchstone Investments
Margaret Flynn-Martin Managing Director Morgan Stanley Wealth Management
Michelle Fuller Senior Managing Director John Hancock Investments
Jenn Gottlieb Global President Real Chemistry
Rob Haddad Founder & CEO The Innovation Engine, Inc.
Ben Huneke Managing Director Morgan Stanley
Mike Kerrigan   Accenture (retired)
Chris Kowilcik Managing Director JP Morgan
Rich Lenihan   Bank of America (retired)
Robert Leone   ICE Data Services (retired)
Kevin MacNeil Vice President DFIN
Jeffrey Masom Head of U.S. Distribution Franklin Templeton
Mike Mastroianni Head of U.S. Relationship Management SS&C 
Andy McFetridge Senior Vice President John Hancock Investment Management
Michael McKeigue Managing Director  TortoiseEcofin
Dianna McNeish CPA Howell & Minchello LLP
Sherry Moreland President and COO Mediant
Lawrence O'Grady Vice President State Street
John Pavese Managing Director New York Life Investment Management
Kirsten Pickens Managing Director FS Investments
David Rosen Managing Director Morgan Stanley
Ed Ross Sr. Relationship Manager ICE Data Services
Traci Simpson Executive Director UBS
Bruce Speca   John Hancock Investment Management (retired)
Kristina Spillane Managing Director FIS
Ken Starr Head of Product Operations ICE Data Services
Peter Thatch Senior Vice President Capital Group

 

Jennifer Abate Managing Director Lazard Asset Management
Tim Acquaviva* Valuation Manager Wellington Management Company
Bruce Alpert Chief Operating Officer Gabelli Funds LLC
Rich Babineau Director Mediant
Jack Baldwin Partner Lord Abbett
Neil Bathon Managing Partner FUSE Research Network LLC
Chris Bradford Vice President Goldman Sachs
Andrew Beasley Head of Strategy Fidelity Investments
Stacy Bernstein Head of Financial Intermediaries American Century Investments
Janet Bienkowski Vice President MFS Investment Management
Cindi Boudreau   Computershare Fund Services (retired)
Deirdre Bradley    
Ed Buccigross    
David Burke Vice President DFIN
Bob Burrow   John Hancock Investment Management (retired)
Wendy Campbell Director Columbia Threadneedle Investments
Gary Casagrande Vice President Confluence
Matthew Caulfield Chief Revenue Officer Archer
Christine Chigounis Chief Operating Officer Bank of America
Aimee Cochran Vice President BNY Mellon
Michael Collins Vice President Broadridge
Maureen Conley Senior Vice President Impax Asset Management LLC
Ross Connell Senior Vice President Fidelity Investments
Shawn Correia    
Nancy & Dominic Crowe    
Brianna Day* Manager EY
Anne Duduch Managing Director SS&C
Jonathan Duquette President Alliance Shareholder Communications
Jackie Enos* IT Application Manager Partners Healthcare
Chris Evans General Counsel Confluence
Terence Faherty Global Head of Sales Confluence
John Ferrick Director VanEck
Jay Fortuna Sr. Strategic Account Manager Invesco
Ellen Furlong Vice President BNY Mellon
Danielle Gaglione*    
Jon Gezotis Director Citi
Brendan Gill Senior Vice President PGIM Investments
Christine Gill Managing Director, Chief Business Officer BNY Mellon
Christopher Goff Vice President Columbia Threadneedle
Kristin Greeley National Account Manager Columbia Threadneedle
John Griffin   PwC (retired)
Nancy Harrington Vice President BNY Mellon
Gary Harris Executive Vice President Ultimus Fund Solutions
Gerry Healy   Accenture (retired)
Frank Heavey Executive Director Expect Miracles Foundation
William Jackson President Computershare Fund Services
Rich Joseph Chief Operating Officer Mercer Global Investments
David P. Judice    
Adam Kacamburas Senior Director ICE Data Services
Jim Keenan Senior Vice President Citi
Jeff Kenney Director Assette
Christoph Krey* Executive Director J.P. Morgan
Chris Krupa Senior Director ICE Data Services
Dan Lee Strategic Account Manager Invesco
Matt Mackay Executive Director J.P. Morgan
Brian MacPhee Executive Vice President Computershare Fund Services
Jane Mancini Puliafico Head of Sales BNY Mellon
Joe Mazalewski Global Relationship Manager ICE Data Services
Marie McCarthy Managing Director BlackRock
Karan McClimans Vice President T Rowe Price
Katie McKay National Sales Manager John Hancock Investments
Mike McNeill Senior Director SS&C
Melissa McNeillie* Relationship Manager John Hancock Investment Management
Terry Metzger   SS&C (retired)
Blake Moore CEO Touchstone Investments 
David Moore Senior Vice President Confluence
Todd Moyer President Confluence
Fred Naddaff   FIS Global (retired)
Steve Nezas Executive Director Morgan Stanley
Nick Nichols Senior Director Di Costa Partners
Jim Nolan Managing Director Citi
Mark O'Brien Managing Director Solve Advisors Inc.
Tim O'Sullivan Principal Globe North
Peter O'Toole Sr. Account Executive FIS Global
Lisa Onorato   JP Morgan (retired)
Jon Parisi Senior Director ICE Data Services
Meaghan Perry* Product Analyst Natixis Investment Managers
Bobbie Jo Pippin-Arndt Senior Relationship Manager BNY Mellon
Michael Prisco Director BNY Mellon
Shaun Real Partner EY
Mario Reto* Senior Associate Ampersand Capital Partners
Steve Reydel Senior Vice President Northern Trust
Michele Rhee VP of Patient Affairs and Advocacy X4 Pharmaceuticals
Leah Ritchie Senior Relationship Manager DWS
Brian Rudenauer Senior Fund Administrator State Street
Jassi Sandhu Senior Relationship Manager ICE Data Services
Tracy Shelby Vice President SS&C
Keith Slattery Managing Director JP Morgan
Cheryl Sobolewski-Reeves   John Hancock Investment Management (Retired)
Laura Somerville Sales Director ICE Data Services
Irene Speridakos Managing Director BNY Mellon
Eileen Storz-Salino Executive Director Eaton Vance / Morgan Stanley
J. Stratton Managing Director BNY Mellon
Sandra Strauss    
Luci Strauss-Garren* Key Accounts Relationship Manager  Goldman Sachs Asset Management
Valerie Sun Senior Director Optum
Jay Taylor* Vice President Dimensional Fund Advisors
Paul Tillotson Pension Administrator AFC Pensions Inc.
Paul Torre President AST Fund Solutions LLC
Ted & Kathy Truscott    
Ashley Turner* Pricing Analyst Wellington Management Company
Lynette Turner    
Yash Vazirani Senior Manager Accenture
Liam Walsh Director ICE Data Services
Sam Watson Director Expect Miracles Foundation
Paul Weisenfeld Head of Key Accounts Allspring Global Investments
Fredrick Winston Chief Financial Officer Confluence
Rheeta Wise President MFS Investment Management

*denotes Young Professional (age 21-39) donating at $500.

If you have any questions, edits to your entry, or would like to get involved, please contact Maggie Dombroski at 814.241.4431 or maggie@expectmiraclesfoundation.org!

 

 

 

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