Leadership

Our Board

Rachel Barnard
Chair Communications Committee
President and Portfolio Manager, Midway Capital Research & Management

Amanda Beers
Chair Events Committee

Senior Product Manager – Retirement Solutions, Northern Trust Asset Management

Michele Brennan
VP Elect/Chair of Sponsorship Committee
Executive Director, Consultant Relations, UBS Asset Management

Christina Cryer
President

Head of U.S. Consultant Relations, WisdomTree Asset Management

Melissa Anne Galla
Treasurer/Chair Finance Committee
CFA, Fidelity

Nichole Graveen
Co-chair Membership Committee
Eastspring Investments, Inc. 

Catherine Hickey
Secretary

Vice President, Segal Marco Advisors

Susan Small
Vice President

Head of Institutional Distribution, Americas, UBS Asset Management

Melissa Smith
Co-chair Membership Committee
Vice President, Consultant Relations, Ariel Investments

Bonnie Stanfield
Immediate Past President

CFA, Director of Consultant Relations, Putnam Investments