com m itt ee membership - The Money Management Institute
com m itt ee membership - The Money Management Institute
com m itt ee membership - The Money Management Institute
Create successful ePaper yourself
Turn your PDF publications into a flip-book with our unique Google optimized e-Paper software.
A LT E R N ATIVE INVESTMENTS COMMITTEE<br />
Serve as an expert resource to the Board of Governors on the development of new securities offerings and their appropriate placement in managed solutions.<br />
Chair<br />
William Turchyn Mariner Investment Group 914-670-4392 wturchyn@marinercapital.<strong>com</strong><br />
Members<br />
Jennifer Abate Lazard Asset <strong>Management</strong> 212-632-6726 jennifer.abate@lazard.<strong>com</strong><br />
Charles Baldiswieler TCW Investment <strong>Management</strong> Company 212-771-4510 charles.baldiswieler@tcw.<strong>com</strong><br />
Judith Benson Benson and Associates 386-441-0291 judith_k_benson@yahoo.<strong>com</strong><br />
Bernie Brockgreiten Putnam Investments 617-760-9522 bernie_brockgreiten@putnam.<strong>com</strong><br />
Charles Carroll Lazard Asset <strong>Management</strong> 212-632-6683 charles.carroll@lazard.<strong>com</strong><br />
Michael McGrath Morgan Stanley 914-225-6524 michael.mcgrath@morganstanley.<strong>com</strong><br />
James Russell Prudential Investments 973-367-2041 james3.russell@prudential.<strong>com</strong><br />
Kirk Strawn Man Investments Inc. 312-881-6878 kstrawn@maninvestments.<strong>com</strong><br />
Charles Widger Brinker Capital, Inc. 610-407-5540 cwidger@brinkercapital.<strong>com</strong><br />
BANK DISTRIBUTION AND SERVICES COMMITTEE<br />
Provide an executive forum to address key issues specific to the integration and distribution of managed solutions in the banking industry.<br />
Co-Chair<br />
Lidiette Ratiani Wells Fargo 415-396-2276 lidiette.f.ratiani@wellsfargo.<strong>com</strong><br />
James Seuffert Pershing Managed Account Solutions 610-651-8807 jseuffert@pershing.<strong>com</strong><br />
Members<br />
Christopher Bell Fifth Third Asset <strong>Management</strong> 513-534-7567 christopher.bell@53.<strong>com</strong><br />
Sean Jencik Lord Abbett & Co. LLC. 201-827-2557 sjencik@lordabbett.<strong>com</strong><br />
Gene Martino <strong>The</strong> Bank of New York 212-408-7742 gmartino@bankofny.<strong>com</strong><br />
Kevin Osborn Prudential Investments 973-367-4865 kevin.osborn@prudential.<strong>com</strong><br />
James Patrick Allianz Global Investors 203-352-4994 james.patrick@allianzinvestors.<strong>com</strong><br />
Mark Staples Wachovia Securities 804-782-3367 mstaples@wachoviasec.<strong>com</strong><br />
Scott Trent Wachovia Securities 804-344-6256 scott.trent@wachoviasec.<strong>com</strong><br />
C FA INSTITUTE LIAISON COMMITTEE<br />
Provide ongoing consultation with members of the CFA <strong>Institute</strong>.<br />
Chair<br />
John Forst Lord Abbett & Co. LLC. 201-395-2719 jforst@lordabbett.<strong>com</strong><br />
Members<br />
Bruce Aronow Managers Investment Group LLC 484-530-3500 bruce.aronow@managersinvest.<strong>com</strong><br />
Michael Bell Curian Capital 720-489-6427 michael.bell@curian.<strong>com</strong><br />
Sandra Hahn-Colbert Neuberger Berman 646-497-4950 scolbert@nb.<strong>com</strong><br />
Gary Iwamura Brandes Investment Partners, L.P. 858-523-3229 gary.iwamura@brandes.<strong>com</strong><br />
Janet Mariconti Prudential Investments 973-367-2974 janet.mariconti@prudential.<strong>com</strong><br />
Matthew O’Connor Putnam Investments 617-760-8378 matt_o’connor@putnam.<strong>com</strong><br />
Mark Pennington Lord Abbett & Co. 201-395-2307 mpennington@lordabbett.<strong>com</strong><br />
Diane Robertson Legg Mason & Co. 212-805-6074 DRobertson@leggmason.<strong>com</strong><br />
Christine Rogers BISYS Wealth Solutions 614-470-8086 Christine.D.Rogers@bisys.<strong>com</strong><br />
Brian Silverman Morgan Stanley 212-762-7120 brian.silverman@morganstanley.<strong>com</strong><br />
DIRECTORS OF RESEARCH COMMITTEE<br />
Provide a forum for directors of research to network and promote the research value proposition.<br />
Chair<br />
Janet Mariconti Prudential Investments 973-367-2974 janet.mariconti@prudential.<strong>com</strong><br />
Members<br />
Brian Ahrens Prudential Investments 973-367-3156 brian.ahrens@prudential.<strong>com</strong><br />
David Armstrong Lincoln Financial Advisors 603-229-6270 david.armstrong@lfg.<strong>com</strong><br />
Alison Ballard Bank of America 617-434-6117 alison.ballard@bankofamerica.<strong>com</strong><br />
Brett Bennett EnvestNet 303-824-8117 brett.bennett@envestnet.<strong>com</strong><br />
Timothy Clift FundQuest, Inc. 617-526-7332 tclift@fundquest.<strong>com</strong><br />
Nicholas Coppola Charles Schwab & Co., Inc. 415-636-3230 nicholas.coppola@schwab.<strong>com</strong><br />
Tom Cotterell Oppenheimer & Co. 212-667-4932 thomas.cotterell@opco.<strong>com</strong><br />
Ted Finlay Fifth Third Asset <strong>Management</strong> 513-534-6894 ted.finlay@53.<strong>com</strong><br />
J. Michael Havey Wachovia Securities 314-955-3895 mike.havey@gallatinasset.<strong>com</strong><br />
Shari Hensrud-Ellingson Sungard Advisor Technologies 916-288-6451 shari.hensrud@sungard.<strong>com</strong><br />
David Judice Smith Barney 212-783-2510 david.judice@citi.<strong>com</strong><br />
Halvard Kvaale Morgan Stanley 914-255-7244 halvard.kvaale@morganstanley.<strong>com</strong><br />
Gregory Maddox Wells Fargo 415-222-1457 greg.t.maddox@wellsfargo.<strong>com</strong><br />
Don Marchesiello Lockwood Financial 610-695-9150 x4838 dmarchesiello@lkwd.<strong>com</strong><br />
Tracy Nyffeler Merrill Lynch 201-557-0320 tracy_nyffeler@ml.<strong>com</strong><br />
David Quaintance RBC Dain Rauscher 612-371-7759 david.quaintance@rbcdain.<strong>com</strong><br />
Glenn Regan Smith Barney 302-888-4167 glenn.t.regan@citi.<strong>com</strong><br />
Paul Ricciardelli Merrill Lynch 201-557-0284 paul_ricciardelli@ml.<strong>com</strong><br />
Don Robinson Lockwood Financial Services, Inc. 610-695-8852 drobinson@lkwd.<strong>com</strong><br />
Mike Sabbann Ameriprise Financial Services 612-671-1987 mike.k.sabbann@ampf.<strong>com</strong><br />
Doug Schoen Edward Jones 314-515-3551 doug.schoen@edwardjones.<strong>com</strong><br />
Bill Spellman Prudential Investments 973-367-8738 william.spellman@prudential.<strong>com</strong><br />
Kevin Sullivan UBS Financial Services 201-352-7050 kevin.sullivan@ubs.<strong>com</strong><br />
Scott Summerford 1st Global 214-378-0337 ssummerford@1stglobal.<strong>com</strong><br />
Ron Surz PPCA, Inc. 949-488-8277 ron@ppca-inc.<strong>com</strong><br />
Steve Young Curian Capital 720-489-6400 steve.young@curian.<strong>com</strong>
Change language