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
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Chris McFadden Smith Barney 302-888-4173 chris.c.mcfadden@citigroup.<strong>com</strong><br />
Steven Mohr MFS Investment <strong>Management</strong> 617-954-6203 smohr@mfs.<strong>com</strong><br />
Rick Naramore Integrated Trade Processing Corporation 212-871-3822 r.naramore@itpcorporation.<strong>com</strong><br />
Bill O’Dell Lord Abbett & Co. 201-395-2133 wodell@lordabbett.<strong>com</strong><br />
Dennis Pattison RNC Genter Capital <strong>Management</strong> 310-566-4847 dpattison@rncgenter.<strong>com</strong><br />
Maggie Peterson Wells Fargo 612-336-7994 margaret.k.peterson@wellsfargo.<strong>com</strong><br />
James Quartuccio Prudential Investments 973-367-9966 james.quartuccio@prudential.<strong>com</strong><br />
Brett Rainey Placemark Investments, Inc. 972-404-8100 x2033 brett.rainey@placemark.<strong>com</strong><br />
Jerome Roberts Wells Fargo 415-357-6451 jerome.robert@wellsfargo.<strong>com</strong><br />
Lisa Rezzuti MFS Investment <strong>Management</strong> 617-954-7301 lrezzuti@mfs.<strong>com</strong><br />
Sandra Robinson Lockwood Financial 484-605-4824 sfortier@lkwd.<strong>com</strong><br />
Gina Scavetta Franklin Templeton Portfolio Advisors, Inc. 954-527-2129 gscavetta@templeton.<strong>com</strong><br />
Meghan Shea TIAA-CREF 212-916-4819 megshea@tiaa-cref.org<br />
Ernesto Small Allianz Global Investors 212-739-3525 ernesto.small@allianzinvestors.<strong>com</strong><br />
Nicole St. Pierre JP Morgan 212-648-2360 nicole.r.stpierre@jpmorgan.<strong>com</strong><br />
Chris Trucksess Managed Account Services 610-225-6032 chris.trucksess@masvcs.<strong>com</strong><br />
Jeannine Vanian Kayne Anderson Rudnick 310-284-5522 jvanian@kayne.<strong>com</strong><br />
Gilbert Veconi Peridrome Corporation 877-363-7770 x101 gib@peridrome.<strong>com</strong><br />
James Waller Family Wealth Report 908-656-3915 jamiewaller@jamiewaller.<strong>com</strong><br />
Lynn Zabner Merrill Lynch 201-557-0038 l_zabner@ml.<strong>com</strong><br />
Special Advisors<br />
Gary Jones <strong>The</strong> <strong>Money</strong> <strong>Management</strong> <strong>Institute</strong> 973-768-2665 gjones@mminst.org<br />
Vincent Lepore HSBC Group 212-525-8016 vincent.j.lepore@us.hsbc.<strong>com</strong><br />
TRADING PRACTICES COMMITTEE<br />
Provide a forum to discuss trade related trends and issues facing the managed solutions industry.<br />
Chair<br />
Daniel McNamara Bank of America 617-434-5651 dan.mcnamara@bankofamerica.<strong>com</strong><br />
Members<br />
Lisa Barnes Managers Investment Group LLC 484-530-4300 lisa.barnes@managersinvest.<strong>com</strong><br />
Michael Benedek Upstream Technologies, LLC 617-266-7991 mbenedek@upstream.net<br />
Randy Bullard Placemark Investments, Inc. 972-404-8100 x2011 randy.bullard@placemark.<strong>com</strong><br />
Laurie Campbell Prudential Investments 973-367-4862 laurie.campbell@prudential.<strong>com</strong><br />
Chris Carpenter Lockwood Financial Services 610-651-8778 ccarpenter@lkwd.<strong>com</strong><br />
Andrew Clipper Citi Global Transaction Services 212-816-6926 andrew.clipper@citi.<strong>com</strong><br />
Patrick Collier ClearBridge Advisors 212-793-0945 pjcollier@clearbridgeadvisors.<strong>com</strong><br />
Dana Fowler Smith Barney Consulting Group 302-888-6343 dana.j.fowler@citigroup.<strong>com</strong><br />
Marc Gensler Lord Abbett & Co. LLC. 201-827-2511 mgensler@lordabbett.<strong>com</strong><br />
Elena Geraci Lazard Asset <strong>Management</strong> 212-632-8216 elena.geraci@lazard.<strong>com</strong><br />
Thomas Griffith NWQ Investment <strong>Management</strong> Company 310-712-4000 thomas.griffith@nuv<strong>ee</strong>ninstitutional.<strong>com</strong><br />
Randy Hager Franklin Templeton Portfolio Advisors, Inc. 954-527-2146 rhager@templeton.<strong>com</strong><br />
Gary Jones <strong>The</strong> <strong>Money</strong> <strong>Management</strong> <strong>Institute</strong> 973-768-2665 gjones@mminst.org<br />
Christina Kelerchian Goldman Sachs 212-357-8682 christina.kelerchian@gs.<strong>com</strong><br />
Jay Kirkorsky Allianz Global Investors 212-739-3540 jay.kirkorsky@allianzinvestors.<strong>com</strong><br />
Michael Kutsaya Brinker Capital, Inc. 610-407-8340 mkutsaya@brinkercapital.<strong>com</strong><br />
Christopher Larkin AllianceBernstein Investment 212-969-1259 christopher.larkin@alliancebernstein.<strong>com</strong><br />
Andrew Levine G-Trade 212-237-0447 andrew.levine@g-trade.<strong>com</strong><br />
Janet Mariconti Prudential Investments 973-367-2974 janet.mariconti@prudential.<strong>com</strong><br />
William McCoy Bank of America 646-313-8803 william.g.mccoy@bankofamerica.<strong>com</strong><br />
Suzzie Mei New York Life Investment <strong>Management</strong>, LLC 973-394-3925 suzzie_mei@nylim.<strong>com</strong><br />
Elizabeth Messina TIAA-CREF 212-916-6152 lmessina@tiaa-cref.org<br />
Gene Mulligan Merrill Lynch 201-557-0553 gene_mulligan@ml.<strong>com</strong><br />
Curt Overway Natixis Global Associates 510-874-4356 curt.overway@mpa.natixis.<strong>com</strong><br />
Michael Podracky Bank of America 617-434-5678 michael.podracky@bankofamerica.<strong>com</strong><br />
Ron Pru<strong>itt</strong> Placemark Investments, Inc. 972-404-8100 x 2021 ron.pru<strong>itt</strong>@placemark.<strong>com</strong><br />
Frederick Roughan Lord Abbett & Co. 201-827-2372 froughan@lordabbett.<strong>com</strong><br />
Hanna Salvatore New York Life Investment <strong>Management</strong>, LLC 973-394-3923 hanna_salvatore@nylim.<strong>com</strong><br />
Gina Scavetta Franklin Templeton Portfolio Advisors, Inc. 954-527-2129 gscavetta@templeton.<strong>com</strong><br />
Dan Seidenstein Smith Barney 212-723-7276 daniel.seidenstein@citigroup.<strong>com</strong><br />
Brian Silverman Morgan Stanley 212-762-7120 brian.silverman@morganstanley.<strong>com</strong><br />
Steven Stone Morgan, Lewis & Bockius LLP 202-739-5453 sstone@morganlewis.<strong>com</strong><br />
Dave Studer R<strong>itt</strong>enhouse Financial 610-254-2749 dave.studer@nuv<strong>ee</strong>n.<strong>com</strong><br />
Craig Sullivan Bank of America 617-434-6160 craig.sullivan@bankofamerica.<strong>com</strong><br />
Daniel Thornton AIM Private Asset <strong>Management</strong> 713-214-7919 daniel.thornton@aiminvestments.<strong>com</strong><br />
Bill Walcher LPL Financial Services 800-877-7210 x6575 b i l l . w a l c h e r @ l p l . c o mEMERGING MANAGER<br />
05/08
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