Officers and Governors

Following are the current officers and the Board of Governors of the Investment Adviser Association:

Officers

  • Chair
    Mr. Jonathan Roberts, CFA, CIC, Klingenstein Fields Wealth Advisors
  • Past Chair
    Mr. Scott E. Richter, J.P. Morgan Investment Management
  • Vice Chair
    Ms. Jane Williams, Sand Hill Global Advisors LLC
  • Treasurer
    Mr. Fausto Rotundo, Edgewood Management LLC
  • President & Chief Executive Officer
    Ms. Karen L. Barr, Investment Adviser Association

Board of Governors

  • Mr. Richard Adler, Red Arrow Capital
  • Mr. Peter J. Boyle, CFA, CIC, Clifford Swan Investment Counsel
  • Mr. Robert T. Burns, Putnam Investment Management, LLC
  • Ms. Christine Carsman, Affiliated Managers Group, Inc.
  • Mr. Mark E. Eveans, CFA, CIC, Meritage Portfolio Management
  • Ms. Yvette M. Garcia, Rockefeller & Co., Inc.
  • Ms. Joan M. Giardina, CFA, Chesley, Taft & Associates, L.L.C.
  • Mr. Richard R. Hough, III, Silvercrest Asset Management Group LLC
  • Ms. Mary E. Keefe, Nuveen Asset Management
  • Mr. Mason D. King, CFA, Luther King Capital Management
  • Mr. Charles Mahar, Tealwood Asset Management
  • Ms. Nancy M. Morris, Wellington Management Company LLP
  • Mr. David Oestreicher, T. Rowe Price Associates, Inc.
  • Mr. Michael C. Provine, JD, LLM, Tradition Capital Management LLC
  • Mr. Scott E. Richter, J.P. Morgan Investment Management
  • Mr. Jonathan Roberts, CFA, CIC, Klingenstein Fields Wealth Advisors
  • Mr. Fausto Rotundo, Edgewood Management LLC
  • Mr. Burnie E. Sparks, CFA, Bailard, Inc.
  • Ms. Julie Vander Weele, RMB Capital Management
  • Ms. Jane Williams, Sand Hill Global Advisors LLC