Chair
Geoff Alexander
R. M. Davis, Inc.
Vice Chair
Rana J. Wright
Harris Associates L.P.
Past Chair
Alison Baur
Franklin Templeton
Treasurer
R. Kelly Williams, Jr.
Atlanta Capital Management Company, LLC
President & CEO
Karen Barr
Investment Adviser Association
Secretary
Gail Bernstein
Investment Adviser Association
Board of Governors
Geoffrey Alexander
Chief Executive Officer
R. M. Davis, Inc.
Portland, ME
AUM: $5.7 B
Alison Baur
Deputy General Counsel
Franklin Templeton
San Mateo, CA
AUM: $1.5 T
Mel Carlucci
Principal and Chief Operating Officer
The London Company
Richmond, VA
AUM: $14.8 B
Randy Conner
Vice Chair
Churchill Management
at Focus Partners Wealth
Los Angeles, CA
Laura K. Drynan
Partner
Bourgeon Capital Management
Darien, CT
AUM: $760.1 M
James Febeo
Senior VP, Head of Federal Government Relations
Fidelity Investments
Boston, MA
AUM: $3.8 T
Catherine C. Halberstadt
Co-President and Co-Chief Executive Officer
Osterweis Capital Management
San Francisco, CA
AUM: $6 B
Bret Hester
Senior Executive Vice President and Chief Legal Officer
TIAA
New York, NY
AUM: $1.3 T
Carlotta King
General Counsel and Corporate Secretary
Diamond Hill Capital Management, Inc.
Columbus, OH
AUM: $24.8 B
Sonia Kowal
President
Zevin Asset Management
Boston, MA
$671.5 M
Robert W. Mairs
CEO and President
Mairs & Power
Saint Paul, MN
AUM: $9.7 B
Christine Morgan
Deputy General Counsel
T. Rowe Price Associates, Inc.
Baltimore, MD
AUM: $1.5 T
Sonya Mughal
Chief Executive Officer
Bailard, Inc.
Foster City, CA
AUM: $6 B
Maureen Quigley
Partner, Portfolio Manager, and CCO
Howland Capital
Boston, MA
$2.6 B
Gwen Reinke
Senior Managing Director, Chief Compliance Officer, Co-Head, Legal & Compliance
Vista Equity Partners
San Francisco, CA
AUM: $103.8 B
T. Williams Roberts, III
Partner and Co-CEO
GW&K Investment Management
Boston, MA
AUM: $46.8 B
Jeff Schweon
Partner, Chief Legal Officer, Chief Financial Officer
Williams Jones Wealth Management
New York, NY
AUM: $9.3 B
Peter Tuz
President, Senior Securities Analyst & Portfolio Manager
Chase Investment Counsel Corporation
Charlottesville, VA
AUM: $295 M
Steven Wilkes
CEO and Portfolio Manager
Hutchinson Capital Management
Larkspur, CA
AUM: $825.3 M
R. Kelly Williams, Jr.
President, CEO and Principal
Atlanta Capital Management Company, LLC
Atlanta, GA
AUM: $31.8 B
Rana J. Wright
Partner, Chief Legal & Administrative Officer
Harris Associates L.P.
Chicago, IL
AUM: $94.1 B