Chair
Geoff Alexander
R. M. Davis, Inc.
Vice Chair
Rana J. Wright
Harris | Oakmark
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
Peter Bonanno
General Counsel
J.P. Morgan Asset & Wealth Management
New York, NY
AUM: $3.5 T
Mel Carlucci
Principal and Chief Operating Officer
The London Company
Richmond, VA
AUM: $14.8 B
Cissie Citardi
General Counsel
William Blair
Chicago, IL
AUM: $65 B
Randy Conner
Vice Chair
Churchill Management
at Focus Partners Wealth
Los Angeles, CA
Laura K. Drynan
Managing Director, Portfolio Manager
First Manhattan Co.
Greenwich, CT
AUM: $36 B
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
Marc Hertzberg
President
WBH Advisory, Inc.
Baltimore, MD
AUM: $1.7 B
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
Seth Rosenbloom
General Counsel
Betterment LLC
New York, NY
AUM: $70 B
Peter Tuz
President, Senior Securities Analyst & Portfolio Manager
Chase Investment Counsel Corporation
Charlottesville, VA
AUM: $650 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 | Oakmark
Chicago, IL
AUM: $94.1 B