Officers
Chair
Alison Baur
Franklin Templeton
Vice Chair
Geoff Alexander
R. M. Davis, Inc.
Past Chair
Yvette Garcia
Bessemer Trust
Treasurer
Joan Giardina
Chesley, Taft & Associates, LLC
President & CEO
Karen Barr
Investment Adviser Association
Secretary
Gail Bernstein
Investment Adviser Association
Board of Governors
Benjamin Alden
Principal, Investment Management Group
Vanguard Group, Inc.
Malvern, PA
AUM: $6.7 T
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
Randy Conner
President
Churchill Management Group
Los Angeles, CA
AUM: $7.1 B
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
Joan Giardina
Principal
Chesley, Taft & Associates, LLC
Chicago, IL
AUM: $2.1 B
Catherine C. Halberstadt
Co-President and Co-Chief Executive Officer
Osterweis Capital Management
San Francisco, CA
AUM: $6 B
Bret Hester
Executive Vice President and General Counsel
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
Rebekah Kohmescher
Chief Executive Officer
Altair Advisers
Chicago, IL
AUM: $6 B
Sonia Kowal
President
Zevin Asset Management
Boston, MA
$671.5 M
Robert W. Mairs
President, CCO, General Counsel
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
Maureen Quigley
Partner, Portfolio Manager, and CCO
Howland Capital
Boston, MA
$2.6 B
Gwen Reinke
Chief Compliance Officer
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 Administrative Officer, General Counsel
Harris Associates L.P.
Chicago, IL
AUM: $94.1 B