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Board of Governors

IAA Officers and Board of Governors



Alison Baur
Franklin Templeton

Vice Chair

Geoff Alexander
R. M. Davis, Inc.

Past Chair

Yvette Garcia
Bessemer Trust


Joan Giardina
Chesley, Taft & Associates, LLC

President & CEO

Karen Barr
Investment Adviser Association

Gail Bernstein Headshot


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

Churchill Management Group
Los Angeles, CA
AUM: $7.1 B

Laura K. Drynan

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

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
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

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

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