Board of Governors

Benjamin Alden
Chief Risk Officer — Financial Advisor Services
Vanguard Group, Inc.
Malvern, PA
AUM: $5.7 T
 

Geoffrey Alexander
Chief Executive Officer
R. M. Davis, Inc.
Portland, ME
AUM: $3.9 B
Wealth management firm for individuals, HNW individuals & charitable organizations 

Alison Baur
Deputy General Counsel
Franklin Templeton Investments
San Mateo, CA
AUM: $435 B
Global asset management firm for institutions, retail and HNW clients 

Christine Carsman
Senior Policy Advisor
Affiliated Managers Group, Inc.
Prides Crossing, MA
AUM: $778 B
Invests in boutique asset and wealth management firms (40 independent firms)

Laura K. Drynan
Partner
Bourgeon Capital Management
Darlen, CT
AUM: $700 M
Wealth management firm focused on helping ultra-high net worth and high net worth individuals achieve their multi-generational investment goals

James Febeo
Senior VP, Head of Federal Government Relations
Fidelity Investments
Boston, MA
AUM: $868.5 B
Global asset management firm for institutions, retail and HNW clients

Yvette Garcia
Managing Director, General Counsel
Bessemer Trust
New York, NY
AUM: $14.9 B /over $100 B assets under supervision
Multifamily office that provides comprehensive investment management, wealth planning and family office services

Joan Giardina
Principal
Chesley, Taft & Associates, LLC
Chicago, IL
AUM: $1.6 B
Investment management for HNW clients, families, retirement plans, and small institutions

Catherine C. Halberstadt
Co-President and Co-Chief Executive Officer
Osterweis Capital Management
San Francisco, CA
AUM: $5.4 B

Bret Hester
Senior Managing Director and General Counsel
TIAA
New York, NY
AUM: $1.3 T
Financial services provider in the academic, research, medical, cultural, and government fields

Mason King
Principal
Luther King Capital Management
Fort Worth, TX
AUM: $16.3 B
Investment advisory firm for HNW individuals, foundations, and other institutions

Charles Mahar
CEO/Chief Investment Officer
Tealwood Asset Management
Minneapolis, MN
AUM: $388 M
Investment management and financial planning for HNW clients

Christine Morgan
Deputy General Counsel
T. Rowe Price Associates, Inc.
Baltimore, MD
AUM: $940.6 B
Global asset management firm for institutions, retail and HNW clients 

Gwen Reinke
Chief Compliance Officer
Vista Equity Partners
San Francisco, CA
AUM: $56.6 B
Institutional investment management

T. Williams Roberts, III
Partner and Co-President
GW&K Investment Management
Boston, MA
AUM: $53 B
Investment advisory firm serving individuals, institutional investors and financial advisors

Jeff Schweon
Partner, Chief Legal Officer
Williams, Jones & Associates, LLC
New York, NY
AUM: $6.9 B
Investment and wealth management for HNW and UHNW clients

Burnie Sparks
President
Bailard, Inc.
Foster City, CA
AUM: $3.9 B
Asset management and wealth management for HNW clients and small institutions

Peter Tuz
President, Senior Securities Analyst & Portfolio Manager
Chase Investment Counsel Corporation
Charlottesville, VA
AUM: $275 M
Investment management for HNW clients and some institutional

Steven Wilkes
CEO and Portfolio Manager
Hutchinson Capital Management
Larkspur, CA
AUM: $585 M
Independent advisory firm serving individuals, HNW individuals, pension plans & corporations

Jane Williams
Co-Founder and Chairman
Sand Hill Global Advisors, LLC
Palo Alto, CA
AUM: $2 B
Investment management, financial planning and advice to HNW clients, UHNW clients, and 501(c)(3) organizations

R. Kelly Williams, Jr.
President, CEO and Principal
Atlanta Capital Management Company, LLC
Atlanta, GA
AUM: $20.2 B
Investment advisory firm specializing in high quality stock and bond portfolios for institutional and individual clients.

Rana J. Wright
General Counsel
Harris Associates L.P.
Chicago, IL
AUM: $136 B

Value investor seeking to invest in businesses priced at substantial discounts to intrinsic value. Manages long-only U.S., international, and global equity strategies offered through its mutual fund company, the Oakmark Funds.