Board of Governors

IAA Officers and Board of Governors

Following are the current officers and the Board of Governors of the Investment Adviser Association:

Officers

Jane Williams

Chair
Jane H. Williams

Sand Hill Global Advisors LLC

Christine Carsman

Vice Chair
Christine Carsman
Affiliated Managers Group, Inc.

Rick Adler

Treasurer
Richard Adler
Red Arrow Capital

Karen Barr

President & CEO
Karen Barr
Investment Adviser Association

Gail Bernstein

Secretary
Gail Bernstein
Investment Adviser Association

Board of Governors

Rick Adler

Richard Adler
CEO
Red Arrow Capital
Winnetka, IL
Strategic consulting to asset and wealth management firms/director of two IAA member firms

Geoffrey Alexander

Geoffrey Alexander
President and Portfolio Manager
R. M. Davis, Inc.
Portland, ME
AUM: $4 B
Wealth management firm for individuals, HNW individuals & charitable organizations 

Karen Aspinall

Karen Aspinall
Executive Vice President, Deputy General Counsel
Pacific Investment Management Company LLC (PIMCO)
Newport Beach, CA
AUM: $1.7 T
Diversified investment management firm 

Alison Baur

Alison Baur
Deputy General Counsel
Franklin Templeton Investments
San Mateo, CA
AUM: $753 B
Global asset management firm for institutions, retail and HNW clients 

Christine Carsman

Christine Carsman
Senior Policy Advisor
Affiliated Managers Group, Inc.
Prides Crossing, MA
AUM: $831 B
Invests in boutique asset and wealth management firms (40 independent firms)

Mark Eveans

Mark Eveans
President and CIO
Meritage Portfolio Management
Overland Park, KS
AUM: $1.6 B
Investment management for HNW individuals, families, corporations, and institutions

Yvette Garcia

Yvette Garcia
Managing Director, General Counsel (as of 6/27/18)
Bessemer Trust
New York, NY
AUM: $34.6 B /over $100 B assets under supervision
Multifamily office that provides comprehensive investment management, wealth planning and family office services

Joan Giardina

Joan Giardina
Principal
Chesley, Taft & Associates, LLC
Chicago, IL
AUM: $1.8 B
Investment management for HNW clients, families, retirement plans, and small institutions

Richard Hough III

Richard Hough III
President and CEO
Silvercrest Asset Management
New York, NY
AUM: $21.3 B
Asset management for HNW individuals and select institutional investors 

Mary Keefe

Mary Keefe
Director of Regulatory Affairs
Nuveen Asset Management
Chicago, IL
AUM: $174 B
Institutional investment management

Mason King

Mason King
Principal
Luther King Capital Management
Fort Worth, TX
AUM: $15.7 B
Investment advisory firm for HNW individuals, foundations, and other institutions

Charles Mahar

Charles Mahar
CEO/Chief Investment Officer
Tealwood Asset Management
Minneapolis, MN
AUM: $425 M
Investment management and financial planning for HNW clients

Jennifer Murphy

Jennifer Murphy
Chief Operating Officer
Western Asset Management Company
Pasadena, CA
AUM: $225 B
Global investment management

David Ostreicher

David Ostreicher
Chief Legal Counsel
T. Rowe Price Associates, Inc.
Baltimore, MD
AUM: $972 B
Global asset management firm for institutions, retail and HNW clients

Gwen Reinke

Gwen Reinke
Chief Compliance Officer
Vista Equity Partners
San Francisco, CA
AUM: $36 B
Institutional investment management

Jeff Schweon

Jeff Schweon
Partner, Chief Legal Officer
Williams, Jones & Associates, LLC
New York, NY
AUM: $7.5 B
Investment and wealth management for HNW and UHNW clients

Burnie Sparks

Burnie Sparks
President
Bailard, Inc.
Foster City, CA
AUM: $3.6 B
Asset management and wealth management for HNW clients and small institutions

Peter Tuz

Peter Tuz
President, Senior Securities Analyst & Portfolio Manager
Chase Investment Counsel Corporation
Charlottesville, VA
AUM: $300 M
Investment management for HNW clients and some institutional

Julie Vander-Weele

Julie Vander Weele
Partner, Managing Director of Wealth Management
RMB Capital Management
Chicago, IL
AUM: $8.2 B
Wealth management, asset management, and retirement solutions

Steven Wilkes

Steven Wilkes
CEO and Portfolio Manager
Hutchinson Capital Management
Larkspur, CA
AUM: $634 M
Independent advisory firm serving individuals, HNW individuals, pension plans & corporations

Jane Williams

Jane Williams
Co-Founder and Chairman
Sand Hill Global Advisors, LLC
Palo Alto, CA
AUM: $2.2 B
Investment management, financial planning and advice to HNW clients, UHNW clients, and 501(c)(3) organizations