Board of Directors

Lisa D. Crossley

Executive Director

Meghan Flanagan

Deputy Executive Director

Adán Araujo (2020)

Jasper Ridge Partners
Fort Worth, TX

Norman L. Ashkenas (2018)

Fidelity Brokerage Services
Boston, MA

Joe Jatinder Banwait (2019)

Alignvest Capital Management
Toronto, ON

Darrell Bartlett (2020)

Knowledge First Financial
Mississauga, ON

Michelle Canela, CSCP (2020)

INTECH
West Palm Beach, FL

Mark T. Carberry (2018)

J.P. Morgan
Chicago, IL

Christopher D. Charles (2018)

Wulff, Hansen & Co.
San Francisco, CA

Louis Dempsey, CSCP (2018)

Renaissance Regulatory Services, Inc.
Boca Raton, FL

James R. Downing (2018)

Aon Hewitt Investment Management
Chicago, IL

Steve Farmer (2018)

Northern Trust Alternatives Group
Chicago, IL

Shannon Fitzgerald (2019)

Regulatory Ridge, LLC
Fort Collins, CO

Kevin Gleason (2019)

Voya
Scottsdale, AZ

Jeffrey Himstreet (2020)

Prudential
Newark, NJ

Bruce Karpati (2020)

KKR
New York, NY

Carolyn Kasky, CSCP (2019)

Compliance Support Services, LLC
Yardley, PA

Miriam Lefkowitz (2019)

Summit Financial Resources, Inc.
Parsippany, NJ

Melissa Loner (2020)

Cambridge Investment Research
Fairfield, IA

Adam J. Reback (2018)

J. Goldman & Co., L.P.
New York, NY

Brian Rubin (2020)

Eversheds Sutherland
Washington, DC

Linda Shirkey (2020)

The Advisors Resource
The Woodlands, TX

Robert S. Tull, CSCP (2018)

CBRE Clarion Securities
Radnor, PA

Gwen Weithaus (2019)

Northwestern Mutual
Milwaukee, WI

Krista S. Zipfel (2017)

Advisor Solutions Group, Inc.
Newport Beach, CA