Board of Directors

Lisa D. Crossley

Executive Director

Meghan Flanagan

Deputy Executive Director

Adán Araujo (2017)

Jasper Ridge Partners
Fort Worth, TX

Norman L. Ashkenas (2018)

Fidelity Brokerage Services
Boston, MA

Joe Jatinder Banwait (2019)

Alignvest Capital Management
Toronto, ON

Glen P. Barrentine (2017)

Winston & Strawn LLP
New York, NY

Michelle Canela (2017)

INTECH
West Palm Beach, FL

Mark T. Carberry (2018)

J.P. Morgan
Chicago, IL

Christopher D. Charles (2018)

Wulff, Hansen & Co.
San Francisco, CA

Jerry C. Danielson (2017)

Lincoln Financial Group
Fort Wayne, IN

Louis Dempsey, CSCP (2018)

Renaissance Regulatory Services, Inc.
Boca Raton, FL

James R. Downing (2018)

BMO Harris Financial Advisors
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

Joan Hinchman (2017)

Co-Founder & Executive Director Emeritus

Miriam Lefkowitz (2019)

Summit Financial Resources, Inc.
Parsippany, NJ

Carolyn Kasky, CSCP (2019)

Compliance Support Services, LLC
Yardley, PA

Lynn M. McGrade (2017)

Borden Ladner Gervais LLP
Toronto, ON

Manoj “Tito” Pombra (2017)

Matthews International Capital Management, LLC
San Francisco, CA

Adam J. Reback (2018)

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

Z. Jane Riley, CSCP (2017)

The Leaders Group, Inc./TLG Advisors, Inc.
Littleton, CO

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