Board of Directors

Lisa D. Crossley

Executive Director

Louis Dempsey, CSCP (2021)

Renaissance Regulatory Services, Inc
Boca Raton, FL

Melissa Loner (2020)

Independent Financial Partners
Tampa, FL

Meghan Flanagan

Deputy Executive Director

Shannon Fitzgerald (2019)

Regulatory Ridge, LLC
Parker, CO

Joseph McDermott (2021)

Alaric Compliance
Chicago, IL

Adán Araujo (2020)

Jasper Ridge Partners
Forth Worth, TX

Kevin Gleason (2019)

Voya
Scottsdale, AZ

Jaclyn Moody (2021)

Burgandy Asset Management
Toronto, ON

Norman L. Ashkenas (2020)

Fidelity Brokerage Services
Boston, MA

Jeffrey Himstreet (2020)

Prudential
Newark, NJ

Brian Rubin (2020)

Eversheds Sutherland
Washington, DC

Jeffrey R. Blumberg (2021)

Faegre Baker Daniels LLP
Chicago, IL

Bruce Karpati (2020)

KKR
New York, NY

Linda Shirkey (2020)

The Advisors Resource
The Woodlands, TX

Michelle Canela, CSCP (2020)

INTECH
West Palm Beach, FL

Carolyn Kasky, CSCP (2019)

Hannon Armstrong Securities LLC
Compliance Support Services, LLC
Yardley, PA

Gwen Weithaus (2019)

Northwestern Mutual
Milwaukee, WI

Christopher D. Charles (2021)

Wulff, Hansen & Co.
San Raphael, CA

Miriam Lefkowitz (2019)

LS Securities
Parsippany, NJ

Krista S. Zipfel (2020)

Focus 1 Associates, LLC
Newport Beach, CA

Jodie Crotteau (2021)

Harbor Capital Advisors, Inc.
Chicago, IL

Jeannette (“Jeannie”) Lewis (2021)

William Blair
Chicago, IL

Lisa D. Crossley

Executive Director

Meghan Flanagan

Deputy Executive Director

Adán Araujo (2020)

Jasper Ridge Partners
Forth Worth, TX

Norman L. Ashkenas (2020)

Fidelity Brokerage Services
Boston, MA

Jeffrey R. Blumberg (2021)

Faegre Baker Daniels LLP
Chicago, IL

Michelle Canela, CSCP (2020)

INTECH
West Palm Beach, FL

Christopher D. Charles (2021)

Wulff, Hansen & Co.
San Raphael, CA

Jodie Crotteau (2021)

Harbor Capital Advisors, Inc.
Chicago, IL

Louis Dempsey, CSCP (2021)

Renaissance Regulatory Services, Inc
Boca Raton, FL

Shannon Fitzgerald (2019)

Regulatory Ridge, LLC
Parker, 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 Leftkowitz (2019)

Summit Financial Resources, Inc.
Parsippany, NJ

Jeannette (“Jeannie”) Lewis (2021)

William Blair
Chicago, IL

Melissa Loner (2020)

Cambridge Investment Research
Fairfield, IA

Joseph McDermott (2021)

THL Credit Advisors LLC
THL Credit Senior Loan Fund
Chicago, IL

Jaclyn Moody (2021)

Burgandy Asset Management
Toronto, ON

Brian Rubin (2020)

Eversheds Sutherland
Washington, DC

Linda Shirkey (2020)

The Advisors Resource
The Woodlands, TX

Gwen Weithaus (2019)

Northwestern Mutual
Milwaukee, WI

Krista S. Zipfel (2020)

Advisor Solutions Group, Inc.
Newport Beach, CA