Board of Directors

Lisa D. Crossley

Executive Director

Louis Dempsey, CSCP (2021)

Renaissance Regulatory Services, Inc
Boca Raton, FL

Melissa Loner (2020)

Cambridge Investment Research
Fairfield, IA

Meghan Flanagan

Deputy Executive Director

Shannon Fitzgerald (2019)

Regulatory Ridge, LLC
Parker, CO

Joseph McDermott (2021)

THL Credit Advisors LLC
THL Credit Senior Loan Fund
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

Jefferey 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)

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)

Summit Financial Resources, Inc.
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

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 Manager
Chicago, IL

Steve Farmer (2018)

Northern Trust Alternatives Group
Chicago, IL

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

Melissa Loner (2020)

Cambridge Investment Research
Fairfield, IA

Brian Rubin (2020)

Eversheds Sutherland
Washington, DC

Adam J. Reback (2018)

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

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 (2020)

Advisor Solutions Group, Inc.
Newport Beach, CA