Board of Directors

Lisa D. Crossley

Executive Director

Louis Dempsey, CSCP (2018)

Renaissance Regulatory Services, Inc
Boca Raton, FL

Miriam Lefkowitz (2019)

Summit Financial Resources, Inc.
Parsippany, NJ

Meghan Flanagan

Deputy Executive Director

James R. Downing (2018)

Aon Hewitt Investment Manager
Chicago, IL

Melissa Loner (2020)

Cambridge Investment Research
Fairfield, IA

Adán Araujo (2020)

Jasper Ridge Partners
Forth Worth, TX

Steve Farmer (2018)

Northern Trust Alternatives Group
Chicago, IL

Brian Rubin (2020)

Eversheds Sutherland
Washington, DC

Norman L. Ashkenas (2020)

Fidelity Brokerage Services
Boston, MA

Shannon Fitzgerald (2019)

Regulatory Ridge, LLC
Parker, CO

Adam J. Reback (2018)

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

Joe Jatinder Banwait (2019)

Alignvest Capital Management
Toronto, ON

Kevin Gleason (2019)

Voya
Scottsdale, AZ

Linda Shirkey (2020)

The Advisors Resource
The Woodlands, TX

Jeffrey Himstreet (2020)

Prudential
Newark, NJ

Robert S. Tull, CSCP (2018)

CBRE Clarion Securities
Radnor, PA

Michelle Canela, CSCP (2020)

INTECH
West Palm Beach, FL

Bruce Karpati (2020)

KKR
New York, NY

Gwen Weithaus (2019)

Northwestern Mutual
Milwaukee, WI

Mark T. Carberry (2018)

J.P Morgan
Chicago, IL

Carolyn Kasky, CSCP (2019)

Compliance  Support Services, LLC
Yardley, PA

Krista S. Zipfel (2020)

Advisor Solutions Group, Inc.
Newport Beach, CA

Christopher D. Charles (2018)

Wulff, Hansen & Co.
San Francisco, CA

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

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 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