About Us

The only professional organization dedicated to serving the needs of investment management sales and marketing professionals.

Founded in 1977 with a total of 125 members, AIMSE averages more than 800 members, each with access to a wide array of AIMSE benefits.


Our Mission

AIMSE’s mission is to provide a worldwide forum for sales and marketing professionals in the investment management industry. We emphasize education, improving skills, and enabling members to adapt to the changing needs of the marketplace. AIMSE fosters high ethical and professional standards regarding the representation of investment strategies and services, and actively promotes diversity and inclusion throughout the investment management industry.


Our Objectives

  • To foster professionalism of the investment management sales industry.
  • To educate membership to improve skills to enable membership to adapt to change in the marketplace.
  • To provide information to membership.
  • To encourage membership to be representative of the investment management sales industry.

Message from the AIMSE President

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Board of Directors

Officers

Board of Directors

Committees

Past Presidents

Past Board of Directors

Miriam Tai
President

Miriam Tai is Vice President of Consultant Relations for Franklin Templeton Investments.

    

Adam Gerentine
Vice President

Adam Gerentine is a Managing Director with Trinity Street Asset Management.

    

Tony Buscemi
Treasurer

Tony Buscemi is a Partner of Gallatin Capital LLC.

    

Kurt Terrien
President Emeritus

Kurt oversees institutional business, including sales, consultant relations and client service for Clarkston Capital Partners.

    

Gregory T. Bauer, CFA, CAIA
Parametric Portfolio Associates

Mr. Bauer is responsible for developing, coordinating, and executing the sales and marketing strategies for Parametric Portfolio Associates.

    

 

Chelsea Carbonel
Dimensional Fund Advisors

Chelsea Carbonel is a Regional Director for Dimensional Fund Advisors.

        

 

Gus Catsavis, CFA
Pinnacle Asset Management, L.P.

Gus Catsavis is a Managing Director for Pinnacle Asset Management, L.P.

    

 

Sean Clark, CFA
Westwood Holdings Group, Inc.

Sean serves as Senior Vice President, Institutional Sales & Consultant Relations for Westwood Holdings Group, Inc.

    

 

Peter Crivelli
Carillon Tower Advisers

Peter Crivelli is responsible for Institutional Sales and Consultant Relations for Carillon Tower Advisers.

    

 

Lewis Del Ponte
Harvest Volatility Management

Lewis is an Executive Director at Harvest Volatility Management.

    

 

Ami Fox
Artisan Partners

Ami Fox is a Director on the institutional client services team at Artisan Partners.

    

 

Claudette Grant
Capital Group | American Funds

Claudette Grant is a Vice President of Institutional Relationship Manager at Capital Group | American Funds.

    

 

Maureen Kennedy Hays
Principal Global Investors

Maureen Kennedy Hays is the Managing Director at Principal Global Investors.

  

 

Tasleem Jamal, CFA
Sprucegrove Investment Management

Tasleem Jamal is the Vice President, Head of Marketing & Client Services at Sprucegrove Investment Management.

    

 

Christa Maxwell, CFA, CIPM
Acuitas Investments, LLC

Christa Maxwell is a Director of Business Development at Acuitas Investments, LLC.

    

 

Matt Pawlak
Sands Capital

Matt Pawlak is a Director, Consultant Relations, at Sands Capital.

    

 

Michael Peck
Invesco Canada

Michael Peck is a Senior Vice President, Head of Institutional, for Invesco Canada.

       

 

Kerra Smith
Trinity Street Asset Management

Kerra Smith is a Director at Trinity Street Asset Management.

    

 

Mark A. Sullivan
Elevation Marketing Advisory

Mark Sullivan is a Managing Director at Elevation Marketing Advisory.

    

 

James Stafford, CFA
Atlanta Capital

James Stafford is the Head of Distribution and Client Service at Atlanta Capital.

    

 

Derek Tubbs
CornerCap

Derek is an Associate Portfolio Manager and the Vice President of Institutional Development for CornerCap.

    

 

Kimberley Woolverton, CFA
Foyston, Gordon & Payne

Kimberley is Senior Vice President, Institutional Client Services, at Foyston, Gordon & Payne.

    

 

Keith Wosneski
Mackenzie Investments

Keith Wosneski is the Head of U.S. Institutional & Global Consultant Relations at Mackenzie Investments.

    

 

2022 Annual Conference Committee

Keith Wosneski - Co-Chair
Mackenzie Investments

 

Peter Crivelli - Co-Chair
Carillon Tower Advisers.

 

Education Committee

Michael Gillis - Chair
TD Asset Management
Tony Buscemi
Gallatin Capital LLC
Peter Crivelli
Carillon Tower Advisers

 

Maureen Kennedy Hays
Principal Global Investors

 

Awards Committee

Michael Gillis - Chair
TD Asset Management

 

Canadian Committee

Kimberley Woolverton - Chair
Foyston, Gordon & Payne

 

Communications Committee

Gus Catsavis - Co-Chair
Pinnacle Asset Management, L.P.

 

Mark Sullivan - Co-Chair
Elevation Marketing Advisory

 

Finance Committee

Adam Gerentine - Chair
Trinity Street Asset Management

 

Miriam Tai, CFA. CAIA
Franklin Templeton Investments

 

Michael Gillis
TD Asset Management
Kurt Terrien
Clarkston Capital Partners

 

Membership Committee

Derek Tubbs - Co-Chair
CornerCap

 

Tony Buscemi - Co-Chair
Gallatin Capital LLC

Nominating Committee

Michael Gillis
TD Asset Management

 

Partner Relations Committee

Keith Wosneski - Co-Chair
Mackenzie Investments

 

Greg Bauer, CFA, CAIA - Co-Chair
Parametric Portfolio Associates

 

Regional Events Committee

Sean Clark, CFA - Co-Chair
Westwood Holdings Group, Inc.

 

Keith Wosneski - Co-Chair
Mackenzie Investments

 

Scholarship Committee

John Mirante - Co-Chair
PBMO Global Asset Management

 

Kerra Smith - Co-Chair
Trinity Street Asset Management

 

Strategic Planning Committee

Miriam Tai, CFA. CAIA - Co-Chair
Franklin Templeton Investments

 

Kurt Terrien - Co-Chair
Clarkston Capital Partners

 

Michael Gillis
TD Asset Management

 

Adam Gerentine
Trinity Street Asset Management

 

Charles C. Thomas
1980-1981

 

Fred R. Betts
1981-1982

 

John H. Seiter
1982-1983

 

Karen K. Chandor
1983-1984

 

Steve J. Darby
1984-1985

 

William C. Petty
1985-1986

 

Tom Keating
1986-1987

 

Charles H. Salisbury
1987-1988

 

Frank P.L. Minard
1988-1989

 

Michael E. Fisher
1989-1990

 

Gary Klem
1990-1991

 

H. Spencer Webster
1991-1992

 

Connie Moak Mazur
1992-1993

 

Susan J. Leader
1993-1994

 

Eugene M. Waldron, Jr.
1994-1995

 

Sharon L. Haugh
1995-1996

 

Jerry D. DeVore
1996-1997

 

Neal J. Howe
1997-1998

 

James S. Cusick
1998-1999

 

Obie L. McKenzie
1999-2000

 

Richard E. Graf
2000-2001

 

Philip A. Swan
2001-2002

 

James S. Skesavage
2002-2003

 

Richard N. Hoag
2003-2004

 

Thomas P. Sorbo, CFA
2004-2005

 

Gregg J. Smolenski
2005-2006

 

J. Kurt Wood
2006-2007

 

Tom Barron
2007-2008

 

Larry Pokora
2008-2009

 

Tim McAvoy
2009-2010

 

Niels Andersen
2010-2011

 

Tony Wilkins
2011-2012

 

Christopher J. Krein
2012-2013

 

Christopher Newman, CFA
2013-2014

 

Scott Kearney
2014-2015

 

P. MacKenzie Hurd, CFA
2015-2016

 

Christopher D. Rae
2016-2017

 

Carolyn Patton
2017-2018

 

Christopher Paolella
2018-2019

 

Michael R. Gillis
2019-2020