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


Board of Directors


Past Presidents

Past Board of Directors

Miriam Tai

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

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

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


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


Fred R. Betts


John H. Seiter


Karen K. Chandor


Steve J. Darby


William C. Petty


Tom Keating


Charles H. Salisbury


Frank P.L. Minard


Michael E. Fisher


Gary Klem


H. Spencer Webster


Connie Moak Mazur


Susan J. Leader


Eugene M. Waldron, Jr.


Sharon L. Haugh


Jerry D. DeVore


Neal J. Howe


James S. Cusick


Obie L. McKenzie


Richard E. Graf


Philip A. Swan


James S. Skesavage


Richard N. Hoag


Thomas P. Sorbo, CFA


Gregg J. Smolenski


J. Kurt Wood


Tom Barron


Larry Pokora


Tim McAvoy


Niels Andersen


Tony Wilkins


Christopher J. Krein


Christopher Newman, CFA


Scott Kearney


P. MacKenzie Hurd, CFA


Christopher D. Rae


Carolyn Patton


Christopher Paolella


Michael R. Gillis