About Us

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

Founded in 1977, 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

Advisory Board

Tony Buscemi
President

Tony Buscemi is a Partner of Gallatin Capital LLC.
    

Matthew Pawlak
Vice President

Director, Consultant Relations
Sands Capital
    

Christa Maxwell, CFA, CIPM
Treasurer

Christa Maxwell is a Director of Business Development at GW&K Investment Management
    

 

Adam Gerentine
President Emeritus

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

Chelsea Ramos, CFA
Ares Management

Chelsea Ramos is a Vice President in the Ares Global Client Solutions Group.

        

 

Sean Clark, CFA
Westwood Holdings Group, Inc.

Sean serves as Senior Vice President, Head of Consultant Relations for Westwood Holdings Group, Inc.

    

 

Peter Crivelli
Raymond James Investment Management

Peter Crivelli is responsible for Institutional Sales and Consultant Relations at Raymond James Investment Management..

    

 

Lewis Del Ponte
Tacora Capital

Lewis serves as the Head of Investor Relations at Tacora Capital

    

 

Ami Fox

    

 

Molly Giffen
Loomis, Sayles & Company

 

Claudette Grant, CAIA
BlackRock

Claudette Grant is a Director at BlackRock.

    

 

Maureen Kennedy Hays
Principal Global Investors

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

  

 

Michael Peck

       

 

Jennifer Pittman
AllianceBernstein

Jennifer Pittman is a Vice President and Director on AB’s Consultant Relations team.

      

 

Kerra Smith
Trinity Street Asset Management

Kerra Smith is an experienced marketing and investment sales professional with Trinity Street Asset Management.

    

 

Mark A. Sullivan
Storm Capital Partners

Mark is a co-founder and partner at Storm Capital Partners.

    

 

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.

    

 

Keith Wosneski
Man Group

Managing Director, Consultant Relations at Man Group

    

 

Charlotte Walsh, CFA
Jennison Associates

Managing Director, Consultant Relations

    

 

Jay Wiltshire, CFA
Epoch Investment Partners

Jay is a Senior Director of the Institutional Client Relations Group at Epoch Investment
    

 

2024 Annual Conference Chairs

Jay Wiltshire, CFA - Co-Chair
Epoch Investment Partners
Molly Giffen - Co-Chair
Loomis, Sayles & Company

Education Committee

Chelsea Ramos, CFA - Co-Chair
Ares Management
Maureen Kennedy Hays - Co-Chair
Principal Global Investors

Canadian Committee

Michael Peck

 

Communications Committee

Claudette Grant - Chair
Capital Group | American Funds

 

Finance Committee

Christa Maxwell, CFA, CIPM - Chair
GW&K Investment Management

Membership Committee

Derek Tubbs - Co-Chair
CornerCap

Partner Relations Committee

Keith Wosneski - Co-Chair
Man Group

 

Peter Crivelli - Co-Chair
Raymond James Investment Management

 

Maureen Kennedy Hays - Co-Chair
Principal Global Investors

Regional Events Committee

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

 

Keith Wosneski - Co-Chair
Man Group

 

Diversity and Inclusion Committee

Mark A. Sullivan - Co-Chair
Storm Capital Partners
Jay Wilshire - Co-Chair
Epoch Investment Partners
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

 

Kurt Terrien
2020-2021

 

Miriam Tai
2021-2022

 

Adam Gerentine
2021-2022

 

The AIMSE Advisory Board is a one-year position serving the President Emeritus in an advisory capacity as the President Emeritus conducts his/her responsibilities, chiefly:
1) to seek Board nominations from the Board of Directors and to Chair the Board Nominating Committee,
2) to seek Lothrop Award nominations and Chair the Selection Committee, and
3) to review the Association Management Company.

Furthermore, the Advisory Board will serve informally as a conduit for historical information about the organization and its operating and previous decision-making, as well as a wellspring of new ideas to move the organization into the next generation.

There will be no official duties or responsibilities, but it is expected that the President Emeritus will call a meeting/zoom of the Advisory Board once or twice a year, and more frequently/individually, on an ad-hoc basis.

Tim McAvoy
Principal - Client Service & Marketing

Mr. McAvoy is responsible for marketing investment products and serving as a client contact.

Lori McEvoy
Jennison Associates

Lori McEvoy is a Managing Director and the Global Head of Distribution at Jennison Associates.

Kurt Terrien
Clarkston Capital Partners

Kurt joined Clarkston Capital Partners in 2013 and oversees the firm’s institutional business, including sales, consultant relations and client service

 

Miriam Tai
Franklin Templeton Investments

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