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

Click here to read

Board of Directors

Officers

Board of Directors

Committees

Past Presidents

Past Board of Directors

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 Acuitas Investments, LLC.

Adam Gerentine

President Emeritus

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

Chelsea Carbonel, CFA

Ares Management

Chelsea Carbonel is a Vice President and Relationship Manager in the Ares Strategy and Relationship Management Group.

Sean Clark, CFA

Westwood Holdings Group, Inc.

Sean serves as Senior Vice President, Institutional Sales & 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

Harvest Volatility Management

Lewis is a Partner at IBEX Investors.

Ami Fox

Artisan Partners

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

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.

Christa Maxwell, CFA, CIPM

Acuitas Investments, LLC

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

Michael Peck

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

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

2023 Fall Conference Chairs

Lewis Del Ponte - Co-Chair

Harvest Volatility Management

Education Committee

Chelsea Carbonel - Co-Chair

Ares Management

Maureen Kennedy Hays - Co-Chair

Principal Global Investors

Canadian Committee

Michael Peck

Invesco Canada

Communications Committee

Claudette Grant - Co-Chair

Capital Group | American Funds

Christa Maxwell, CFA, CIPM - Co-Chair

Acuitas Investments, LLC

Finance Committee

Christa Maxwell, CFA, CIPM - Chair

Acuitas Investments, LLC

Membership Committee

Derek Tubbs - Co-Chair

CornerCap

Christa Maxwell, CFA, CIPM

Acuitas Investments, LLC

Partner Relations Committee

Keith Wosneski - Co-Chair

Mackenzie Investments

Peter Crivelli - Co-Chair

Raymond James Investment Management

Regional Events Committee

Sean Clark, CFA - Co-Chair

Westwood Holdings Group, Inc.

Keith Wosneski - Co-Chair

Mackenzie Investments

Diversity, Equity, and Inclusion Committee

Mark A. Sullivan - Co-Chair

Elevation Marketing Advisory

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

Click the links below to see past Board of Directors: