UPCOMING EVENTS

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October 2025

AIMSE State of the Union Panel & Mini Golf Event

Registration is now open! Join us for an informative and engaging Taft-Hartley Panel at the Glenmede’s Offices. Following the panel, unwind and connect with fellow attendees at Puttshack – a tech-infused mini golf experience. ...
15 Oct
4:00 pm - 8:00 pm
Glenmede’s Offices
1650 Market Street & Puttshack – 1625 Chestnut Ave, Philadelphia, PA, 19103

AIMSE Pickleball & Perspectives

Registration is now open! An engaging event that brings together the rising stars of Texas’ institutional investment community. We will kick things off with a 40-minute panel discussion spotlighting the next generation of investment officers from the spectrum of institutional client types. Following the panel, we’ll head to the courts for a friendly pickleball session for all skill levels! ...
30 Oct
4:00 pm
Austin, TX
Austin, TX, 78722
November 2025

Benefit For Bentleys Investment Consultant Panel

Registration opens soon! Don’t miss an opportunity to hear from Atlanta’s Investment Consultant Panel at our annual Benefit for Bentley’s event! The panel will take place from 2:00 PM – 4:00 PM, followed by the Second Annual ...
12 Nov
2:00 pm - 7:00 pm
Renaissance Atlanta Waverly Hotel
2450 Galleria Parkway, Atlanta GA 30339
January 2026

AIMSE Canadian Conference 2026

Join us for the Association of Investment Management Sales Executives (AIMSE) 2026 Annual Canadian Conference! Once again, it is being held in Toronto, Ontario, at The Queen’s Quay. This is the one event that provides you with access to Canadian investment plan sponsors and consultants, and topical presentations designed to broaden your knowledge and help you succeed. Check back for more details! ...
14 - 15 Jan
The Queen’s Quay
Toronto, Canada
April 2026
No event found!


Active Member

Open ONLY to those who devote all or a major portion of their time to the marketing or selling of investment management products/services. Annual dues are $395 USD.

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Associate Membership

Designed for either: 1) newer investment management marketing and sales professionals, or 2) their colleagues who sit adjacent to the sales process. Annual dues are $200 USD.

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REGIONAL CONTACTS

Atlanta

Todd Harlicka
GQG
[email protected]

Greg Bauer, CFA, CAIA
Parametric
(678) 429-8199
[email protected]

Ryan Manthey
Leucadia
[email protected]

Rachel Bailey
Barings
[email protected]

Boston

Keith Wosneski
Lazard Asset Management
(312) 213-0706
[email protected]

John Lutz
Nuveen
[email protected]

Andrea Mack
Pathway
[email protected]

Kenzie Wedge
Polen
[email protected]

Charlotte

Daniel House
Westwood
[email protected]

Chicago

Sean Clark, CFA
Westwood Management​
(312) 515-8378
[email protected]

Mariya Krol
Barrow Hanley
214-953-7547
[email protected]

Emily Fox
M&G Investments
[email protected]

Craig Mauri
Eastspring
[email protected]

Yana Turner
AMG Funds
[email protected]

Connecticut

Jennifer Pittman
AllianceBernstein [email protected]

Kerra Smith
Trinity Street​
(332)877-3545
[email protected]

Jillian Torey
EnTrust
[email protected]

Larry Pokora
Tilden Park
[email protected]

Denver

Kristin Fenik, CFA
AllianceBernstein​
(978) 764-7042
[email protected]

Mark Robertson
CIFC Asset Management
(303) 951-2515
[email protected]

Daniel Krasnitsky
ArrowMark
[email protected]

Gene Guevara
Impax
[email protected]

Florida

Spencer Witherspoon
Shenkman Capital
[email protected]

Jordan Loh
Raymond James
[email protected]

Anthony Xuereb
Polen
[email protected]

Minneapolis / St. Paul

Jay Alexander
Amundi
(612) 965-5426
[email protected]

Mike Randall
GoldenTree Asset Mgmt.​​
(646) 965-8264
[email protected]

New York

Michelle Riffelmacher
EnTrust
(212) 418‑6615
[email protected]

Pacific Northwest

Kieran Stover
Raymond James Investment Management
(503) 396-9795
[email protected]

Galen Haws
Lord Abbett
[email protected]

Jordan Grant
GQG
[email protected]

Molly Ono
Acuitas
[email protected]

Philadelphia

Ted (Edward) Hart
Glenmede Investment Management
(215) 419-6119
[email protected]

John Larson​
Vice President
Consultant Relations
Federated Hermes, Inc.
(610) 357-4467

Carolyn Patton, CFA​
TIFF
[email protected]

Bronwyn Dewey
Conestoga
[email protected]

Salt Lake City

Mike Randall
PGIM
[email protected]

Jamie Damon
First Sentier
[email protected]

Jeremy Getson
Northllight

Lydia Gaylord
Wasatch
[email protected]

San Francisco

Margy Lowdermilk
MFS
[email protected]

Kosta Stathopoulos
312-804-9554
[email protected]

Michelle Riffelmacher
EnTrust
[email protected]

Seema Dala
Orbis
[email protected]

Southern California

Christy McKee
Schroders
[email protected]

Ramon Gonzalez
William Blair
[email protected]

Chelsea Ramos
Ares
[email protected]

Jay Wiltshire
Epoch
[email protected]

Martin Wing
Pathway
[email protected]

St. Louis

Gus Catsavis
Pinnacle Asset Mgmt.​
(646) 717-8020
[email protected]

David Carson
Capital Group

Texas

Lin Fitzenhagen
Lord Abbett
[email protected]

Devin Benton
American Century
[email protected]

Jin Philips
Lindsell Train
[email protected]

Toronto / Montreal

Michael Peck, CFA
Pier21
(289) 400-1074
[email protected]

Vancouver

Lucy So
Nicola Wealth
[email protected]

Washington DC Metro

Beth Brewer
+1 (443) 617-2422
[email protected]

Matt Pawlak
Sands Capital​
(703) 253-4573
[email protected]