[email protected]
703-234-4098

UPCOMING EVENTS

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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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Affiliate Member

For those who devote a significant portion of their time to selling goods and services to investment management marketing and sales professionals. Annual membership dues are $450 USD.

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REGIONAL CONTACTS

Atlanta

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

Derek Tubbs
CornerCap
(404) 968-2619
[email protected]

Boston

Keith Wosneski
Man Group
(312) 213-0706
[email protected]

Matthew Applestein, CFA
Eastspring​
(312) 730- 9540
[email protected]

California

Chelsea Carbonnel, CFA
Ares Management ​
(310) 432-8653
[email protected]

Ramon Gonzalez
William Blair
(310) 709-2780
[email protected]

Christy McKee
ClearBridge Investments​
(212) 805-2726
[email protected]

Jay Wiltshire
Epoch​
(212) 303-7219
[email protected]

Chicago

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

Claudette Grant, J.D., CAIA
BlackRock
(312) 251-1188
[email protected]

Charlotte Walsh, CFA
(212) 833-0754

John Mirante, CFA
(312) 952-8933
[email protected]

Connecticut

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

Jennifer Pittman
AllianceBernstein [email protected]

Denver

Mark Robertson
Proprietary Capital​
(303) 951-2515
[email protected]

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

Lewis Del Ponte
IBEX Investors
(303) 868-9144
[email protected]

Minneapolis / St. Paul

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

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

New York

Adam Gerentine
Trinity Street​
(914) 489-5361
[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]

Portland / Seattle

Christa Maxwell, CFA
Acuitas​
(210) 799-9293
[email protected]

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

St. Louis

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

Texas

Ryan Casey
Dimensional Fund Advisors​
(512) 306-4358
[email protected]

Daniel House
Westwood Management
(301) 461-7255
[email protected]

Toronto / Montreal

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

Washington DC Metro

Beth Brewer
T. Rowe Price
(410) 577-8032 (o)
(443) 617-2422 (m)
[email protected]

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