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Industry Expertise

Leadership Council

Our Leadership Council is a non-governing advisory body of leaders who provide strategic insight, expertise, and guidance to our Board of Directors. Members represent organizations serving financial advisors including broker-dealers, RIAs, custodians, asset managers, and related sectors.

Jennifer Connelly

Founder & Co-CEO

JConnelly

Joe Mallee

Head of MassMutual Financial Advisors

MassMutual

Jim Perhacs

Chief Operating Officer

Private Advisor Group

Kirsten Pickens

Managing Director, Co-Head U.S. Distribution

Future Standard

Clara Sierra

Managing Director

BridgePort Financial Solutions

Desiree Sii

Vice President, Head of Strategic Accounts

AssetMark

Kate Thompson

SVP, Head of ETF Distribution

Allianz

Michael Valenti

Director, National Accounts

BlackRock

Tom Walrond

President, Raymond James & Associates Private Client Group

Raymond James

Barrett Wragg

Head of COI Team

T. Rowe Price

John Vaccaro

Chairman Emeritus & Director

MML Investor Services, LLC

Dan Zitting

CEO

Nitrogen