Sheila |
Bair |
Chairman |
Federal Deposit Insurance Corp. |
Washington |
DC |
Charlotte |
Beyer |
CEO, Founder |
Institute for Private Investors |
New York |
NY |
Jessica M. |
Bibliowicz |
Chairman, President and CEO |
National Financial Partners Corp. |
New York |
NY |
Phyllis C. |
Borzi |
Assistant Secretary |
Department of Labor, EBSA |
Washington |
DC |
Patricia C. |
Brennan |
President |
Key Financial |
West Chester |
PA |
Valerie |
Brown |
CEO |
Cetera Financial Group |
El Segundo |
CA |
Michelle |
Clayman |
Managing Partner, CIO and Portfolio Manager |
New Amsterdam Partners, Calvert Investments |
Bethesda |
MD |
Amy |
Domini |
Founder, CEO |
Domini Social Investments |
New York |
NY |
Mary |
Erdoes |
CEO, Asset Management |
JPMorgan |
New York |
NY |
Marilyn |
Capelli Dimitroff |
President |
Capelli Financial Services, Inc. |
Bloomfield Hills |
MI |
Gail |
Cohen |
Vice Chairman, General Trust Counsel and Director |
Fiduciary Trust Company International |
New York |
NY |
Sheila |
Dorman |
Senior VP, Chief Operating Officer |
Northern Trust Securities Inc. |
Chicago |
IL |
Coventry |
Edwards-Pitt |
Managing Director, Senior Client Advisor |
Ballentine Finn |
Waltham |
MA |
Linda |
Fitz |
Principal, Co-Founder |
Aspiriant |
San Francisco |
CA |
Tamar |
Frankel |
Professor of Law |
Boston College |
Chestnut Hill |
MA |
Sara |
Hamilton |
Founder and CEO |
FOX Family Office Exchange |
Chicago |
IL |
Lori |
Hardwick |
Executive VP, Head of Advisory Services |
Envestnet |
Chicago |
IL |
Carla |
Harris |
Managing Director |
Morgan Stanley Investment Management |
New York |
NY |
Mellody |
Hobson |
President |
Ariel Investment Management |
Chicago |
IL |
Paula H. |
Hogan |
Founder |
Hogan Financial Management |
Milwaukee |
WI |
Cheryl |
Holland |
Principal |
Abacus Planning Group |
Columbia |
SC |
Kim |
Ip |
Chief Operating Officer |
Luminous Capital |
Menlo Park |
CA |
Erika |
Karp |
Managing Director, Head of Global Sector Research |
UBS Investment Bank |
New York |
NY |
Sallie |
Krawcheck |
President, Global Wealth and Investment Management |
Bank of America, Merrill Lynch |
New York |
NY |
Maria Elena |
Lagomasino |
CEO |
GenSpring Family Offices |
Palm Beach Gardens |
FL |
Diahann |
Lassus |
Co-founder, President |
Lassus Wherley & Associates |
New Providence |
NJ |
Donna |
Levy |
Chief Investment Officer |
Sontag Advisory LLC |
New York |
NY |
Sarah |
Libbey |
President |
Fidelity Charitable Gift Fund |
Boston |
MA |
Dianne F. |
Lob |
Senior VP, Chairman—Private Client Investment Policy Group |
AllianceBernstein |
New York |
NY |
Abigail |
Mason |
Chief Investment Officer |
Kaspick & Co. |
Boston |
MA |
Olivia S. |
Mitchell |
Professor of Insurance and Risk Management |
Wharton School, University of Pennsylvania |
Philadelphia |
PA |
Kathleen A. |
Murphy |
President, Personal Investing |
Fidelity Investments |
Boston |
MA |
Ranji |
Nagaswami |
Chief Investment Advisor |
Mayor’s Office of Pensions and Investments |
New York |
NY |
Rebecca |
Pomering |
CEO |
Moss Adams Wealth Advisors |
Seattle |
WA |
Carmen M. |
Reinhart |
Professor of Economics |
University of Maryland |
College Park |
MD |
Rosie |
Rios |
Treasurer of United States |
Dept. of the Treasury |
Washington |
DC |
Rosanne |
Rogé |
Managing Director, Client Services |
R. W. Rogé & Co., Inc. |
Bohemia |
NY |
Mary |
Schapiro |
Chairman |
Securities and Exchange Commission |
Washington |
DC |
Suzanne |
Shank |
Founder |
Siebert, Brandford Shank |
New York |
NY |
Muriel |
Siebert |
President & CEO |
Muriel Siebert & Co., Inc. |
New York |
NY |
Michelle |
Smith |
Managing Director |
Alexandra and James, NYC |
New York |
NY |
Liz Ann |
Sonders |
Chief Investment Strategist |
Charles Schwab Corp. |
San Francisco |
CA |
Margaret |
Starner |
Senior VP, Financial Planning |
Starner Group, Raymond James & Assoc. |
Coral Gables |
FL |
Esther |
Stearns |
President, COO |
LPL Financial |
San Diego |
CA |
Sue |
Stevens |
CEO, Founder |
Stevens WM |
Deerfield |
IL |
Dune |
Thorne |
Managing Director |
Silver Bridge |
Boston |
MA |
Elizabeth |
Warren |
Special Asst. to President, Advisor to Treasury Secretary |
Consumer Financial Protection Bureau |
Washington |
DC |
Amy |
Webber, |
President, CEO |
Cambridge Investment Research |
Fairfield |
IA |
Debra |
Wetherby |
Founder |
Wetherby Asset Management |
San Francisco |
CA |
Mary |
Zimmer |
Head, Wealth Mgmt. Services and International Wealth –USA, RBC Wealth Management. |
RBC Wealth Management |
Minneapolis |
MN |