Director of Institutional Sales & Marketing
Channing Capital Management, LLC
Atlanta, GA
Managing Director
GCM Grosvenor
Chicago, IL
Vice President, Marketing & Client Services
Xponance
Philadelphia, PA
President
The Jordan Group
Atlanta, GA
Immediate Past Chair
Managing Director, Head of National Infrastructure
Raymond James & Associates, Inc.
Atlanta, GA
Audit Partner
Deloitte & Touche, LLP
Philadelphia, PA
Investor Relations & Product Management
Clearlake Capital Group
Santa Monica, CA
Founder
T.I.G. Advisory
Philadelphia, PA
Senior Vice President
Institutional Marketing & Client Services
Ariel Investments
Chicago, IL
Managing Partner
Virtus LLP
Orlando, FL
Director – Strategic Institutional Relationships
Diamond Hill Capital Management, Inc.
Columbus, OH
Of Counsel
Lewis & Munday
Detroit, MI
President & Chief Executive Officer
Audit Partner
Deloitte & Touche, LLP
Philadelphia, PA
Director-Investments
Oppenheimer & Co., Inc.
Detroit, MI
Managing Director
HIG Capital
New York, NY
Managing Partner
Virtus LLP
Orlando, FL
Managing Partner
Adaptive Growth Leadership
New York, NY
Investor Relations & Product Management
Clearlake Capital Group
Santa Monica, CA
Managing Director
Ramirez Asset Management
New York, NY
Director – Strategic Institutional Relationships
Diamond Hill Capital Management, Inc.
Columbus, OH
Immediate Past Chair
Managing Director, Head of National Infrastructure
Raymond James & Associates, Inc.
Atlanta, GA
Senior Managing Director Marketing
Siebert Williams Shank & Co, LLC
New York, NY
Founder and President
Mentor Holdings and Investments, Inc.
Orlando, FLThetri
Senior Vice President
Institutional Marketing & Client Services
Ariel Investments
Chicago, IL
Senior Vice President
Corporate & Institutional Services,
Client Executive
Private Capital Admin.
Northern Trust
Chicago, IL
Partner
Garcia Hamilton & Associates
Houston, TX
Executive Vice President
BNY Mellon
New York, NY
Founder
T.I.G. Advisory
Philadelphia, PA
Principal
Mehlman, Castagnetti, Rosen & Thomas
Washington, DC
Chief Information Officer
Year Up
Tampa, FL
Head of Diverse Manager Research
Cambridge Associates
Boston, MA
Managing Director
Stepstone Group
New York, NY
Of Counsel
Lewis & Munday
Detroit, MI
President & Chief Executive Officer
Senior Vice President & Co- Manager,
Callan Real Assets Consulting Group
San Francisco, CA
Vice President
Defined Contribution Specialist, T. Rowe Price
Baltimore, MD
Senior Vice President
Marketing & Client Services
LeadingEdge Investment Advisors, LLC
San Francisco, CA
Emerging Manager Specialist
eVestment
Decatur, GA
Director of Investment Staff & Diverse Manager Equity
Crewcial Partners, LLC
1985-86
1986-87
1987-88
1988-89
1989-91
1989-91
1991-93
1993-95
1995-97
1997 – 01
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2003 – 05
2005 – 07
2007 – 09
2009 – 11
2011 – 13
2013 – 15
2015 – 17
2017 – 2019
2019 – 2021
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