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News

2021 MMI Leadership Pathway Class Graduates

September 26, 2023

MMI congratulates the 68 graduates of the 2021 Leadership Pathway Class! Over the past 2 years, these individuals have displayed initiative and taken an active role in advancing their careers by participating in MMI conferences, learning from their mentors and other senior leaders, and collaborating with their peers.

On behalf of the Leadership Pathway community and the entire MMI membership, we look forward to watching these impressive professionals continue to grow and address the important challenges that will shape the industry’s future.

  • Catherine Ardito, Goldman Sachs
  • David Barnd, Nuveen Investments
  • Matt Barry, Touchstone Investments 
  • Will Baun, Mariner Wealth Advisors
  • Joseph Brandes, Franklin Templeton
  • Tiana Brenneise, Sierra Mutual Funds & Ocean Park Asset Management
  • Lauren Byrne, Columbia Threadneedle
  • Lucinda Candal, Thornburg Investment Management
  • Ryan Caylor, Crossmark Global Investments
  • Kamala Connors, Bluerock Capital Markets
  • Brendan Corey, State Street Global Advisors
  • Mackenzie Dayke, Archer
  • Christopher "CJ" Diana, Invesco
  • Matthew Dimler, PIMCO
  • Drew Donatelli, Lazard Asset Management
  • Erica Dostoler, FLX Networks
  • Courtney Dunne, American Century Investments
  • Joseph Edmonds, T. Rowe Price
  • Katherine Fayen, JP Morgan Asset Management
  • Sydney Friedman, Blackstone          
  • Alex Garfield, Charles Schwab
  • Roderick Gill, RealBlocks
  • Amy Henegan, Advisors Asset Management
  • Mark Henrickson, Madison Investments
  • Brian Hessemer, Merrill Lynch
  • Brad Hickman, Osaic
  • Cris Hunter, Symetra
  • Matthew Hutchinson, BNY Mellon
  • Apurv Jain, Nuveen Investments
  • Sumit Joshi, AssetMark
  • Caroline Jureller, PwC
  • Corrigan Kardatzke, Pacific life Insurance Company
  • Brian Kilbride, Blackstone
  • Thomas King, Allspring Global Investments
  • Jordan Lynch Laird, Lord Abbett
  • Sara Levin, WallachBeth
  • Lorylen Ludgate, Allspring Global Investments
  • Sarah Mahmoud, SS&C Technologies
  • Jennifer Mancini, Raymond James
  • John Michalak, Morgan Stanley Wealth Management
  • Brandon Miller, Principal Asset Management
  • Michelle Morley, Northern Trust Asset Management
  • Sarah Morrissey, MFS Investment Management
  • Greg Mullaney, Neuberger Berman
  • Andrew Murano, Lazard Asset Management
  • Cameron Murphy, Vestmark
  • Matt Nollman, LifeYield LLC
  • Elyse Ogletree, Morningstar
  • Kelli O'Neil, Lincoln Financial Advisors
  • Jay Ott, Edward Jones
  • Mark Pomehichuk, Wellington-Altus Private Wealth
  • Ashley Porter, Global Atlantic Financial Company
  • Britni Preiss, Charles Schwab
  • Gregory Pringle, Envestnet
  • Amanda Robinson, Fidelity Investments
  • Monica Rodriguez Roldan, Blackstone
  • Susannah Ruby, BlackRock Financial Management
  • Ana Fernandez Schaja, Merrill Lynch
  • Francis Sedgwick, SEI Investments
  • Daniil Shapiro, Cerulli
  • Amy Siegel, Invesco
  • Stephen Streets, PFS Investments
  • Christian Tietz, RBC Wealth Management
  • Laura Valdez, Franklin Templeton
  • Geoff Van Scotter, Morgan Stanley Wealth Management
  • Melissa Wendt, Horizon Investments
  • Bryan Yelvington, Morningstar
  • Dewey Yoo, State Street Global Advisors