MMI is thrilled to welcome 100 outstanding individuals into the 2022 Leadership Pathway class.
Leadership Pathway -- now in its 8th year -- is a distinguished community and professional development program for selected investment advisory leaders with 5–10 years of industry experience. It promotes networking, collaboration, education, mentorship, and leadership. Members are respected emerging leaders within the industry and are looked upon to display initiative, take an active role in advancing their careers, and help address the important challenges that will shape the industry’s future.
The program received a record number of applications this year from qualified candidates across the industry, including diverse representation from asset managers, sponsor firms, and solutions providers. Over the past several months, the program’s admissions council carefully reviewed the applications and noted the impressive credentials and achievements of all those who applied.
On behalf of the Leadership Pathway community and the entire MMI membership, we are pleased to welcome this group of driven, hard-working, and respected leaders to the program, and we look forward to their increased engagement within the MMI community.
- Dan Alexander, SS&C Technologies
- Fatima Ali, Russell Investments
- Diana Andersen, Fidelity Investments
- Maggie Aprilano, INVESCO
- Shalem Avitan, Morningstar
- Justine Bartholomew, Hartford Funds
- Will Bedor, PIMCO
- Matt Belnap, Cerulli
- Lisandra Bissett, Merrill Lynch
- Sara Borden, Morgan Stanley Wealth Management
- Luke Bruno, Vestmark
- Michael Burns, Allspring Global Investments
- Brendan Canning, Lord Abbett
- Corinne Caracausa, First Eagle Investments
- Kristan Carmona, Hamilton Lane
- Jackie Carrico, RiverFront Investment Group
- Lauren Catino, Voya Investment Management
- Catie Chipman, MSCI
- Peter Chong, Capital Group
- Patrick Conroy, Charles Schwab
- Brian Cunningham, Congress Asset Management
- Clark Davis, Shelton Capital Management
- Joseph Day, Moody's Analytics
- Shehan De Silva, Capital Group
- Amber Deleo, BNY Mellon | Lockwood Advisors
- Olivia Dembiec, UBS Financial Services
- Caroline DiMaggio, Lord Abbett
- Marc Dippolito, Delaware Funds by Macquarie
- Imoh Ekpo, Charles Schwab
- Pierre Etienne, INVESCO
- Michael Finck, Ramirez Asset Management
- Eric Fuentes, INVESCO
- Jaclyn Gantz, Delaware Funds by Macquarie
- Jason Gardner, LPL Financial Services
- Nate Glazier, BlackRock Financial Management
- Brad Haag, SMArtX Advisory Solutions
- Kimberly Haggard, Fidelity Investments
- Jordan Harrison, AssetMark
- Tyrus Hilliard, Morgan Stanley Wealth Management
- Martina Hodges, Baillie Gifford International
- Andy Hul, Wilshire
- Gina Iadanza, FS Investments
- David Iselin, Edward Jones
- Sarah Isham, Blackstone
- Nathan Jones, Merrill Lynch
- Bryan Kamau, UBS Financial Services
- Jack Keenan, T. Rowe Price
- Kristen Koch, Franklin Templeton
- Idalia LeJune, AIG Financial Distributors
- Noah Levin, SS&C Technologies
- John Lindsay, Franklin Templeton
- Alex Martland, Vestmark
- Laura Mastin, Principal Asset Management
- Ashleigh McKimmie, Truist
- Andrew McMorris, iPipeline
- John Miller, Allspring Global Investments
- Taylor Mizzi, Cohen & Steers Capital Management
- Danielle Morrison, Thornburg Investment Management
- Omur Munoz, Raymond James
- Robert Myers, Edward Jones
- Eliza Nance, William Blair & Company
- Nivedita Nathan, MSCI
- Keri Nuzzi, Neuberger Berman
- Tom O'Brien, Anchor Capital Advisors
- Tony Pacheco, Franklin Templeton
- Justine Pahal, Wellington-Altus Private Wealth
- Roshun Pai, Lazard Asset Management
- Mili Patel, Orion
- Brian Peterson, PGIM Investments
- Matt Polizzano, Moody's Analytics
- Tim Pratt, Angel Oak
- James Quinn, Goldman Sachs
- Anastasia Radloff, INVESCO
- Jacob Rice, State Street Global Advisors
- Meleina Richardson, iCapital Network
- Sarah Ronnenberg, Horizon Investments
- Eliot Rowland, American Century Investments
- Alyssa Salvo, Morgan Stanley Wealth Management
- Boomer Saraga, Khelp Financial
- Chenora Scott, Envestnet
- Erin Scott, Fidelity Investments
- Ethan Seid, First Eagle Investments
- Priyanka Shetty, Refinitiv
- Michael Stanton, iCapital Network
- Kevin Staub, BlackRock Financial Management
- Alison Strassner, Cohen & Steers Capital Management
- Jamie Susanin, Orion
- Matthew Tonsager, RBC Wealth Management
- Kelly Vasel, UBS Financial Services
- Jovanni Waters, Archer
- Sam Wells, Raymond James
- Katie Weston, PIMCO
- Alexandria White, PIMCO
- Julie Winkler, Edward Jones
- Jen Wong, Allspring Global Investments
- Michael Zerinskas, Flyer Financial Technologies
- Kevin Zorovich, Bluerock Capital Markets
Please note, participant Sam Wells passed away shortly after his acceptance into the program. Sam was a valued colleague at Raymond James Investment Management, and he truly embodied the firm's core values. He is deeply missed.
