MMI is excited to announce the 54 senior investment leaders that have been accepted into the 4th cohort of Executive IQ® by Money Management Institute. The cohort kicked off its year-long program with its in-person residency at the University of Virginia Darden School of Business earlier this summer.
Executive IQ is an executive-level professional accelerator for senior investment leaders (with a minimum of 10-15 years of experience) looking to advance their careers and their organizations. This program combines a university-backed curriculum (University of Virginia Darden School of Business) with real-world case studies from the industry’s most prestigious consultants and Fortune 500 companies (including PwC and Microsoft).
On behalf of MMI, University of Virginia Darden School of Business, Microsoft, PwC, and the entire MMI membership, we are thrilled to welcome this motivated group of professionals to the program, and we look forward to their engagement over the next year.
- Sarah Abernathy, Envestnet
- Anna Anderson, Capital Group
- Sydney Bagrou
- Jared Baucom, Cerulli
- Tom Bauer, T. Rowe Price
- Nancy Bong, T. Rowe Price
- Eben Burr, Toews Asset Management
- Ann Marie Butterman, iCapital
- Doug Caggiano, AllianceBernstein
- Lynn Caloyeras, iCapital
- Carlos Camara, iCapital
- Patrick Coyle, Hartford Funds
- Nakisha Davis, Nuveen Investments
- Thomas de Marffy-Mantuano, Merrill Lynch
- Lindsay DeGrazia, Goldman Sachs
- Kavindee Edirrisinghe, Franklin Templeton
- Matt Feeney, Broadridge Financial Solutions
- Eric Fuentes, Invesco
- David Gassman, iCapital
- Elena Goncharova, BNY
- Daniel Hamer, William Blair & Company
- Meredith Hesdon, FS Investments
- Margaret Hill, Capital Group
- Bindiya Jadhwani, iCapital
- Melissa Jakubowski, BNY
- Michael Kell, iCapital
- Susan Kim, iCapital
- Judy Lagrou
- Amanda Lambert, Invesco
- Daniel Lee, Invesco
- Coleen Lynch, Impax Asset Management
- Lee Madden, New York Life Investment Management
- Keith Martin, Invesco
- Girish Massand, BNY
- Laurie Mavrokefalos, Capital Group
- Jarrett Mellman, iCapital
- Mark Miller, Edward Jones
- Katherine Mooney, Edward Jones
- Keith Myers, Invesco
- Josephine Orsini, MMI
- Luis Pelaez, Nuveen Investments
- Julie Renfert, Edward Jones
- Chris Rooney, Impax Asset Management
- Amanda Ruch, Capital Group
- Paul Self, AllianceBernstein
- Irina Shimarova, Invesco
- Alex Shindich, Capital Group
- Laura Valentine, Merrill Lynch
- Patrick Vangeli, iCapital
- Nicholas Walstrom, Principal Asset Management
- Jay Washington, LeafHouse
- Orian Williams, Pacific life Insurance Company
- Jacquelyne Willis, MMI
- Kim Young, Capital Group
