Board of Directors

President

Daniel Katz

UBS Financial Services
e-mail: dan_katz2@yahoo.com

Vice President

Peter Quinn

Helm Investment Management
e-mail: pjq1@yahoo.com

Treasurer

William Douthat

Wells Fargo Securities, LLC
e-mail: gordon.douthat@gmail.com

Secretary

Lisa Marie M. Snyder

Wells Fargo Private Bank
e-mail: lisasnyder11@gmail.com

Advocacy

Jane Yevgeniya Sagalovich

Courses in Flow
e-mail: jsagalovich@gmail.com

Director

Jordan Kunz

Colorado Financial Management
e-mail: jordan.kunz@gmail.com

Director

Ivan V. Sichkar

Culver Investment Company, LLC
e-mail: ivansichkar@gmail.com

Audit

Stephanie Bullington

OFI Global, Inc.
e-mail: sbullington@ofiglobal.com

Membership

Peter Keilman

The Milestone Group
e-mail: peterkeilman@gmail.com

Programs

Kathryn Ann Greene

True Wealth Advisors
e-mail: katy.greene@gmail.com

Social

James Chassaing

Selerity, Inc.
e-mail: jamespchassaing@gmail.com

Education

Amy Boyd

e-mail: alboyd628@gmail.com

Sponsorship

Edward Durica

Johnston & Associates, Inc.
e-mail: ed@jmjassoc.com