Board of Directors

President

Daniel Katz

UBS Financial Services
 

Vice President

Peter Quinn

Helm Investment Management
 

Treasurer

William Douthat

Wells Fargo Securities, LLC
 

Secretary

Lisa Marie M. Snyder

Wells Fargo Private Bank
 

Advocacy

Jane Yevgeniya Sagalovich

Scale Your Genius
 

Director

Jordan Kunz

Colorado Financial Management
 

Director

Ivan V. Sichkar

Culver Investment Company, LLC
 

Audit

Stephanie Bullington

OFI Global, Inc.
 

Membership

Peter Keilman

The Milestone Group
 

Programs

Kathryn Ann Greene

True Wealth Advisors
 

Social

James Chassaing

Selerity, Inc.
 

Education

Amy Boyd

Wagner Wealth Management
 

Sponsorship

Edward Durica

Johnston & Associates, Inc.