Jason Ainsworth
Neuberger Berman
Mark Spina
Pioneer Investments
Dan O’Lear
Franklin Templeton Distributors
John Moninger
Eaton Vance
Andrea Lisher
JP Morgan Asset Management
Marc Brookman
Morgan Stanley Wealth Management; Duane Morris, of cousel
Craig Pfeiffer
Money Management Institute
Jennifer Abate
Lazard Asset Management
Patty Loepker
Wells Fargo Advisors
Roger Paradiso
Head of Alternative Distribution Strategies at Legg Mason
Merrill Lynch
The wealth management, brokerage, and investment banking arm of Bank of America
Columbia Threadneedle Investments
Global asset management group
BlackRock Financial Management, Inc.
Manages accounts for high net worth individuals, banking institutions, investment companies, mutual funds, charitable organizations, government entities, and quasi-governmental agencies
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Member
ARK Investment Management
Fin-Tech, Fourth Industrial Revolution, Genomic Investments
