
ADVISORY BOARD MEMBERS
Alex Shafran, CFA
SVP, Performance Analytics & Client Reporting
Cohen & Steers
Christine Iannacone, CIPM
Investment Senior Vice President, Head of Investment Performance Reporting and Analysis
Prudential Financial
Dan Whitley, CIPM
Head of Performance, Product Data & Information
Lord, Abbett & Co. LLC
Nadine Kawkabani
Global Business Strategy and AI Senior Director; Vice President
MFS Investment Management
Michael Margulis
Vice President and Officer, Investment Performance & Analytics
Ameriprise Financial
Pamela Everett
Executive Director
Morgan Stanley Wealth Management
Vicky Berke
Executive Director - Global Head of Business Development Services
