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Meet the 2027 Advisory Board Site Header

ADVISORY BOARD MEMBERS

Alex Shafran headshot_edited

Alex Shafran, CFA

SVP, Performance Analytics & Client Reporting

Cohen & Steers

Michael Margulis headshot.JPG

Michael Margulis

Vice President and Officer, Investment Performance & Analytics

Ameriprise Financial

Pam Everett

Pamela Everett

Executive Director

Morgan Stanley Wealth Management

Vicky Berke headshot

Vicky Berke

Executive Director

Morgan Stanley Investment Management

 Additional industry leaders will be joining our Advisory Board. Stay tuned for more announcements in the coming weeks.