MEET THE 2025 ADVISORY BOARD
ADVISORY BOARD MEMBERS

Alex Shafran
SVP, Head of Performance & Client Reporting
Cohen and Steers

Susan Agbenoto
Director Investment Performance

Ambika D'Souza CSPO,CIPM
Managing Director, Head of Client Reporting, Performance, and Data Operations
Cambridge Associates

Jamie Husney
Head of Wealth Management Reporting
AllianceBernstein
Michael Margulis
Vice President and Officer, Investment Performance & Analysis