
ADVISORY BOARD MEMBERS

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

Janice Kitzman, CIPM
Partner
Cascade Investment Compliance & Verification Services

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

Pamela Everett
Executive Director in Strategic Client Reporting
Morgan Stanley Wealth Management

Christine Iannacone, CIPM
Investment Senior Vice President, Head of Investment Performance Reporting and Analysis, Chief Investment Office