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Meet the 2026 Advisory Board

ADVISORY BOARD MEMBERS

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

Alex Shafran

SVP, Head of Performance & Client Reporting

Cohen and Steers

Janice Kitzman, CIPM

Janice Kitzman, CIPM

Partner

Cascade Investment Compliance & Verification Services

ambiks

Ambika D'Souza CSPO,CIPM

Managing Director, Head of Client Reporting, Performance, and Data Operations

Pamela Everett

Pamela Everett

Executive Director in Strategic Client Reporting

Morgan Stanley Wealth Management

Christine Iannacone

Christine Iannacone, CIPM

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

Prudential Financial