Skip to content

MEET THE 2025 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

Susan Agbenoto-1

Susan Agbenoto

Director Investment Performance

 

 

ambiks

Ambika D'Souza CSPO,CIPM

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

Jamie Husney

Jamie Husney

Head of Wealth Management Reporting

AllianceBernstein

Michael Margulis, VP and Officer, Investment Performance & Analysis, Ameriprise Financial

Michael Margulis

Vice President and Officer, Investment Performance & Analysis

Ameriprise Financial

BECOME A SPONSOR