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Committees

Executive Committee
President – Julia Richardson
Vice President – Bart McDonald
Treasurer – Josef Rosen
Secretary – Eric Holder
Immediate Past President – Eric Siber

Nominating Committee
Steve Greenbaum, Chair
Executive Committee Members

Financial Affairs Oversight Committee
Ken Cerruto, Chair
Executive Committee Members

Membership Committee
Bart McDonald, Chair

Hank Sanchez, Co-Chair

Ken Cerruto
Andy Hirsch
Jodi Perry
John McDonell
Alex Sabo
David Spero

Vivian Velazquez

Diversity & Inclusion Committee

Vivian Velazquez, Chair

Susan Butler

Heather Cooper
Kacy Donlon

Rose Flores

Erin Linehan

Dan Newman
Leo Peraza
Amanda Pilcher
Julia Richardson

Kevin Rowe

Corey Stern


Legislative Committee
Dan Newman, Chair
Taylor Bandy
​George Barbar
Travis Chapin

John Cronin
Louis Dempsey

Kacy Donlon
Rob Jamieson

David Johnson

Tony Keryakos
​Lisa Marsden

Rob Patchett

Mike Petagna
Bill Reilly
Alex Sabo

Hank Sanchez

Ron Shindler
Andy Shipe

Denzel Singletary

Sean Stafford
Corey Stern



Education Committee

Julia Richardson, Chair

Subcommittee-Elder Fraud
Anthony Cavallaro, Chair
Neil Baritz

Travis Chapin
​Louis Dempsey
Kacy Donlon

Spencer Gareiss

Steve Greenbaum
Andy Hirsch
Mike Levin
Jordan Maglich

Lisa Marsden

Jon Mayhugh

Dan Newman
Leo Peraza

Julia Richardson

Lia Skelton

Alex Sabo

David Spero

Eric Siber
Kyle Witschen

Subcommittee-Industry Outreach
Eric Holder, Co-Chair

Norm Ashkenas, Co-Chair

Ken Cerruto

Louis Dempsey

Kacy Donlon

William Dow

Dionne Fajardo

Steve Greenbaum
​Michael Gross

George Guerra

Robert Jamieson

Stacy Johnson

Don Lee
Mike Levin
Marnie Maclaren
Jordan Maglich

Bart McDonald

Dan Newman

Leo Peraza

Bill Reilly

Julia Richardson

Josef Rosen
Alex Sabo
Andy Shipe

Eric Siber

Kevin Souder

David Spero

Jennifer Stout
Bert Strickland


Subcommittee-Teen/Youth Financial Literacy

Scott Lee, Co-Chair

Julia Richardson, Co-Chair

Ben Biard
Chad Bostak

Josh Cefkin

Louis Dempsey

Rose Flores

Eric Holder

Robert Jamieson

Don Lee

Lisa Marsden
Jon Mayhugh

Leo Peraza
​Jodi Perry
Josef Rosen
Eric Siber

Marketing Committee
Jaclyn Masson, Co-Chair
Jennifer Stout, Co-Chair
​Steve Greenbaum
​​Mike Levin

Bart McDonald

Jodi Perry
Amanda Pilcher

Eric Siber

Scholarship Committee
Laura Hawley, Chair
​​Deena Bryan

Joshua Cefkin

Kacy Donlon
Scott Lee
Eric Siber

Historian Committee

Andy Hirsch, Chair

George Guerra

Alex Sabo



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