News & Advocacy

11/11/2024

ADISA 2025 Board of Directors Election is Open

Filter Articles

Search by Topic

The 2025 ADISA Board of Directors election is open and will close on Wednesday, November 27, at midnight PT. The election is managed on a neutral third party’s secured website, and the ballot will come from an email address outside of ADISA's domain: noreply@eballot.com.

To ensure the widest and fairest range of voters, no single organization is regularly entitled to more than three votes. Thus, if you are in a large company, your company may be well represented even though you personally may not receive an individual ballot unless you are one of the three voting members we have listed on file.

If you have any questions regarding the Board of Directors election or who your voting members are, please contact ADISA's Director of Marketing & Communications Jennifer Fitzgerald.

The candidates on the 2025 ADISA Board of Directors slate are as follows:

AFFILIATES
Kevin Brennan, Computershare
Jake Heidkamp, FactRight
Howard Hirsch, Nelson Mullins
Sara Judd, North Capital Private Securities
Peter Matejcak, Baker McKenzie
Greg Mausz, Skyway Capital Markets
Justine Tobin, Tobin & Company Securities

ASSOCIATE BROKER-DEALERS
Ramon Aponte-Salcedo, Purshe Kaplan Sterling Investments
Richard Chess, Crescent Securities
Lori Kamen, Aurora Securities
Peter Magnuson, Osaic
Jarad Mitchell, Saxony Securities
David Wilson, Equifinancial

ASSOCIATE RIAs
Rajeev Kotyan, Innovative Advisory Group
Sylvia Kwan, Ellevest
Stephen F Lovell, Lovell Wealth Management
Michael Underhill, Capital Innovations

SPONSORS
Mark Mercado, Capital Square
Katie Shook, NexPoint