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Steering Committee
Doug Ciocca
Kavar Capital
Leawood, KS
Kristen Bitterly
Citi Wealth at Work
New York, NY
Brian Bonvechio
Merrill Lynch
Los Angeles, CA
Patty Brady
Notre Dame
South Bend, IN
Mike Carroll
Merrill Lynch
San Diego, CA
Dayne Crist
Bernstein WM
Los Angeles, CA
Tom Galloway
Allspring Global Investments
Baltimore, MD
Patrick Kilbane
Ullmann Wealth
Jacksonville, FL
Mike Landsberg
HB Wealth
Atlanta, GA
Jessica Mattes
Goldman Sachs
Chicago, IL
Lauren Moran
William Blair PWM
Chicago, IL
Jim Moriarity
Morgan Stanley
Chicago, IL
Tom Zidar
WinTrust
Chicago, IL
Executive Director
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