Board of Directors

Chris Ramos

President
Wells Fargo Bank

David Crean

Sponsorship Chair
Objective Capital Partners, LLC

Jeralin Cardoso

Sponsorship
Sheppard Mullin Richter & Hampton LLP

Jason Femrite

Membership
Procopio Cory Hargreaves & Savitch

Brent Glova

Committee Liaison
Vantage Point Advisors, Inc.

Sean Greene

Membership
James M Morrison Insurance

John Henberger

Betsy Lemaire

Marketing Chair
Signature Analytics

Carlos Martinez

Programs Co-Chair
Haskell & White LLP

Keith McKenzie

Sponsorship
Delphi Private Advisors

Dorothy McLin

Stuart Moss

Programs Co-Chair
Keystone Capital Markets

David Noosinow

Programs
AdvicePeriod

Todd Poling

Committee Chair
Vantage Point Advisors, Inc.

John Rains

Immediate Past President
Alliant Insurance Services

Jay Robinson-Duff

Membership Chair

Jim Stewart

Programs
PKF

Kim Ufford

Membership Chair
Levitzacks

Kurt Wickham

Programs
West Partners

Judy Susser-Travis

Executive Director