Founded in 2008, the Alliance of Financial Leaders is an all volunteer organization made up of senior executives in the asset management industry that:

  • Organizes "Industry Night" events to bring together executives from National Accounts, Sales, Sponsor Research, Marketing, Product, Insurance, Alternatives, Recruiters, Consultants, and more.
  • Raises funds to support financial literacy
  • Creates word-of-mouth opportunities for new business
  • Enhances the scope of member's professional networks
  • Boosts the industry profile

To stay involved with the Alliance of Financial leaders, please join our LinkedIn group.

The founding members of the Alliance of Financial Leaders were:

  • Steve Clark, DAK Associates
  • Peter Conneely, Franklin Templeton Investments
  • Michael Forstl
  • Frank Gregory
  • Greg Khost, US Trust
  • Lee Kowarski, kasina
  • Tiffani Potesta, Schroders Investment Management
  • Joel Schiffman, Columbia Management
  • Brett Wright, Delaware Investments