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Board of Directors

Executive Team


James Fletcher, CFA

YIS Founder & President
Founder & CIO at Ethos Investment Management


Vielcka Mansukhani

Board Member
North America Head of Equity Sales at Bradesco / Latin America Institutional Equity Sales


Steve Barrus

YIS Vice President
Financial Consultant at Advisory Group for Life


Oliver Daley

YIS Secretary
Sales Manager for Investment Managers at Bloomberg LP

Operations Team


Christine Tobin

Chief Operating Officer
Young Investors Society


Maria Miles

Corporate Relations & Events Coordinator
Young Investors Society


Diana Myers

Community Coordinator-Access Initiative
Young Investors Society

Board Members


Patricia Ball

Board Member
Chief Operating Officer at Ethos Investment Management


Lee Mackay

Board Member
Partner at Nevers, Palazzo, Packard, Wildermuth & Wynner


Liz Su

Board Member
Lead Portfolio Manager of Sustainable Emerging Market Equities at Boston Common


Dave Miles

Board Member
Research Analyst at Fidelity Investments


John Bowman

Board Member
Executive Vice President
CAIA Association


Morgaine Conway-Grim

Board Member
CEO and Founder of Hawks & Doves


Rowe Michels, CFA

Portfolio Manager and Director of Research at Tradewinds Global Investors


Susan Kempler

Portfolio Manager and YIS Board Member


Christine Tobin

Board Member
Chief Operating Officer at Young Investors Society


Bryan Jack

Board Member
Chief Financial Officer at First Community Bank, Utah

Consultants


Laura Geritz

Board Member
CEO of Rondure Global Advisors


Mark Van Cott

Board Member


Manny Sanoja

Vice President, Finance and Business Management at JP Morgan Chase & Co.


Megan McVey

Information Architect at Sapient


Ben Carlson

Contributor
Director of Institutional Asset Management at Ritholtz Wealth Management.


Derek Westra

Marketing
Director of Product Management, Director of Communications
The Church of Jesus Christ of Latter-day Saints


Melissa Dunn

Social and Digital Marketing Specialist at Dynactive Software


Andrew Davis

Board Member
Independent Financial Advisor
WealthSource Partners, LLC


Lucy Chuah

Board Member
Investment Analyst at GQG Partners


Claudio Brocado

Head of Global Equities at Nuclo Independent CIO