THEFIRMA.ORG - Key Persons

Amy Caple

Job Titles:
  • Member of Committee

Bruce K. Goldberg

Job Titles:
  • Member of the Board of Directors
  • Member of the Finance Committee
  • Member of the Marketing Committee
  • Member of the Risk Committee
  • CTA
  • Director Emeritus / Edison, New Jersey
  • Member of Committee

Carolyn E. Hughes

Job Titles:
  • Member of the Education Committee
  • CTA

Casey Tuxhorn

Job Titles:
  • Member of the Board of Directors
  • Member of the Finance Committee
  • Member of Committee

Christine Hartley

Job Titles:
  • Member of Committee
  • Member of Publications Committee

Daniele Nicotra

Job Titles:
  • Member of the Marketing Committee
  • Member of the Risk Committee

Danielle Albrecht

Job Titles:
  • Member of the Board of Directors
  • CAMS - Vice President

David Jonke

Job Titles:
  • Member of the Education Committee
  • CTA

Deanna Rankin

Job Titles:
  • Member of the Board of Directors
  • NCVMP - President

Denise Morrison

Job Titles:
  • Member of the Board of Directors
  • Member of the Marketing Committee
  • Head of Wealth Management Risk Control / Regions Bank / Birmingham, Alabama
  • Member of Committee
  • Member of Publications Committee

Edward Jones

Job Titles:
  • Member of the Education Committee
  • Member of the Marketing Committee
  • Member of Committee
  • Trust Company / St Louis, MO

Gabrielle Bailey

Job Titles:
  • Member of the Board of Directors
  • Chief Fiduciary Officer, Managing Director / the Glenmede Trust Company / Philadelphia, Pennsylvania

Gaby Bailey

Job Titles:
  • Member of the Marketing Committee
  • Member of Committee
  • the Glenmede Trust Company / Philadelphia, PA

Holly A. Bailey

Job Titles:
  • Member of the Board of Directors
  • Member of Committee
  • Northern Trust / Chicago, IL
  • SVP, Global Fiduciary Risk Management / Northern Trust / Chicago, Illinois

Jeannie Woods

Job Titles:
  • Member of Committee

Jennifer L. De Vries

Job Titles:
  • Member of the Education Committee
  • Member of Committee

John L. Clark

Job Titles:
  • Member of Committee
  • Member of Publications Committee

Julia L. Kirby

Job Titles:
  • Member of the Marketing Committee
  • Member of Committee
  • Member of Publications Committee

Justin Lindberg

Job Titles:
  • Member of the Education Committee
  • CFIRS, CISA

Lisa C. Carroll

Job Titles:
  • Member of the Education Committee
  • Member of the Marketing Committee

Machelle Rinko

Job Titles:
  • CFIRS
  • Member of Committee

Mark Gray

Job Titles:
  • Member of the Board of Directors
  • Member of the Marketing Committee
  • Fiduciary & Regulatory Consultant / Columbus, Georgia

Michael Bridgeman

Job Titles:
  • Member of the Board of Directors
  • Member of the Education Committee

Michael J. Gujda

Job Titles:
  • Member of the Finance Committee
  • CTA

Nanna Goodfellow

Job Titles:
  • Member of the Education Committee
  • Comptroller of the Currency / New York, NY
  • CTA

Natalie McCabe - Chairman

Job Titles:
  • Chairman
  • Member of the Board of Directors
  • Member of the Finance Committee
  • Member of the Risk Committee
  • CFIRS, CPA, CAMS, CISA
  • CFIRS, CPA, CAMS, CISA - Secretary
  • Finance - Chair
  • Member of Publications Committee

Niranjan S. Pande

Job Titles:
  • Member of the Board of Directors
  • VP, Fiduciary Counsel / Mechanics Bank / Hyannis, Massachusetts

Niru Pande

Job Titles:
  • Member of Committee
  • Member of Publications Committee

P. Hale Mast

Job Titles:
  • Member of the Finance Committee
  • Member of the Nominations Committee
  • Member of Committee

Raymond James - Chief Compliance Officer

Job Titles:
  • Chief Compliance Officer
  • Member of the Board of Directors
  • Member of the Nominations Committee
  • Member of Committee

Rebecca Arnold

Job Titles:
  • Member of the Finance Committee

Sharita Perkins

Job Titles:
  • Member of the Education Committee
  • Wilmington Trust Company / Wilmington, DE

William T. Norris

Job Titles:
  • Member of the Finance Committee
  • Member of Committee