David Levy
Summit Investment Management / Keen-Summit Capital Partners
Immediate Past President
Jan 01, 2026 – Dec 31, 2026
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Sandy Prabhakar
Armory Group, LLC
President
Jan 01, 2026 – Dec 31, 2026
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Mark Silverman
Troutman Pepper Locke
President Elect
Jan 01, 2026 – Dec 31, 2026
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Paul Musser
Katten Muchin Rosenman LLP
Vice President – Communications
Jan 01, 2026 – Dec 31, 2026
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Catalin Diaconu
Creative Planning Business Services
Vice President – Education
Jan 01, 2026 – Dec 31, 2026
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Jamie Cote
Hilco Global
Vice President – Membership
Jan 01, 2026 – Dec 31, 2026
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Akash Amin, CTP
CR3 Partners Vice President – Programs
Jan 01, 2026 – Dec 31, 2026
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Alex Boerema
Stout
Director
Jan 01, 2025 – Dec 31, 2027
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Duncan Bourne, CTP
Wynnchurch
Director
Jan 01, 2026 – Dec 31, 2026
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Michael Boyer
Novo Advisors
Director
Jan 01, 2024 – Dec 31, 2026
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Catalin Diaconu
Creative Planning Business Services
Director
Jan 01, 2024 – Dec 31, 2026
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Adam Evans
Hilco Global
Director
Jan 01, 2026 – Dec 31, 2028
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Tina Hughes, CTP
Creative Planning Business Services
Director
Jan 01, 2025 – Dec 31, 2027
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Jim Keane
Harney Partners
Director
Jan 01, 2025 – Dec 31, 2027
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Sophia Levinson
Aurora Management Partners
Director
Jan 01, 2026 – Dec 31, 2028
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Robert Meyers
Republic Business Credit
Director
Jan 01, 2025 – Dec 31, 2027
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David Onion
Chicago Capital Holdings LLC
Director
Jan 01, 2026 – Dec 31, 2028
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Sammy Ruben
Dentons
Director
Jan 01, 2024 – Dec 31, 2026
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Erin West
Godfrey & Kahn
Director
Jan 01, 2026 – Dec 31, 2028
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