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Board of Directors
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BISA Officers


President: Dan Overbey, Atlantic Capital Advisors

 

President Elect: Daniel J. McCormack, U.S. Bancorp Investments, Inc., 

 
Past President:
Sam Guerrieri, Jr., M&T Bank, M&T Securities, Inc.

 

Vice President: Frank A. Consalo, Citi Personal Wealth

 

Vice President:  James B. Nonnengard, Regions Investment Services, Inc.


Secretary/Treasurer:
Thomas N. Howe, Webster Investment Services

 

Asst. Secretary/Treasurer: Bruce A. Hagemann, BBVA Securities, Inc.


BISA Directors
 

Michael Anderson, Securities America

Rhomes Aur, First Tennessee Bank
Brett C. Bowers, MidFirst Investment Services

Bob Cole, Bank of Oklahoma Financial
Robert Corsarie, Fifth Third Securities
Scott Davis, Essex National Securities, LLC
Scott Dixon, Suntrust Investment Services
Wesley Egan, Wells Fargo Wealth Management

Jim Fujinaga, Private Wealth Alliance
Richard R. Guerrini, PNC Investments
John W. Houston, Raymond James
Andy Kalbaugh, LPL Financial Institution Services
Michael Miroballi, BMO Harris Financial Advisors
Kevin Mummau, CUSO Financial Services, LP

Rebecca M. Nelson, Tech CU
Chris Radzom
, Commerce Brokerage Services
Vance Richard, Iberia Financial Services, LLC
LeAnn Rummel, Cetera Financial Institutions
Bruce Stava, First Brokerage America

Douglas C. Wicks, Kinecta Financial Management Company


BISA Directors Emeritus


Robert J. Comfort, LPL Financial Institution Services 
Robert J. Mittel, Prudential
Marc A. Vosen,  Key Investment Services, LLC

BISA Directors Honorary Emeritus

MaryAnn Bruce
John F. Hartigan, Morgan, Lewis & Bockius 
John Lewis
Michael Mortensen
, UnionBanc Investment Services, LLC 
Keith Pipes, Wescom Credit Union
John D. Vaughan

 

more Calendar

11/2/2015 » 11/3/2015
Regulatory and Compliance Summit

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