Skip to main content

It is with great pleasure that we introduce the 47 dynamic and talented individuals who have been selected to serve on the inaugural IPA Rising Leaders Council.

The Council was created under the direction of IPA’s Board of Directors to recognize emerging leaders by providing a unique opportunity to serve the industry. Collectively, the Council reflects a broad spectrum of IPA member companies.
Each Council Member exemplifies excellence and shares a deep commitment to our mission to advance portfolio diversification, and drive transparency and innovation in the marketplace. Over the next two years, this prestigious and dedicated group will spearhead a number of strategic education and outreach initiatives on behalf of the IPA.

We proudly present the IPA Rising Leaders Council for 2022-2023:

Peter AreggerSenior Client Relationship Director, Phoenix American Financial Services, Inc
Kimsey BaileyVice President of Key Accounts, CNL
Christopher BlanchardSenior Director, Fidelity Investments
Megan BoschSenior Director, Strategic Accounts, WealthForge Technologies
Tyler Carter, SVP- National Accounts, Versity Invest
Ryan CollinsVice President, Portfolio Specialist, StepStone Group
Michael CovelloExecutive Managing Director, Robert A Stanger & Co., Inc.
Nickolaus DarschSenior Vice President, Ultimus Fund Solutions
Parth DoshiProduct Management and Development, Closed-End Funds, Nuveen
Michal-Erin FrushellExecutive Vice President, Integras Partners
Manny GillSr. Operations Associate, Partner – Co Invest Operations, CIM Group
Louis GrecoManaging Director, Head of RIA Distribution, CION Investments
Martin Hedstrom, Director of Financial Due Diligence, The Bowman Law Firm
Jacob Michael HeidkampCo-President, FactRight
Carly HoelerSenior Vice President, Head of Business, Development, Ashford Securities LLC
Daniel B. HoneycuttCounsel, Retail Funds Practice, Simpson Thacher & Bartlett LLP
Brandon Hunt, Executive Vice President, Portfolio Manager, StratCap Investment Management
Gina IadanzaRelationship Manager, National Accounts, FS Investments
Liz JonesPrincipal, Private Wealth Partnerships, Ares
Patrick KennavaneAlternative Investment Consultant, DWS
Mark KoshanManager of Product and Due Diligence, Pacific Oak Capital Markets

James LinhardtAttorney, Kunzman & Bollinger, Inc.
Jackson LongPrivate Markets Lead, Raymond James Financial
Author LoydDue Diligence Officer, SFA Partners
Lindsey MagaroPartner, Alston & Bird LLP
Michael McGettiganManaging Director – Due Diligence and Investor Relations, Hines
Rob McLamorePresident, Great Lakes Fund Solutions, Inc.
Jarrett MellmanSenior Vice President, Fund Management, iCapital
Braden MerrittManaging Director, Humphreys Capital
Evangelia KaranikasDirector, Enterprise Relationship Management, CAIS
Calvin MorphyVice President, Starwood Capital
Sean MulcahyHead Of Investment Operations, LIT
Kate O’NeilVice President, Blackstone
Katie PetersonSVP, National Accounts, Cantor Fitzgerald
Ashley PridemoreMember, Snyder Kearney, LLC
Gael RagonePresident, Carter Exchange
Mary Katherine RawlsSenior Associate, Morrison & Foerster LLP
Kristopher Rooney, Head of National Accounts, Apollo
Joseph Roth, Eagle Point Credit Management
Crystal H. Rutkowski, AIFAmbassador, Urban Catalyst Funds
Katie ShookDirector, National Accounts, Clir Capital
Kevin SierraAssociate Director, Product Manager – Private Markets, Invesco
Mark SternAssociate, Morris, Manning & Martin, LLP
Beth VelozSVP of RIA and Broker-Dealer Relations, ExchangeRight Real Estate
Joe WernerVice President – 1031 Exchange Platform, LaSalle Investment Management
Dustin ZachmeyerVice President, Due Diligence Officer, Bluerock
Natalya ZernitskayaSr. Due Diligence Analyst, Cetera Financial Group

On behalf of the IPA Board of Directors, we would like to thank our member companies for nominating such an outstanding group of leaders. We look forward with enthusiasm to the positive impact the Council will have on the IPA and the PDI industry.
With heartfelt congratulations,
Anne-Marie Vandenberg
IPA Board Chair,
Managing Director,
President & CEO, RREEF Property Trust
and Lead Portfolio Manager or REEF Management L.L.C.