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The MFEA is a unique community of investment management leaders focused on the future. Through the MFEA, these leaders keep pace with the diverse demands of serving investors and advisors through numerous channels of their business. Today’s leaders must deliver innovative product solutions across diverse distribution platforms and the MFEA fosters their success through the exchange of information and shared intelligence, offering a variety of resources designed to support the development of best practices. Exclusive expert presentations provide information not typically accessible in broader settings.
Executive Committee
An Executive Committee elected by the membership directs the activities of the Association.
John McGowan—Chairman
Chief Administrative Officer
Matthews International Capital Management
Jim Stueve—Vice Chairman
President
RidgeWorth Investments
Bob Geppner—Treasurer
Head of National Sales - US
Franklin Templeton Investments
Peter Moran—Vice President
US Group Head, Senior Vice Pesident
DundeeWealth US
Michael Woods—Vice President
Managing Director | Head of Americas Asset Management, Global Client Group
Deutsche Asset & Wealth Management
Board of Governors
Each member company is represented in the Association by a Board of Governor's representative.
Member Companies
Current member companies of the Mutual Fund Education Alliance.
Management
Brian M. Smith is the Director for the MFEA, and works with the Executive Committee overseeing all MFEA activities.
Michelle A. Smith is Associate Director and National Spokesperson for the MFEA, responsible for strategic directions, communications, promotions, public image and educational initiatives.
Kimber L. Lintz is MFEA Director, responsible for member programs and services. She is also the MFEA team leader of the Executive Councils.
A trade association, the Mutual Fund Education Alliance does not sell mutual funds and does not allow any agent, employee or representative to personally solicit any investment or accept any monies to be invested in a particular fund or security. Investments and solicitations for investments are made directly with an agent, employee or representative of an investment company and not with this Association.
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