Council of Institutional Investors

Markets Advisory Council

The primary purpose of the CII Markets Advisory Council is to provide input on legal, financial reporting and investment market trends, suggest topics/speakers for upcoming CII meetings and teleconferences, and recommend current and future CII activities that promote and enhance the value of CII membership. The CII board appoints the members annually. All are representatives of Associate Member organizations.

The members of the Markets Advisory Council for 2023 are:

  • David Abel, ISAF Management Company
  • Rick Alexander, The Shareholder Commons
  • Claudia Allen, KPMG (vice-chair)
  • Leeann Arthur, Deloitte
  • Sydney Carlock, Teneo
  • Anne Chapman, Joele Frank
  • Darren Check, Kessler Topaz Meltzer & Check
  • Eileen Cohen, H/Advisors Abernathy
  • Stephen Deane, CFA Institute (chair)
  • Matt Diguiseppe, PwC
  • Jessie Giles, Majority Action
  • Alexandra Higgins, Okapi Partners
  • Jim Kroll, Aon
  • Sheila Lewis, Segal Marco Advisors
  • Robert Main, Sustainable Governance Partners
  • Bob Marese, MacKenzie Partners
  • Michael McCreesh, Battea Class Action Services
  • Fassil Michael, Institutional Shareholder Services
  • Sherri Rossoff, RockCreek
  • Delilah Rothenberg, Predistribution Initiative
  • Eric Shostal, Glass Lewis
  • Jamie Smith, EY
  • Daniel Summerfield, Pomerantz
  • Harlan Tufford, MSCI
  • Gabrielle Wolf, Innisfree M&A
  • Robert Zivnuska, PJT Camberview
  • Nick Zuiker, Reinhart Boerner van Deuren
For more information about the Markets Advisory Council, please contact Jeff Mahoney.