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ADISA Announces 2019 Board of Directors

Members of ADISA, a trade association representing the alternative and direct investment industry, have selected new directors for the 2019 board.

Members of ADISA, a trade association representing the alternative and direct investment industry, have selected new directors for the 2019 board. The election occurs in the Fall, with each new director elected to a two-year term through 2020.

The eight newly elected (or re-elected) board directors are:

  • Brandon Balkman, Orchard Securities
  • Brian Buehler, Triton Pacific Securities
  • Sherri Cooke, AI Insight
  • John Grady, DLA Piper
  • Jean Merriman, The Strategic Financial Alliance (SFA)
  • Joe Michaletz, Discipline Advisors
  • Vali Nasr, Claraphi Advisory Network
  • Larry Sullivan, Passco Companies

They join the returning 2018 board members, who were elected last Fall to two-year terms, and include:

  • Greg Mausz, 2019 ADISA President, Preferred Apartment Communities
  • Keith Lampi, 2018 ADISA President, Inland Private Capital Corporation
  • Andrew Barnum, Cetera Financial Group
  • Catherine Bowman, The Bowman Law Firm
  • Mark Kosanke, Concorde Investment Services
  • Matt Malone, FS Investments
  • Ann Moore, International Assets Advisory
  • Kurt Tesh, Kalos Financial
  • Brad Updike, Mick | Law
  • Tom Voekler, Kaplan Voekler Cunningham & Frank
  • Darryl Steinhause of DLA Piper, who also serves as a non-voting, volunteer legal counsel.

The Alternative & Direct Investment Securities Association bills itself as the nation’s largest trade association representing the non‐traded alternative investment space. Its members are typically involved in non-traded real estate investment trusts, business development companies, master limited partnerships and private and public funds (LPs/LLCs), 1031 exchange programs (DSTs/TICs), energy and oil and gas interests, equipment leasing programs, or other alternative and direct investment offerings. The association was founded in 2003 and has more than 4,000 members.

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