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.