Skip to content

ADISA Announces 2022 President-Elect and Officers

The board of the Alternative & Direct Investment Securities Association (ADISA), a trade group representing the alternative and direct investment industry, has selected its 2022 officers.

The board of the Alternative & Direct Investment Securities Association (ADISA), a trade group representing the alternative and direct investment industry, has selected its 2022 officers.

Sherri Cooke of iCapital Network, begins her term as the 2022 ADISA president, and Michael Underhill of Capital Innovations was elected as the 2022 president-elect and will serve as president in 2023.

The other ADISA officers selected were Angela Barbera of NexPoint Securities as vice president; Catherine Bowman of The Bowman Law Firm as secretary; and Mark Kosanke of Concorde Investment Services as treasurer. Matthew Malone of Londsdale Investment Technology, ADISA’s 2021 president, will serve the board as its immediate past president. Sylvia Kwan, chief investment officer at Ellevest, was also elected as a director for a one-year term.

Cooke said, “The ADISA board enjoys a wealth of talent from throughout the alternative investment space who have a deep understanding of the opportunities and challenges that face our industry. I am honored to serve with them and look forward to a busy year marked by enthusiasm and initiatives that will help us all continue to thrive as we work, grow and empower the alts industry.”

The other ADISA 2022 board of directors are Brandon Balkman of Orchard Securities, Craig Covington of DAI Securities, John Grady of ABR Dynamic Funds, Matthew Iak of U.S. Energy Development Corporation, Karlton Kleis of Arete Wealth Management, Greg Mausz of Preferred Capital Securities, Jade Miller of Bourne Financial Group, Ann Moore of International Assets Advisory, David Pittman of Strategic Blueprint, Jeff Shafer of CommonGood Capital, Brad Updike of Mick Law, and Dallas Whitaker of Carter Funds.

Darryl Steinhause of DLA Piper also serves as a non-voting, volunteer legal counsel, and Thomas Voekler of Kaplan Voekler Cunningham & Frank provides volunteer hospitality legal counsel.

The Alternative & Direct Investment Securities Association bills itself as the nation’s largest trade association representing the non‐traded alternative investment space. ADISA’s 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, energy and oil and gas interests, equipment leasing programs, or other alternative and direct investment offerings.

The association was founded in 2003 and has approximately 5,000 members who are key decision makers, representing more than 220,000 professionals throughout the nation, including sponsor members who have raised in excess of $200 billion in equity and serve more than 1 million investors.

Click here to visit The DI Wire directory page.