ADISA Names 2022 Board of Directors
Members of the Alternative & Direct Investment Securities Association (ADISA), a trade association representing the alternative investment and securities industry, have named the new directors for its 2022 board.
Members of the Alternative & Direct Investment Securities Association (ADISA), a trade association representing the alternative investment and securities industry, have named the new directors for its 2022 board.
The six newly elected (or re-elected) board directors are:
- Catherine Bowman, The Bowman Law Firm
- Matthew Iak, U.S. Energy Development Corporation
- Mark Kosanke, Concorde Investment Services
- Ann Moore, International Assets Advisory
- David Pittman, Strategic Blueprint
- Brad Updike, Mick | Law
Additionally, four more directors were appointed by the current board:
- Karlton Kleis, Arete Wealth
- Jade Miller, Bourne Financial Group
- Jeff Shafer, CommonGood Capital
- Dallas Whitaker, Carter Funds
They join the returning 2021 board members:
- Sherri Cooke, 2022 ADISA president, iCapital Network
- Matthew Malone, 2022 ADISA immediate past president, Lonsdale Investment Technology
- Brandon Balkman, Orchard Securities
- Angela Barbera, NexPoint Securities
- Craig Covington, DAI Securities
- John Grady, ABR Dynamic Funds
- Greg Mausz, Preferred Capital Securities
- Michael Underhill, Capital Innovations
ADISA board elections occur in the fall, and each new director was elected to a two-year term through 2023.
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 5,000 members.
