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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.

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