About

Advisors

The CT Plan’s Operating Committee is counseled by an Advisory Committee comprised of professionals from a cross-section of the financial industry.

These eight advisors are elected by the Operating Committee, and reflect the viewpoints of retail investors, institutional investors, broker dealers and vendors. Advisors are elected to two-year terms; to be kept informed of the next opening, please join our mailing list.

Broker Dealer with Predominantly Institutional Investor Customer Base Representatives

Bill Conti
Goldman Sachs – Market Data Services
Goldman Sachs & Co.
200 West St.,
New York, NY 10282

Patti Sachs
Director
Citigroup Global Markets Inc.
480 Washington Blvd.
Jersey City, NJ 07310

Institutional Investor Representatives

Hubert De Jesus
Managing Director
Blackrock
400 Howard Street
San Francisco, CA 94105

Mehmet Kinak
Global Head of Equity Trading
T. Rowe Price Group
1307 Point Street
Baltimore, MD 21231

Securities Market Data Vendor Representative

Kerry Baker Relf
Group Director, Data Acquisition and Rights Management
LSEG Data & Analytics
28 Liberty St
New York, NY 10005

Broker Dealer with Predominantly Retail Investor Customer Base Representatives

Chris Nielsen
Director
Charles Schwab & Co., Inc.
11800 Schwab Way
Austin TX 78758

Derrick Chan
Head of Equities
Fidelity Capital Markets
88 Black Falcon Ave, Suite 167 ZW11A
Boston, MA 02210

Retail Representative

Ed Flynn

An Issuer of NMS Stock

Currently open

To contact the Advisory Committee or a specific advisor, email ctplan-advisors@forefrontcomms.com.