Regional Ambassadors


Name of Event

DCIIA's Regional Ambassadors

Our regional ambassadors host local networking events bringing together DCIIA members for webinars and discussions on timely topics of interest.

Member Ambassador Mission

Ambassadors support DCIIA’s overall mission of improving retirement outcomes for individuals by bringing together engaged and passionate retirement professionals in their local communities to share ideas, advocate for change and enjoy the process.

Goals of the Ambassador Program Include

  • Exponentially increase the opportunities for members to become involved in DCIIA
  • Create a more approachable environment for prospects to learn about the organization
  • Strengthen networking opportunities amongst members and strategic alliance partners
  • Producing a balanced mix of social and content-oriented events, largely driven by DCIIA developed content.

We currently have ambassador representatives in several cities. For more information on events taking place in your area, please contact the DCIIA ambassadors listed below, or Mary Adams or Laura Castle at, or any DCIIA staff member using our Contact Us form.

Click here to find out more about upcoming local networking events in your area.

Upcoming Events more

Atlanta Ambassadors

Betsy Warrick, Invesco -

Holly Donovan, Invesco -

Fred Stewart, LCG Associates -

Boston Ambassadors

Dan Beaton, NEPC -

Kristen Colvin, MFS -

Kevin Breen, UBS Asset Mgmt.- 

Kristin O'Donnell, Wellington Management Co., LLP -

Chicago Ambassadors

Michael Chia, Adams Street Partners -

Jamie McAllister, Callan Associates -

Yana Turner, Manulife Asset Mgmt. -

Marty Campbell, Morningstar, Inc. -

Michael Wilson, Morningstar, Inc. -

New York Ambassadors

Mike Raso, PineBridge Investments, LLC -

Mikaylee O'Connor, RVK, Inc. -

Dick Davies -

Philadelphia Ambassadors

Bill Marx, Morgan, Lewis & Bockius LLP -

Johanna Vogel, Mass Mutual Financial Group -

San Francisco Ambassadors

Eileen Kwei, Artisan Partners, LP -

Toni Brown, Capital Group Companies -

Loukas Stephens, Fisher Investments Institutional Group -

Scott Cokely, Wellington Management -

Austin / Dallas / Houston Ambassadors

Kevin Vandolder, Aon Hewitt Investment Consulting -

Matt Pawlak, Dimensional Fund Advisors -

Greg Jenkins, Invesco -

Washington, DC Ambassadors

Michael Kreps, Groom Law Group -

Melissa Kahn, State Street Global Advisors -

Lorie Latham, T. Rowe Price Associates -