Regional Ambassadors


Regional Ambassadors





Morningstar Investment
Management LLC


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 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.

Atlanta Ambassadors

Holly Donovan, Invesco -

Fred Stewart, LCG Associates -

Betsy Warrick, Invesco -

Boston Ambassadors

Kristen Colvin, NEPC -

Dan Beaton, NEPC -

Kevin Breen -

Kristen O'Donnell, Wellington -

Chicago Ambassadors

Marty Campbell, Morningstar, Inc. -

Jamie McAllister, Callan Associates

Yana Turner, Manulife Asset Mgmt. -

Michael Wilson, Morningstar, Inc. -

New York Ambassadors

Dick Davies -

Mikaylee O'Connor, RVK, Inc. -

Mike Raso, PineBridge Investments, LLC -

Philadelphia Ambassadors

Bill Marx, Morgan, Lewis & Bockius LLP -

Johanna Vogel, Mass Mutual Financial Group -

San Francisco Ambassadors

Toni Brown, Capital Group Companies -

Scott Cokely, Wellington Management -

Eileen Kwei, Artisan Partners, LP -

Loukas Stephens, Fisher Investments Institutional Group -

Austin / Dallas / Houston Ambassadors

Greg Jenkins, Invesco -

Matt Pawlak, Dimensional Fund Advisors -

Kevin Vandolder, Aon -

Washington, DC Ambassadors

Melissa Kahn, State Street Global Advisors -

Michael Kreps, Groom Law Group -

Lorie Latham, T. Rowe Price Associates -