The IPA’s Technology, Innovation and Operations Committee identifies, promotes and advances the use of standards that benefit asset managers, distribution partners and stakeholders that provide services to the industry. The Committee serves as a venue for thought leaders to discuss best practices and technology enhancements. The Committee will hold regular Committee and Interest Group calls and in-person meetings at IPA conferences, allowing for networking with peers. Annual work plans and schedules will be determined by the Committee.


Christopher Blanchard

Senior Director,

Fidelity Investment

Mark Lancaster

President & Chief Executive Officer,

Great Lakes Fund Solutions, Inc

Chrissy Lee

Co-President &  Chief Operating Officer,

Kalos Financial, Inc.


Nina Anderson, Vice President, Guggenheim Partners

Dan Brunell, Vice President Alternative Investments, Pershing

Zane Doyle, Chief Strategy Officer, Phoenix American

Jay Frank, Head of Distribution, Cantor Fitzgerald

John Gray, Senior Vice President, Envision Financial Systems, Inc.

Mike Huisman, Senior Vice President – Director of Transfer Agency, UMB – Financial Services

James Linhardt, Attorney, Kunzman & Bollinger, Inc.

Greg Mausz, Chief Operating Officer, Preferred Capital Securities / Preferred Apartment Communities

Darrin Oberhofer, Vice President Fund Operations, Inland Real Estate Investment Corp.

Kay Redlich, Chief Technology Officer, CNL

Bill Robbins, Chief Executive Officer, WealthForge

Justin Schwartz, Executive Director, DTCC

Chris Shaw, Vice President, Head of Retail Alternatives, SS&C Technologies

Amber Wallner, Vice President Shareholder Operations, Black Creek Group

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