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Leadership

Chair
Timothy Kuhman
The Kingdom Trust Company
General Counsel
Vice-Chair
Laura Dorman
Berkeley Research Group
Director & Associate General Counsel
Secretary
Miriam Lefkowitz
Summit Financial Resources, Inc./Summit Equities, Inc.
Chief Legal Officer/Chief Compliance Officer
Advocacy Chair
Miriam Lefkowitz
Summit Financial Resources, Inc./Summit Equities, Inc.
Chief Legal Officer/Chief Compliance Officer
Membership Chair
James Baxter
New York Global Group
General Counsel & Chief Legal Officer
Member Resources
Subcommittee Co-Chair
Rebecca Fox
Community Choice Financial Inc.
Regional Counsel
Member Resources (Written)
Subcommittee Co-Chair
Lowell Haky
Charles Schwab & Co., Inc.
Chief of Civil and Complex Litigation
Member Resources (Written)
Subcommittee Co-Chair
Stephen Herbes
Konica Minolta Business Solutions U.S.A., Inc.
Corporate Counsel & Compliance Manager
Member Resources (Written)
Subcommittee Co-Chair
Pete Larsen
Situs
Partner
Member Resources (Live Programs)
Subcommittee Co-Chair
John O'Byrne
Prairie Capital Management, LLC
Chief Compliance Officer & Legal Counsel
Member Resources (Live Programs)
Subcommittee Co-Chair
Christina Rogers
Union Bank, N.A.
Senior Counsel