SIFMA Foundation

Board of Directors

The efforts of the SIFMA Foundation are guided by its Board of Directors.


  • Chair: Joan Steinberg, Managing Director, Head of Global Philanthropy, Morgan Stanley  
  •  Vice Chair:Vanessa F. CookseySenior Vice President, Head of Community Affairs, Wells Fargo Advisors
  • Treasurer: Todd Diganci, Executive Vice President & Chief Financial Officer, FINRA
  • Secretary: Melanie Mortimer, President, SIFMA Foundation for Investor Education 


  • James Anderson, Senior Vice President, Communications, Turner
  • Bernard Beal, Chairman, Blaylock Robert Van, LLC
  • Joan Conley, Senior Vice President and Corporate Secretary, NASDAQ 
  • Richard J. Daly, President & Chief Executive Officer, Broadridge Financial Solutions, Inc.
  • Todd Diganci, Executive Vice President & Chief Financial Officer, FINRA
  • G. Douglas Edwards, President, Edwin M. Jones Oil Co.
  • Thomas Guba, Managing Director, Auriga Capital Management
  • Jay HershensonVice President, Communications & Marketing, Queens College, CUNY
  • Kristen KimmellChief of Staff, RBC Wealth Management 
  • Michael Kisber, President, FTN Financial 
  • Evan LaHuta, Managing Director, Head of Client Experience, Pershing Advisor Solutions LLC
  • Matthew Scogin, Managing Director, Perella Weinberg Partners L.P.
  • Lawrence Thomas, Principal, Edward Jones
  • Randy Williams, Advisor, SquareOffs


Learn How ›

Tribute Dinner 2016

Tribute Dinner 

The SIFMA Foundation's annual Tribute Dinner celebrates industry champions of youth financial education and raises awareness for an important cause. This year's dinner took place on October 11, 2017 at Cipriani (25 Broadway, NY). The honorees were Andy Sieg, Head of Merrill Lynch Wealth Management, and Gerard McGraw, Chief Financial Officer Fidelity Investments.


SMG Logo 

Stock Market Game 
More than 600,000 students take part every school year across all 50 states. An independent study by Learning Point Associates found students who participated in the SMG program scored significantly higher on mathematics and financial literacy tests. 


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Since the program began in 2004 almost  194,000 essays have been written in classrooms across the country and more than 22,000 volunteers have served as judges in the national essay competition.  

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Capitol Hill Challenge   

CHC connects middle- and high-school students across the country with their member of Congress. In 2017, we had 100% participation from Congress and over 60 Senators and Representatives met with their teams personally. The top 10 teams win a trip to Washington, DC!  

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Invest It Forward
IIF connects volunteers from industry firms who personally offer exciting, multimedia in-school and afterschool lessons to help our nation's youth better prepare for their own futures as financially capable and engaged citizens. Learn how you can get involved today!


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