Our 19-person 2020 Board of Directors is led by John Rooney. John serves as Managing Principal for Commonwealth Financial Network.
The FSI management team is headed by Dale Brown, CAE, president and CEO, who has led FSI since its founding in 2004.
FSI has several advisory councils, each headed by a volunteer member. These councils provide guidance and direction to the FSI board and staff on issues in different areas of the industry: Accounting & Finance, Compliance, Investment Advisory Services, Marketing, Growth & Development, Operations & Technology. FSI also has two task force committees, one for the annual OneVoice conference and one for FSI Forum & Capitol Hill Day.
Learn more about each council and committee purpose and their volunteer leaders.