Advisory Committee

SEQ 001

MSG=AC

Committee

Eight advisors from across the industry

The CT Plan’s Operating Committee is counseled by an Advisory Committee comprised of professionals from a cross-section of the financial industry.

These eight advisors are elected by the Operating Committee, and reflect the viewpoints of retail investors, institutional investors, broker dealers and vendors. Advisors are elected to two-year terms; to be kept informed of the next opening, please join our mailing list.

Broker Dealer with Predominantly Institutional Investor Customer Base Representatives

Bill Conti

Goldman Sachs – Market Data Services

Goldman Sachs & Co.

200 West St., New York, NY 10282
Patti Sachs

Director

Citigroup Global Markets Inc.

480 Washington Blvd., Jersey City, NJ 07310

Institutional Investor Representatives

Hubert De Jesus

Managing Director

Blackrock

400 Howard Street, San Francisco, CA 94105
Mehmet Kinak

Global Head of Equity Trading

T. Rowe Price Group

1307 Point Street, Baltimore, MD 21231

Securities Market Data Vendor Representative

Kerry Baker Relf

Group Director, Data Acquisition and Rights Management

LSEG Data & Analytics

28 Liberty St, New York, NY 10005

Broker Dealer with Predominantly Retail Investor Customer Base Representatives

Chris Nielsen

Director

Charles Schwab & Co., Inc.

11800 Schwab Way, Austin TX 78758
Derrick Chan

Head of Equities

Fidelity Capital Markets

88 Black Falcon Ave, Suite 167 ZW11A, Boston, MA 02210

Retail Representative

Ed Flynn

An Issuer of NMS Stock

Currently open

To contact the Advisory Committee or a specific advisor:

ctplan-advisors@forefrontcomms.com →