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2018 Board Candidates

 

2018 AUG Board of Director Candidates




Aimee Hauff

Director of Investment Operations
Cornerstone Advisors, Inc.

Bellevue, WA

 

Aimee joined Cornerstone Advisors in 2006 to set up the firm’s infrastructure and processes for the back-office: operations, trading, and fund administration. Today, the back-office has grown to five people with two sub-departments: Investment Operations – which focuses on all operations and trading related to client publicly traded investments; and Fund Administration – which focuses on operations of client Private Equity and Real Estate investments. Aimee oversees the management of the Investment Operations team and works closely with the outsource firm that handles the fund administration of the Cornerstone 40Act Mutual Fund family.

Aimee has a Bachelor of Arts degree in Education for Math/English from Eastern Washington University. She served on the National Investment Company Service Association and the Charles Schwab Technology Operations and Service Advisory Board.

She has been a member of AUG for 18 years at three different firms, starting off attending user meetings, then hosting regional meetings, and eventually becoming the point person to organize/set-up the Seattle area member meetings. Aimee has served on AUG’s APX focus group and the Branding Value Proposition, Membership Services, and Relationship committees. She has been an AUG board member since 2014 and has worked with Advent products: Axys, APX, REX, ACD, Advent Partner for 18 years.



 


Clare Retrum

Vice President of Operations and Chief Compliance Officer
C.W. Henderson & Associates

Chicago, IL

Clare joined C. W. Henderson & Associates in 2001 as an associate working in the back office and client service. Currently, she manages the operations team and oversees the firm’s trading systems and processes, operational efficiencies, client service, and project implementations. She was named CCO in 2015.

Clare received her undergraduate degree from the University of Illinois at Urbana-Champaign in Economics and her Master of Business Administration from DePaul University, Chicago, Illinois in Finance and Entrepreneurship.

Clare has used Advent systems since 2001 and has experience with Axys, Moxy, ACD/REX and DTCC. She has been a member of AUG since 2008 and was a member of the Axys sub-committee 2011-2015. Clare has presented at AUG regional meetings, the Advent Conference, and on AUG webinars.





Meagan Snyder

Director of Compliance and Legal

River Road Asset Management, LLC

Louisville, KY

 

Meagan serves as Director of Compliance & Legal.  In this role, she is responsible for managing the compliance and legal functions at the firm. She reports directly to the COO/CCO.  Meagan serves as a member of the firm’s Management Committee and also participates in the firm’s Brokerage Allocation and Review Committee, Proxy Voting Policy Committee, and Pricing Committee.

 

Meagan joined River Road in 2007.  She earned her B.A. in English from the University of Kentucky and a JD from the Louis D. Brandeis School of Law at the University of Louisville.  Ms. Snyder is a Kentucky licensed attorney.









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