Advisory Board

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Fran Cashman

Fran Cashman is principal and founder of Mayfair Davie Consulting enabling asset and wealth management firms to address business and distribution strategy challenges. 

 She is an experienced financial services executive with a 25+ year history of accomplishment serving as Executive Vice President and Global Head of Marketing and Communications and prior Co-Head of US Sales at Legg Mason. Her leadership and change management expertise include strategy, institutional and retail sales, marketing and communications. 

Fran received her Bachelor of Science in Chemical Engineering and Master of Science in Industrial Management from Georgia Tech.  She is a trustee of Loyola Blakefield.

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John Cooper

John Cooper is a member of the FLX Distribution Advisory Board, and has held senior leadership roles in all aspects of the investment distribution business for some of the largest and most respected firms in the industry.  He was previously Head of U.S. Intermediary Distribution at Morgan Stanley Investment Management (President of MSIM Distributors), Head of US Sales at Invesco (President & CEO of Invesco Distributors), Head of Retail National Accounts at Legg Mason and held several roles at Putnam Investors. John serves on three other advisory boards, involving AI and Robotics Process Automation, Voice Recognition, and an AI Hedge Fund Platform. He holds a BS from Boston College, where he double majored in Marketing and Human Resources Management, and was a standout athlete in football and baseball, and was inducted into their Varsity Club Athletic Hall of Fame."

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Tom Hoops

Tom Hoops is a global asset management executive with more than 30 years of strategic, operational and transactional experience. He is a proven leader, navigating industry disruption and managing growth and profitability through innovation, acquisition and efficiency improvements.

Most recently, Tom was Head of Business Development and a member of the Executive Committee at Legg Mason, reporting to the CEO. He was responsible for leading the firm’s global product organization (product strategy, product development, and product management) as well as the firm’s mergers, acquisitions and strategic investing activities.

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Rob Pettman

Rob Pettman serves as executive vice president of Product and Platform Management for LPL Financial. In this role, he is responsible for managing LPL’s wealth management capabilities which includes overseeing investment product distribution, advisory platforms, trust services, and relationships with product and technology companies. Throughout his tenure with LPL, Mr. Pettman has worked in product management, business management, and wealth management strategy. 

Mr. Pettman received a Bachelor of Arts degree from Eckerd College and a Master of Business Administration from the University of Southern California. He is FINRA Series 7 and 66 registered.

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Jerry Raio

Jerry is the President and CEO of Arbor Lane Advisors, Inc., a consulting firm focused on the financial services sector.  His career on Wall Street spans over 30 years and has been mostly focused on the retail distribution of Equity Capital Market products to Financial Advisors and investors.   Most recently he was Head of Retail Origination at Wells Fargo Securities where he worked closely with asset management clients to structure, market and execute new closed end fund offerings.  Prior to joining Wachovia (now Wells Fargo) in 2005, he worked on the retail equity syndicate desk at both Morgan Stanley and Citigroup.   
Jerry earned a B.S. from the State University of New York at Albany and an MBA from the Frank Zarb School of Business at Hofstra University.