At its first Board meeting of the year, the new ADISA (the Alternative & Direct Investment Securities Association) Board, elected by the membership in late 2025, selected its 2026 officers. Matthew Iak of U.S. Energy Development Corporation continues his term as ADISA president for 2026, after assuming the role of president in July 2025, and Joanna Venetch with Hana Solutions is the 2026 President-Elect.

The other ADISA officers selected were: Scott Escujuri of Legacy Wealth Management and David Pittman as vice presidents; Catherine Bowman of The Bowman Law Firm as secretary; Mark Kosanke of Concorde Asset Management as treasurer; and Karlton Kleis of Arete Wealth as assistant treasurer.

The other ADISA 2026 Board of Directors are: Amy Arnold, Concorde Investment Services; Jessica Correnti, Capital Square; Matt Fries, Inland Real Estate Investment Corporation; Jake Heidkamp, FactRight; Christy Hutchison, Shopoff Realty Investments; Kyle Kadish, Revere Securities; Rajeev Kotyan, Innovative Advisory Group; Sylvia Kwan, Ellevest; Peter Magnuson, Osaic; Greg Mausz, Skyway Capital Markets; Aaron Pollak, VENTURE.co; Katie Shook, Eagle Point Credit Management; Mike Underhill, Capital Innovations; Brad Updike, Mick Law; and David Wilson, Equifinancial. Thomas Voekler of Passco Companies serves as volunteer legal counsel and Brandon Balkman of Net Lease Capital serves as ADISA Foundation president.

As ADISA enters 2026 under new executive leadership, with Executive Director John Grady and CEO Jade Miller at the helm, the Board of Directors and ADISA management team are energized about the year ahead.

“We are entering 2026 with strong momentum and a renewed sense of purpose,” said ADISA Board President Matt Iak. “There are meaningful improvements and fresh initiatives we are excited to introduce, and we continue to feel the energy and engagement of our membership coming out of a successful 2025. We look forward to building on that momentum with our new leadership team and Board in the year ahead.”