About 3PM

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Our History

The Third Party Marketers Association (“3PM”) began in 1999 with seven member firms, and today brings together a global constituency of marketers, managers and industry product and service providers.

Over time, the Association has played an active and pivotal role in industry advocacy and education on topics ranging from regulations, firm development, and contracting, through marketing and sales best practices.

Our membership roster includes established and new 3PM firms, investment management firms, service providers and other industry associates who support our endeavors.

Our Mission

To advance the outsourced investment management marketing and sales industry through:

  1. EDUCATION:  develop an understanding of the importance (and complexity) of establishing a professional investment management marketing distribution and sales effort;

  2. INFORMATION GATHERING:  we act as a central hub of industry information for fellow 3PM firms and investment managers, and;

  3. ADVOCACY:  we seek to work with state and federal regulatory agencies on a voluntary basis to support industry best practices.


"I would like to thank the 3PM group for both help in the compliance area and for referring potential new members to our BD... By participating in a couple of conference calls and attending a well-put-together annual conference, we have been able to get great value from our membership... Keep up the good work and keep the faith."

John Ahern, Compass Securities Corporation, 3PM Industry Associate


Want to know more?


Why not check out copies of our monthly newsletter “3PM News” by clicking here.

3PM Board of Directors

Executive Committee


Sandra Powers Murphy
ARK Global, LLC


Donna DiMaria
Tessera Capital Partners, LLC


Ken Rogers
Arrow Partners, Inc.


Committee Chairs

Marketing Communications

Donna DiMaria - Committee Co-Chair
Tessera Capital Partners, LLC

Sandra Powers - Committee Co-Chair
ARK Global, LLC

Partnerships and Events

Trisha Sandoz - Committee Chair
Investment Management Support Solutions, LLC

Membership and Strategy

Brian Fitzgibbon - Committee Co-Chair
Fitzgibbon Toigo Associates, LLC

Frank Minard - Committee Co-Chair
XT Capital Partners, LLC 

Regulatory Committee

Donna DiMaria - Committee Chair
Tessera Capital Partners, LLC

Want to get involved ?

Join one of our Committees

Send an email to info@3PM.org and
let us know where you can help

Committee Members

Ken Rogers, Arrow Partners - Membership and Strategy

Dan Sondhelm, Sondhelm Partners - Marketing Communications

Dustin Sullivan, Havener Capital Partners - Sponsorships

Michael Wren, Hamersley Partners - Membership and Strategy

Rich Davila, Profitscore Capital - Membership and Strategy

Stewart Dier, Dier Associates - Events

Michael Egan - Gyroscope Capital Management - Sponsorships

Dan Quinn, DQ Communications - Marketing Communications