Board of Directors

Steve Avera, Director, Co-Chair of Nominating Committee
Managing Director
Bank of America / Merrill Lynch

Scott Chelton, Director

DST Systems, Inc.

Elisa Colkitt, Director
Senior Vice President, Mutual Fund Operations
Wells Fargo Advisors

Michael Collins, Director

Vice President

Broadridge Financial Solutions, Inc.

Michael DeNofrio, Director
Manging Director, Head of Enterprise Investor Services Client Service Delivery
BNY Mellon

Lawrence Fahey
, Director
Vice President, Director of Corporate Operations
Eaton Vance Management

Jennifer Hanes, Director

Head of Investment Management & Operations


Anne Hebard-Duduch, Director, Chair of Content Committee

Managing Director

Boston Financial Data Services, Inc.

Lisa HIll, Director
Managing Director


Dan Houlihan, Chair,
Chair of Operational Strategy Committee
Executive Vice President, Head of Global Fund Services, North America

Northern Trust Company

Brian Jones, Director
Executive Vice President

Envision Financial Systems, Inc.

Lisa Klassen, Director
Head of Mutual Fund Operatons

Edward Jones

Philip Kolb, Director
Managing Director, Head of Product Group Services

Morgan Stanley Services Company, Inc.

Joshua Lovell
, Director
Senior Vice President

State Street Corporation

Jay Martin
, Director

Ian McCoy, Director
Senior Vice President
Franklin Templeton Investments

Kevin O'Connell, Director


Michael O'Reilly, Director

SVP, Risk & Compliance
Fidelity Investments

Rick Poluch, Director

Vanguard Group, Inc.

Peter Poulin, Treasurer



Joseph Quirk, Director
EVP - Head of Mutual Fund Operations
Allianz Global Investors, Inc.

Stacy Roode, Director, Chair of Audit Committee
Senior Vice President, Transfer Agent

Chris Trede, Director
Senior Vice President
American Funds Service Company

Karen Walsh, Director

Director, Putnam Investor Services

Putnam Investments

Margarheeta (Rheeta) Wise

MFS Service Center, Inc.

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    (38th Annual Conference)
    February 26 - 28, 2020 | Ft. Lauderdale, FL