Board of Directors

Scott Brady
Head of US Product Development and Strategy
Columbia Threadneedle

Scott Chelton, Director
Chief Relationship Officer

DST Systems, 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

Jim Fitzpatrick
, President

Lisa Halbach
Vice President, Director, Fund Administration
Bank of America/Merrill Lynch

Jennifer Hanes, Director

Head of Investment Management & Operations


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

Timothy Johnson
Reed Smith

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


Ian McCoy, Director
Senior Vice President
Franklin Templeton Investments

Kevin O'Connell, Director


Michael O'Reilly, Director

SVP, Risk & Compliance
Fidelity Investments

Peter Poulin, Treasurer


Rich Prior
Vice President
American Funds

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

Keith Slattery
Managing Director and Head of Fund Services, NA
JP Morgan

Matt Thomas
Head of Mutual Fund Administration

Mark Trenchard
Director of Operational Compliance

David Whitaker
Foreside Financial Group, LLC

Margarheeta (Rheeta) Wise
MFS Service Center, Inc.

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    April 3-5, 2019 | Ponte Vedra Beach, FL

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    October 17-18, 2019 | Boston, MA

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    (38th Annual Conference)

    February 26 - 28, 2020 | Ft. Lauderdale, FL