Organizational Structure

Meet the Executive Committee

Northern Trust

Dan Houlihan
Chair 

Northern Trust
Executive Vice President, Head of Asset Servicing for the Americas 

BlackRock

Lisa Hill
Vice Chair 

BlackRock
Managing Director

Eaton Vance, Investment Managers

Larry Fahey
Treasurer

Eaton Vance
Vice President, Director of Corporate Operations

Columbia Threadneedle Investments. Your success. Our priority.

Scott Brady
Director

Columbia Threadneedle
Head of US Product Development & Strategy

Bank of America

Lisa Halbach
Director

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

Foreside

David Whitaker
Director

Foreside
President

MFS

Rheeta Wise
Director

MFS
President, MFS Service Center

Meet the Board of Directors

Director

Brandon Anderson

SS&C Technologies

Relationship Executive, Asset Manager Solutions

Director

Stacy Bernstein

American Century Investments

Head of Financial Intermediaries

Director

Scott Brady

Columbia Threadneedle Investments

Head of US Product Development and Strategy

Director

Patrick Curtin

Citi

Managing Director and Global Head of Client Management

Director

Michael DeNofrio

BNY Mellon

Managing Director & Head of Global Transfer Agency Operations

Treasurer

Larry Fahey

Eaton Vance

Vice President, Director of Corporate Operations

President

Jim Fitzpatrick

Nicsa

President & CEO

Director

Lisa Halbach

Bank of America / Merrill Lynch

Vice President, Director of Fund Administration

Director

Clint Harris

Invesco

Head of Wealth Management Platforms

Director

Chris Keller

Harris Associates

Chief Operating Officer

Vice Chair

Lisa Hill

BlackRock

Managing Director

Chair

Dan Houlihan

Northern Trust

Executive Vice President, Head of Asset Servicing for the Americas

Director

Frieda Lewis

Broadridge

Managing Director, Global Relationship Management & Chief Diversity Officer

Director

Mark Lavan

Legg Mason

Managing Director, Co-Head of Retail Sales

Director

Veronica Lee

FIS

Head of Integrated Client Experience, Buy-Side & Cross Asset Solutions

Director

Eileen Norton

TD Ameritrade

Head of Investment Solutions

Director

Josh Lovell

State Street

Senior Vice President

Director

Dan Moorman

Wells Fargo

Managing Director and Product Marketing & Communications

Director

Rich Prior

American Funds

Senior Vice President

Director

Kevin O'Connell

PwC

Principal

Director

Cliff Poirier

Fidelity Investments

Senior Vice President

Director

Keith Slattery

J.P. Morgan

Managing Director, Global Head of Traditional Fund Accounting

Director

Joe Quirk

Allianz

Managing Director, Head of Operations, US

Director

David Rosen

Morgan Stanley

Managing Director, Head of Traditional Investment Products

Director

Katerina Tzouganatos

Deloitte

Principal, Control & Regulatory

Director

Matt Thomas

Vanguard

Head of Mutual Fund Administration

Director

Mark Trenchard

Putnam Investments

Director of Operational Compliance

Director

David Whitaker

Foreside

President

Director

Rheeta Wise

MFS

President, MFS Service Center