Organizational Structure

Meet the Executive Committee

Columbia Threadneedle Investments. Your success. Our priority.

Scott Brady
Chair

Columbia Threadneedle
Head of US Product Development & Strategy

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Stacy Bernstein
Vice Chair 

American Century Investments 
Head of Financial Intermediaries

MFS

Janet Bienkowski
Vice President, Content

MFS
Vice President, Client & Specialized Services

Eaton Vance

Larry Fahey
Vice President, Treasurer

Eaton Vance
Vice President, Director of Corporate Operations

Bank of America

Lisa Halbach
Vice President, Audit

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

Josh Lovell
Vice President, Nominating

State Street
Senior Vice President, Operations

Foreside

David Whitaker
Vice President, Membership

Foreside
President

Meet the Board of Directors

Director

Brandon Anderson

SS&C Technologies

Relationship Executive, Asset Manager Solutions

Vice Chair

Stacy Bernstein

American Century Investments

Head of Financial Intermediaries

Vice President

Janet Bienkowski

MFS

Vice President, Client & Specialized Services 

Chair

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

Vice President

Larry Fahey

Eaton Vance

Vice President, Director of Corporate Operations

Vice President

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

Director

Mark Lavan

Franklin Templeton

Co-Head of Retail Sales

Director

Frieda Lewis

Broadridge

Managing Director, Global Relationship Management & Chief Diversity Officer

Vice President

Josh Lovell

State Street

Senior Vice President

Director

Kevin Mahn

Hennion & Walsh

President & Chief Investment Officer

Director

Jennifer McGovern

BlackRock

Managing Director, U.S. Retail, Product Management & Development

Director

Michael Melles

FIS

Senior Vice President, Product Manager, Transfer Agency Solutions

Director

Dan Moorman

Wells Fargo

Managing Director and Product Marketing & Communications

Director

Eileen Norton

TD Ameritrade

Head of Investment Solutions

Director

Kevin O'Connell

PwC

Principal

Director

Melanie Pickett

Northern Trust

Executive Vice President, Head of Front Office Solutions & Global Product Executive for Alternatives

Director

Cliff Poirier

Fidelity Investments

Senior Vice President

Director

Rich Prior

American Funds

Senior Vice President

Director

Gem Pushpaharan

Allianz

Chief Operating Officer, U.S.

Director

David Rosen

Morgan Stanley

Managing Director, Head of Traditional Investment Products

Director

Keith Slattery

J.P. Morgan

Managing Director, Global Head of Traditional Fund Accounting

Director

Mark Trenchard

Putnam Investments

Director of Operational Compliance

Director

Katerina Tzouganatos

Deloitte

Principal, Control & Regulatory

Vice President

David Whitaker

Foreside

President