Chairman of the Board
Frank Strauss - Accenture 
Frank Strauss co–founded Expect Miracles Foundation with the late Steve Katzin in 1995. In 2002, Frank was awarded the Jimmy Fund’s prestigious ‘Extra Mile’ award in recognition of the organization's contribution to the battle against cancer. Mr. Strauss is a Managing Director of Accenture. Previously, he was a principal of the Beacon Consulting Group, a Boston based firm specializing in providing operations strategy and advisory consulting services to the mutual fund and financial services industries. Prior to joining Beacon in 2004, Frank held the positions of CFO & Treasurer of The CGM Funds for 12 years. Prior to joining CGM, Frank held the positions of Vice President of Fund Accounting at Freedom Capital, Asst. Vice President at The Boston Company and Fund Manager at State Street Bank. Frank holds an MBA from Boston College and a BS from Boston University. 

• Ed Addvensky - ICE Data Services

  

  Ed Addvensky is Senior Vice President of Sales at Intercontinental Exchange's ICE Data Services. He is responsible for sales, account management, and relationship development for ICE Data Services’s Pricing and Reference Data and BondEdge divisions in North America. Ed’s previous roles within ICE Data Services have included Senior Director of Strategic Accounts, Senior Director of Major Accounts, as well as various sales and account management roles. Prior to rejoining Interactive Data in 2003, he held sales and relationship management roles at Omgeo, Encompys, and Dell Professional Services. Ed graduated from Boston College in 1990 with a degree in Finance and received his MBA in Finance from Fordham University in 1995.

• Brandon Anderson - SS&C

  

  Brandon Anderson has over 23 years of client service, sales, and IT experience in the mutual fund industry. He is a Managing Director for SS&C’s Asset Manager Solutions business unit and is responsible for the strategic relationships of some of the industry’s largest asset managers. Brandon spent the early part of his career in Information Technology as a programmer holding various managerial roles within DST Systems. The past 10 years of his career have been spent in the Asset Manager Solutions organization, where he has managed large client relationships and dedicated client teams. Brandon holds a Bachelor of Science degree in Computer Information Systems from Missouri State University..

• Tom Bagley - EY

  

  Tom has worked in the financial services industry for the past twenty years. He joined EY in September of 2001 and is currently a tax partner in EY’s Wealth and Asset Management practice. Prior to joining EY, Tom worked for a large custodial bank in their accounting and tax groups.
  
  Since joining EY, Tom has provided tax advisory and compliance services to both registered and non-registered funds and investment advisors. Tom has extensive experience working with a variety of stand-alone funds as well as master feeder and fund of fund structures. Tom also works with exchange traded funds (“ETFs”) and registered funds of hedge funds.
  
  Tom has experience dealing with domestic and offshore fund structures and has experience with the tax implications of investing in complex financial products, including fixed income and derivatives. Tom frequently presents on industry panels and webcasts as well as annual update sessions for clients.
  
  Tom is a member of the AICPA and is licensed in both Massachusetts and New Hampshire. Tom earned his MBA from Suffolk University and holds a B.A. in History from the College of the Holy Cross.

• Andrew Beasley - Fidelity Investments

  

  Andrew Beasley is the head of business development and relationship management for Fidelity FundsNetwork, the industry’s largest open-architecture fund “supermarket” platform. With $1.9 trillion in assets (as of 6/30/18) held in 20,000+ third-party funds offered by 700 investment firms. Prior to this role with FundsNetwork, Mr. Beasley was COO of Fidelity Health Marketplace, a division within Fidelity’s Workplace Solutions organization, and Vice President of Fidelity Consulting. Prior to Fidelity, he was Vice President of Business Development for SED, Inc. and served in multiple roles within J.P. Morgan’s investment banking division. Mr. Beasley earned his Bachelor of Arts degree in economics from Williams College and his MBA from the University of Virginia’s Darden School.

• Sandy Bolton - Merrill Lynch

  

   

• Scott Brady - Columbia Threadneedle Investments

  

  Scott Brady is Head of US Product Development and Strategy at Columbia Threadneedle Investments. Prior to joining Columbia Threadneedle, Scott was a Director and Head of US Mutual Funds within the Merrill Lynch Global Wealth Management Managed Solutions Group where he was responsible for the growth, management, and oversight of the US Mutual Fund business across multiple platforms within Merrill Lynch, including retirement platforms, retail brokerage, the advisory programs, and Merrill Edge. Scott’s previous roles within Merrill Lynch include Head of Asset Transition Services, and the Head of Mutual Fund Administration. Before joining Merrill Lynch in 2004, Scott held various roles within Eaton Vance and Putnam Investments. Scott graduated from Boston College with a degree in Finance, and he is currently FINRA Series 7, 24, and 66 licensed.

• Keith Brown

  

  Keith Brown is a former Managing Director at Accenture where he led the asset management practice in North America. Mr. Brown has over 25 years of experience in the financial services industry. His areas of expertise have been developed through direct participation in the industry and leading numerous business and systems consulting engagements, including: mutual fund and institutional investment management operations, hedge fund and private equity operations, and institutional client servicing. Prior to Accenture, Mr. Brown was the President of Beacon Consulting Group. Prior to founding Beacon Consulting Group in 1999, Mr. Brown was a principal consultant, and practice leader for accounting and custody within the Investment Management consulting practice of PricewaterhouseCoopers in Boston. From 1994 to 1996, Mr. Brown was a senior manager in the Financial Markets practice of Andersen Consulting. Additionally, Mr. Brown spent seven years at the Boston Company performing a variety of financial and operations roles, most recently as the finance director of the company’s mutual fund servicing division. Mr. Brown is a frequent speaker at investment management industry events and contributor to various industry periodicals.

• Stephen Clarke - NextShares Solutions

  

  Stephen Clarke is president of NextShares Solutions LLC, a wholly owned subsidiary of Eaton Vance Corp. He is responsible for leading and managing the development of net asset value (NAV)-based trading and NextShares.
  
  Before joining Eaton Vance, Stephen was a senior vice president of Old Mutual Asset Management, where he was responsible for overseeing a portfolio of institutional and alternative investment management affiliates. He previously served as an officer at United Asset Management, prior to its acquisition by Old Mutual. Earlier in his career, he held assurance, consulting, business development and client service positions at Coopers & Lybrand, the Berkshire Companies and Putnam Investments.
  
  Stephen is a graduate of the University of Massachusetts and holds an MBA from the Wharton School at the University of Pennsylvania.

• Jeff Duckworth - John Hancock Investments

  

  As President of Retail Distribution, Jeff is responsible for directing the distribution of John Hancock Investments’ mutual funds, ETFs, separately managed accounts, and 529 College Savings plans. In this role he oversees the management of 175 employees with responsibilities in sales, national accounts, reporting analytics and sales operations. With his 23 years of industry experience and a member of the group’s executive management team, Jeff helps shape and execute on the group’s vision and strategic planning.
  
  Jeff joined John Hancock in 1993 and he has been a wholesaler, divisional sales manager, national sales manager and head of distribution. At John Hancock, Jeff served as the National Sales Manager for the Financial Planner and Financial Institutional channel and Divisional Sales Manager for the Midwest and Southeast Regions. In addition, Jeff was National Sales Manager for Market Investment Distributors, a subsidiary of J.C. Bradford & Co.
  
  Jeff received a Bachelors degree in Financial Management from Clemson University in Clemson, South Carolina in 1988. He holds his Series 7, 24, 51, 63, 65. Jeff is also a Chartered Retirement Planning Counselor.

• Robert Eaton - BlackRock

  

  Robert Eaton is Managing Director & head of National Accounts for BlackRock's US Wealth Advisory business, responsible for a team that manages BlackRock's relationships with key retail distributors including wirehouses, regionals, independents, banks and RIA service agents. Prior to moving to his current role, Mr. Eaton was the head of BlackRock's US Retail Channel Marketing and Strategy team responsible for marketing mutual fund, separate account, alternative investments and offshore products.
  
  Mr. Eaton's service with BlackRock dates back to 1998, including his years at Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. At MLIM, he was responsible for US retail channel marketing. Previously, he headed MLIM's product management team. Mr. Eaton joined MLIM in 1998 as a member of the team working on the launch of Mercury Asset Management products into the US retail market. Prior to joining MLIM, he was a management consultant for five years with McKinsey & Co., managing projects for asset management and other financial services clients. Mr. Eaton holds a BA degree from Princeton University, as well as MBA and MPP degrees from Harvard University.

• Gary Enos - Vice Chairman of the Board

  

  Gary has over 30 years as a financial executive and most recently retired as Executive Vice President of State Street Corporation where he served over 25 years, holding many positions in Financial Asset Services globally, including Managing Director of Europe and founding the Alternative Investment Services business.
  
  Mr. Enos joined State Street in 1985 from KPMG Peat Marwick where he specialized in financial services including banks, insurance brokerage and mutual fund companies. His professional board memberships include State Street Cayman Trust Co., State Street Trustees Ltd., State Street Ireland, Ltd. and IFDS GP. He also serves as chairman and Executive Director of State Street Bank Luxembourg.
  
  Mr. Enos holds a B.S. in Business Administration from Providence College.
  
  In the community, Mr. Enos is President of the Bill Blackwell Foundation, Vice Chairman for Expect Miracles Foundation, Executive Director of the Board of the Taunton area Boys and Girls Clubs, and Advisory Board Chair at Coyle and Cassidy High School.

• Terence Faherty - Broadridge

  

  Terence Faherty has over 20 years in the financial technology, regulatory and banking industry. Mr. Faherty is currently VP, General Manager for Broadridge’s revenue and expense management solutions focusing on helping clients apply solutions to help with transparency, efficiency and compliance in the Capital Markets/Trading arena. Mr. Faherty’s experience includes Managing Director of middle and back office technology companies, Milestone and MultiFonds. Mr. Faherty spent 12 years at SunGard BancWare as President and COO focusing on risk management, regulatory compliance and Basle II. A frequent speaker at financial technology conferences including ICI, ISS, FTF, NICSA and BAI, Mr. Faherty’s holds a B.S. from Babson College where he split his time between his studies and rugby.

• Scott FitzGerald - State Street

  

  1. Scott FitzGerald is an executive vice president and head of Sector Solutions for the Americas at State Street. He is also head of State Street’s global relationship management organization responsible for managing relationships with State Street’s largest global clients. Mr. FitzGerald has held several leadership roles across the firm during his 20+ years with State Street.
     
     Mr. FitzGerald is an Executive Committee member and serves on and board of the Greater Boston Chamber of Commerce. He also serves on the Board of Directors for the Home for Little Wanderers.  He received a Bachelor of Arts degree in economics and government studies from Bowdoin College.

• Margaret Flynn-Martin - Morgan Stanley Wealth Management

  

  Margaret Flynn-Martin is a Managing Director and Head of the Relationship Management Group at Morgan Stanley Wealth Management. She has been with the firm and its predecessors for over 25 years. Margaret began her career with Shearson, Lehman, Hutton as a sales desk liaison and has held various roles within the organization, including product management, program development, sales management and relationship management. Currently, her team is responsible for managing relationships with over 250 asset management firms that distribute products across the Morgan Stanley Wealth Management organization. Margaret holds a B.S. in Finance as well as an MBA in Marketing/Accounting, both from St. John’s University.

• Kaela Gibbons - PIMCO

  

  Ms. Gibbons is an executive vice president and a member of U.S. GWM (Global Wealth Management) Strategic Accounts leadership team. She oversees some of the firm’s largest wirehouse and independent broker-dealer relationships and serves on committees that direct the firm’s financial arrangements with distribution partners and define mutual fund share class structure. Prior to joining PIMCO in 2007, she was responsible for Citigroup’s strategic distribution partnerships with asset management firms. Previously, she was director of National Accounts and Sales Desk manager at Salomon Brothers Asset Management. Ms. Gibbons serves on the board of directors of Expect Miracles Foundation. She has 24 years of investment and financial services experience and holds an undergraduate degree in finance and management from Northeastern University and the Certified Investment Management Analyst® designation.

• Christine Gill - BNY Mellon

  

  Christine Gill is a managing director for BNY Mellon and head of Investor Solutions, where she leads the U.S. transfer agency and sub-accounting businesses, as well as Sumday Administration, LLC, a wholly owned subsidiary. Christine also has responsibility for the U.S. Financial Institutions Group within BNY Mellon’s Asset Servicing division.
  
  Most recently, Christine was a managing director for BNY Mellon and a platinum client executive within Global Client Management. Prior to this role, she was a managing director for Pershing LLC, a BNY Mellon company and head of Relationship Management for the firm’s Managed Investments business.
  
  BNY Mellon acquired PNC Global Investment Servicing in 2010, where Christine was a managing director and senior vice president of Strategic Product Management. During her tenure with PNC, Christine created the firm’s managed account business and led the efforts to acquire and integrate several companies. Christine was also employed by Natixis Global Asset Management, where her responsibilities included managing broker-dealer, financial advisor and investor service and marketing teams, as well as the business management and fund operations teams.
  
  Christine graduated cum laude from Boston College, where she received a Bachelor of Science degree from the Wallace E. Carroll School of Management in Economics and Marketing. She holds a Series 7 and 24 securities license with FINRA. Christine is also involved with many industry associations, previously serving as the Co-Chair of the National Investment Company Service Association (NICSA) Distribution Committee and currently serving as Chairperson for the Governance Board of the Wall Street Women’s Alliance.

• Mark Heckert - ICE Data Services

  

  Bio coming soon.

• Ben Huneke - Morgan Stanley Wealth Management

  

  Ben Huneke is a Managing Director and head of Investment Solutions for Morgan Stanley Wealth Management. He is responsible for external asset manager relationships and product management and distribution for mutual funds, exchange-traded funds, closed-end funds, annuities, insurance, unit investment trusts and 529 plans.
  
  Mr. Huneke held previous roles within Morgan Stanley Wealth Management as Chief Operating Officer of Investment Products & Services and Head of Strategy and Business Management. He serves as a member of the Management Committee for Morgan Stanley Wealth Management.
  
  He holds an AB from Princeton University and an MBA from Columbia University.

• Mike Keenan - MFS Investments

  

  Michael Keenan is president of MFS Fund Distributors, Inc., the registered broker/dealer subsidiary for MFS Investment Management® (MFS®). He also serves as a senior managing director, National Accounts, where his responsibilities include overseeing client relationships with MFS Fund Distributors. And he serves on various MFS committees, including the Strategic Alliance, Diversity and MFD Management committees.
  
  Mike joined MFS in 2000, working with insurance company relationships. His responsibilities included sales, marketing and subadvised efforts with these clients, and in 2008, he assumed responsibility for the National Accounts group. Prior to joining the firm, he held a number of sales positions at both Putnam Investments, where he worked within the 401(k) sales organization, and Citizens Funds, where he went on to run all retail and institutional retirement efforts. .
  
  Mike is a graduate of the University of New Hampshire.

• Hugh M. Kelly - Harbor Capital Advisors, Inc.

  

  Hugh joined Harbor Capital Advisors, Inc. as Executive Vice President, Sales & Marketing in October 2002. Prior to his employment at Harbor, Hugh was employed as Senior Vice President at CDC IXIS Asset Management Intermediary Services in Boston. He was the originator of the distribution company created to market and distribute the firm’s affiliated no-load mutual fund products, including Oakmark and Loomis Sayles funds, through broker-dealer platforms. He also was co-founder of the Intermediary Services business unit, which centralized marketing and distribution to the financial advisor, 401K, broker-dealer, and retail channels. He started his career with Johnson & Johnson’s McNeil Laboratories’ Consumer Product Division and has over 20 years of experience in various asset management and marketing positions. He graduated with a Bachelor of Arts from Syracuse University with a dual degree from The S.I. Newhouse School of Public Communication and from The College of Arts and Sciences. Hugh attended graduate school at Rensselaer Polytechnic Institute in Troy, New York. Hugh is currently a member of the Board of Trustees at Derby Academy in Hingham, Massachusetts. He is also a member of the Expect Miracles Foundation Board of Directors in Boston, Massachusetts.

• Terri Labrecque - BNY Mellon

  

  Terri is Managing Director, Global Head of Marketing for BNY Mellon Asset Servicing. With twenty years’ experience in marketing and sales for financial services, Terri manages and develops strategic marketing plans. Responsibilities include brand building, digital and social media, thought leadership, strategic sponsorships, media relations, advertising, product promotion, and conferences and events.
  
  BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets.

• Lon Macdonald - Vestmark

  

  Mr. Macdonald joined Vestmark in 2017 as Chief Marketing Officer to define and oversee Vestmark’s marketing and brand strategy and contribute to driving revenue across the company’s solutions and services.
  
  Macdonald brings a wealth of experience to Vestmark. In previous roles running sales and marketing for firms such as Foreside Financial, Beacon Hill Fund Services, UMB Fund Services, and GCom Solutions, he spearheaded efforts to define each firm’s brand strategy and aligned marketing and sales resources to generate growth. In addition, Macdonald has played a pivotal role in developing and executing M&A strategy and corporate expansion efforts.

• Kevin MacNeil - Donnelley Financial Solutions

  

  Bio coming soon.

• David Martocci - Citi

  

  David Martocci is a Managing Director, Global Head of Agency Securities Lending at Citi. David joined Citi in 2010 as Global Head of Product Sales and Client Management for the Agency Lending business. David quickly became an integral part of the business and a catalyst for innovation which led to his appointment as Global Head of Agency Securities Lending in 2012. A prime example of his focus on pushing the boundaries has been the development of Citi’s market-leading trading tool, Trading Analytics & Optimization (TAO), during his tenure. TAO has not only revolutionized the trading approach to securities lending but also set a new standard for agency lending technology and trading performance benchmarking. Additionally, David has championed Citi’s expansion into Emerging Market lending where Citi has achieved a leading position and he has also implemented a range of new advanced trading strategies. These initiatives have resonated with both Citi’s existing and prospective clients and resulted in significant growth in Citi’s Agency Securities Lending business as evidenced by the record highs that have been achieved throughout the course of the last 12 months.
  
  Prior to joining Citi, David held many prominent roles in the securities lending industry. These include being the Global Co-Head of the Dresdner Bank Agency Securities Lending business and Managing Director in charge of Global Asset and Liability Trading for Deutsche Bank’s Securities Lending division. Noteworthy achievements during this period include his leadership to build the largest third-party lending program in the industry for Dresdner, his instrumental role in establishing Deutsche Bank’s presence in North America as a provider of non-custody/third-party securities lending services and, after the acquisition of Bankers Trust, his part in redeveloping the trading strategy and significantly increased client performance of the former Bankers Trust business. In his earlier career, David also worked for Lehman Brothers and J.P. Morgan in a variety of management roles including areas such as sales, trading and product development.
  
  David received a Bachelor of Business Administration in marketing from Pace University.

• Michael McKeigue - Tortoise Investments

  

  Michael S. McKeigue is a managing director of the Strategic Client Group, where he is primarily responsible for enhancing key account relationships. Michael joined Tortoise Investments from State Street Global Advisors, where he developed and led the firm’s sales team focused on expanding the ultra-high-net-worth investment advisor market. Prior to State Street, Michael was a wealth management specialist at Merrill Lynch, where he assisted financial advisors and their clients with platform, asset allocation and investment decisions. He also has distribution experience at Mellon Institutional Asset Management and Dreyfus. Michael has a bachelor’s degree from Boston College and has obtained the Certified Investment Management Analyst (CIMA®) and Certified Private Wealth Advisor (CPWA®) certifications, as well as the Chartered Retirement Planning Counselor (CRPC®) designation.

• Peter McNamara - PwC

  

  Pete joined PwC in 1987 and was admitted to the Partnership in 1999. He is the Co-Leader of the New York Asset Management Practice and leads the Regulated Investment Management Practice in New York. He has deep experience serving all clients in PwC’s Asset Management Sector. The New York Asset Management practice currently has over 30 partners and 750 staff serving our clients. Pete graduated from Rutgers University with a B.S. in Economics. He is a member of the American Institute of Certified Public Accountants and is a licensed CPA in New York, New Jersey, Florida, Connecticut and Pennsylvania.

• Todd Moyer - Confluence

  

  Todd L. Moyer is President at Confluence where he is responsible for ensuring operational excellence, optimizing revenue generation across North America and Europe and evaluating growth potential in adjacent geographic markets globally. He also leads the company’s operations functions as well as market-facing activities which include sales, account management and marketing.
  
  Moyer has an accomplished track record of helping organizations maximize their investments in technology to drive efficiency, capitalize on opportunities and increase revenue. Throughout his career, he has helped financial services firms of all sizes adopt innovative solutions to drive revenue.
  
  Prior to joining Confluence, Moyer was executive vice president of SunGard's Wealth Management business, where he was responsible for the sales strategy and delivery of integrated wealth management solutions designed to help financial institutions acquire, service, manage and grow customer relationships. At SunGard he held several management positions in the areas of product development, operations and client services.
  
  Prior to joining SunGard, Moyer was a principal of Mid Atlantic Institutional Shares ("MAIS"), where he was responsible for the firm's flagship mutual fund trade-routing platform. He has also served as a senior consultant for the Economic and Financial Consulting division of Arthur Anderson LLP.

• Nick Nichols

  

  Nick Nichols was most recently Vice President of the Compliance Solutions Group, part of DST's Financial Services business unit. He was responsible for commercializing DST's various Compliance products and services, leveraging DST's Compliance expertise. Prior to joining DST, Nick was Chief Operating Officer at Keane. He also spent over a decade working at Andersen Consulting (now Accenture) and a boutique-consulting firm where his focus was mergers, acquisitions and process reengineering activities. Nick is active with NICSA, serving as Co-chair for the Annual Strategic Leadership Conference. He earned his Bachelor's Degree in Business Administration from the University of Massachusetts.

• Mark O’Brien - Best Credit Data

  

  Mark O’Brien has over 20 years of Sales, Marketing and Business Development experience in the financial services industry. He is President of Best Credit Data. Previously, Mr. O'Brien was Senior Vice President of Sales and Marketing at Advantage Data Inc. He was Senior Vice President at Financial Recovery Technologies. Prior to FRT, Mr. O’Brien was a Senior Vice President at Interactive Data, responsible for leading the sales and business development functions across the North American Pricing and Reference Data business. Prior to Interactive Data, Mr. O’Brien was responsible for developing e-commerce, content and advertising partnerships at Lycos. Mr. O’Brien graduated from Tufts University with a BA in International Relations. He also holds an MBA from Babson College. Mr. O’Brien actively supports a number of charities, and coaches youth football.

• Tim O'Sullivan

  

  Tim O’Sullivan is formerly a Director in Deloitte & Touche’s Finance & Operation Risk Transformation practice. He has over 25 years of experience within the investment management industry and is a leader in Deloitte’s transfer agent & back office operations advisory services. Mr. O’Sullivan works nationally with asset management clients, service providers, broker/dealer and financial intermediaries in addressing regulatory and business issues as they relate to shareholder operations and servicing matters. His project experience includes operations strategy, merger and integration management, vendor selection and oversight, operational design and assessment, forensic investigations, and industry benchmarking. His clients include asset managers, service providers, boards, broker/dealers, record keepers, banks and insurance companies.Tim has worked in the forefront of emerging industry issues, helping clients operationalize regulatory and risk related requirements such as cost basis, 22c-2, intermediary and vendor oversight, anti-money laundering program implementation, late trading controls and market timing assessments. He is a member of the ICI working group that developed the Financial Intermediary Compliance and Controls Attestation framework to address emerging omnibus accounting risk issues, and has served as an advisor to management and boards in developing strategies for managing the omnibus trend.
  
  Prior to joining Deloitte, Tim was an Operations/Client Relationship Officer at a major third party transfer agent where he serviced a wide variety of clients and products including Mutual Fund, Corporate Stock and American Depository Receipts. He managed full service operations incorporating broker/dealer, institutional, retail, retirement, bank and insurance distribution channels while also serving as the primary client relationship manager driving product, systems and service initiatives on their behalf across the extended enterprise.

• John Pavese - Merrill Lynch

  

   

   

   

• Leah Ritchie - DWS

  Bio coming soon.

   

   

• Harvey Rosen - Fidelity Investments

  Harvey has over 30 years of experience in the Financial Services industry and has held management positions with J.P. Morgan, State Street Bank, Citi, Investors Bank and Trust and Fidelity Investments.   Prior to joining the J.P. Morgan, Harvey led Citi’s Hedge Fund servicing business in New Jersey.
  Harvey received a BA in Accounting from Bentley University.

• Brian Shlissel - J.P. Morgan Asset Management

  

  Brian Shlissel is a Managing Director, Chief Administrative Officer for J.P. Morgan pooled vehicles and serves as President of the J.P. Morgan mutual funds. He leads the U.S. Business Platform team, responsible for the business management, treasury oversight, product development, product implementation, board management, tax administration and regulatory/business controls for the J.P. Morgan mutual funds, ETFs, commingled funds and 3c-7 funds. Prior to joining J.P. Morgan in 2014, Brian spent almost 15 years at Allianz Global Investors where he was Head of Mutual Fund Services and served as President and Chief Executive Officer for the Allianz Global Investors mutual funds and PIMCO closed-end funds. Brian holds an MBA in accounting from Fordham University Graduate School of Business and a BBA in Finance from George Washington University.

• Irene Speridakos - BNY Mellon

  

  An industry veteran, Irene Speridakos was most recently a senior vice president at State Street Global Services responsible for the IS Americas Relationship Management organization where she led a team of client management professionals with responsibility for some of the largest, most complex and strategic client relationships of the organization. Ms. Speridakos served as a mentor and senior resource to her team for both navigating the internal organization and ensuring the highest caliber of service is delivered to our clients.
  
  Previously she served as a senior relationship executive within State Street Global Services. Her responsibilities included relationship accountability, ensuring complete client satisfaction, strategic relationship oversight, delivery of organizational commitments, and comprehensive understanding of clients’ service requirements and expectations in addition to serving as an escalation point for clients. Working as a partner with clients, Ms. Speridakos ensured all service areas within State Street delivered solutions to clients’ business needs while delivering exceptional service.
  
  She joined State Street in July 2007 following the acquisition of Investors Bank and Trust (IBT). Prior to joining IBT, Ms. Speridakos was a senior relationship manager with Mellon Financial Corporation, where she was employed for 21 years. Her responsibilities within the Asset Servicing organization included serving as the senior contact with overall accountability for Mellon’s most sophisticated public and corporate funds. Ms. Speridakos held a number of positions during her tenure at Mellon including team leader in client service, client service officer, trust officer, product development manager and portfolio accountant. She has extensive experience in accounting and operations, business implementation, leading major client initiatives, and project management.
  
  Ms. Speridakos holds a Bachelor of Science degree in finance and business management from Simmons College.

Director Emeritus

Honorary Director