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. 

• Steven Bandrowczak - Vice Chairman of the Board; Xerox

   Steve Bandrowczak is the President and Chief Operations Officer for Xerox Corporation. He was named to this position and president of the corporation effective June 25, 2018.
  
  Steve is responsible for developing and executing a global operations strategy in Xerox’s business support functions, including product and service delivery, customer billing, information technology, global procurement and real estate.
  
  Steve joined Xerox from Alight Solutions, where he was the chief operating officer and chief information officer, responsible for the application portfolio and technical infrastructure of the organization, including the company’s global supply chain, shared services, product development, transformation office, accounts payable, I/T strategy and operations, enterprise risk management and real estate.
  
  Prior to his experience at Alight Solutions, Steve was the president of Telecommunication Media and Technology at Sutherland Global Services. He previously served as the senior vice president for Global Business Services at Hewlett-Packard Enterprises, where he transformed its 16,000-employee shared service organization into a highly efficient operation with a focus on automation, business intelligence and labor optimization. In addition, Steve led the business process outsourcing (BPO) practice in the Enterprise Services Group.
   
  During his career, Steve has held senior leadership positions for various multi-billion-dollar global companies, including Avaya, Nortel, Lenovo, DHL and Avnet. Steve holds a Bachelor of Science degree in Computer Science from Long Island University, New York.  Steve also holds a Masters of Science degree from Columbia University, New York and now teaches “Leading Disruptive Change in Digital Economy” at Columbia University for the Masters of Science Program.

   

   

• 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.

   

• 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

  

   

   

• 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.

   

• Christine Chigounis - Bank of America

  

  Bio coming soon.

• Stephen Clarke -Advanced Fund Solutions, LLC

  

  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.

   

• Michael Collins -Broadridge Financial Solutions

  

  Michael has been with Broadridge since 1996 and leads the registered mutual fund proxy division. He is a strategic leader enabling the team to achieve positive results and is a champion of identifying and implementing new and innovative solutions for successful proxy management. Michael’s focus is on working with fund groups in developing strategic solutions to complex proxy issues. These solutions involve a thorough understanding of the regulatory and industry environment, shareholder base and bank and broker relationships. As GM, he is responsible for increasing market share, developing new solutions and managing senior level relationships. Prior to joining Broadridge, Michael was Vice President of Prudential Mutual Fund Services, where he spent nine years and was part of a team that internalized Prudential’s mutual fund transfer agency. He had responsibility for overseeing the DST relationship and managing systems projects. Michael was with The Rochester Funds for two years as Vice President of Transfer Agent and Broker Relations. While at Rochester, the Transfer Agent area he was responsible for received the Top Operational Service Award from Dalbar for Small Fund Complexes. Michael holds a BS/BA from Manhattan College, an MBA in Finance/Portfolio Analysis from Pace University and a certification from SIFMA/Wharton having completed the Securities Industry Institute. He has been a member of the ICI TA committee, Served on the Board of NICSA and currently serves on the NICSA Content Committee.

   

• 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.

   

• Terence Faherty - CSS

  

  Terence Faherty has over 20 years in the financial technology, regulatory and banking industry. Mr. Faherty is currently Chief Revenue Officer for Compliance Solutions Strategies (CSS). Previously, he was 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.

   

   

   

• Lex Friedman - ART19, Inc.

  

  Bio coming soon.

• 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.

   

• Jennifer Gottlieb - Real Chemistry

  

   

   

  Jennifer Gottlieb is the Global President at Real Chemistry. She is a visionary leader who inspires her staff, clients and industry colleagues to redefine healthcare marketing and communications in an analytics-driven, digital-first world. Along with Founder and CEO Jim Weiss she is leading Real Chemistry into the future as one of the largest and most diverse healthcare marketing and communications firms in the industry because she has always understood how the intersection of technology, digital and social change can yield disruptive innovation.
  
  Jennifer is a member of Real Chemistry's Board of Directors and has helped the firm evolve and diversify to bring industry-leading technological and analytics solutions to clients, expand Real Chemistry's offerings, build next-generation talent and achieve operational excellence. Jennifer has spent her career working with the top global pharmaceutical companies and is a recipient of numerous industry accolades. 
  
  During her 15 years at Real Chemistry, Jennifer has held numerous positions, including Chief Client Officer and Chief Operating Officer. Prior to joining Real Chemistryin 2006, she ran the healthcare practice at WPP’s Cohn & Wolfe (now BCW) and held leadership positions at Makovsky, Edelman, and Golin/Harris.
  
  Jennifer graduated from S.I. Newhouse School of Public Communications, Syracuse University with a B.S. in public relations, where she also serves as a guest professor via the W2O Center for Social Commerce, a leading academic program aimed at providing students with modern media analytics and digital insight and skills to set them apart from their peers.

   

• Thom Jones - Columbia Threadneedle

  

  Bio coming soon.

   

• Sharon Karsten - GemShares

  

  Bio coming soon.

   

• John Lunny - Vestmark

  

  Bio coming soon.