Organizational Structure

Meet the Executive Committee

Columbia Threadneedle Investments. Your success. Our priority.

Scott Brady
Chair

Columbia Threadneedle Investments
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 Investment Management
Vice President

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Ryan Burns
Vice President, Membership

Northern Trust
Senior Vice President

Clint Harris
Vice President, Nominating

Invesco
Executive VP & Head of Wealth Mgmt Platforms


Kevin Mahn
Vice President, Audit

Hennion & Walsh
President & Chief Investment Officer

David Rosen
Vice President

Morgan Stanley
Managing Director, Head of Wealth Management Innovation

John Stadtler
Vice President, Treasurer 

PwC
Partner, Financial Services Industry 

Meet the Board of Directors

Vice Chair

Stacy Bernstein

American Century Investments

Head of Financial Intermediaries

Vice President

Janet Bienkowski

MFS Investment Management

Vice President

Chair

Scott Brady

Columbia Threadneedle Investments

Head of US Product Development and Strategy

Vice President

Ryan Burns

Northern Trust

Senior Vice President

Director

Ken Cawley

Goldman Sachs

Managing Director

Director

John Gray

Envision Financial Systems, Inc.

Senior Vice President

Vice President

Clint Harris

Invesco

Executive Vice President & Head of Wealth Management Platforms

Director

Dan Houlihan

STP Investment Services LLP

President & CEO

Director

Chris Keller

Harris Associates

President

Director

Mark Lavan

Franklin Templeton Investments

Co-Head of Retail Sales

Director

Frieda Lewis

Broadridge Financial Solutions, Inc.

Chief Commercial Diversity Officer

Director

Kevin Mahn

Hennion & Walsh

President & Chief Investment Officer

Director

Brooke Marrujo

Capital Group | American Funds

Senior Vice President, Distribution

Director

Mike Mastroianni

SS&C Technologies

US Head of Relationship Management

Director

Jennifer McGovern

BlackRock

Managing Director

Director

Michael Melles

FIS

Senior Director, Product Management

Director

Dan Moorman

Wells Fargo Advisors

Managing Director, Packaged Investment Products

Director

Angela Morales

Charles Schwab & Co. Inc.

Director of Alternative Investments

Director

Kelli O'Brien

Citi

Director

Director

Stephen Patrickakos

Bank of America / Merrill Lynch

Head of Managed Investments

Director

Kirsten Pickens

FS Investments

Managing Director, Co-Head of Distribution

Director

David Rosen

Morgan Stanley Wealth Management

Managing Director, Head of Wealth Management Innovation

Director

Steven Rueschhoff

Edward Jones

Principal

Director

Cindy Schreiner

RBC US Wealth Management

Head of US Wealth Management Operations

Director

Christine Selmi

Fidelity Investments

SVP, Account, Treasury & Tax Services

Director

Brian Shlissel

J.P. Morgan

Managing Director

Director

John Stadtler

PwC Financial Services

Partner

Director

Andrew Strnad

ACA Group

Partner

Director

Stacy Veleker

State Street Corporation

Managing Director, Operations

Director

Christine Waldron

BNY Mellon

Managing Director, Global Head of Fund Services

Board Members Emeritus

  • Penny Alexander
  • Fred Naddaff
  • Nimish Bhatt
  • Maureen Leary-Jago
  • Paul O'Neil
  • Michael Woodall