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

Bank of America

Lisa Halbach
Vice President, Audit

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

Clint Harris
Vice President, Nominating

Invesco
Executive Vice President & Head of Wealth Management Platforms


Irene Speridakos
Vice President, Treasurer

BNY Mellon
Managing Director, Global Head of Investment Managers

David Whitaker
Vice President, Membership

ACA Group
Global Services Leader

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

Director

Ryan Burns

Northern Trust

Senior Vice President

Director

Ken Cawley

Goldman Sachs

Managing Director

Director

Lisa Goulemas

Fidelity Investments

Head of Fund Administration, Fidelity Fund and Investment Operations

Vice President

Lisa Halbach

Bank of America / Merrill Lynch

Vice President, Director of Fund Administration

Vice President

Clint Harris

Invesco

Executive Vice President & Head of Wealth Management Platforms

Director

Chris Keller

Harris Associates

President

Director

Mark Lavan

Franklin Templeton

Co-Head of Retail Sales

Director

Frieda Lewis

Broadridge

Chief Commercial Diversity Officer

Director

Kevin Mahn

Hennion & Walsh

President & Chief Investment Officer

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

Managing Director, Packaged Investment Products

Director

Eileen Norton

Charles Schwab Investment Management

Managing Director, Managed Account, Alternatives Investment & Structured Product

Director

Kelli O'Brien

Citi

Director

Director

Kirsten Pickens

FS Investments

Managing Director, Co-Head of Distribution

Director

Rich Prior

Capital Group | American Funds

President

Director

Charles Rizzo

John Hancock Signature Services, Inc.

Chief Operations Officer, Americas and EMEA, Head of Global Fund Administration

Director

David Rosen

Morgan Stanley

Managing Director, Head of Wealth Management Innovation

Director

Steven Rueschhoff

Edward Jones

Principal

Director

Tosin Salami

State Street Corporation

Senior Vice President of Product Strategy

Director

Cindy Schreiner

RBC Global Asset Management

Head of US Wealth Management Operations

Director

Keith Slattery

J.P. Morgan

Managing Director, Global Head of Traditional Fund Accounting

Vice President

Irene Speridakos

BNY Mellon

Managing Director, Global Head of Investment Managers

Director

John Stadtler

PwC Financial Services

Partner

Director

Mark Trenchard

Putnam Investments

Director of Operational Compliance

Director

Katerina Tzouganatos

Deloitte

Principal, Control & Regulatory

Vice President

David Whitaker

ACA Group

Global Services Leader

Board Members Emeritus

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