INVESTMENT COMPANY INSTITUTE - Key Persons


Andrew Arnott - CEO, President

Job Titles:
  • CEO
  • President

Andrew N. Owen

Job Titles:
  • Member of the AQR Capital Management Team
  • President, Wells Fargo Funds / Wells Fargo

Andrew R. Schlossberg

Job Titles:
  • Member of the AQR Capital Management Team
  • Senior Managing Director and Head, Americas / Invesco Ltd

Bradley J. Vogt

Job Titles:
  • Equity Portfolio Manager / Capital Group

Catherine Newell

Job Titles:
  • Member of the AQR Capital Management Team
  • President, Dimensional Funds

Charles Schwab - President

Job Titles:
  • President

Christine L. Hurtsellers - CEO

Job Titles:
  • Chief Executive Officer

Cynthia Hostetler

Job Titles:
  • Independent Director

Cyrus Taraporevala

Job Titles:
  • President and CEO / State Street Global Advisors

David L. Giunta

Job Titles:
  • Member of the Morgan Stanley Investment Management Team
  • President and CEO, US

David Oestreicher - Chief Legal Officer

Job Titles:
  • Chief Legal Counsel
  • Member of the AQR Capital Management Team

Dawn M. Vroegop

Job Titles:
  • Independent Director

Diana P. Herrmann

Job Titles:
  • Member of the Morgan Stanley Investment Management Team

Douglas B. Sieg

Job Titles:
  • Member of the AQR Capital Management Team

Edward Jones

Job Titles:
  • Principal, Solutions Coaching and Training

Erik R. Sirri

Job Titles:
  • Independent Director / Natixis Funds

Garrett Thornburg

Job Titles:
  • Chairman / Thornburg Investment Management, Inc

Garry L. Moody

Job Titles:
  • Member of the AQR Capital Management Team
  • Independent Director / AllianceBernstein Mutual Funds

Gary Tenkman

Job Titles:
  • Chief Executive Officer / Ultimus Fund Solutions

Gregory E. Johnson

Job Titles:
  • Executive Chairman / Franklin Resources, Inc

James A. McNamara - President

Job Titles:
  • President

James E. Davey

Job Titles:
  • President / Hartford Funds

James L. Johnson Jr.

Job Titles:
  • Chief Communications Officer and Executive Vice President, Public Affairs and Policy

Jane K. Carten

Job Titles:
  • President, Director, and Portfolio Manager / Saturna Capital

John Hancock

Job Titles:
  • Investment Management

Jonathan F. Zeschin

Job Titles:
  • Independent Director / Matthews Asia Funds

Jonathan S. Thomas - CEO, President

Job Titles:
  • CEO
  • President

Jose Minaya - CEO

Job Titles:
  • Chief Executive Officer
  • Member of the AQR Capital Management Team

Kathleen T. Barr

Job Titles:
  • Independent Director

Kenneth C. Eich

Job Titles:
  • Chief Operating Officer / Davis Selected Advisers, L.P

Kristi L. Rowsell

Job Titles:
  • Member of the AQR Capital Management Team
  • Interested Director / Oakmark Funds

Lisa M. Jones

Job Titles:
  • Head of Americas, President and CEO / Amundi US, Inc

Marie L. Knowles

Job Titles:
  • Independent Director

Marijn P. Smit

Job Titles:
  • President and CEO / Transamerica Asset Management

Mark D. Nerud

Job Titles:
  • Member of the AQR Capital Management Team

Mellody Hobson

Job Titles:
  • Co - CEO and President

Michael A. Mendelson

Job Titles:
  • Principal

Michael Roberge - CEO

Job Titles:
  • Chief Executive Officer
  • Member of the AQR Capital Management Team

Mortimer J. Buckley - CEO, Chairman

Job Titles:
  • CEO
  • Chairman

Neuberger Berman - CEO, Chairman

Job Titles:
  • CEO
  • Chairman

Patrick G. Halter

Job Titles:
  • Member of the Morgan Stanley Investment Management Team
  • President, Principal Global Asset Management / Principal Financial Group

Peter J. Germain

Job Titles:
  • Member of the Morgan Stanley Investment Management Team
  • Chief Legal Officer, Executive Vice President, and General Counsel / Federated Hermes, Inc.

Peter Strelow

Job Titles:
  • Managing Director, Co - Chief Operating Officer, and Chair of the PIMCO Funds

Ronald E. Toupin Jr.

Job Titles:
  • Independent Director / Guggenheim Funds

Salim Ramji

Job Titles:
  • Member of the AQR Capital Management Team
  • Senior Managing Director, Global Head of IShares, and Index Investments

Seth P. Bernstein

Job Titles:
  • President and CEO / AllianceBernstein

Shawn K. Lytle

Job Titles:
  • Global Head, Head of Americas, Macquarie Group, and President, Delaware Funds by Macquarie

Shundrawn A. Thomas - President

Job Titles:
  • President

Stephanie G. Braming

Job Titles:
  • Global Head of Investment Management / William Blair & Company, LLC

Steven J. Paggioli

Job Titles:
  • Member of the AQR Capital Management Team
  • Independent Director / AMG Funds

Stuart S. Parker - CEO, President

Job Titles:
  • CEO
  • Member of the AQR Capital Management Team
  • President

Susan C. Livingston

Job Titles:
  • Partner

T. Rowe Price

Job Titles:
  • Member of the AQR Capital Management Team

Thomas E. Faust Jr. - Chairman

Job Titles:
  • Chairman

William J. Hackett

Job Titles:
  • Member of the Morgan Stanley Investment Management Team
  • Chief Executive Officer / Matthews International Capital Management, LLC

William W. Strickland Jr. - COO

Job Titles:
  • Chief Operating Officer

Yie-Hsin Hung

Job Titles:
  • Chief Executive Officer / New York Life Investment Management