10 EXCHANGE PLACE - Key Persons
Job Titles:
- Global Head of Retirement
Aimee is accountable for the strategy, growth, and overall financials of Manulife Investment Management's retirement business around the globe. While aligning overall strategy with the nuances of local markets, she drives the efficiencies, best practices, and collaboration enabled by the firm's global scale.
Before joining Manulife Investment Management, Aimee served as chief commercial officer and a member of the executive leadership team at Jackson Financial, Inc., leading its sales, marketing, and product organizations to deliver growth. Prior to that, Aimee was president and head of retirement plan services for T. Rowe Price. She also spent several years in leadership roles at Bank of America and Merrill Lynch, including head of personal retirement solutions.
In addition to her work in the retirement industry, Aimee has been a leading presence with multiple industry associations, including the LIMRA/LOMA Secure Retirement Institute, where she served as chair of the board, and the SPARK Institute, where she was a governing board member. Aimee has also played major roles with diversity initiatives at prior firms and within the financial services industry.
Job Titles:
- Global Head
- Global Head of Retail
Andrew G. Arnott is global head of retail, Manulife Investment Management, president and CEO, John Hancock Investment Management, and head of wealth and asset management, United States and Europe. Andrew is responsible for retail across all businesses and channels on a global scale. He's also president of the John Hancock Group of Funds Board and a member of the board of directors of John Hancock Worldwide Investors. Andrew brings a wealth of organizational and industry expertise to his current roles, including more than 25 years of experience in the asset management industry.
Since 2012, Andrew has led all aspects of John Hancock Investment Management's business, from investments, sales, marketing, finance, and product development to operations and technology. Prior to that, he held a variety of leadership positions at John Hancock with increasing responsibility.
Andrew earned a B.S. in Business Administration from Boston University and a M.S. in Finance from Northeastern University, and he holds the FINRA Series 6, 7, 24, and 63 licenses.
Outside of John Hancock, Andrew serves on the board for the Boys & Girls Clubs of Boston, the board of directors for The Boston Foundation, the board of the Mt. Mansfield Winter Academy, and the ICI Board of Governors.
Job Titles:
- Global Chief Investment Officer, Public Markets
- Member of the Global Wealth & Asset Management Leadership Team
Chris is responsible for all aspects of Manulife Investment Management Public Markets investment processes and the investment performance of its equity, fixed-income and solutions-oriented strategies. He is responsible for the development and implementation of the firm's investment philosophy, risk management approach and ESG integration. He sets the "tone from the top" to ensure a strong and effective compliance and risk culture. Chris is responsible for the attraction, development and retention of high-performing talent consistent with Manulife's DEI commitment. He represents the organization as a thought leader across all client segments.
Chris is responsible for the development and execution of Manulife Investment Management Public Markets business strategy, including prioritization of capital and resources across investment capabilities, including the development of new capabilities. He drives leverage of resources across all public market asset classes, including effective use of technology, ensuring that teams have resources to deliver on investment plans.
Chris is a member of the Global Wealth & Asset Management Leadership Team, contributing to the creation and execution of its strategic vision. He brings more than 35 years of investment management experience to his role. Before joining Manulife, he was chief investment officer (CIO) of Evergreen Investment Management, leading several distinct teams in the US and Europe managing fixed-income, equity, and liquid alternative strategies. Prior to his role as CIO at Manulife, Chris spent 3 years as Evergreen's equity CIO, following a merger between Keystone Investments and Evergreen. He spent 13 years at Keystone, where he held several portfolio management positions, culminating in the role of president and CIO. Chris holds the Chartered Financial Analyst designation.
Education: B.A., Economics, Clark University; M.B.A., Boston University
Job Titles:
- Global Head of Human Resources
Doug is responsible for supporting the Global Wealth and Asset Management business and general account investments. In his role, he provides overall HR leadership and strategic HR planning to these global operations. As a member of the leadership team, Doug ensures that the talent strategy aligns with the strategic plans for the business, and he partners with the Centers of Expertise and Shared Services within HR to design and deliver products, solutions, and services to managers and employees globally.
Job Titles:
- Global Chief Operating Officer
- Global COO of Real Estate
As Global COO of Real Estate, Erik drives the growth and category expansion of Real Estate's $20B managed portfolio. He works closely with the Global Head of Real Estate and our leadership team to implement the group's organizational vision, operational strategy, and target growth initiatives. Erik previously served as Manulife Investment Management's Head of U.S. Asset Management, overseeing a 30 million square feet portfolio of office, industrial and multifamily assets, where he transformed the asset management operating model to accommodate the growth of our business.
Previously, Erik was the Global Head of Portfolio Management at the Pembroke Real Estate group of Fidelity Investments, where he was responsible for overseeing portfolio strategy, strategic asset initiatives and performance across a 9 million square foot global real estate portfolio in fourteen gateway markets. Prior to heading Portfolio Management at Pembroke, Erik was responsible for targeting and managing investment into multiple new global markets and identifying, developing and executing investment and development strategies that maximized asset values for Pembroke's investors. During almost 15 years at Fidelity, Erik spent time based in the Boston and London offices and in 2010 launched Pembroke's Stockholm office to manage and grow a multi-country Nordic portfolio.
Erik began his career with Arthur Andersen and Capgemini Ernst & Young in New York City. Erik received his Bachelor of Arts, Economics at Trinity College in Hartford and his Master of Business Administration from Columbia Business School.
Job Titles:
- Head
- Global Head of Operations
Gerry is head of general account operations, supporting the firm's global wealth and asset management business and is responsible for managing global operations, including on-balance-sheet assets, public markets, affiliated wealth management clients, and the global retirement business. He leads the design, implementation, and management of the data governance and information management program.
Gerry has held several global leadership roles across several geographies throughout his 20-year career with Goldman Sachs (GS), including significant experience in Asia. Most recently, he was the firm's global head of operations banking, investing and lending, where he was responsible for setting up a new operations business and managing the group, with teams located in New York, Dallas, London, Bengaluru, Hong Kong, and Tokyo. During his time at GS, he also managed multiple initiatives, including driving automation and digitization across several parts of the business. Prior to his current role, he served as Asia co-head of operations, managing Singapore, Hong Kong, Tokyo, Korea, China, Australia, India and Taiwan, leading a global team that supported all GS revenue-producing areas, plus strategic initiatives to build out GS's footprint and capabilities across Asia.
Gerry holds a Bachelor of Commerce, Economics & Business Administration from Rhodes University, South Africa.
Job Titles:
- Head of Canadian Real Estate Investments
Gregory leads Manulife Investment Management's real estate investment team in Canada. He's responsible for executing the investment strategy for both its general account and third-party clients, which include all aspects of investment management such as origination, underwriting, structuring, and negotiation of transaction documents in support of real property acquisitions, dispositions, and development activity in Canada.
Since joining the company in 2011, Gregory has completed investment transactions across all property types and regions. In addition, he's participated in several strategic corporate initiatives, including the development and launch of Manulife's inaugural Canadian commercial real estate pooled fund and real estate due diligence in support of Manulife's acquisition of Standard Life's Canadian operations.
Job Titles:
- Managing Director, Head of Asia Transactions, Asia
Jessie is responsible for the real estate investment activities for Manulife General Account in Asia Pacific. In her role, Jessie leads the sourcing, acquisition, and new market development of real estate investment in the region. Prior to joining Manulife, Jessie was Director, Real Estate & Finance at Yue Yuen Industrial (Holdings) Ltd. where she was responsible for implementing its real estate strategy in Greater China. Jessie has also held roles as Investment Director in China Resources Land Private Equity, and as Associate in the Real Estate team of the Blackstone Group and of Merrill Lynch Real Estate Principal Investments. In her previous roles, Jessie was responsible for evaluating and executing real estate acquisitions and dispositions in the region. She is a CFA Charterholder.
John is responsible for overseeing the firm's Global Wealth and Asset Management legal teams for Asia, Canada, the European Union, and the United States. Prior to joining Manulife/John Hancock in 2005, John served as chief counsel for the life insurance and asset management businesses at Allmerica Financial. Prior to that, he was managing director and general counsel for the asset management business at Freedom Securities, a holding company of broker-dealers and investment management firms.
Earlier in his career, John was associated with the law firms Goodwin Procter and Squire Patton Boggs; he also clerked for the chief judge of the U.S. Federal District Court in Ohio's Northern District.
John earned an A.B. from Duke University and a J.D. from Case Western Reserve University.
Job Titles:
- Global Chief Risk Officer
Joëlle is responsible for overseeing key risk exposures across the Global Wealth and Asset Management platform. In addition, she is charged with operational risk oversight for Manulife's general account. Prior to joining the firm, Joëlle was the Chief Risk Officer of PGIM, the investment management division of Prudential Financial. At PGIM, she implemented and maintained a risk management framework across all asset management businesses, including public fixed income, equity, real estate, mortgages, private debt, international investments, and PGIM's mutual funds' manufacturing and distribution platform.
Previously, Joëlle was the global head of Sarbanes-Oxley (SOX) and operational risk at Lazard Frères, where she developed and implemented a global SOX program upon the firm's initial public offering, as well as an operational risk program across all business lines, including investment banking and asset management.
Additionally, Joëlle spent over 10 years in internal audit with Deutsche Bank and Credit Suisse, where she was responsible for managing regional and global audits of various fixed-income, equity, and investment banking units, as well as support functions. She started her career with KPMG and worked in audit and consulting with the Paris, Philadelphia, and New York practices.
Joëlle holds a Master of Management degree with a concentration in Finance (Oxford), a "Diplom Kaufmann in Betriebswirtschaftslehre" (graduate degree in Economics, Berlin), and a "Diplôme des Grandes Écoles de Commerce" (Paris) from E.S.C.P. Europe, as well as a Baccalauréat in Mathematics and Physics.
Karen is responsible for brand management and marketing strategy across all media and distribution across the firm's Global Wealth and Asset Management business, and for providing alignment, accountability, and global coordination on strategies at the global and regional levels spanning retail, retirement, and institutional asset management.
Before joining John Hancock Investment Management in 2012, Karen was senior vice president, director of marketing, communications, and corporate affairs at Banco Santander in Boston, where she was responsible for all bank-wide marketing and communications, public relations, corporate affairs, and corporate social responsibility. During her 12-year tenure at Putnam Investments, Karen served as managing director of retail marketing, responsible for marketing and communication programs in support of retail product lines, open- and closed-end funds, 529 education savings plans, separately managed accounts, and retirement plans across multiple distribution channels. Additionally, Karen worked at Hill Holliday, a Boston advertising agency, as vice president management supervisor and as a key account sales manager for Kraft General Foods.
Karen earned a B.A. in Communications from Boston College and an M.B.A. from the Sloan School of Management at MIT.
Job Titles:
- Head of Real Estate Asset Management, Asia
Kenneth is responsible for managing real estate investment assets within the Asian specific general account and enhancing portfolio performance through accretive asset management as well as investment management support to expand to new markets and asset classes.
Prior to joining the company in 2019, Kenneth was the General Manager - Property at KHI Holdings Group where he co-led the acquisition, asset management, development, and divestment of real estate assets across Australia, China, Hong Kong, Singapore, Japan, and the U.K.
Prior to joining KHI Holdings Group, he was the Executive Director for Development of Real Estate in Asia for JPMorgan Asset Management Real Assets (Asia) Ltd. Within this role, Kenneth was responsible for the development management, asset management, and acquisition support for real estate opportunistic investments in Australia, China, Hong Kong, and Japan.
Before JPMorgan, Kenneth was the Technical Director for WSP in Asia where he was responsible for development management, feasibility study, and technical due diligence supports for real estate investments and development for real estate funds and property developers in Hong Kong, China, Macau, and Asia.
Job Titles:
- Global Chief Financial Officer and Global Head of Strategy
Kristie is responsible for financial accounting, management reporting, planning, forecasting and analysis, internal controls, and global strategy for Manulife's wealth and asset management business globally. She's also accountable for financial due diligence and transaction structuring on new acquisitions and transactions for the global business. Kristie provides strategic financial advice to the president and CEO of global wealth and asset management, as well as managing the relationships of a wide range of internal and external stakeholders, including external auditors, regulators, insurance operating divisions, and various corporate functions.
Prior to joining the firm, Kristie was chief financial officer for the Americas and global head of treasury for Invesco; prior to that, she held progressively senior finance roles at OppenheimerFunds, including business controller and corporate treasurer. Kristie holds the Chartered Financial Analyst designation and is a member of the CFA Institute.
Education: B.A., Economics, St. Cloud State University; M.B.A., Finance, Columbia University
Job Titles:
- Associate
- Global Chief Information Officer
Lee Ann is responsible for the oversight and management of application services and information risk management across the Global Wealth and Asset Management business, which includes digital, platform services and support, application development, architecture and cloud, emerging technologies, and outsourcing activities. She also plays a leading role in the firm's global optimization program, a multi-year, digital transformational initiative to design a global technology platform and operating model.
Prior to joining Manulife in 2017, Lee Ann was the CIO/managing director of investments, technology, and operations at MetLife. She previously held progressively senior positions over her tenures at J.P. Morgan/Bank One, RBC, and Bank of Butterfield.
Lee Ann earned an associate's degree in business from Memorial University in Newfoundland.
Job Titles:
- Head of Wealth and Asset Management, Canada
Leo is responsible for the firm's wealth and asset management business in Canada, one of three key regions in which the firm operates globally. Previously, he was the firm's global head of investment product, overseeing all investment product development, asset manager selection, and ongoing oversight of global performance and risk across a wide range of investment vehicles. Prior to his appointment to that position in 2017, Leo was with the firm's U.S. retail business, John Hancock Investment Management, where he served as head of investments and chief investment officer after holding diverse roles of steadily increasing responsibility within the organization dating to 1997. He currently serves as a director of the Investment Funds Institute of Canada.
Education: B.A., Political Science and Economics, Colgate University; M.B.A., Boston University
Job Titles:
- Global Head of Real Estate, Private Markets
Marc Feliciano is Manulife Investment Management's Global Head of Real Estate, Private Markets. In his role, Marc is responsible for developing and implementing the global real estate investment strategy and increasing the firm's capabilities in this area on behalf of clients, including Manulife's General Account. This includes overseeing all aspects of the real estate business, including portfolio management, investments, asset management, and the integration of sustainability into both investments and operations.
Prior to joining the firm, Marc was the chief investment officer (CIO) of real estate, Americas, and the head of portfolio and asset management for the real estate Americas business at DWS. He was also head of the Americas debts investments group. Prior to this, he served as global head of risk and performance analysis at DWS, where he was responsible for the development of allocation, risk, and performance tools. Marc joined DWS from RREEF Real Estate with experience spanning public and private real estate investment management as well as alternative investment management. During this time, Marc providing guidance on workouts, restructurings, and recapitalizations of public companies and properties in and out of bankruptcy. Marc received undergraduate and graduate degrees in accounting with an additional concentration in finance from the University of Texas at Austin.
Job Titles:
- Head of Wealth and Asset Management, Asia
Based in Hong Kong, Michael is a member of Manulife Investment Management's executive committee, its Asia division executive committee, and its global management committee. He leads the wealth and asset management businesses in Asia to address the region's large and growing wealth management market opportunity. In this capacity, Michael's responsibilities include setting the strategic direction for continued growth across the region's retail and institutional markets. He's also responsible for business development, regulatory and business risk management, client relationship management, and local operational efforts for the asset management franchise in Asia.
Prior to his current appointment, Michael was the firm's president of international asset management and, prior to that, headed Manulife Financial's investment operations in Asia (ex-Hong Kong). Before relocating to Asia, Michael was based in Boston, where he led the firm's institutional spread-based business product development efforts from 2001 to 2004. Prior to joining the company in 2001, he was based in New York, London, and Sydney as the head of various units of a global rating agency that covered leveraged finance and asset-backed securities.
Job Titles:
- CEO
- President
- Member of Manulife
Paul is a member of Manulife's executive leadership team and is the head of global wealth and asset management. In this role, Paul has direct oversight over our wealth and asset management business, including retirement, retail, and asset management solutions offered worldwide. He's accountable for creating stronger global alignment by bringing these areas together into one single global organization. Prior to his current role, Paul served as general manager of individual wealth management and insurance for the firm's Canadian division, overseeing Manulife Investments, Manulife Securities, Manulife Private Wealth, and Manulife Insurance. In this role, he was responsible for delivering industry-leading advice and investment and insurance solutions to Canadians. He joined Manulife in 1993 and has held a variety of roles of increasing responsibility throughout the firm's Canadian operations. Paul is a Fellow of the Canadian Institute of Actuaries.
Education: B.Math., Mathematics, University of Waterloo
Job Titles:
- Member of Both the Urban Land Institute
- Senior Managing Director, Head of U.S. Real Estate Investments
Pritesh is Manulife Investment Management's senior managing director, head of U.S. real estate investments. In his current role, he leads Manulife's investments and dispositions platform. Pritesh has 28 years of experience in the real estate industry, executing over $10 billion in value-add, opportunistic, and core transactions.
Pritesh joined Manulife Investment Management in 2015 after 13 years with GE Capital Real Estate, where he served as senior director. While at GE, he was responsible for the origination of investments and direction of asset management activities.
In the decade prior to joining GE, Pritesh worked at MetLife, Goldman Sachs, Lowe Enterprises, and HFF, holding various director positions in acquisitions, portfolio and asset management, and development, completing transactions for both debt and equity nationwide.
Pritesh is an active member of both the Urban Land Institute and the Commercial Real Estate Development Association. He earned a Master's in Finance and Real Estate Development from the University of Southern California.
Job Titles:
- Global Head of Real Estate Development
Rob Maulden is Manulife Investment Management's Global Head of Real Estate Development. In his role, Rob is responsible for overseeing all development projects for various types of real estate assets. Previously, he was managing director of real estate investments, where he was responsible for the company entering the U.S. market rate multifamily acquisitions business. Prior to that, Rob was director of acquisitions for John Hancock Realty Advisors, then a wholly owned subsidiary of John Hancock Financial Services and its parent company, Manulife Financial Corp. In that role, he was responsible for investing in various real estate investment vehicles, including housing and historic tax credits, market-rate housing, private equity funds involving commercial and market-rate housing properties, and various types of joint venture partnerships.
Prior to joining the firm, Rob worked for Daedalus Projects, where he was responsible for development and project management, and before that, he worked at Migliassi-Jackson & Associates, where he was responsible for multifamily housing design services. Rob is a member of the American Institute of Architects, the Boston Society of Architects, as well as other industry organizations.
Job Titles:
- Senior Managing Director, Head of Real Estate Asset Management, North America
Scott oversees the firm's real estate investment assets within Canada and the United States across office, industrial, multifamily, and retail properties. He is responsible for enhancing portfolio performance through accretive asset management, as well as helping to lead due diligence of new markets as the firm continues to broaden its real estate platform across North America. Previously, he was head of Canadian real estate asset management.
Prior to joining the firm, Scott was the executive director of Canadian investments at Starlight Investments, responsible for the execution of all acquisitions, dispositions, and financing of multifamily assets within Canada.
Scott spent the first 10-years of his career at Brookfield Asset Management. Based in New York for 5 years before moving to Toronto, Scott focused on investments and asset management of real estate across the risk spectrum throughout North America.
Job Titles:
- Global Chief Investment Officer, Private Markets
Steve is responsible for developing and commercializing Manulife Investment Management's private markets assets for the benefit of the firm's clients. The private markets platform offers long-term solutions for clients by leveraging the firm's expertise across private equity, private credit, timberland, farmland, real estate, infrastructure, and private placement debt. Steve joined Manulife in 1982 and was most recently head of Hancock Capital Management (HCM), where he was responsible for the team's private equity and private credit investment programs. Prior to joining HCM, he spent 12 years as the team leader and member of the industrial and consumer products team of John Hancock's North American corporate finance group, and 6 years in John Hancock's group pensions department.
Education: B.A., Economics, University of Chicago; M.B.A., Boston University