Distribution Council
Distribution Council Partner
The Distribution Council brings together senior distribution executives for strategic dialogue on the evolving landscape of investment product distribution. Discussions focus on market dynamics, organizational strategy, and practical approaches to navigating change across channels and client segments.
DISTRIBUTION COUNCIL STEERING COMMITTEE
James Adams, CIMA, Co-Chair
Managing Director, Global Platforms RIA and Insurance
MFS Investment Management
David Borrelli, CIMA, Co-Chair
Senior Vice President, National Sales Director
Invesco
Colin Prescott
Managing Director - Intermediary Business Development
Diamond Hill
Brian C. Carlson
Senior Vice President, Chief Compliance Officer & Head of Distribution
Hennessy Funds
Katie McKay
Head of Global Retail Distribution Enablement
Manulife John Hancock Investments
Jeff Diamond
Global Head of Wealth Management Distribution
Polen Capital
David Eikenberg
Head of US Intermediary Distribution, President RBC Funds
RBC Global Asset Management
Dustin McCarty
Partner & Director, Global Head of Client and Distribution
Wasatch Global Investors
COUNCIL
American Century Investments
Mike Galkoski
National Sales Manager, US Wealth Management, ETF & SMA Distribution
AMG
Rachel Jacobs
Managing Director, Co-Head of Capital Formation
Apollo Global Management
John Franscioni
Principal – Chief Operating Officer, Institutional Client Group
Artisan Partners
John Pahmeier
Managing Director, Intermediary Client Services
BNY
Christine Noland
Head of Advisor Solutions
Calamos Investments
Tom Kiley
Senior Vice President, Chief Distribution Officer
Capital Group
Matt Eisenhardt
Head of Advisor Group Sales
Columbia Threadneedle Investments
Jim Bumpus
Head of North America Intermediary Markets
Diamond Hill
Jo Ann Quinif
President & Chief Client Officer
Dodge & Cox
Steve Gorski
Vice President, Director of Client Service
Federated Hermes
Paul Uhlman
President, Federated Securities Corp.
Fenimore Asset Management
Anne Putnam
Chief Executive Officer
Franklin Templeton
Jeff Masom, CFA
Head of U.S. Distribution | Head of Global Wealth Management Alternatives
Future Standard
Michael Reese
Chief Operating Officer of Distribution
Goldman Sachs Asset Management
Troy Thornton
Managing Director, Head of Americas Retail Client Business
GQG Partners
Pete Moran
Managing Director, Product & Marketing
Invesco Distributors, Inc.
Rocco Benedetto
Head of Field Sales, US Wealth Management Intermediaries
Janus Henderson Investors
Diane Snowden
Senior Managing Director, Head of Advisor Solutions
Lincoln Financial Investments
Tom Morelli
Head of Investment Products Distribution
Lincoln Financial Investments
Andrew Gilligan
Private Markets / Alternative Investments Sales Specialist
Lincoln Financial Investments
Tim Stegner
Private Markets Sales Director
Matthews Asia
Helen Lee
Vice President, Global Marketing
Nationwide
Matt Rizzo
Managing Director – Institutional Investments Distribution
Natixis Investment Managers
Alaina Giampapa
Senior Vice President, National Sales Manager
Nomura
David Chorba
National Sales Manager, Managing Director
Nuveen
Tara Giuliano
Chief Marketing Officer
Principal Asset Management
Brandon Miller
Director - US and European Client Group
Saturna Capital Corporation
Matt Ward
Distribution and Client/Broker Relations
T. Rowe Price
Matt Pisanelli
Head of USI Integrated Sales
Thornburg Investment Management
Jesse Brownell
Global Head of Distribution
Thrivent Mutual Funds
Dan Chouanard
Vice President Mutual Funds, Head of Intermediary & Institutional Sales
U.S. Global Investors
Joseph Guyer
Senior Financial Writer & Editor
William Blair Funds
John Jackson
Senior Marketing Manager