Distribution Council

SS&C

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 - Business Development
Diamond Hill
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

AllianceBernstein

Noel Archard

Global Head of ETF & Product Solutions

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

Diana Kendall

Managing Director, Chief Operating Officer Global Wealth Management

Artisan Partners

John Pahmeier

Managing Director, Intermediary Client Services

Ave Maria Mutual Funds

Bob Geppner

Director of Strategic Planning

BNY

Carey Penswick

Head of National Accounts

Calamos Investments

Tom Kiley

Senior Vice President, Chief Distribution Officer

Capital Group

Matt Eisenhardt

Head of Advisor Group Sales

Columbia Threadneedle Investments

Jim Bumpus

Senior Vice President, Head of North America Intermediary Markets

Direxion

Jessica Fernandez

Global Chief Marketing Officer

Dodge & Cox

Steve Gorski

Vice President, Director of Client Service

Federated Hermes

Bryan Burke

President, Global Head of Distribution

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

Managing Director, Chief Operating Officer Distribution

Goldman Sachs Asset Management

Troy Thornton

Partner, Co-Head of Americas Third Party Wealth

GQG Partners

Pete Moran

Managing Director, Product & Marketing

GW&K Investment Management

John Benvenuto

Principal, Product Management

Harbor Capital Advisors, Inc.

John Halaby

Head of Distribution

Hennessy Funds

Brian C. Carlson

Senior Vice President, Chief Compliance Officer & Head of Distribution

Hennessy Funds

Eliot Bishop

Vice President, Senior Portfolio Strategist

Invesco Distributors, Inc.

Rocco Benedetto

EVP, Head of US Retail Distribution

Janus Henderson Investors

Diane Snowden

Senior Managing Director, Head of Advisor Solutions

Lazard Asset Management

Jennifer Ryan

Head of North American Distribution

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 Asset Management

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

Vice President of Distribution

T. Rowe Price

Matt Pisanelli

Head of Integrated Sales – US Intermediaries

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

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