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 - 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
