The Marketing Council is comprised of senior strategists responsible for the development and execution of initiatives and strategies in the areas of marketing, shareholder communications, corporate image and branding, and public relations. Representatives exchange ideas, explore industry trends and discuss marketing and sales communications issues.
MARKETING COUNCIL STEERING COMMITTEE
 Columbia Threadneedle InvestmentsVicki Lester, Chair Head of Intermediary Marketing |
 The Royce FundsJohn Davis Director of Communications & Marketing |
 Fidelity InvestmentsJennifer Fantozzi Vice President, Segment Marketing |
 Dodge & CoxScot Hoffman Director of Communications |
 T. Rowe PriceLauren Smith Head of Integrated Marketing |
 Matthews AsiaFrank Wheeler Global Head of Distribution |
COUNCIL
| Aberdeen Standard Investments Katie Cowley Head of Marketing, Americas |
American Century Investments Mike Boutureira Head of B2B Marketing |
AMG Thomas Moles Director, Content Marketing Strategy |
| Ariel Investments Jim Carlton Senior Vice President Brand |
Artisan Partners Nina Claudio Director of Marketing & Branding |
Charles Schwab Kelly Briden Vice President, Marketing |
| Cohen & Steers Paul Zettl Senior Vice President, Head of Global Marketing |
Diamond Hill Capital Management Lynette Hart Head of Marketing |
Dodge & Cox Bayley Diamond Communications Specialist |
| Federated Investors Peggy Magrish Vice President |
FS Investments Bernadette Bridy Head of Product Marketing |
Franklin Templeton Investments Jennifer Ball Senior Vice President, Marketing |
| FundX Phaedra Schroeder Writer/Editor |
Goldman Sachs Jessica Douieb Managing Director |
Hennessy Funds Tania Kelley Vice President, Marketing |
| Invesco Emily Pachuta Chief Marketing Officer – Americas |
Janus Henderson Investors Alanna Nensel Head of North America Channel Marketing |
John Hancock Investments Meredith Mason Marketing Coordinator |
| Laudus Funds Kelly Briden Vice President, Marketing |
Macquarie Investment Management Devin Davis Head of Marketing Operations |
MFS Investment Management Leslie Checkman Vice President, Director of Retail Marketing |
| Nationwide Keith Bernard AVP Marketing Investment Management Group |
Natixis Investment Managers Susannah Wardly Senior Vice President, Marketing |
Nuveen Tara Giuliano Senior Marketing Director, Head of Client & Product Marketing |
| Principal Global Investors Jena Cogswell Head of Product Marketing |
Saturna Capital Corporation Jane Carten President |
Thornburg Mutual Funds John Hackett Chief Marketing Officer |
| Thrivent Mutual Funds Nathan J Oppedahl Director, Digital Experience |
U.S. Global Investors Holly Schoenfeldt Marketing & Public Relations Manager |
Wasatch Funds Matson Lehtinen Vice President, Marketing Communications |
| William Blair Funds John Jackson Intermediary Marketing Manager |
IMEA Kimber Lintz Director |
