Marketing Council

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 Investments Vicki Lester, Chair Head of Intermediary Marketing

The Royce Funds John Davis Director of Communications & Marketing

Fidelity Investments Jennifer Fantozzi Vice President, Segment Marketing

Dodge & Cox Scot Hoffman Director of Communications

T. Rowe Price Lauren Smith Head of Integrated Marketing

Matthews Asia Frank Wheeler Global Head of Distribution

Nationwide Keith Bernard AVP Marketing Investment Management Group

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

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 Hermes Dan McGrath Director, Corporate & Marketing Communication

Fenimore Asset Management Frank Privitera Director of Marketing

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 Daniela Palmieri Head of Brand

MFS Investment Management Leslie Checkman Vice President, Director of Retail Marketing

Natixis Investment Managers Susannah Wardly Senior Vice President, Marketing

Nuveen Tara Giuliano Senior Marketing Director, Head of Client & Product Marketing

Principal Global Investors Jessica Floyd Head of Asset Class 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