National Accounts Council
The National Accounts Council provides a confidential, peer-driven environment for senior leaders managing complex intermediary relationships. With product proliferation and growing channels to cover, this Council is a place to discuss challenges and opportunities while sharing practical solutions and perspectives.
NATIONAL ACCOUNTS COUNCIL STEERING COMMITTEE
Sean Mackley, Chair
Head of Broker / Dealer National Accounts & Centers of Influence
T. Rowe Price
Stacy Bernstein
Head of Financial Intermediaries
American Century Investments
Diane Marzula
Senior Vice President, Director Client Engagement Center
Federated Hermes
Zach Flechtner
Head of National Accounts
Manulife John Hancock Investments
COUNCIL
AMG
Jeremy Russo
Senior National Account Manager, Private Bank Channel
AMG
Jay Rattigan
Managing Director, Strategic Relationship Group
Apollo Global Management
Joe Flannery
Director
Artisan Partners
John Pahmeier
Managing Director, Intermediary Client Services
Ave Maria Mutual Funds
Bob Geppner
Director of Strategic Planning
BNY
Kara Grehan
Head of Strategic Accounts
Calamos Investments
Greg Jones
Senior Relationship Manager, Vice President National Accounts
Columbia Threadneedle Investments
Thom Jones
Head of Strategic Relations
Diamond Hill
Craig Tann
Managing Director – National Accounts and Client Engagement
Dodge & Cox
Steve Gorski
Vice President, Director of Client Service
Fenimore Asset Management
Anne Putnam
Chief Executive Officer
Franklin Templeton
Maggie Doherty
Head of National Accounts
Franklin Templeton
Derik Liberatore
Head of Private Bank, Custody & RIA National Accounts
Future Standard
Kirsten Pickens
Co-Head of U.S. Distribution
GQG Partners
Scott Blankenship
Managing Director, National Accounts
GW&K Investment Management
Brian King
Partner, Director of Advisory Sales
Hennessy Funds
Brian C. Carlson
Senior Vice President, Chief Compliance Officer & Head of Distribution
Invesco
Phil Ciulla
Senior Vice President, Senior Strategic Accounts Manager
Janus Henderson Investors
Bill McNamara
Managing Director, Head of Client Coverage Group - Head of Analyst Relations
Lincoln Financial Investments
Lew Cook
Senior Relationship Manager - Investments
Matthews Asia
Helen Lee
Vice President, Global Marketing
MFS Investment Management
James Adams, CIMA
Managing Director, Global Platforms RIA and Insurance
MFS Investment Management
Michael Keenan
Head of Global Retail Sales and Service
Nationwide
Tom Tyson
Managing Director, Institutional Sales
Natixis Investment Managers
Meghan Peachey
Senior Vice President, Financial Institutions Group
Nomura Asset Management
Olivia Bakunas
Channel Head, Strategic Relationship Group
Nomura Asset Management
Robert Haenn
Vice President, Strategic Relationship Manager
Nuveen
Mark Connolly
Senior Managing Director, Head of Global Strategic Relations
Principal Asset Management
Andrew Miller
Managing Director - Head of Strategic Client Group - U.S. Wealth
RBC Global Asset Management
Julia Burr
Head of National Accounts
Saturna Capital Corporation
Max Kaiser
Head of Distribution
T. Rowe Price
Annie Brown
Co-Head of USI Wealth Management
Thornburg Investment Management
Michael Ordonez
Managing Director, Head of Strategic Relationships
Thrivent Mutual Funds
Michael Romano
National Account Manager
U.S. Global Investors
Holly Schoenfeldt
Director of Marketing
Wasatch Global Investors
Lydia Gaylord
Vice President Institutional Sales
William Blair Funds
Dan Zelazny
Head of Financial Institutions National Accounts