Leadership - IMEAConnect

The leadership of the IMEA is comprised of the overall executive leadership, the Executive Committee, and the leaders within the IMEA’s highly-respected Executive Council Program. The Executive Committee is elected annually by the Board of Governors of the Alliance and has the overall responsibility for the direction and management of the IMEA. The Executive Council Program is comprised of: the Digital Council, the Marketing Council, the Distribution Council, and the Product Council.

An Executive Committee elected by the membership directs the activities of the Association.

IMEA EXECUTIVE COMMITTEE CHAIR

George Riedel — IMEA Executive Committee Chair
Head of U.S. Intermediaries
T. Rowe Price

IMEA EXECUTIVE COMMITTEE

John McDonough — Vice Chair Head of U.S. Wealth Management Intermediaries Invesco	John Sturiale — Treasurer Senior Vice President, CSIM Sales & Client Relations Charles Schwab
Jill Brown – Vice President Head of US Wealth Principal Global Investors	Dave Master — Vice President Chief Marketing Officer Janus Henderson Investors

EXECUTIVE COUNCILS

IMEA’s Executive Councils bring together fund professionals in specific business practice areas to examine strategies, exchange ideas and discuss industry trends. The Executive Council Steering Committees provide vital leadership and direction for these Councils.

The only industry-sponsored forum of its kind for digital executives, IMEA’s Digital Council brings together individuals responsible for planning and executing e-business strategies. Together, they examine promotions, technology, education, services and marketing online, while addressing issues of mutual concern.

DIGITAL COUNCIL CHAIR

Scott Burke
Senior Digital Marketing Manager – Americas
Aberdeen Standard Investments

DIGITAL COUNCIL STEERING COMMITTEE

James Keenan Director, Digital Marketing AMG	Greg Marscellus Managing Director, Digital Marketing Charles Schwab
Brian Scott Director, Web and Mobile Programs Global Web Digital Marketing Franklin Templeton Investments

The Distribution Council brings together senior distribution executives to exchange ideas and engage in candid conversation on the trends, challenges, best practices and dynamics of distributing mutual fund products.

DISTRIBUTION COUNCIL Co-CHAIRS

Rocco Benedetto
Senior Vice President,
Head of Broker Dealer Channel
Invesco

Bill Rader
National Sales Manager External Sales
American Century Investments

DISTRIBUTION COUNCIL STEERING COMMITTEE

James Adams, CIMA Managing Director MFS Funds Distributor, Inc.	Kristin Gibson Managing Director, Institutional Sales Charles Schwab Investment Management
Annie Brown Head of Broker/Dealer Distribution T. Rowe Price

The Education Council’s mission is to provide practical insight and perspective that is helpful to investors and the financial advisors that serve them. By leveraging the expertise and experience of the member firms, the Council works to identify critical education issues and ways the IMEA and its member can address them.

EDUCATION COUNCIL CHAIR

Jennifer Ball
Senior Vice President, Marketing
Franklin Templeton Investments

EDUCATION COUNCIL

Mike Boutureira Vice President, Head of Intermediary Marketing & DC Marketing American Century Investments	David Brenner Chief Administrative Officer Macquarie Investment Management
Jessica Fernandez Head of WMI Segment Marketing Invesco	Teron Haughton Marketing Manager Legg Mason
Vicki Lester Head of Intermediary Marketing Columbia Threadneedle Investments	Emily Puffett Head of North America Channel Marketing Janus Henderson Investors
Ariel Reppert Marketing Director Nationwide	Lauren Smith Head of Integrated Marketing T. Rowe Price

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 CHAIR

Vicki Lester
Head of Intermediary Marketing
Columbia Threadneedle Investments

MARKETING COUNCIL STEERING COMMITTEE

John Davis Director of Communications & Marketing The Royce Funds	Jennifer Fantozzi Vice President, Segment Marketing Fidelity Investments
Scot Hoffman Director of Communications Dodge & Cox	Lauren Smith Head of Integrated Marketing T. Rowe Price
Frank Wheeler Global Head of Distribution Matthews Asia

IMEA’s Product Council provides a one-of-a-kind forum for senior executives over product innovation, development and governance. The Product Council explores trends, challenges and opportunities in the critical business area of product management through expert presentations, data review, best practices and strategic conversations.

PRODUCT COUNCIL CHAIR

Jim Cove
Senior Vice President, Investment Strategies & Product Management
Natixis Investment Managers

PRODUCT COUNCIL STEERING COMMITTEE

Dan Beckman Head of U.S. Product Columbia Threadneedle Investments	Jim Hinkley Head of Product Development Macquarie Investment Management
Adam Rochlin Senior Vice President, Fixed Income & Co-Head of Investment Products & Solutions Invesco	Michael Twohig Vice President, Product Development Goldman Sachs Asset Management
Jeff Vorwerk, CIMA® Director, Global Product Development Principal Global Investors