LEADERSHIP

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 Distribution Intelligence Council, the Distribution Council, the Internal Sales Desk Council, the Marketing Council, the National Accounts Council, and the Product Council.

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

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IMEA EXECUTIVE COMMITTEE CHAIR

James Cove – IMEA Executive Committee Chair

Executive Vice President, Chief Marketing Officer

Natixis Investment Managers

IMEA EXECUTIVE COMMITTEE

Alex Gardner – Treasurer

Managing Director – Product & Strategy

Diamond Hill

Rocco Benedetto – Vice President

Head of Field Sales, US Wealth Management Intermediaries

Invesco Distributors, Inc.

Annie Brown – Vice President

Co-Head of USI Wealth Management

T. Rowe Price

Ed Nini – Vice President

Managing Director, Head of Product

Principal Asset Management

Vicki Lester – Vice President

Vice President, Head of Segment Marketing, Consulting and Development

Columbia Threadneedle Investments

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.

DISTRIBUTION INTELLIGENCE COUNCIL

The only industry-sponsored forum of its kind for digital executives, IMEA’s Distribution Intelligence Council brings together individuals responsible for overseeing business intelligence, data strategy, and sales and marketing enablement. Members explore emerging technologies, data infrastructure, and best practices while addressing shared challenges impacting data-driven distribution.

DISTRIBUTION INTELLIGENCE COUNCIL CO-CHAIRS

Ken Burd, Co-Chair

Director, Distribution BI & Analytics

Principal Asset Management

Matt Machut, Co-Chair

Managing Director, Global Head of Sales Strategy and Enablement

Goldman Sachs Asset Management

DISTRIBUTION INTELLIGENCE COUNCIL STEERING COMMITTEE

Jane Conway

Managing Director, Head of Digital Data & Enablement

Apollo Global Management

Jamie Hedrick

Vice President, Head of Global Distribution Intelligence

Franklin Templeton

Vanessa Touma

Head of CX Strategy, Distribution Intelligence and Digital Sales

Invesco

Graham Brewster

Senior Vice President, Head of Distribution Operations & Enablement

Natixis Investment Managers

DISTRIBUTION COUNCIL

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 CO-CHAIR

James Adams, CIMO, Co-Chair

Managing Director, Global Strategic Accounts

MFS Investment Management

David Borrelli, CIMA, Co-Chair

Senior Vice President, National Sales Director

Invesco

DISTRIBUTION COUNCIL STEERING COMMITTEE

Brian C. Carlson

Senior Vice President, Chief Compliance Officer & Head of Distribution

Hennessy Funds

Katie McKay

Head of Global Retail Distribution Enablement

Manulife John Hancock Investments

Jeff Diamond

Head of Advisor Relations

Polen Capital

David Eikenberg

Head of US Intermediary Distribution, President RBC Funds

RBC Global Asset Management

Dustin McCarty

Head of Global Client and Distribution

Wasatch Global Investors

INTERNAL SALES DESK COUNCIL

The Internal Sales Desk Council supports leaders responsible for managing and evolving internal sales organizations. This forum addresses talent development, organizational structure, training, and workforce initiatives—recognizing the internal desk as a critical foundation of firm growth and distribution success.

INTERNAL SALES DESK COUNCIL CO-CHAIR

Beau Bokelman, Co-Chair

Managing Director, Head of Internal Sales

Janus Henderson Investors

Bill Jacobs, Co-Chair

Senior Vice President, Head of Internal Sales for US Wealth Management

Franklin Templeton

INTERNAL SALES DESK COUNCIL STEERING COMMITTEE

Colin Prescott

Managing Director - Intermediary Business Development

Diamond Hill

Andrew Phillips

WMI Head of Internal Sales & Learning and Development

Invesco

Jennifer Round

Senior Vice President, Sales

Natixis Investment Managers

MARKETING COUNCIL

The Marketing Council is comprised of senior marketing leaders responsible for brand strategy, communications, and engagement initiatives. Members examine industry trends, evolving client expectations, and the intersection of marketing and distribution through collaborative discussion and shared insights.

MARKETING COUNCIL co-CHAIR

Jessica Fernandez, Co-Chair

Global Chief Marketing Officer

Direxion

Tara Giuliano, Co-Chair

Chief Marketing Officer

Nuveen

MARKETING COUNCIL STEERING COMMITTEE

James Keenan

Director, Digital Marketing

AMG

Lilliam Villafane Di Giacomo

Head of Securities Services Solution Marketing

BNY

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 CHAIR

Sean Mackley, Chair

Head of Broker / Dealer National Accounts & Centers of Influence

T. Rowe Price

NATIONAL ACCOUNTS COUNCIL STEERING COMMITTEE

Stacy Bernstein

Head of Financial Intermediaries

American Century Investments

Diane Marzula

Manager of Global Accounts

Federated Hermes

Zach Flechtner

Head of National Accounts

Manulife John Hancock Investments

Taneka Lawrence

Head of National Accounts

Polen Capital

PRODUCT COUNCIL

The Product Council provides a one-of-a-kind forum for senior executives over product innovation, development and governance. Through expert insights and peer discussion, members explore trends shaping the product lifecycle and the strategic decisions influencing long-term business growth.