National Accounts Council



Jerry Rafter
Senior Director – National Accounts


Paul Blane
Senior Director, Key Accounts


American Century Investments
Stacy Bernstein
Head of Financial Intermediaries


Jeremy Russo
Senior Strategic Account Manager, Strategic Relationship Group


Jay Rattigan
Managing Director, Strategic Relationship Group


Amundi US
Steve Whitmaan
Head of National Accounts


Apollo Global Management
Joe Flannery
Head of National Accounts


Artisan Partners
John Pahmeier
Managing Director, Intermediary Client Services


Kara Grehan
Head of Strategic Accounts


Calamos Investments
Dan Tracy
Senior Vice President, Head of National Accounts


Columbia Threadneedle Investments
Thom Jones
Head of Strategic Relations


Diamond Hill Capital Management
Craig Tann
Managing Director – National Accounts and Client Engagement


Dodge & Cox
Steve Gorski
Vice President, Director of Client Service


Federated Hermes
Diane Marzula
Managing Director


Fenimore Asset Management
Anne Putnam
Chief Executive Officer


Fidelity Investments
Bob Bachman
Executive Vice President


Fidelity Investments
Thomas Abara
Vice President, Managed Accounts


Franklin Templeton Investments
Maggie Doherty
Head of National Accounts


Franklin Templeton Investments
Derik Liberatore
Head of Private Bank, Custody & RIA National Accounts


FS Investments
Kirsten Pickens
Managing Director, Co-Head US Distribution


Goldman Sachs Asset Management
Kristy Ives
Managing Director


Hennessy Funds
Brian Carlson
Senior Vice President, Chief Compliance Officer
& Head of Distribution


Phil Ciulla
Managing Director, Strategic Accounts –
RIA, Custodian and Independent Broker Dealer


Ken Brodsky
Head of Platform Management


Janus Henderson Investors
Suzanne White
Director, National Accounts


John Hancock Investments
Zach Fletchner
Head of National Accounts


Macquarie Asset Management
Olivia Bakunas
National Accounts


Macquarie Asset Management
Robert Haenn
Vice President, Strategic Relationship Manager


Matthews Asia
Doug Byrkit
Head of Distribution and Global Client Service


MFS Investment Management
Jim Adams
Managing Director, Global Strategic Accounts


MFS Investment Management
Michael Keenan
National Accounts


Tom Tyson
Managing Director, Institutional Sales


Natixis Investment Managers
Meghan Peachy
Senior Vice President, Financial Institutions Group


Mark Connolly
Senior Managing Director, Head of Global Strategic Relations


Polen Capital
Taneka Lawrence
Head of National Accounts


Principal Asset Management
Andrew Miller
Managing Director – Strategic Client Group


RBC Global Asset Management
Julie Burr
Head of National Accounts


Saturna Capital Corporation
Max Kaiser
Vice President Institutional Sales


T. Rowe Price
Sean Mackley
Head of Broker/Dealer National Accounts & Centers of Influence


T. Rowe Price
Annie Brown
Co-Head of USI Wealth


Thornburg Investment Management
Michael Ordone
Managing Director, Co-Head of Strategic Relationships


Thrivent Mutual Funds
Michael Romano
National Account Manager


U.S. Global Investors
Holly Shoenfeldt
Director of Marketing


Wasatch Global Investors
Lydia Gaylord
Vice President Institutional Sales


William Blair Funds
Head of Financial Institutions National Accounts