National Accounts Council

COUNCIL

 

abrdn
Jerry Rafter
Senior Director – National Accounts

 

abrdn
Paul Blane
Senior Director, Key Accounts

 

American Century Investments
Stacy Bernstein
Head of Financial Intermediaries

 
 

AMG
Jeremy Russo
Senior Strategic Account Manager, Strategic Relationship Group

 

AMG
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

 

BNY
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

 

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

 

Invesco
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

 

Nationwide
Tom Tyson
Managing Director, Institutional Sales

 

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

 
 

Nuveen
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

 
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