Sharon Epperson, named one of “12 to Watch in TV News,” can be seen regularly on CNBC television and other media platforms.

As CNBC’s senior personal finance correspondent, Epperson covers the many facets of how people manage, grow and protect their money. Her expertise includes saving and investing for retirement, paying for college, managing mortgage, student loan, credit card and other debt, and building a financial legacy through estate planning.

Preparing your finances for the unexpected is another critical (and personal) aspect of her reporting. In September 2016, Epperson sustained a ruptured brain aneurysm and she nearly lost her life. She has become a staunch advocate for health and wellness issues, raising awareness about brain aneurysms and funding for research. In September 2018, she and her family established “The Sharon Epperson Chair of Research” through the Brain Aneurysm Foundation to provide grants for research on early detection and innovative treatments.

Epperson is a lead contributor to “Invest in You: Ready. Set. Grow.,” a multi-platform financial wellness and education initiative at CNBC in partnership with the micro-investing app Acorns, and developed its companion 8-week learning course and weekly newsletter, “Invest in You: Money 101.” She also contributes to NBC’s TODAY and NBC Nightly News as well as Today.com and NBCNews.com.

Her book, The Big Payoff: 8 Steps Couples Can Take to Make the Most of Their Money-and Live Richly Ever After, was a finalist for the Books for a Better Life Awards, honoring works that have “changed the lives of millions.” She also was a contributing writer for The Experts’ Guide to Doing Things Faster. Her personal finance expertise has been featured in numerous publications, including The Wall Street Journal, The Washington Post, The Boston Globe, USA Weekend, Self, Essence, Ebony and TIME, where she had covered business, culture, social issues and health as a correspondent prior to joining CNBC.

Epperson has numerous industry and civic awards, including the Special Achievement Award from the National Association of Personal Financial Advisors (NAPFA) and the Savvy Inspiration Award from the non-profit, financial empowerment group Savvy Ladies. She won an Alliance for Women in Media’s Gracie Award for Outstanding Online Host for her “Financial Advisor Playbook” video series on CNBC.com. She has received the Vanguard Award for her distinguished career in business and personal finance reporting from the National Urban League Guild, and the All-Star Award from the Association of Women in Communications. She also has won awards from the New York Festivals, the New York Association of Black Journalists and the National Association of Black Journalists.

Epperson is committed to improving financial literacy, particularly in underserved communities. She was invited to the White House during President Obama’s administration to speak about financial literacy and to moderate a public meeting of the President’s Advisory Council on Financial Capability at the U.S. Treasury Department. She also speaks frequently at conferences and events for local and national organizations, colleges and universities about many facets of personal finance.

An adjunct professor at Columbia University’s School of International and Public Affairs, Epperson has also taught courses at Columbia’s Graduate School of Journalism. She enjoys teaching the importance of budgeting and building long-term savings as part of her professional development courses for graduate students.

Epperson received her bachelor’s in sociology and government from Harvard University, a master of international affairs degree from Columbia University, and an honorary doctorate from Carlow University in Pittsburgh. A Pittsburgh native, she has also been inducted into the Hall of Fame at Taylor Allderdice High School, her alma mater.

She currently lives with her husband and two children in Westchester County, N.Y.

Shundrawn A. Thomas serves as President of Northern Trust Asset Management where his responsibilities include developing long-term strategy, executing operating plans, cultivating client relationships, managing vendor relationships and developing talented professionals. He also serves as a member of the Management Group for Northern Trust Corporation.

Previously, Shundrawn served as Executive Vice President, Head of Funds and Managed Accounts. In this capacity he oversaw the development, management and distribution of Northern Funds, Northern Institutional Funds, FlexShares Exchange Traded Funds as well as the Managed Accounts practice which provides investment advisory solutions to clients. Shundrawn also served as President and Chief Executive of Northern Trust Securities, Inc., a wholly owned subsidiary of Northern Trust Corporation. Prior to joining the asset management executive team, Shundrawn served as Head of Corporate Strategy for Northern Trust Corporation. As a direct report to the Chief Executive Officer, he supported executive management with key strategic planning initiatives. Prior to joining Northern Trust, Shundrawn served as a vice president for Goldman Sachs and held positions in sales, trading and research with Morgan Stanley.

Shundrawn received a B.S. degree in accounting from Florida A&M University and an MBA degree from the University of Chicago Booth School of Business. He has also completed executive education programs in corporate strategy at Chicago Booth School of Business and corporate governance at University of Notre Dame Mendoza School of Business. Shundrawn currently holds FINRA series 7 and 63 securities licenses. Shundrawn currently serves as a trustee for Wheaton College and as a board director Museum of Science & Industry, Chicago. Shundrawn is a member of the Economic Club of Chicago. His civic involvement has afforded him the opportunity to present and lecture nationally on topics including leadership, strategy, investment management and professional development.

Jun is an Americas Wealth & Asset Management sector co-leader and a tax partner in the Financial Services Organization at Ernst & Young LLP (EY US). He has more than 20 years of experience serving the financial services industry, including hedge funds, private equity funds, sovereign wealth funds and international banks.

Jun has provided a wide variety of tax consulting and compliance services to several multinational hedge funds, private equity funds, offshore funds and investment advisors through his broad knowledge of partnership, corporation and financial product taxation. He is highly experienced in a wide range of federal and “in-bound” tax-related issues affecting funds, including U.S. domestic and offshore fund structuring, tax-efficient securities investing strategies, year-end tax planning, partnership allocation issues and fee deferral arrangements. He is a member of the American Institute of Certified Public Accountants, as well as the New York State Society of Certified Public Accountants. 

Prior to joining EY US, Jun worked in the tax department at a global asset servicer. Jun was a manager at another Big Four accounting firm responsible for the development of the tax practice in the Cayman Islands. Jun started his career in the Financial Services Tax practice of Arthur Andersen.

Lisa M. Jones is Head of the Americas, President and Chief Executive Officer of Amundi US, Inc., the U.S. Division of Amundi Asset Management. She is Trustee of the Pioneer Funds, and President and Chief Executive Officer of the Pioneer Funds. Lisa is also President of Amundi Distributor US, Inc. She is head of the US Executive Committee and US Management Committee, and a member of the Global Executive Committee.

She has over 30 years of experience in global financial services developing and building asset management businesses. In 2016 and 2020, Lisa received the Top Women in Asset Management Award from Money Management Executive.

Prior to joining Amundi US, Lisa was Global Head of Distribution at Morgan Stanley Investment Management (MSIM) and President of MSIM Distribution Inc. In this role, she oversaw all MSIM distribution channels globally, including retail and institutional. Prior to that, Lisa was Head of the Global Institutional Division at Eaton Vance Management. She also spent more than 16 years at MFS Investment Management in leadership roles across both retail and institutional divisions. She began her career at E.F. Hutton & Co. in New York.

Lisa is a member of the Board of Governors of the Investment Company Institute, a member of the MIT Sloan Finance Group Advisory Board at MIT Sloan School of Management and a member of the Board of Directors of Clearwater Analytics. Lisa has served on other boards such as the Foreign Policy Association in New York, the Advisory Board of the Institutional Investor Institute and the Board of Fellows at Trinity College in Hartford, CT. She is also a former trustee at the Pingree School Board of Trustees in South Hamilton, MA. She has a B.A. in Economics from Trinity College.

Kristi Mitchem is chief executive officer and head of BMO Global Asset Management (BMO GAM), BMO’s asset management division, where she leads a team of investment professionals dedicated to delivering superior performance across a range of asset classes including multi-asset, alternative and more traditional exposure to listed fixed income and equities. BMO GAM has over $300 billion in AUM and is recognised as a world leader in ESG investing and corporate engagement.

Prior to joining BMO in 2019, Ms. Mitchem served as the CEO of Wells Fargo Asset Management where she led 28 autonomous investment teams. She has more than 20 years of experience in roles related to asset management, defined contribution pension plans and equities markets at State Street Corporation, BlackRock, and Goldman Sachs.

Ms. Mitchem is a passionate advocate for diversity and inclusion. At State Street she was a driving force in bringing to market a gender diversity index exchange-traded fund (ticker: SHE) designed to invest in U.S. companies committed to advancing the roles women play in their management and on their boards.

Ms. Mitchem was named one of the Most Influential Women in Bay Area Business by the San Francisco Business Times in 2018, as one of the Top Women in Asset Management by Money Management Executive in 2017, and as one of Treasury & Risk's Top 100 Influential People in 2008. She is also listed in several patent filings focused around guaranteed income requirements.

Ms. Mitchem earned a bachelor's degree in political science from Davidson College, where she graduated summa cum laude and was awarded First Honors. She earned a master's degree in business administration from the Stanford Graduate School of Business, where she was an Arjay Miller Scholar. She is also a Fulbright Scholar.

Richard Weil is Chief Executive Officer of Janus Henderson Investors and also serves as a member of the board of directors. In this role, Richard is responsible for the strategic direction and overall day-to-day management of the firm. He also leads the firm’s Executive Committee. Prior to this, Richard was chief executive officer of Janus, a position he had held since joining the firm in 2010. Before his tenure with Janus, Richard spent 15 years with PIMCO, where most recently he served as the global head of PIMCO Advisory and as a member both of PIMCO’s executive committee and the board of trustees of the PIMCO Funds. Previous to his appointment at PIMCO Advisory, he was chief operating officer of PIMCO, a position he held for 10 years, during which time he successfully led the development of PIMCO’s global business and founded their German operations. Earlier, Richard served as PIMCO Advisors L.P.’s general counsel. Prior to joining PIMCO in 1996, he was with Bankers Trust Global Asset Management and Simpson Thacher & Bartlett LLP in New York.

Richard earned his bachelor of arts degree in economics from Duke University and his juris doctorate from the University of Chicago Law School. He has 26 years of financial industry experience.

Kimberly G. Hyland is a managing director of the Global Client Group at MFS Investment Management® (MFS®). As the leader of the US Relationship Management team, she works with clients across the United States and is responsible for assisting them with their long‐term investment strategy. She meets with clients to share investment insights, evaluate market opportunities, and discuss any investment and business‐related issues. She is the co‐head of MFS'Global Distribution Diversity Group and a founding member of the firm's Diversity Council.

Kim joined MFS in 2007 as a relationship manager for MFS Institutional Advisors, Inc. She has been in her current role since 2016. She had previously spent three years at Robeco Investment Management as a relationship manager and 11 years as an institutional equity sales professional at Morgan Stanley and Smith Barney. She began her career in financial services in 1993.

Kim earned a bachelor’s degree from Middlebury College.

Shelly Heier is President of Verus, a leading provider of institutional investment consulting and OCIO services with over $535 billion in assets under advisement. Shelly is an integral part of Verus’ leadership, serving on the board of directors, management committee, OCIO investment committee, and chairing the alternatives investment committee.  In addition to overseeing the investment division, consulting, and sales, she provides investment consulting services to several clients, including foundations, university endowments, and hospitals.

Shelly spearheads the firm’s efforts around diversity, particularly through her leadership of the Verus-founded Institutional Investing Diversity Cooperative (IIDC).  The IIDC is a coalition of consulting firms working to promote greater diversity in the institutional asset management industry by advocating for access to data that captures every dimension of diversity.  The IIDC believes that diverse investment teams and viewpoints enhance investment decision-making.

Shelly holds the CFA and CAIA charters, is active in investment industry groups, and speaks at industry conferences.  She is a trustee of her alma mater, University of Puget Sound, a board member of the Seattle Children’s Theatre, and founding member of the Fred Hutchinson Cancer Research Center’s Innovators Network.  In 2012, the Puget Sound Business Journal recognized Shelly as a “40 Under 40” honoree.

Angela Miller-May currently serves as the Chief Investment Officer for the Chicago Teachers' Pension Fund, a $12.2 billion pension fund that services a membership of over 88,000 active and retired Chicago Public School teachers. She focuses on providing strategic portfolio construction, excellent manager selection and rigorous due diligence and provides leadership to a staff of nine in meeting CTPF’s investment goals. Ms. Miller-May joined the Chicago Teachers' Pension Fund in 2010.

Prior to serving as the Chief Investment Officer, she served in several progressively responsible positions at CTPF, including Director of Investments, Portfolio Manager-Real Assets, Portfolio Manager-Alternatives, and Investment Operations Analyst-Risk Management.

Ms. Miller-May serves as a member on the First Women’s Bank (FWB) advisory board, a member on the Women Investment Professionals (WIP) Board of Directors, a member of Private Equity Women Investor Network (PEWIN), a member of the NASP Africa Institutional Investors Advisory Council, a member of SEO’s Limited Partner Advisory Council, a member of the NCPERS CIO Summit Advisory Faculty and engages with many other organizations.

Ms. Miller-May was recently honored with the Women Investment Professional (WIP) 2020 Trailblazer Award “Distinguished Woman Investment Professional of the Year”, named as one of Institutional Investor’s 2020 Industry Voice Innovators, Crain’s 2019 most Notable Women in Finance, 2019 Trusted Insights Top 30 Chief Investment Officers, Institutional Investor’s 2019 Change Maker of the Year and has had the honor of testifying at a 2019 Congressional Hearing on the topic of Diversity and Inclusion.

Ms. Miller-May holds an MBA from Kellstadt Graduate School of Business at DePaul University and has earned her BA in Economics from Northwestern University.

Shawn T. Wooden was sworn-in as Connecticut’s 83rd State Treasurer on January 9, 2019, following a successful 21-year career as an investment attorney and service as City Council President of Hartford, Connecticut.   

Born and raised in Hartford, Treasurer Wooden participated in a desegregation busing program and attended public school in the suburb of Hartford. After graduating with honors, he earned a four-year academic scholarship to Trinity College. He later attended New York University School of Law before moving back to his hometown of Hartford to begin his career at Day Pitney, LLP (formerly Day, Berry & Howard LLP), where he would go on to become a Partner and lead its public pension plan investment practice.  

He has been recognized as a Connecticut Super Lawyer for Securities and Corporate Finance, Business/Corporate. Pensions and Investments named him one of the "25 Investment Professionals to Watch” and Savoy Magazine identified him as one of the most influential Black lawyers in the country.   

Treasurer Wooden is the sole trustee of the $37 billion Connecticut Retirement Plans and Trust Funds, administers a $26 billion debt management program, manages over $25 billion in annual cash transactions and has a seat  on 25 quasi-governmental authorities, boards and commissions related to housing, finance, student loans, air and water ports, venture capital, the lottery, private sector retirement security and a hosts  of other areas.   

He is the only Black elected State Treasurer in the country and the only Black elected official serving statewide in New England. He was also recently elected by his peers to serve as the Senior Vice President of the National Association of State Treasurers.

Emily Lawrence is North American Director of Sustainable Investing Client Engagement at Northern Trust Asset Management where she is responsible for client engagement and partnership regarding Northern Trusts’ sustainable investing capabilities. Emily has 14 years’ experience collaborating with clients to support the development of actionable approaches to sustainable investing. In addition to representing the investment platform, Emily collaborates directly with clients to conduct trainings and facilitate discussions on concepts, themes and trends through individual meetings, webinars and thought leadership. She is also an active member of the Northern Trust Sustainable Investing Council, Proxy Voting Committee and Executive CSR Council. An advocate for diversity, equity and inclusion in the investment management industry, Emily has served as a mentor for young professionals through the Women in ETFs mentorship program starting in 2017 and has co-chaired the Events Committee for the Diversity Project North America since 2019.  She sits on the ESG sub-committees for a variety of industry bodies including DCIIA, ICI, and ABA. Previously, Emily was appointed to the Principles for Responsible Investment working group focused on Active Ownership and the Sustainable Development Goals and the Climate Action and Resiliency Plan Working Group for the government of Evanston, IL.

Prior to joining Northern Trust, Emily managed research production for MSCI ESG Research’s Screening Research and Bespoke Research teams.  Joining MSCI ESG Research via KLD in 2007, Emily was responsible for overseeing key data collection, analysis and quality initiatives including acting as a member of the Business Involvement Research Methodology Committee. Emily has also served on the steering committees for the 2013 Access to Nutrition Index and the 2012 Access to Medicine Index.

Emily received her M.Res. in International Conflict Resolution from the Institut Catholique de Paris and holds an MSc. In European Politics and Governance from the London School of Economics.  Additionally, Emily holds a B.A. in French Language and Literature from the University of New Hampshire.  She is fluent in French.

Jayme Colosimo is the Head of ESG, North America, and is the Head of North America for Citi’s Business Advisory Services team, a thought leadership and global coverage strategic advisory group providing consulting, content, and insights to the C-Suite of Citi’s top 100 Global Markets clients on the innovation, regulatory, and technology trends impacting the investment management industry.

Prior to joining Citi in 2018, Jayme served as a Senior Economist and Strategic Advisor to White House and senior U.S. policy makers on global macroeconomic, geopolitical, and international banking issues. She managed intelligence analysts focused on national security issues, developing an expertise in alternative data and analytics, cybersecurity, and financial applications of emerging technologies. She was awarded a Presidential Daily Briefing Commendation and two Meritorious Unit Citations during her service. Earlier in her career, Jayme led a team of Relationship Officers in Zions Bank Private Services and separately served as the chief financial analyst to the CFO of Zions Bank.

Jayme holds a Professional Certificate in Data Science from the University of California, Berkeley and completed sponsored Executive Education at The John F. Kennedy School of Government at Harvard University. She holds a certification in Advanced Editing from the Poynter Institute School of Journalism and in 2020, graduated from a year-long certificate program in Data Visualization from Parsons School of Design. She holds an M.B.A. with an emphasis in Organizational Behavior and a Bachelor of Arts in International Business from Westminster College in Salt Lake City, Utah.

Jayme is an AA Certified Advanced Robotics Process Automation (RPA) Professional Developer, an American Marketing Association (AMA) Professional Certified Content Marketer, and holds Series 7 and Series 63 securities licenses.

Glen K. Yelton joined Invesco in 2019 as Head of ESG Client Strategies North America based in Atlanta. Previously, Glen served as the Director of ESG & Impact Investing on OppenheimerFunds’ SNW Investment Team (now known as the Invesco Managed Accounts team) with analytical responsibilities for the Impact strategies. SNW was acquired by OppenheimerFunds in 2017. Prior to joining the SNW team in 2015, Glen managed the ESG research program at IW Financial. Before that, he oversaw ESG data collection at American Values Investments. Additionally, he has provided competitive intelligence research for a variety of Fortune 100 clients across several industries and served as an interrogator for the U.S. Army. Glen holds a B.S. from East Tennessee State University.

Frieda Lewis is an accomplished financial services professional, with more than 30 years of experience helping coordinate significant global relationships, executing diversity strategies, and deepening client relationships through strategic thinking in the financial services industry.

Frieda joined Broadridge in 2008, where she served as the Managing Director of Global Relationship Management and was responsible for coordinating global relationships that cross multiple lines of business. In this position, she helped to deepen and extend client relationships by understanding their tactical needs.

In 2017, Frieda was appointed as the Chief Commercial Diversity Officer to enhance Broadridge’s record of diversity. She currently serves as a business catalyst, executing a diversity strategy that enables Broadridge to win in the global marketplace. She also launched the Women’s Leadership Forum at Broadridge. 

Prior to joining Broadridge, Frieda held many senior executive positions including President of IFMG Securities Inc., a third-party provider of financial services to banking institutions nationwide and division of Sun Life Financial, Chief Operating Officer for Bankmark, a division of Mellon Financial and various roles at Fleet Financial Group where she held an 18-year tenure. During her service, she served as President and CEO of Fleet Brokerage Securities and its wholly owned subsidiary Fleet Clearing Corporation, a national discount brokerage firm. 

Frieda graduated from City University of New York at Lehman College where she received her B.S. in Psychology and later earned her M.B.A. from Baruch College. She is a member of the Board of the National Investment Company Service Association (NICSA) and the Women’s Bond Club.  She also serves as a Governing Member of the Wall Street Women’s Alliance, member of the SIFMA Diversity Committee and a member of the Bank Insurance & Securities Diversity Committee.

Mandell L. Crawley is Chief Human Resources Officer and a Managing Director with Morgan Stanley. Prior to his current role, Mandell was the head of the firm's Private Wealth Management (PWM) business, a division that exclusively focuses on ultra-high net worth individuals, families and their foundations. In that role, Mandell also oversaw International Wealth Management, which caters to non-U.S. resident clients, Family Office Resources, which offers an expansive suite of highly specialized services to address t he complexities of managing affluent wealth, Global Sports and Entertainment, and Institutional Client Coverage.

Prior to his leading PWM, Mandell was the firm's Chief Marketing Officer, where he had overall responsibility for defining, creating and delivering Morgan Stanley's marketing strategy.

Mandell served as Head of National Business Development and Talent Management for Morgan Stanley Wealth Management, where he led an organization responsible for driving growth across the firm's industry-leading platform and improving the proficiency of our financial advisors, sales support and branch leadership talent.

Earlier in his career, Mandell served as Head of U.S. Fixed Income Sales and Distribution for Morgan Stanley Wealth Management's Capital Markets Group. In total, he spent 14 of his 28 years working within the Capital Markets in various producing and managerial capacities.

Marc Brookman is the Chief Executive Officer of North America. As the CEO, North America he has overall responsibility for Schroders’ operations in the United States and Canada. Marc joined Schroders in 2018 and assumed the role as CEO, North America in 2020.

Marc previously was with Morgan Stanley where he was Managing Director and Head of Institutional Wealth Services. In this role, with over 30 years of industry experience, Marc had overall responsibility for Graystone Consulting and the Institutional Advisory businesses, including Corporate Retirement, Corporate Cash, Public Funds, Defined Contribution, Financial Wellness and all distribution and relationship management.

Prior to this role, Marc ran Morgan Stanley’s Consulting Group Distribution and was responsible for over $800 billion in assets under management. Additionally, he oversaw all of the Firm’s Advisory Products and was responsible for Program Development and Management.

Previous experiences in asset management include leadership roles at Citigroup Asset Management, New York Life Investment Management and Oppenheimer Capital across Institutional, Retail, Retirement, and Distribution.

In addition to his responsibilities at Morgan Stanley, Marc has currently served as Vice Chairman of the Board for James Madison University School of Business and has held multiple leadership roles for the Money Management Institute.

Marc received his B.S. in Business from James Madison University.

Justine Phoenix is Head of Diversity Project North America and Vice President of Distribution & Broker Dealer Engagement at Nicsa. Justine joined Nicsa with over 30 years of experience in asset management and intermediary distribution in the areas of relationship and client management, business development and operations. In her current role, Justine is responsible for building and enhancing Nicsa programs that engage and support distribution and BD executives. Before joining Nicsa, she was Vice President, Senior Relationship Manager at Fidelity Investments. In this role, she was head of relationship management for Fidelity FundsNetwork® and was responsible for overseeing all functions related to managing relationships with over 600 asset managers. Prior to joining Fidelity Investments, Justine was Director of Operations for the Investment Company Institute (ICI). In her role, she was responsible for all activities associated with mutual fund operations and distribution, including the Transfer Agent Advisory Committee and the Broker Dealer Advisory Committee. She also held leadership roles at Massachusetts Financial Services and Boston Financial Data Services prior to joining the ICI.

Kavya Vaghul is the Senior Director of Research at JUST Capital. She is responsible for contributing to data modeling efforts and conducting original analysis and research about wages, workers, inequality, and other ESG topics. Previous to JUST Capital, Kavya was a Senior Research Analyst at the Washington Center for Equitable Growth. There, she researched a wide portfolio of social policy issues, including economic equity, family economic security, student debt, early childhood education, wages, taxation, and gender and racial inequality. Kavya has also served as a researcher for the Healthy Neighborhood Study in the Greater Boston Area, a fellow for the Massachusetts State Department of Public Health’s Population Health Information Tool, and a legislative intern for Senator Maria Cantwell (D-WA). Kavya received her Masters in City Planning from the Massachusetts Institute of Technology and her B.A. in Public Health Studies from The Johns Hopkins University.

George Wilbanks spent over 20 years building the asset and wealth management practice at Russell Reynolds Associates to an industry leading position before founding Wilbanks Partners LLC in 2011. Earlier he had worked with a venture capital and family office business Agtek International, and then The Dreyfus Corporation in business development as Assistant to the Chairman. A graduate of Williams College with a degree in Political Philosophy, he subsequently earned his MBA in Marketing at New York University’s graduate school of business.

In this role, Sue Thompson is responsible for developing and leading the SPDR ETF distribution strategy across all client channels in the Americas, including institutional, intermediary and strategic relationships. 

Prior to joining SSGA in 2018, she was at Thompson Peak Advisory where she was CEO and President of her own consulting firm.

Previously, Sue worked for BlackRock for eight years where she was responsible for growing the iShares Americas franchise with the intermediary and institutional asset manager channels.

J. Womack serves as the Managing Director of Investment Products & Personalization for Independent Advisor Solutions by SEI. In this role, he is responsible for product and service strategy, and oversight of the broad portfolio of investment solutions available through Independent Advisor Solutions by SEI. Prior to joining SEI, J. worked as Head of Investment Strategy and Chief Administrative Officer for Capital Preferences, Ltd., where he was responsible for day-to-day operations and the development of quantitative methods that integrated behavioral finance with investment strategy and financial planning.

J. graduated with a Bachelor of Arts in Economics from the University of Southern California, and an MBA in Finance from The Wharton School at the University of Pennsylvania.

Paul Zettl, Senior Vice President, Global Head of Marketing serves as the Chief Marketing Officer. He has over 25 years of experience in marketing and product management. Prior to joining the firm in 2019, Mr. Zettl’s tenures included roles at T Rowe Price, TD Ameritrade, and Fidelity, where he developed integrated marketing strategies that helped the firms expand client outreach and raise brand awareness. He has extensive expertise in business planning, digital marketing, advertising, public relations and brand management for financial services companies, including retail brokerage, banking, retirement and asset management. Mr. Zettl has a BA from the State University of New York College at Cortland and is based in New York.

Sandy is the Senior Advisor for FS Investments, a leading alternative investment manager. Her responsibilities include managing and directing integration of acquisitions and sub-advisor relationships, as well as collaborating with product development and distribution teams on all channel opportunities and new product creation and launches.

Sandy is the former Head of Managed Investments within the Investment Solutions Group for Bank of America. In this role, Sandy led the delivery of the firm’s investment product offerings across all channels, including Merrill Lynch Wealth Management, Merrill Private Wealth Management, Bank of America Private Bank, Merrill Edge Self-directed and Merrill Guided Investing. Sandy’s responsibilities included product development, management and ongoing governance and investment oversight for domestic and offshore mutual funds, global exchange traded products, separately managed accounts, model portfolio solutions and money market funds. She also led the Diversity & Inclusion Council for the Investment Solutions Group.

Before joining Bank of America Merrill Lynch in March 2015, Sandy was Head of Investment Solutions for Pershing LLC, a BNY Mellon company. In this role she was responsible for delivering the investment product offering for independent broker dealers and RIAs. Prior to that, Sandy was responsible for the product management, oversight, marketing and management of various investment solutions offerings at TD Ameritrade, Morgan Stanley and Merrill Lynch.

Sandy earned a Bachelor’s degree from The College of New Jersey and an MBA from Fairleigh Dickinson University. She is a graduate of the Securities Industry Institute Executive Development Program at The Wharton School of the University of Pennsylvania. Sandy is also a Member of the Board of Directors for Expect Miracles Foundation – Financial Services against Cancer.

George C.W. Gatch is CEO of J.P. Morgan Asset Management. As CEO, Gatch is responsible for the overall Asset Management business, managing $2.3 trillion in assets across equities, fixed income, alternatives, and multi-asset solutions on behalf of institutional, sovereign and retail clients globally, as of yearend 2020. He is also a member of the Operating Committee of JPMorgan Chase & Co.'s Asset & Wealth Management line of business.

Gatch was previously CEO of Asset Management's Global Funds and Global Institutional businesses, and before that led J.P. Morgan's mutual fund complexes in Asia-Pacific, the Americas, and Europe. He joined the firm in 1986.

Gatch serves as Chairman of the Investment Company Institute (ICI). He is also a member of the board of directors of New York's Mohonk Preserve, New York's largest land trust.

Gatch holds a bachelor's degree in political science and economics from Washington University in St. Louis, Missouri.