The 18th Annual Competitive Challenges Conference
September 29 & 30, 2021 |  Virtual Format

2019 Speakers

Keynote Speakers

Brian Casey

President and Chief Executive Officer
Westwood Management

Mr. Casey joined Westwood in 1992 as a Vice President and was appointed President and Chief Executive Officer of Westwood Trust in 1996. In 2001, he was named President and Chief Operating Officer of Westwood Management Corp., and in 2002 he led the spin-off to form Westwood Holdings Group, Inc. In 2005, Mr. Casey was named President and Chief Executive Officer of Westwood Holdings Group, Inc., a company that trades on the NYSE. During his tenure, Mr. Casey led the acquisition of Woodway Financial Advisors in Houston. He also led the creation of Westwood International Advisors in Toronto and the Global Convertible team in our Boston office.

Mr. Casey earned an MBA from the University of Texas at Dallas, a BS in Finance from Trinity University and is a graduate of the Securities Industry Association’s Institute at the Wharton School, University of Pennsylvania.

Mr. Casey volunteered with the Big Brothers Big Sisters Program of Metropolitan Dallas for 16 years. He currently serves on the Tartan Board of Directors, a group devoted to fundraising for the Texas Scottish Rite Hospital for Children, and he is an active supporter of Habitat for Humanity as a volunteer and home sponsor. Mr. Casey is a board member of the Baylor Health Care System Foundation and also serves on the Board of Trustees of the Cooper Institute, an organization that is dedicated to scientific research in the field of preventive medicine.

Read More +

Mark McCombe

Chief Client Officer

Mark McCombe, Senior Managing Director, is the Chief Client Officer of BlackRock overseeing all Global client segments. In addition to these responsibilities he is also accountable for driving growth in BlackRock's client businesses in the U.S. and Canada. Mr. McCombe also serves as Co-Head of Global Client Portfolio Solutions helping clients take a holistic approach to portfolio construction and asset allocation.

Mr. McCombe is a member of BlackRock's Global Executive Committee (GEC), the GEC's Talent Subcommittee, and chairs the Global Client Council as well as the U.S. and Canada Executive Committee. He previously served as the Chair and Global Head of BlackRock Alternative Investors, Global Head of BlackRock's Institutional Client Business, and as Chairman of BlackRock's Asia Pacific region.

Mr. McCombe is also one of the Global Executive Sponsors for the Out and Allies network, the Ability Network and a founder of the LEAD program within BlackRock helping grow and mentor top talent within the firm.

Mr. McCombe has had an international career in finance spanning more than 20 years across 11 different countries. Before joining BlackRock, he served as Chief Executive Officer in Hong Kong for HSBC. He was also a Non-Executive Director of Hang Seng Bank Ltd. and Chairman of HSBC Global Asset Management (HK) Ltd. Prior to that, he was based in London where he was Chief Executive of HSBC Global Asset Management.

During his career, Mr. McCombe has served on a number of finance industry bodies including the Risk Management Committee of the Hong Kong Exchanges and Clearing Limited, the Banking Advisory Committee for the Hong Kong Monetary Authority, the Hong Kong Association of Banks, and as a council member of the Financial Services Development Council (FSDC), an advisory body established by the Hong Kong Special Administrative Region.

Mr. McCombe earned an MA degree from Aberdeen University and attended Wharton Business School, where he completed the Advanced Management Program. He was also recognized in the Queen's New Year Honours List in 2006 with an OBE.

Read More +

Jennifer Murphy

Chief Operating Officer
Western Asset Management Company

Jennifer Murphy, CFA is Chief Operating Officer of Western Asset Management, a global fixed-income investment firm with over $400 billion in assets under management. She is also CEO, President and a Director of Western Asset Mortgage Capital Corporation, a publicly traded mortgage REIT (sym: WMC). Ms. Murphy is a member of the Board of Governors of the Investment Adviser Association and the Advisory Board of Governors of NAREIT. Previously, she worked at Western Asset’s parent company, Legg Mason (sym: LM), as Chief Administrative Officer and as President and CEO of Legg Mason Capital Management.

Ms. Murphy has an MBA from the Wharton School at the University of Pennsylvania, where she was a Palmer Scholar, and a Bachelor of Arts in Economics from Brown University. She serves on Brown’s Presidential Advisory Council on Economics. She also holds the Chartered Financial Analyst (CFA) designation.

Read More +

Shundrawn Thomas

President of Asset Management
Northern Trust Asset Management

Shundrawn A. Thomas serves as the President of Asset Management. In his previous role as Executive Vice President, Head of Funds and Managed Accounts Group he was responsible for the development, management and distribution of the firm's mutual funds, institutional mutual funds and exchange-traded funds as well as related business activities. He also oversaw the Managed Accounts practice which provides investment advisory solutions to existing clients and financial intermediaries. His broad executive responsibilities involved developing long-term strategy, executing operating plans, managing client and vendor relationships and developing and retaining talented professionals.

Previously, Shundrawn served as President and Chief Executive of Northern Trust Securities, Inc. a wholly owned subsidiary of Northern Trust Corporation. In addition to his general management responsibilities, he was responsible for overseeing financial management and working with regulators including FINRA and the Securities and Exchange Commission. He also 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 M.B.A. 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 the FINRA series 7, 63 and 24 securities licenses.

Shundrawn currently serves as a trustee for Wheaton College and as a board director of the Florida A & M University Foundation. Shundrawn is a member of the Economic Club of Chicago. His civic involvement has afforded him the opportunity to speak and lecture nationally on topics including leadership, strategy, investment management and professional development.

Read More +


Charles Burbridge

Executive Director
Chicago Teachers' Pension Fund

Charles A. Burbridge joined the Chicago Teachers’ Pension Fund (CTPF) as Executive Director in March 2015, where he oversees the operations and investments of the Fund’s $11.1 billion in assets. Burbridge began his public service career at the Illinois Economic and Fiscal Commission where he rose to Chief Economist before joining Cook County as Deputy Chief Financial Officer.

He later worked for the Chicago Public Schools as Deputy Chief Fiscal Officer, then directed local government management assurance services for KPMG. Burbridge returned to public service as the Deputy Chief Financial Officer at the Los Angeles Unified School District where he was promoted to Chief Financial Officer and then moved to the Atlanta Public Schools before joining CTPF. Burbridge earned his bachelor's and master’s degrees in Economics from the University of Illinois. An active volunteer, he serves on the board of the Source for Learning, an organization that provides resources for teachers and students from pre-K through high school.

Read More +

Kevin Charleston

President, Chief Executive Officer
Loomis, Sayles & Company

Kevin Charleston is chairman of the Board of Directors at Loomis, Sayles & Company. He is also chief executive officer and president. Kevin began his investment industry career in 1988 and joined Loomis Sayles in 2000. He was previously chief financial officer and was named president in 2014 and then chief executive officer in 2015.

Prior to Loomis Sayles, Kevin was manager of financial operations at Nvest Companies, L.P., where he was responsible for all management and public reporting. He joined Nvest Companies as a senior financial analyst in 1993, was appointed assistant treasurer and manager of financial planning in 1995, and promoted to senior vice president and treasurer in 1996. During his tenure at Nvest he played an important role in the firm’s acquisition activities, the design of affiliate compensation plans, and the review of affiliate business plans. Kevin began his career at The Boston Company, first as a senior financial analyst and later as manager of the financial planning. He earned a BA from Trinity College and an MBA from Boston University.

Read More +

Steven Eisenberg

Senior Managing Director & Global Head of Institutions

Steve Eisenberg is head of the firm’s Institutional business, a position he assumed in 2018. In this role, he is responsible for setting strategy for regions, client segments, products, pricing, and marketing and client engagement. He also oversees and develops the firm’s sales, consultant relations and request-for-proposal professionals, works with the firm’s investment team leaders on client opportunities and challenges, and makes resource decisions for a business unit with $250 billion in assets under management globally. Prior to this role, Eisenberg served for one year as the global practice leader for the Institutional business.

He also served as the Chief Operating Officer for the firm’s “Client Group” from 2010–2018. In that role, he managed the day-to-day operations of the firm’s Institutional and Retail businesses. Eisenberg’s responsibilities included: establishing global strategic priorities and goals; managing organizational structure and strategy; overseeing resource allocation and compensation decisions; leading all personnel matters including talent development and employee engagement initiatives; directing the group’s technology, operations and legal support; and managing the overall P&L of the business.

During his career at AB, Eisenberg has held a number of global leadership positions, including overseeing Institutional Client Service and Request-for-Proposal teams for over 10 years, Marketing and Product Management for seven years, and Product Strategy and Development for two years. During part of this time, he worked in the firm’s Tokyo office, developing a robust institutional client-service infrastructure, appointing and developing a leadership team, and recruiting talent. Earlier in his career, Eisenberg oversaw client-service teams and directly serviced Institutional clients in North America. He also worked in business-analyst and project-management capacities, with responsibility for developing sales and client service systems and processes.

Eisenberg joined the firm in 1997. He serves as a member of the Board of Director’s for the firm’s corporate entities in Australia, Hong Kong, Luxembourg, Japan, Singapore and Taiwan. He holds a BA in English from the University of Delaware and an MBA in Management and Marketing from New York University’s Leonard N. Stern School of Business. Location: New York

Read More +

Emma Friend

Senior Marketing Initiative Manager
Capital Group

Emma Friend is a senior marketing initiative manager at Capital Group, responsible for both the Institutional Client POD and the Institutional Enterprise Content POD. She has 19 years of industry experience and has been with Capital Group for three years. Earlier in her career at Capital, she was responsible for the institutional client marketing strategy in Europe, as well as brand and creative direction across Europe and Asia.

Prior to joining Capital, Emma worked as head of content and strategic marketing at Lombard Odier Investment Managers. Before that, she held senior marketing and client experience positions at Goldman Sachs Asset Management, Fidelity International and HSBC Bank. She holds a master's degree in social and political science from Trinity College, University of Cambridge. Emma is based in Los Angeles.

Read More +

Erich Gerth

Chief Executive Officer
BlueBay Asset Management

Chief Executive Officer, executive member of the Board of BlueBay Asset Management, member of the RBC GAM and European Executive Committees (Parent Company). BlueBay is a London headquartered active fixed income specialist with USD60 billion in assets under management. The firm manages assets across the sovereign-corporate global fixed income spectrum, developed and emerging markets, and manages both traditional and alternative strategies in pooled, segregated and closed end structures to meet its client’s requirements.

Prior to BlueBay, Erich was Chief Executive of APAC, Head of Global Business Development and member of the Executive Committee of London based Aviva Investors. Erich has over 30 years’ experience in financial services and over 15 years managing global businesses, working across institutional and wholesale markets in both traditional and alternative asset classes. Erich has an MBA from the University of California, Los Angeles, and an MBA (Asia Focus) from the National University of Singapore.

Read More +

Laura Glick

Chief Investment Officer
The Spencer Foundation

Laura Glick is the Chief Investment Officer at the Spencer Foundation in Chicago, IL. Prior to joining Spencer, she held senior and executive level private banking roles at firms including Goldman Sachs, JPMorgan and Wells Fargo, in both Chicago and New York City.

Laura serves on the Board of Directors for Bell Xcel, the Winnetka Public Schools Foundation, the Auxiliary Board of the University of Chicago Cancer Research Foundation and the Women’s Board at the Alder Planetarium. She is an alumna of the University of Michigan, where she earned an MBA and both a BSE and MSE in Industrial Engineering.

Read More +

Hyde Hsu

Director – Investments
Willis Towers Watson

Hyde is a Director at Willis Towers Watson, with a focus on long-only equity investment manager due diligence. Prior to her current role in manager research, she was a member of the client consulting team and assisted clients with investment oversight, investment manager selection, development of investment policies, manager and asset class structure, as well as asset/liability modeling. She has been with the firm since 1998 when she joined as an actuarial analyst.

Hyde is a Fellow of the Society of Actuaries, a Chartered Financial Analyst (CFA) charter holder and a member of the New York Society of Security Analysts. Hyde received her M.S. in Actuarial Science from Boston University and her B.A. in Economics and Mathematics (magna cum laude) from Wellesley College.

Read More +

Shawn Lytle

Global Head (MIM), President (Delaware Funds), U.S. Country Head (Macquarie Group)
Macquarie Investment Management

Shawn K. Lytle is global head of Macquarie Investment Management (MIM). In this role, he is responsible for leading all aspects of the MIM business, which includes oversight of the firm’s multiboutique investment teams; client and distribution areas; more than 900 employees globally; and $US250 billion of assets under management.

Prior to taking on this role in January 2019, he was deputy global head of MIM, responsible for leading the Americas business. Lytle serves as president of Delaware Funds by Macquarie. In addition, he is US country head for Macquarie Group, which involves chairing the region’s US Management Committee and also representing the US on Macquarie Group’s Management Committee. Prior to joining Macquarie in June 2015 as president of Delaware Investments, he held several management roles at UBS Asset Management where he worked for 13 years. He was regional head of the Americas for five years, based in Chicago and New York. Before that, Lytle worked in London in various investment roles within UBS Asset Management’s equity group, including deputy global head of equities. Before joining UBS in 2002 as a global equities portfolio manager, he worked for JPMorgan Asset Management for 10 years in a variety of roles in London and New York, including global equities client portfolio manager and US mutual fund sales.

He received a bachelor’s degree in marketing from The McDonough School of Business at Georgetown University. Lytle is on the board of directors for the National Association of Securities Professionals (NASP) and the Sustainability Accounting Standards Board (SASB), and he is a member of the board of governors for the Investment Company Institute (ICI).

Read More +

Ken Poliziani

Chief Marketing Officer

Ken Poliziani is the Chief Marketing Officer for PGIM, the global investment management businesses of Prudential Financial, Inc. Ken is responsible for building on the strength and reputation of the overall PGIM brand as the company continues its global growth. Ken will be showcasing PGIM’s deep expertise across a range of public and private asset classes through paid media, conferences and sponsorships, client-centric thought leadership, digital and social media.

Ken joined PGIM from J.P. Morgan Asset Management, where he was most recently Chief Marketing Officer of the Institutional and Retirement businesses for the Americas. He was responsible for developing the overall marketing strategy for J.P. Morgan’s institutional asset management business, including launching the Center to Investment of Excellence, an investors education hub.

Earlier in his career, Ken held several marketing, sales and consulting roles at J.P. Morgan Chase and Mellon Bank. He earned his B.S. in finance and marketing from Pennsylvania State University.

Read More +

Paige Scott

Senior Partner
Kingsley Gate Partners

Paige Scott is a Senior Partner and Leader of the Asset Management Practice at Kingsley Gate Partners. She was most recently Managing Director and Head of the U.S. Asset Management Practice and member of the U.S. Executive Committee of a global financial services retained search firm. Over a career that spans over two decades, Paige has had leading roles in building out the U.S. Asset Management Practice of Sextant Search Partners and served as a Senior Client Partner in the Asset Management Practice at Korn/Ferry International. She infuses this experience with our state of the art scientific, cloud based tools to assess candidates to ensure the executives that she places have the best holistic fit with her clients.

Paige has placed countless investment professionals spanning CEO’s, CIO’s, PM’s, Senior Analysts (multiple asset classes); Heads of Distribution across institutional, retirement, sub-advisory and intermediary channels, Strategic Relationship Leaders; strategic & digital marketing experts; solutions and product experts throughout North America. When using our Synchronous Fit® framework, she utilizes relevant data from hundreds of these searches to ensure success. She is considered a thought leader on topics such as compensation structure and design and is a regular speaker at the European Institutional Investor Institute; The Global Fixed Income Forum and the European Institute. She was an organizing member of 100 Women in Finance, Boston and serves on the Advisory Council of 100 Women in Finance.

Paige earned a bachelor’s degree in French Literature from Wheaton College in Norton, Massachusetts. In addition to serving on the Advisory Council of 100 Women in Finance; Paige currently serves as President of the PRT at San Carlos Learning Center; California’s first established Charter School. Paige is based out of our San Francisco location.

Read More +

Cindy Sealey

Cutter Associates

At Cutter Associates, Cindy Sealey leads the Client Facing consulting practice which focuses on sales & distribution, marketing, product development, consultant relations, client service, client reporting and advisor support functions. She and her team help firms improve their client experience, transform digitally, handle growth in assets, and scale their business. They are called upon to help clients assess their current state versus peers and best practices, design new target operating models, conduct vendor search and selections, and implement new processes, systems, and data structures. Her team has extensive experience with CRM systems, lead generation processes, marketing automation, social media, RFP completion, sales & marketing analytics, factsheet generation, preparing pitchbooks, sales enablement, client onboarding, client reporting, client account reviews, completing due diligence questionnaires, designing client websites/portals/mobile apps and mastering client, account, and product data.

Prior to joining Cutter Associates in 2009, Cindy served as VP and Head of Operations for a division of Guggenheim Investments, where she led mutual fund accounting and administration; institutional accounting, billing, and client reporting; SMA operations, performance reporting (GIPS); fixed income performance, attribution and risk reporting; fixed income investment team support, insurance reporting, asset management technology, and equity and fixed income trade settlement. As VP and Head of Equities, Cindy led the investment team and supervised equity trading activities. Cindy also spent ten years as a Senior Portfolio Manager. She managed over $500 million in AUM using social awareness, large cap growth, and mid-cap growth investment strategies. Cindy holds a B.B.A. from Washburn University and the Chartered Financial Analyst designation.

Read More +

Ainslie Simmonds

EVP, Head of Digital

Ms. Simmonds is an executive vice president for digital solutions on the U.S. global wealth management team. Prior to joining PIMCO in 2018, she helped build and successfully exited two financial technology startups: thinkorswim, a high-frequency options trading brokerage that was sold to TD Ameritrade, and LearnVest, a digital financial advice platform that was sold to Northwestern Mutual.

Previously, she worked in the consumer products field at Coors/Molson and Campbell Soup Company. She holds an MBA from Harvard University and an undergraduate degree from the University of Western Ontario, Canada.

Read More +

Colleen Smiley

Principal, Investment Operations Manager
Meketa Investment Group

Ms. Smiley joined Meketa Investment Group in 2011. A Principal of the firm, Ms. Smiley manages the investment operations team, which includes oversight of investment analytics, performance reporting, and administrative teams. Ms. Smiley is the chair of the ESG Investing Committee, a member of the Marketable Securities Investment Committee and Corporate Responsibility Committee, and was previously the Assistant Director of Public Markets Manager Research.

Prior to joining the firm, Ms. Smiley worked at Brandes Investment Partners, L.P. in the institutional client portfolio management group, and in client service and operations at Standard Pacific Capital, a San Francisco-based hedge fund.

Ms. Smiley earned an MBA from the University of San Diego with a concentration in Finance. She holds an undergraduate degree in Business Administration from California Polytechnic State University, San Luis Obispo.

Read More +

Dune Thorne

Head of Client Experience; Head of the Northeast
Brown Advisory

Dune Thorne is a Partner at Brown Advisory where she serves on the firm’s Executive Committee and is Head of Client Experience and Head of the Northeast. Brown Advisory manages over $70B for institutions and families from eight offices globally, focusing on being a thoughtful investment partner by leading asset allocation, investment research and manager search and selection. Her work has evolved to focus on sustainable investing, diversity and inclusion and the intersection between investing and philanthropy.

In 2010 she founded Invest in Girls a non-profit focused on financial literacy for high-school girls that now works with over 4,000 girls in private, public and charter schools across the country and is continuing to grow and expand.

Ms. Thorne has published articles in Financial Planning and and has been quoted in the Financial Times, American Banker, Wall Street Journal, New York Times, Family Wealth Report, Investment News, Bloomberg, Private Asset Management and in the book “Women and Philanthropy.” She was honored as a one of the 2013 World Economic Forum’s Young Global Leaders and serves on the Sustainable Investing task force for the WEF. She was also honored as one of the Top 50 Women in Wealth by AdvisorOne in 2011 and was a recipient of Boston Business Journal's Emerging Leader Award in 2011.

Ms. Thorne is the founder and Chairwoman of the Board of Invest in Girls and a member of the Golden Seeds LP Advisory Committee. She is a Trustee and Member of the Investment Committee for Milton Academy, is Trustee and Chair of the Investment Committee for the deCordova Sculpture Park & Museum and is on the Executive Committee for the Commercial Club of Boston. She is also a member of Tiger 21, The Belizean Grove, The Boston College Chief Executives Club and Women Moving Millions.

Ms. Thorne earned her BA at Dartmouth and her MBA from Harvard Business School where she completed independent studies on women and investing. She is a CERTIFIED WEALTH STRATEGIST® (CWS®) professional and a Certified Trust and Financial Advisor (CTFA). She is also a graduate of the Boston Center for Community & Justice Lead Boston Program and the Global Leadership and Public Policy for the 21st Century at the Harvard Kennedy School.

Ms. Thorne has three children and her personal passions are skiing, running, traveling and being outside and active with her family.

Read More +

Stephen Tisdalle

Chief Marketing Officer
State Street Global Advisors

Mr. Stephen Tisdalle is Chief Marketing Officer of State Street Global Advisors, the third largest asset manager in the world, with $2.7 trillion in assets under management. He is responsible for brand and advertising, digital strategy, institutional and intermediary channel marketing, internal communications and social media. Stephen is also a member of the Executive Management Group, the company’s most senior strategy and policy-making team.

Stephen and his Marketing team are recognized for their award-winning campaigns that highlight the relevance and investment philosophy of State Street Global Advisors. He pioneered and led the Fearless Girl campaign that has helped raise awareness around the globe of the power and potential of women in leadership, as well as the connection between increasing gender diversity on boards and long-term company performance.

Stephen has won numerous industry accolades and awards, including four Grand Prix top honors at the Cannes Lions Festival of Creativity, Advertiser of the Year at the Clio Awards, Best in Show and the CMO Pencil from the One Show Awards, the Grand Effie awards for both Most Effective Brand and Most Effective Marketer, as well as Individual Marketer of the Year from the ANA.

Prior to joining State Street Global Advisors, Stephen served as Senior Vice President and Head of Marketing for OppenheimerFunds, Inc. and its subsidiary OFI Global. He was responsible for promoting the firm’s thought leadership and investment strategies across Retail, HNW and Institutional channels within Brand Advertising, Corporate Communications and PR, Digital Strategy, Creative Services and Integrated Channel Marketing.

Stephen has a broad range of experience in various senior leadership roles in brand and advertising at both Ogilvy and Saffron Brand Consultants. He also has a deep bench of business strategy and change management experience from his senior manager roles at IBM and PwC Consulting, in both the US and the UK.

Stephen earned his M.A. in History from the University of California, Los Angeles and his B.A. (Hons) in History from the University of British Columbia. He and his wife have two sons and reside in Boston.

Read More +

Sylvia Toense

Head of Global Brand Marketing
T. Rowe Price

Sylvia Toense is the head of global brand marketing at T. Rowe Price where she has leadership accountability for enterprise brand strategy and management, advertising and social media, the firm’s retirement brand strategy, as well as investment public relations. Sylvia is a member of the firm’s Global Distribution Executive Committee and also the chair of the Marketing Leadership Team, T. Rowe Price’s governing body across all of the firm’s marketing teams. Prior to joining the firm in 2007, Sylvia held various marketing roles at Legg Mason, including director of marketing for the private client business and director of corporate marketing. Previously, she held marketing and investor relations positions at Dynex Financial, as well as the Nasdaq Stock Market.

Sylvia holds a degree in Communications from the University of Texas at Austin and a master’s degree in Business from Johns Hopkins University. She currently serves on the board of the World Trade Center Institute in Baltimore.

Read More +

Jonathan York

Chief Architect & Head of Product
Bridgewater Associates

Jonathan York joined Bridgewater in the spring of 2013 to help lead the business and technology transformation in Client Service. Jonathan serves as both the senior technical architect and a head of product responsible for driving change across the most important and historically intractable problems that the department faces.

For the last few years he has been focused on harnessing digital technology to better enable our client relationships, starting with the standing up a new analytical platform known as the Risk Budget Tool which is used by our analysts, advisors, as well as our clients to model and analyze their situations. Today Jonathan is focused on using new digital experiences including rich media, podcasts, interactive documents, and tailored products to better connect clients with Bridgewater content.

Prior to joining Bridgewater Jonathan was the CTO for McGraw Hill Financial (formerly S&P CapIQ) where he was responsible for more than fifty enterprise data and analytics products used by the world’s largest financial institutions. Before that he spent 15 years building risk management solutions at several FinTech and consulting companies including, Fidelity Brokerage Services, IBM UK, and Oliver Wyman & Company. In 2000 Jonathan started a banking risk analytics company called ERisk which was sold to SunGard in 2005, subsequently Jonathan joined SunGard as a senior vice president. Jonathan holds an MA in Physics from the University of Oxford.

Read More +

Dave Zellner

Chief Investment Officer
Wespath Benefits and Investments

Dave has been with Wespath since 1997 and he manages Wespath’s Investments Division, comprised of Investment Management, Investment Services and Sustainable Investment Services. Former employers include Shell Oil Company, where he managed equity portfolios for Shell’s retirement plans and Investment Research Company (an investment management firm) where he was a portfolio manager and responsible for managing the firm’s investment operations.

Dave helped co-author and was an original signatory on behalf of Wespath to the Principles for Responsible Investment. He received a bachelor's degree in Finance from Louisiana State University and his MBA from the University of Houston.

Read More +