Delaware Investments competitors

Ellen R. Alemany is chairwoman and chief executive officer of CIT Group and chairwoman and CEO of CIT Bank, N.A., the company’s bank subsidiary. She was named CEO in April 2016, became chairwoman in May 2016 and is leading CIT’s evolution as a leading national bank that empowers businesses and personal savers. Alemany formerly headed The Royal Bank of Scotland (RBS) Americas, the management structure that oversees RBS' businesses in the Americas. She also served as chairman and CEO for RBS Citizens Financial Group, Inc. Prior to RBS, she served as CEO for Global Transaction Services at Citigroup. Alemany held a number of senior positions during her tenure at Citigroup, including executive vice president for Commercial Business and president and CEO of CitiCapital. She also held a number of executive positions in Citigroup's Global Corporate Bank, including customer group executive of North American markets, global industry head of Media and Communications, U.S. industry head of Consumer Products, and customer group executive for the Global Relationship Bank in Europe, based in London. Alemany received her MBA in finance from Fordham University. She serves on the boards of Fidelity National Information Services, Inc., The Center for Discovery, Operation HOPE and the Partnership for New York City. She also serves on the Board of Advisors for the Mayor’s Fund to Advance New York City and the Board of Trustees for The Conference Board.

Jonathan Thomas is a President, Chief Executive Officer at American Century Investments.

Noor Menai is an experienced financial services leader with over 20 years of banking experience. Mr. Menai is currently the President & CEO of CTBC Bank USA, where he oversees U.S. operations including the bank’s Commercial and Industrial, and Commercial Real Estate lending groups. Additionally, he serves as the Deputy Head of International Business. With 14 branches coast to coast in California, New Jersey, and New York, CTBC Bank is one of the first Asian American Banks to operate both in the Eastern and Western United States. A sought-after and frequent speaker on topics that include consumer banking, corporate banking, small business financing and fintech, Mr. Menai has spoken at Financial Times’ Global Banking Summit and the LAEDC Economic Forecast. In 2020, Mr. Menai was honored to be included in the Los Angeles Business Journal’s list of 500 most influential people in LA. Mr. Menai regularly provides industry and market analysis to major media and conferences including Bloomberg TV, The Economist, Financial Times, Los Angeles Times and The New York Times. As a strong advocate for undeserved students, Mr. Menai is a Board Member for the USC Rossier School of Education. Under the leadership of Mr. Menai, CTBC helped USC CAC expand to include 41 advisers in 36 schools in the Greater Los Angeles area.

Chief Executive Officer at Mesirow Financial. -Joined Mesirow Financial in June 2004 as senior managing director of Private Equity -Head of Mesirow Financial's Private Equity division -Member of the Mesirow Financial Private Equity Investment Committee -More than 20 years of experience and a multitude of top-tier private equity relationships in the U.S. and Europe -Previously a partner with Adams Street Partners, where, for more than 11 years, he was active in all aspects of the firm's private equity partnership investment activities -Prior to Adams Street, served as program manager of private investments for the IBM Pension Fund, working on U.S. and European private equity investments

Mr. Garrett is a Managing Director and the Chief Executive Officer of a Wealth Mangement Division of a Financial Services Company. Member of the Advisory Operations Roundtable.Previously, Senior Vice President and Co-Director of Reporting and Operations at Morgan Keegan. His team was responsible for all performance reporting across the firm in addition to leading major technology implementation projects for Wealth Management Services. Since starting with Morgan Keegan in May of 2001 as Head of Operations for Investment Management Consulting Group, Mr. Garrett transitioned the group into a successful operation through implementing strict management control and focusing on technical details. During his tenure this fee-based accounts have grown from $1.3 billion under management to $9 billion and his group is producing financial performance reports for all clients with in the Private Client Group. His team implemented a system to provide daily time and dollar weighted performance reports for all retail accounts at the firm. In 2006 and 2007 he served on the IDEA Project Committee representing the technology needs of Wealth Management Services. In 2003 he served as the Chairman of the Operations Consulting Roundtable, an industry group of his peers from regional financial firms. From 2001 to 2002 He has served on the Morgan Keegan Technology Committee with the President of the Morgan Keegan and the President of the Private Client Group.Specialties: Operations manangement, Fee based programs, Client performance reporting, PCG technology implementation projects, Security APL, Caliper, Advent Axys, Advent APX, Greenhill GHPerf, AgencyWorks, Investment proposal system, Fee based billing, UMA, Broker Desktop, Planning calulators, Cornerstone E-Learning, Institutional Consulting Group, SQL Sever, Oracle, Informix, Trust services, Microsoft Dynamics

John S. Koudounis is an American business executive who currently serves as president and chief executive officer for Calamos Investments. Previously he was the president and chief executive officer for Mizuho Securities USA Inc., a subsidiary of Japanese banking holding company Mizuho Financial Group He is a regular commentator for television and financial news programs including Fox Business, CNBC, CNN, Bloomberg, and others. At 44 years of age, Koudounis was the youngest CEO of any Wall Street firm when he was appointed in 2010.

Tom Faust is chairman of the board, chief executive officer and president of Eaton Vance Corp. Tom joined Eaton Vance in 1985 as an equity research analyst and also served as a portfolio manager, director of equity research and management, and chief equity investment officer during his 16 years in the firm’s equity group. In November 2001, Tom assumed leadership of all investment functions at Eaton Vance with his appointment as chief investment officer. He was elected a vice president of Eaton Vance in 1987, executive vice president in 2000 and president in 2006. He became chairman and CEO on November 1, 2007. Prior to joining Eaton Vance, Tom was a research engineer with International Paper Company. Tom earned B.S. degrees in mechanical engineering and economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. He is a CFA charterholder and a member of the board of governors of the Investment Company Institute. He is a native of Helena, Arkansas.

Martin L. Flanagan is president and CEO of Invesco, a position he has held since August 2005. He is also a member of the board of directors of Invesco and serves as a trustee and vice chairman of the Invesco Funds. Mr. Flanagan joined Invesco from Franklin Resources, Inc., where he was president and co-chief executive officer from January 2004 to July 2005. Previously he had been Franklin’s copresident from May 2003 to January 2004, chief operating officer and chief financial officer from November 1999 to May 2003, and senior vice president and chief financial officer from 1993 until November 1999. Mr. Flanagan served as director, executive vice president and chief operating officer of Templeton, Galbraith & Hansberger, Ltd. before its acquisition by Franklin in 1992. Before joining Templeton in 1983, he worked with Arthur Andersen & Co. Mr. Flanagan earned a BA degree and a BBA from Southern Methodist University (SMU). He is a Chartered Financial Analyst® (CFA) charterholder and a Certified Public Accountant (CPA). He serves on the Board of Governors and as a member of the Executive Committee for the Investment Company Institute, and is a former chairman. He serves as a member of the Executive Board at the SMU Cox School of Business and is involved with a number of civic activities in Atlanta. He also serves as chairman of Engage Ventures, an independent venture fund and platform based in Atlanta, and is 2020 chair-elect of the Metro Atlanta Chamber.For disclosure, visit invesco.com/socialmedia.