John Hancock Investment Management CEO and leadership

Over 30 years of broad based experience in accounting, mutual fund administration, asset management operations and transfer agency. Experience in open and closed end funds, ETF’s, and off-shore UCIT’s funds.

Became certified as a public accountant (CPA) and management accountant (CMA) while working at Coopers & Lybrand LLP where I spent 13 years in a variety of roles within the business assurance group. Concentration within asset management/mutual fund clients in the Boston and Baltimore offices of the firm servicing significant client relationships. Was selected as the National In-Control Services Coordinator-Investment Companies providing expertise on internal control and risk management practices to all of the firm’s mutual fund clients. I also specialized in external examinations of registered transfer agents.

Department leader of the full service internal Fund Accounting department and later, Treasurer's Office, providing fund administration type services for the Scudder/DWS funds. Was elected Treasurer/CFO of Scudder/Deutsche Bank Funds.

Gained experience in launching complex mutual fund strategies, derivatives and collateral management, and in the philosophy and framework for Vendor Management while at Goldman Sachs Asset Management . Responsible for fund administration type services for the Goldman Sachs Mutual and Commingled Trust Funds.

Extremely active in industry committees (ICI and NICSA) throughout career.

Currently on the Board of Advisors for Bentley University.

Specialties: Leading large teams, internal control and risk management, mutual fund operations, organizational structure and development, security valuation, security lending, accounting for commingled investment pools, particularly registered investment companies, and project management.

Visioning and creative thinking are my passion in bringing long term value to funds shareholders and to the business.

Experienced asset management executive who is focused on growing profitable businesses, delivering quality legal services and managing legal and regulatory risks. Some of the areas specialized in include asset management, mutual funds, corporate governance, securities, investment advisers, broker-dealer regulations, asset management mergers and acquisitions, strategy and planning and product development.

Emily Roland is a Co-Chief Investment Strategist at JOHN HANCOCK INVESTMENT MANAGEMENT LLC, Head of Capital Markets Research at JOHN HANCOCK INVESTMENT MANAGEMENT LLC, and Head of Investment Research at JOHN HANCOCK INVESTMENT MANAGEMENT LLC and is based in Boston, Massachusetts. She has worked as Trading Floor at Boston Stock Exchange. Emily studied at James Madison University - JMU between 1996 and 2000 and Boston College between 2002 and 2004.

Jim Interrante, CIA, CISA, CRMA is a Chief Compliance Officer - SEC Registered Separate Accounts at John Hancock and Assistant Chief Compliance Officer, Mutual Funds & Advisers at JOHN HANCOCK INVESTMENT MANAGEMENT LLC and is based in Boston, Massachusetts. He has worked as Senior Internal Auditor at Boston Financial Data Services, Senior Quality Analyst at Amundi Pioneer, and Compliance Director - SEC Rule 38a-1 at JOHN HANCOCK INVESTMENT MANAGEMENT LLC. Jim studied at Thomas College.

Jordyn Trifilo is an Executive Assistant to the Chief Financial Officer at JOHN HANCOCK INVESTMENT MANAGEMENT LLC and is based in Greater Boston Area. She has worked as Legal Secretary at JAILE TRIFILO LLC; Administrative Assistant/ Project Manager at TUFTS MEDICAL CENTER; and Compliance Systens Coordinator, Global Compliance at John Hancock. Jordyn studied at Assumption College between 2008 and 2012.

Over 30 years of broad based experience in accounting, mutual fund administration, asset management operations and transfer agency. Experience in open and closed end funds, ETF’s, and off-shore UCIT’s funds.

Became certified as a public accountant (CPA) and management accountant (CMA) while working at Coopers & Lybrand LLP where I spent 13 years in a variety of roles within the business assurance group. Concentration within asset management/mutual fund clients in the Boston and Baltimore offices of the firm servicing significant client relationships. Was selected as the National In-Control Services Coordinator-Investment Companies providing expertise on internal control and risk management practices to all of the firm’s mutual fund clients. I also specialized in external examinations of registered transfer agents.

Department leader of the full service internal Fund Accounting department and later, Treasurer's Office, providing fund administration type services for the Scudder/DWS funds. Was elected Treasurer/CFO of Scudder/Deutsche Bank Funds.

Gained experience in launching complex mutual fund strategies, derivatives and collateral management, and in the philosophy and framework for Vendor Management while at Goldman Sachs Asset Management . Responsible for fund administration type services for the Goldman Sachs Mutual and Commingled Trust Funds.

Extremely active in industry committees (ICI and NICSA) throughout career.

Currently on the Board of Advisors for Bentley University.

Specialties: Leading large teams, internal control and risk management, mutual fund operations, organizational structure and development, security valuation, security lending, accounting for commingled investment pools, particularly registered investment companies, and project management.

Visioning and creative thinking are my passion in bringing long term value to funds shareholders and to the business.