Paul is a member of Manulife’s executive leadership team and is the head of global wealth and asset management. In this role, Paul has direct oversight over our wealth and asset management business, including retirement, retail, and asset management solutions offered worldwide. He’s accountable for creating stronger global alignment by bringing these areas together into one single global organization. Prior to his current role, Paul served as general manager of individual wealth management and insurance for the firm’s Canadian division, overseeing Manulife Investments, Manulife Securities, Manulife Private Wealth, and Manulife Insurance. In this role, he was responsible for delivering industry-leading advice and investment and insurance solutions to Canadians. He joined Manulife in 1993 and has held a variety of roles of increasing responsibility throughout the firm’s Canadian operations. In 2022, he became a non-independent trustee of the board of the John Hancock Group of Funds, which oversees the U.S. retail fund business of Manulife Investment Management. Paul is a Fellow of the Canadian Institute of Actuaries.

• Education: B.Math., Mathematics, University of Waterloo
• Joined the company: 1993       
• Began career: 1993

Andrew is responsible for the firm’s global retail business within global wealth and asset management. Based in Boston, he collaborates with regional heads to ensure that the retail strategy reflects the nuances of local markets while focusing on expanding global distribution relationships and increasing global efficiency. He’s accountable for ensuring that the firm is well positioned to meet the growing needs of individual investors through a product development pipeline strengthened by investment teams in 19 markets, as well as one of the largest subadvisor platforms in the world, overseen by a global manager research team. He’s also a non-independent trustee and president of the board of the John Hancock Group of Funds, which oversees the U.S. retail brand of Manulife Investment Management. Prior to his current role, Andrew  held multiple leadership positions with the firm, including head of wealth and asset management, United States and Europe, and president and CEO, John Hancock Investment Management. Beginning in 2012, he led all aspects of John Hancock Investment Management’s business, from investments, sales, marketing, finance, and product development to operations and technology. Prior to that, he held a variety of leadership positions at John Hancock with increasing responsibility.

• Education: M.S., Finance, Northeastern University; B.S., Business Administration, Boston University
• Joined the company: 1993   
• Began career: 1993

As chief marketing officer, Sarah is responsible for marketing strategy, brand management, innovation, digital, and analytics for Manulife’s global wealth and asset management business. She drives global coordination and alignment on the firm’s customer experience transformation across retail, retirement, and institutional asset management channels. As the global chief sustainability officer, Sarah is responsible for leading the ongoing development and execution of Manulife’s sustainability, community investment, and sponsorship strategy, and she also oversees Manulife’s environmental, social, and governance reporting and disclosures. Prior to joining the firm, Sarah was national director of risk advisory and strategy consulting at Deloitte Canada. Previously, she worked for Hitachi as the senior lead of the global social innovation business based in Japan.

• Education: Ph.D., Sustainability and Corporate Responsibility, University of Technology, Sydney (Australia); M. Management, Bond University (Australia); B.S., Western University (Canada)
• Joined the company: 2020
• Began career: 2010

Colin is the global chief investment officer, public markets, located in the firm’s London office. In this role, he leads the public markets investment team and is responsible for all aspects of public markets investment processes and the investment performance of its equity, fixed-income, and solutions-oriented strategies. Colin is also responsible for the development and implementation of the firm’s investment philosophy, risk management approach, and environmental, social, and governance integration.

Colin joined Manulife Investment Management from Aviva Investors, where he worked for the past 13 years, most recently as chief investment officer, liquid markets. Other roles he held at Aviva include CIO, credit, head of global investment-grade credit, and credit fund manager; prior to that, he worked at Aegon Asset Management and Charles Stanley. Colin holds the Chartered Financial Analyst designation.

• Education: LL.B., Law, University of Edinburgh; IB, Economics, Geography, and English, United World College of the Atlantic
• Joined the company: 2023
• Began career: 2002

Anne is the global head of private markets, based in New York City. In this role, she’s responsible for the strategy, business development, and growth of Manulife Investment Management’s private markets business, which includes real estate, infrastructure, timber, agriculture, private equity, and credit. She also leads the private markets investment teams, bringing together the chief investment officers from each asset class in the business and working closely with the global product group to drive private markets product innovation across the institutional, retail, and retirement channels.

Anne joined Manulife Investment Management from BlackRock, where she spent nine years in increasingly senior roles, most recently as global head of infrastructure and real estate. Previously, she was co-head and chief operating officer for the Morgan Stanley infrastructure platform and, prior to that, she was a director at Macquarie Bank in both Melbourne and New York. 

• Education: M.S., Applied Finance, Macquarie University (Australia); B.Ec., LL.M. (Honors), Monash University (Australia)
• Joined the company: 2024
• Began career: 1994

Aimee is accountable for the strategy, growth, and overall financials of the firm’s retirement business around the globe. While aligning overall strategy with the nuances of local markets, she drives the efficiencies, best practices, and collaboration enabled by the firm’s global scale. Before joining Manulife Investment Management, Aimee served as chief commercial officer and a member of the executive leadership team at Jackson Financial, leading its sales, marketing, and product organizations to deliver growth. Prior to that, she was president and head of retirement plan services for T. Rowe Price. She also spent several years in leadership roles at Bank of America and Merrill Lynch, including head of personal retirement solutions. In addition to her work in the retirement industry, Aimee has been a leading presence with multiple industry associations, including the LIMRA/LOMA Secure Retirement Institute, where she served as chair of the board, and the SPARK Institute, where she was a governing board member.

• Education: B.A., International Relations, Michigan State University  
• Joined the company: 2022
• Began career:  1996

Based in Hong Kong, Michael is a member of the firm’s executive committee, its Asia division executive committee, and its global management committee. He leads the wealth and asset management businesses in Asia to address the region’s large and growing wealth management market opportunity. In this capacity, Michael’s responsibilities include setting the strategic direction for continued growth across the region’s retail and institutional markets. He’s also responsible for business development, regulatory and business risk management, client relationship management, and local operational efforts for the asset management franchise in Asia. Prior to his current appointment, Michael was the firm’s president of international asset management and, prior to that, headed Manulife Financial’s investment operations in Asia (ex-Hong Kong). Before relocating to Asia, Michael was based in Boston, where he led the firm’s institutional spread-based business product development efforts from 2001 to 2004. Prior to joining the company in 2001, he was based in New York, London, and Sydney as the head of various units of a global rating agency that covered leveraged finance and asset-backed securities.

• Education: B.S., Mathematics, Management Science, Carnegie Mellon University 
• Joined the company: 2001
• Began career: 1986

Kristie is responsible for retail, retirement, and institutional asset management across all businesses and channels of Manulife Investment Management, including John Hancock Investment Management, the U.S. retail brand of Manulife Investment Management. At John Hancock Investment Management, she leads all aspects of business, from investments, sales, marketing, finance, and product development to operations and technology. Previously, she was Manulife Investment Management’s chief financial officer and global head of strategy, responsible for financial accounting, management reporting, planning, forecasting and analysis, internal controls, and global strategy for the firm’s wealth and asset management business globally. She was also accountable for financial due diligence and transaction structuring on new acquisitions and transactions for the global business. Prior to joining the firm, Kristie was chief financial officer for the Americas and global head of treasury for Invesco; prior to that, she held progressively senior finance roles at OppenheimerFunds, including business controller and corporate treasurer. Kristie holds the Chartered Financial Analyst designation and is a member of the CFA Institute.

• Education: M.B.A., Finance, Columbia University; B.A., Economics, St. Cloud State University
• Joined the company: 2021
• Began career: 1998

Tricia is responsible for overseeing the firm’s global wealth and asset management legal teams for Asia, Canada, the European Union, and the United States. Previously, she was the firm’s chief counsel in Asia, where she supported the firm’s growth initiatives in key markets, including China. Prior to joining the firm in 2021, Tricia spent 13 years at Schroders Investment Management, where she was most recently the head of legal for Southeast Asia. Prior to that, Tricia served in corporate legal roles at AIA, OCBC Bank, and Allen & Gledhill.

• Education: National University of Singapore
• Joined the company: 2021
• Began career: 1998

Colin is accountable for the strategy, growth, and overall success of the institutional client segment of the global wealth and asset management business of Manulife Investment Management. Based in London, he works closely with the institutional leadership team to ensure that the firm’s capabilities are successfully brought to market, ranging from asset allocation to specialized fixed-income and equity investing to private markets expertise including agriculture, timberland, infrastructure equity, private equity and credit, and real estate equity. Prior to joining the firm in 2023, Colin was global head of distribution, asset management, at Credit Suisse, where he was responsible for expanding the company’s global distribution footprint. Prior to that, he was at Invesco, where he served as CEO of Invesco Asset Management Ltd., head of Europe, the Middle East, and Africa (EMEA) distribution, and head of EMEA institutional. He also spent time as head of institutional for Fidelity and as global head of key accounts and consultants at Robeco. His experience in sales, business development, and international institutional markets extends back many years through roles in the United Kingdom, the Netherlands, Malaysia, and the United States.

• Education: B.S., Economics, Illinois Wesleyan University
• Joined the company: 2023
• Began career: 1992

Doug is responsible for providing human resources (HR) leadership, support, and strategic planning for the firm’s global wealth and asset management business and general account investments. His responsibilities extend to the overall strategy, programs, policies, and initiatives for the global HR function to attract, develop, and engage employees. Teams of HR partners report to Doug from locations in North America and Asia. As a member of the firm’s executive leadership team, he ensures that the talent strategy aligns with the strategic plans for the business, and he partners with HR colleagues to design and deliver products, solutions, and services to managers and employees globally. Doug joined the firm’s investment division in 2004 as a senior HR consultant, and he was promoted to vice president in 2010 following a steady progression in responsibility. He joined the global wealth and asset management business from the retirement plan services team at John Hancock, the U.S. retail brand of Manulife Investment Management. Prior to that, he held a variety of roles in both HR and the insurance business across the corporate, Canadian, and U.S. divisions of Manulife. 

• Education: Certified Financial Planner, FP Canada
• Joined the company: 1990
• Began career: 1990

Rishi leads all financial accounting, management reporting, planning, forecasting and analysis, and internal controls for Manulife’s wealth and asset management business globally. He’s also accountable for financial due diligence and transaction structuring on new acquisitions and transactions for the global business and for managing relationships with business and functional leads, as well as external auditors and regulators. As CFO, Rishi is a member of the firm’s leadership teams for global finance and wealth and asset management. In these roles, he helps lead the firm’s strategy team while aligning with strategy resources across the business to build a cohesive vision for the organization. Previously, he was a leader of the firm’s group finance unit, where he served as global head of funding, head of finance for the general account, and Manulife bank treasurer. Rishi started at Manulife in 2013 as global head of financial risk. He moved to Japan in 2018 to serve as the CFO of Manulife Japan, and then returned to Toronto in 2021. He brings a breadth of experience internationally across North America, Europe, and Asia and across the industry, having also worked at CIBC, Oak Hill Platinum Partners, Swiss Re, and Lloyds Banking Group. Rishi holds the Chartered Financial Analyst designation and is a Fellow of the Society of Actuaries.

• Education: M.Math, Statistics/Finance, B.Math, Actuarial Science, University of Waterloo
• Joined the company: 2013
• Began career: 1997

Joëlle is responsible for overseeing key risk exposures across the firm’s global wealth and asset management and businesses. In addition, Joëlle is charged with operational risk oversight for Manulife’s general account. Joëlle ensures that risk management practices enable effective identification, measurement, monitoring, and reporting of risk assumed by these businesses. Prior to joining the firm, Joëlle was the chief risk officer of PGIM, the investment management division of Prudential Financial. At PGIM, she implemented and maintained a risk management framework across all asset management businesses, including public fixed income, equity, real estate, mortgages, private debt, international investments, and PGIM’s mutual fund manufacturing and distribution platform. Previously, Joëlle was the global head of Sarbanes-Oxley (SOX) and operational risk at Lazard Frères, where she developed and implemented a global SOX program upon the firm’s initial public offering as well as an operational risk program across all business lines, including investment banking and asset management. In addition, Joëlle spent over 10 years in internal audit with Deutsche Bank and Credit Suisse, where she was responsible for managing regional and global audits of various fixed-income, equity, and investment banking units, as well as support functions. She started her career with KPMG and worked in audit and consulting with the Paris, Philadelphia, and New York practices.

• Education:
  ESCP Europe Paris, Oxford, Berlin
  • Master in Management
  • “Diplôme des Grandes Écoles de Commerce”
  • “Diplom Kauffrau in Wirtschaftslehre” (Graduate Business Degree in Economics)

Classe préparatoire aux Grandes Écoles de Commerce
Baccalauréat in Mathematics & Physics

• Joined the company: 2019
• Began career: 1994

Gerry is responsible for managing operations in support of the firm’s global wealth and asset management business, including on-balance-sheet assets, public markets, affiliated wealth management clients, and the global retirement business. He leads the design, implementation, and management of the data governance and information management program. Prior to joining the firm, Gerry held several global leadership roles across several geographies throughout his 20-year career with Goldman Sachs (GS), including significant experience in Asia. Most recently, he was the firm’s global head of operations banking, investing and lending, where he was responsible for setting up a new operations business and managing the group, with teams located in New York, Dallas, London, Bengaluru, Hong Kong, and Tokyo. During his time at GS, he also managed multiple initiatives, including driving automation and digitization across several parts of the business. Previously, he served as Asia co-head of operations at GS, managing Singapore, Hong Kong, Tokyo, Korea, China, Australia, India, and Taiwan, while leading a global team that supported all GS revenue-producing areas, plus strategic initiatives to build out GS’s footprint and capabilities across Asia.

• Education: B.S., Commerce, Economics, and Business Administration, Rhodes University (South Africa)
• Joined the company: 2019
• Began career: 1999

Len is responsible for information services functions supporting the global wealth and asset management business of Manulife Investment Management, including setting the strategic direction for the firm’s technology function and driving delivery transformation. Previously, he was the chief information officer for John Hancock, the U.S. segment of Toronto-based Manulife, with oversight of John Hancock’s life insurance, long-term care, annuities, and fixed products businesses. Len joined the company in 2010 as chief architect for John Hancock and was later named chief technology officer, responsible for technology transformation services and business enablement. Previously, he was the founder and partner of several start-ups, and he held senior positions at Sun Life Financial, Aviva Canada, and Genesys Conferencing.

• Education: B.S., Mathematical Statistics and Computer Science, University of Pretoria (South Africa)
• Joined the company: 2010
• Began career: 1991

Leo is responsible for the firm’s wealth and asset management business in Canada, one of three key regions in which the firm operates globally. Previously, he was the firm’s global head of investment product, overseeing all investment product development, asset manager selection, and ongoing oversight of global performance and risk across a wide range of investment vehicles. Prior to his appointment to that position in 2017, Leo was with the firm’s U.S. retail business, John Hancock Investment Management, where he served as head of investments and chief investment officer after holding diverse roles of steadily increasing responsibility within the organization dating to 1997. He currently serves as a director of the Investment Funds Institute of Canada.

• Education: M.B.A., Boston University; B.A., Political Science and Economics, Colgate University
• Joined the company: 1997
• Began career: 1997

As chief compliance officer, Jackie oversees the firm’s compliance program, ensuring that it adheres to global regulations and supports the firm’s business functions and legal entities.

Jackie joined Manulife Investment Management from State Street Global Advisors, where she was responsible for implementing its compliance program. Prior to that, she was the head of sales infrastructure at SSGA, responsible for sales enablement, client onboarding, and proposal management. Before joining SSGA in 2015, she had served in compliance roles for BNY Mellon and MetLife.

• Education: J.D., summa cum laude, Suffolk University Law School; B.S., Management Studies, Boston University
• Joined the company: 2024
• Began career: 2000