WE Interviews – Monica L. Walker

Monica L. Walker
President, CEO & Investment Officer
Holland Capital Management, LLC

Monica Walker is the President, CEO and Investment Officer of the institutional asset management firm Holland Capital Management, LLC, with responsibilities for oversight of the firm and its 24 employees as well as the company’s investment strategies. While the firm’s client base rests primarily in the public pension space, its clients also include corporations, endowments, foundations, unions or Taft-Hartley plans, and sub-advised assets.

I recently had the pleasure of interviewing Walker about her journey to the CEO’s office and the skills she has honed along the way. Continue reading

C-Suite Insights – Ted Truscott

William F ‘Ted’ Truscott
Columbia Threadneedle Investments

As the CEO of Columbia Threadneedle Investments, the asset management subsidiary of Ameriprise Financial, Ted Truscott is on the move constantly, and he’s fine with that.  Truscott is responsible for overseeing the company’s retail, institutional and owned asset portfolios, including the Columbia and Threadneedle families of mutual funds, collective funds, separate accounts, alternative investments and ETFs.  He is also a member of the Ameriprise Executive Leadership Team.

Columbia Threadneedle’s assets under management total approximately $454 billion and its workforce numbers some 2,200 people worldwide, including approximately 560 in Boston, over 600 in London, and nearly 700 in Minneapolis. Other employees operate from a variety of offices in key markets around the world. It’s not surprising, therefore, that Truscott frequently finds himself traveling to Europe, the Middle East and Asia, all of which he finds invigorating. Continue reading

C-Suite Insights – Kai Sotorp

Kai Sotorp
Manulife Asset Management

For the past three decades, I have been interviewing senior-level executives within the asset and wealth management industry. I recently launched a new interview series, ‘C-Suite Insights,’ conversations that not only highlight the careers of some of the industry’s top CEOs and senior executives but also feature their insights and advice.

One of the first executives that I sat down with was Kai Sotorp, CEO of Manulife Asset Management and Global Head of Wealth and Asset Management at Manulife. As CEO and President, Sotorp serves as Manulife’s internal asset manager, and as global head of wealth and asset management, he oversees the company’s business with its affiliates. With a portfolio of nearly $340 billion in private and public assets under management, Sotorp is a busy man. Continue reading

C-Suite Insights – Robert Reynolds

Robert Reynolds, President and CEO of Putnam Investments in Boston, MA on July 31, 2014.

Robert Reynolds
President and CEO
Putnam Investments

Putnam executive Bob Reynolds may well redefine the term multi-tasker. As president and CEO of Putnam Investments, Reynolds oversees a staff of 1,800 Boston-based employees with assets under management of over $150 billion.  Additionally, he serves as president and CEO of Denver, Colorado-based Great-West Financial – one of the nation’s top providers of retirement savings products and services, life insurance, annuities, and executive benefits products – with over 5,000 employees and $400+ billion in assets under administration – and occupies the same roles at Great-West Lifeco U.S. Continue reading

C-Suite Insights — Joe Keefe

Joe KeefeJoe Keefe
President & CEO
Pax World Management, LLC

Though it sounds clichéd, it’s nonetheless true: Joe Keefe is a man on a mission. As President and CEO of Portsmouth, New Hampshire-based Pax World Management and Pax Ellevate Management, Keefe is committed to doing whatever he can to move the needle on gender equality for women.

Keefe is working toward this goal through his leadership of Pax World Funds, which includes the Pax Ellevate Global Women’s Index Fund. He leads a team of 54 people managing 11 funds with total assets of approximately $3.5 billion.

I recently had the opportunity to sit down with Keefe to talk about the challenges he feels women face in today’s workforce, together with his ongoing effort to satisfy his ‘change-the-world’ gene. Continue reading