C-Suite Insights: Lynn Blake

Lynn Blake, CFA
Executive Vice President & CIO
Global Equity Beta Solutions
State Street Global Advisors

As Executive Vice President and Chief Investment Officer of Global Equity Beta Solutions for State Street Global Advisors, Lynn Blake’s list of responsibilities is long and far-reaching. A longtime State Street employee, Blake oversees approximately $1.5 trillion in assets under management, with a team of approximately 75 portfolio managers based in five offices around the world: Boston, London, Hong Kong, Tokyo and Sydney. Her group is responsible for strategies in the equity space, which includes everything that SSgA does in indexing for institutional clients, i.e., commingled funds, collective vehicles, mutual funds, SPDR ETFs, and separate accounts.

Smart-beta assets are a great source of activity and growth for Blake’s group, whose smart-beta strategies include assets that it manages against third-party indexes as well as its own proprietary strategies developed by Jennifer Bender, research head on Lynn’s leadership team.  Blake also oversees SSgA’s Corporate Governance team, led by Rakhi Kumar, which is responsible for all of SSgA’s asset stewardship and proxy voting. She reports to SSgA’s Global Chief Investment Officer, Richard Lacaille, who is head quartered in London.

We recently sat down to chat about the evolution of her career, including nearly 30 years with SSgA, and her strategies for success. Continue reading

WE Interviews – Nathalie Molina Niño

Nathalie Molina Niño
Founder & CEO
BRAVA Investments

As the founder and CEO of BRAVA Investments, Nathalie Molina Niño has big dreams; she aspires to build her new company into the Berkshire Hathaway of gender parity by targeting high-growth, scalable businesses that can make a catalytic economic impact on women. I recently sat down with Nathalie to talk about the inspiration behind BRAVA Investments and what it takes to get a new firm up and running.  Continue reading

C-Suite Insights – Kristi Mitchem

Kristi Mitchem
Chief Executive Officer
Wells Fargo Asset Management

Kristi Mitchem is Chief Executive Officer and Head of Wells Fargo Asset Management (WFAM), a division of Wells Fargo’s Wealth and Investment Management Group (WIM). Wells Fargo Asset Management has assets of more than US$480 billion and has 29 autonomous investment teams and more than 500 investment professionals with offices and clients around the world.  As CEO, Kristi has overall responsibility for all aspects of WFAM, one of the largest asset managers in the United States. WFAM’s focus is to help both individuals and institutions reach their financial objectives through strong, consistent investment results. The firm is recognized for its top-tier investment talent and commitment to active management and is organized into specialized investment teams that are supported by a strong, multi-asset class solutions platform and independent risk management capabilities.

I recently sat down with Kristi to chat about a wide range of issues, from her journey to the corner office and the issues that occupy her mind to the importance of mentors and sponsors and the significance of knowing your own heart and mind. Continue reading

WE Interviews – Hannah Grove

Hannah Grove
Chief Marketing Officer
State Street Corporation

As Chief Marketing Officer for State Street Corporation, Hannah Grove oversees a global marketing team of 80 people spread across North America, Europe and the Asia-Pacific region. She and her team are charged with strengthening State Street’s reputation, raising brand awareness and engaging stakeholders globally, with the ultimate goal of helping to support revenue and business objectives of the company. Hannah, who has been with State Street for nearly two decades, was recently elevated to the global financial firm’s Management Committee, its senior-most strategy and policy-making team.

I recently sat down with Hannah to talk about the lessons she’s learned over the course of her career, the importance of advocating for diversity, and the advice she’d give to others seeking to advance in their careers. Continue reading

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