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2016

Top 30 Corporate Chief Investment Officers

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Behind some of the world’s most renowned corporations are an oft-overlooked group of investors managing balance sheets, sustaining pension funds and directing corporate ventures. Corporate chief investment officers are imbued with great power and responsibility, as their decisions have broad implications for thousands of people -- shareholders, patrons, employees, retirees -- and the overall markets. Presenting Trusted Insight’s Top 30 Corporate Chief Investment Officers. Gain insights from top chief investment officers at Trusted Insight Alpha Conference 2017.  

Douglas Brown

Senior Vice President and Chief Investment Officer

Exelon Corporation

Douglas Brown is a senior vice president and the chief investment officer of Exelon Corporation since 2009. He leads a team of professionals responsible for managing all investment activities including pension funds, nuclear decommissioning trusts, defined contribution plans and other employee benefit trusts totaling $38 billion. He is a member of Exelon’s corporate investment committee, risk management committee and is a member of the Exelon Foundation Board of Directors. He previously held various positions at Chrysler Group. Brown holds an MBA from University of Detroit Mercy and a B.S. from Albion College.

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Robin Diamonte is the chief investment officer at United Technologies Corporation, where she oversees the company's $52 billion in global retirement assets. Before joining UTC in 2004, she held several positions during her 12-year tenure at Verizon Investment Management Corp., from research analyst to managing director. Earlier in her career, she worked for AT&T (formerly Southern New England Telephone). She has a degree from the University of New Haven.

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Christopher Li is president at Lockheed Martin Investment Management Company where he has built and leads 45 investment professionals to manage $70 billion in assets. Previously, Li was president of Diamond Capital Management Co. and portfolio manager at Caxton Associates. Li holds a master's degree in statistics from the University of Hong Kong and an MBA from Stanford University. He is a chartered financial analyst.

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Andy Ward

Chief Investment Officer

Boeing

Andy Ward is the chief investment officer at Boeing. Ward began his career as an associate at Kearney Inc. He later joined Aon Advisors Inc. as a vice president to manage the corporation's insurance subsidiaries' underwriting assets, and joined Boeing in 2002 as director of alternative investments. He was promoted to managing director in 2005 and CIO in 2010. Ward graduated with honors from the University of Chicago.

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Dennis Duerst is president of the 3M Investment Management Company where he manages more than $30 billion in assets for the defined benefit and defined contribution pension plans. Prior to this role, Duerst has held various positions within 3M over his 30+ year tenure at the company. Duerst holds a BBA in finance from the University of Wisconsin, an MBA from the University of Minnesota and is a chartered financial analyst.

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Ron Barin

Chief Investment Officer

Alcoa

Ron Barin is the chief investment officer of Alcoa's pension plan. He has more than 20 years of experience in corporate pensions. Before joining Alcoa in 2008, he was a senior director of pension investments at Pfizer. Baron graduated from New York University - Leonard N. Stern School of Business.

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Bruce Niven is the chief investment officer of Saudi Aramco Energy Ventures, which invests in innovative technology startups worldwide in upstream and downstream oil & gas, petrochemicals, water, energy efficiency and renewable energy. Prior to this, he was a director of cleantech venturing and corporate development at ITOCHU Corporation, founder and managing director of Telepathix Ltd. and project manager and director of Asia-Pacific for Omega Partners Strategy Consultants. He has an M.Eng in engineering and management from the University of Oxford, where he is an alumnus of St. John's College.

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Jeanmarie Grisi

Chief Investment Officer

Nokia

Jeanmarie Grisi is chief investment officer of pension investments at Nokia (formerly Alcatel-Lucent) managing more than $37 billion in assets. Previously Grisi was a director in various roles before being named CIO and was Treasurer at the Carnegie Corporation of New York. Grisi holds a B.S. in accounting from St. John's University.

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Daniel O'Grady

Executive Director- Investments

AT&T

Daniel O'Grady is the executive director of investments at AT&T, where he oversees the investment strategy, external managers selection and risk assessments for the $35 billion portion of the $100 billion portfolio. He has held various investment management roles at AT&T for 18 years. O'Grady received an MBA from DePaul University, a master's degree from the University of Missouri-Columbia and a bachelor's degree from the University of Notre Dame.

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Greg Williamson is the chief investment officer at The American Red Cross. Prior to his current role, Williamson was the director of trust investments and chief investment officer at BP America. He is a board member and investment committee chairman of the Terra Foundation for American Art. Williamson received an MBA in finance, economics and strategy from the Kellogg Graduate School of Management at Northwestern University, and a B.A. in economics from Northwestern University.

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Brian Pellegrino is the chief investment officer of UPS Group Trust, an asset management arm of UPS, since 2005. He actively manages a portfolio of over $30 billion. During his 18 years at UPS, Pellegrino had held financial management roles at various levels. Pellegrino is a CPA and CFA. He holds an MBA from Rutgers University.

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Jamey Sharpe is the managing director of investments at Blue Cross and Blue Shield Association's retirement services. He has been with the firm for more than 25 years.

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Charles Van Vleet

Assistant Treasurer, CIO

Textron

Charles Van Vleet is assistant treasurer, chief investment officer at Textron, where he oversees the company's $8 billion U.S. defined benefit and 401(k) portfolio. Prior to this, he was director of pension investments at UTC, and had a 25-year career in banking and asset management spanning London, New York and Tokyo.

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Dhivya Suryadevara

CEO, Chief Investment Officer

GM Asset Management

Dhivya Suryadevara is CEO and chief investment officer of GM Asset Management. Her responsibilities include capital planning, capital market activities, worldwide banking and overall strategy and management of GM's pension plans. She was previously managing director of investment strategy and fixed income for GM Asset Management. Suryadevara has previously held positions in the GM Treasurer’s office and outside GM at UBS Investment Bank and PricewaterhouseCoopers. Suryadevara holds an MBA from Harvard University and a master’s and bachelor’s degree in commerce from the University of Madras in India.

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Stuart Odell is the assistant treasurer of retirement investments at Intel Corporation. Odell has been with Intel for 16 years. In his earlier career, he worked with Guide Dogs for the Blind, San Jose Federated City Employees Retirement System and BCN Data Systems. Odell received an MBA from New York University and a bachelor's degree in mechanical engineering from Union College.

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Colin Kerwin is a global pension fund manager at Exxon Mobil, where he has worked for over 45 years. He has responsibility for providing investment advice and guidance on $30 billion in defined benefit assets. Colin has an MBA in finance from Dartmouth College and a B.S. in chemical engineering from M.I.T.

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Robert Hunkeler

Vice President of Investments

International Paper

Robert Hunkeler is vice president of investments at International Paper, where he directs a six-person team to manage more than $16 billion in pension, savings and other assets. Previously, Hunkeler was associate director of funds management and financing at Novartis. Hunkeler holds a B.S. in chemistry and an MBA from the University of Maryland.

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Brian Szames

Treasurer & Chief Investment Officer

Macy's

Brian Szames is the treasurer and chief investment officer at Macy's. He has been in this role for 17 years. In his earlier career, Szames worked in treasury roles at Melville Corporation (today known as CVS) and Campbell Soup Company. Szames received an MBA from Temple University and a B.S. in finance from The Ohio State University.

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David Jesse

Senior Director, Global Capital Markets

The Goodyear Tire & Rubber Company

David Jesse is senior director of global capital markets at The Goodyear Tire & Rubber Company. He has held various roles at Goodyear, starting as an accountant in 1984. David is a board member of Weathervane Community Playhouse. He has a B.S. in business administration from Bowling Green State University.

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Carol Mcfate

Chief Investment Officer

Xerox

Ms. McFate is the Chief Investment Officer of Xerox Corporation where she is responsible for the investment management of roughly $9 billion in defined benefit and defined contribution investments for North American plans.  Since November 2006, she has built a team and successfully in-sourced the management of the investment managers for Xerox’s U.S. qualified retirement plans.  She is also a Trustee of the Xerox UK Pension Plan.  She was named to the CIO magazine’s Chief Investment Officer Power 100 list in 2012, 2013, 2014, and 2015.  Xerox was awarded CIO magazine’s 2012 Industry Innovation Award (corporate pension plan assets under $5 billion) in December 2012.  In 2014, she received the Thought Leadership award from the Investor Intelligence Network of Institutional Investor and the 2014 Small Corporate Plan Sponsor of the Year award from Institutional Investor magazine.


Before joining Xerox, Ms. McFate was the Executive Vice President and Global Treasurer of XL Global Services, Inc., the global services subsidiary of XL Capital Ltd.  Reporting to the CFO of XL Capital, she was responsible for building a global treasury platform for XL to manage bank relations, cash/liquidity, collateral, funding, capital, foreign exchange, and financial analysis.  In addition, the credit risk management function reported to her.


Prior to joining XL, Ms. McFate was with American International Group, Inc. (AIG) for nine years in a number of senior executive financial positions, including Vice President & Treasurer of AIG, Inc.  During her four and a half years as Treasurer of AIG, she was responsible for bank relations, rating agency relationships, cash/liquidity management, corporate funding, foreign exchange management, capital management, and financial analysis.


Before AIG, she was a Senior Vice President with the Financial Restructuring Group of the Prudential Insurance Company.  Over her six year tenure with Prudential, Ms. McFate was in various investment management positions in the Private Placement Group of Prudential Investment Corp.  Prior to Prudential, she was Assistant Treasurer of Macmillan, Inc., where she was responsible for corporate finance activities, bank and rating agency relationships and investor relations.  Before Macmillan, Ms. McFate was a corporate lending officer with Citibank, N.A. where she was responsible for new business development and existing client relationships in two specialized industry groups: high technology and cable television.


Ms. McFate received an MBA from the Harvard University Graduate School of Business Administration (Boston, MA) and a BS in Economics magna cum laude from Juniata College (Huntingdon, PA).  She was awarded the designation of Chartered Financial Analyst (CFA) in 1992.  In 2008, she was awarded the Juniata College Alumni Achievement Award.  She is also the Carl and Nancy Glaeser Executive in Residence at Juniata College for 2014.


She served as a Trustee of the Parsons Dance Foundation, in New York, NY (2004-2006) and a Trustee and Treasurer of the Katherine Hepburn Cultural Art Center in Old Saybrook, CT (2007 – 2008).  She currently serves on the board of directors for CIEBA, Inc.


Ms. McFate is married and resides in Connecticut.
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Kathleen Lutito

President and Chief Investment Officer

CenturyLink Investment Management

Kathleen Lutito is the president and chief investment officer at CenturyLink Investment Management (previously Qwest Asset Management). She has been with the company for 19 years. In her earlier career, Lutito worked at Denver Investment Advisors and Colorado PERA. She received a master's degree in finance from the University of Colorado at Denver and a bachelor's degree from Western State University.

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Kenneth Menezes is the treasury of asset management at American Airlines, where he oversees $25 billion of corporate cash and retirement plan investments. He has held numerous roles at American Airlines, starting as a manager of cargo financial analysis in 2006. Menezes has an MBA in finance from Southern Methodist University and a bachelor's degree in engineering from the University of Mumbai.

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Eric M. Kirsch

Global Chief Investment Officer, Executve Vice President

Aflac

Eric Kirsch joined Aflac in November 2011 as the first senior vice president and global chief investment officer, and was promoted to executive vice president in July 2012. In his role, he oversees Aflac’s investment portfolio and investment team. Previously, he served as managing director and global head of insurance asset management at Goldman Sachs Asset Management, where he oversaw a global team of 55 managing over $70 billion in insurance assets. Prior to that, he spent 27 combined years at Deutsche Asset Management and Bankers Trust Company. Kirsch holds a BBA from Baruch College and an MBA from Pace University. He is a chartered financial analyst.

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Ron Virtue is the director of investments at JM Family Enterprises, a diversified automotive company headquartered in Deerfield Beach, Florida. It is a distributor for Toyota and Lexus automobiles in the U.S. market. Virtue has been with JM Family Enterprises since 2004, first as an investment analyst and gradually worked his way up. Now as the director of investments, he monitors and provides recommendations for the company's various investment pools, including its retirement plans, 401(k) plan and other portfolios. Virtue received an MBA from the University of Chicago and a B.S. in mathematics and statistics from the University of Michigan.

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Brady Connor

President and Chief Investment Officer

Verizon

Brady Connor is the vice president and chief investment officer at Verizon. He was previously the plan's chief operating officer and has been with Verizon since 1996 in a variety of executive leadership positions. Brady has a B.A. in finance from New Mexico State University and an MBA from Oklahoma State University.

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Thomas Mucha

Director, Pension Investments World Wide

Eastman Kodak Company

Since 2001, Thomas Mucha has served as chief investment officer at Eastman Kodak. Previously, Mucha was investment analyst at Williams College, vice president at Ramius Capital Group and held various roles at Bridgewater Associates. Mucha holds a bachelor's degree in economics from Harvard University and is a chartered financial analyst.

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Jeffrey Trahan

Vice President, Pension Fund and Investments

Deere & Company

Jeffrey Trahan is the vice president of pension fund and investments at Deere & Company. He previously held various treasury and investment roles with the same firm. Trahan received an MBA from the University of Chicago.

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Jill Harlan

Vice President, Pension Fund and Investments

Caterpillar Inc.

Jill Harlan is the chief investment officer at Caterpillar. She previously held numerous roles within the firm, including foreign exchange corporate risk manager, region finance manager -- U.S., and Asia Pacific division treasurer.

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Jonathan Glidden

Pension Managing Director

Delta Airlines

Jonathan Glidden is the managing director of pensions at Delta Air Lines, which has $10.3 billion in assets under management. Previously, Glidden was the director of portfolio construction and manager research at Wilmington Trust and a director of investment analysis at Emory University Endowment. Glidden holds a B.S. in mechanical engineering from Georgia Institute of Technology, an MBA from Emory University and an M.S. in financial mathematics from the University of Chicago.

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Cliff Moore

Portfolio Manager and Chief Investment Officer

Michelin North America

Cliff Moore is the portfolio manager and chief investment officer at Michelin, North America. He develops investment strategies for the corporation's defined benefits plan. He is also a member of Global Benefit Investment Team with oversight of the Americas. Previously Moore served as senior financial analyst, strategic investment manager, and material engineer at Michelin. Moore holds an MBA and a B.S. in chemical engineering, both from the University of South Carolina.

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