Rebecca L. Burke VICE PRESIDENT, NATIONAL ETF SALES

Transcription

1 Rebecca L. Burke VICE PRESIDENT, NATIONAL ETF SALES Rebecca L. Burke joined American Beacon Advisors in November 2016 as a vice president, National ETF Sales. Ms. Burke works in partnership with the American Beacon sales team as an ETF and product specialist on strategies delivered by the firm s affiliate, ARK Investment Management, LLC, of New York, New York. Prior to joining the firm, Ms. Burke was director of ETF Sales at Lattice Strategies, LLC, a San Francisco-based ETF start-up. She joined Lattice via F-Squared Investments, Inc., a former ETF strategist, where she was regional director. Ms. Burke also spent eight years on the Sales team at Eaton Vance Investment Managers, representing mutual funds, closed-end funds, separately managed accounts and private placements. She began her career in financial services at Putnam Investments. Ms. Burke graduated from the University of Massachusetts Lowell with a B.A. in history. She holds Series 7, 6, 63 and 65 licenses. REBECCA L. BURKE Vice President, National ETF Sales 220 E. Las Colinas Blvd., Ste. 1200, Irving, Texas americanbeaconadvisors.com 2017 American Beacon Advisors, Inc. All rights reserved. BURKE-BIO-1 09/17

2 ABDUR NIMERI, PH.D. Senior Investment Strategist Northern Trust Asset Management SUBJECT MATTER EXPERTISE Equity and Fixed Income Factor Investing ESG Investing Factor Portfolio Construction and Design Multi Asset Class Solutions BIOGRAPHY Abdur Nimeri is a Senior Investment Strategist for FlexShares Exchange Traded Funds (ETFs), focusing on ETF strategy and product development. He brings factor-based investing expertise to the team and has published in top academic journals. Prior to being named Senior Investment Strategist, Abdur worked in portfolio research for Northern Trust s Wealth Management Group, focusing on factor-based research, portfolio construction/design and manager selection. Before joining Northern Trust, Abdur was the Riley Professor of Physics at Colorado College. Abdur earned a B.S. in Chemistry from Iowa State University, an M.S. in Financial Mathematics from the University of Chicago and a Ph.D. in Physical Chemistry from Ohio State University. Northern Trust 2016 (9/16)

3 Bradford Pineault Vice President, Sector Consultant Fidelity Investments Bradford Pineault is a vice president and sector consultant at Fidelity Institutional Asset Management (FIAM ), Fidelity Investments distribution and client service organization dedicated to meeting the needs of consultants and institutional investors, such as defined benefit and defined contribution plans, endowments, and financial advisors. In this role, Mr. Pineault is responsible for collaborating with field wholesalers and Fidelity s relationship management team to identify large-sector investment producers, engage in sales interactions, and provide ongoing support to drive sector flows. Additionally, he is responsible for providing actionable insight and comprehensive information on sector investments, mutual funds, packaged products, and exchange traded funds (ETFs) to advisors and their clients. Prior to assuming his current position in January 2014, Mr. Pineault held various other roles within Fidelity, including regional vice president, regional investment consultant, and financial planning representative. He has been in the financial industry since joining Fidelity in Mr. Pineault earned his bachelor of science degree in finance from the University of Massachusetts, Dartmouth and his master of business administration degree in management from Bryant University. He is also a CFA charterholder, and a member of the Boston Securities Analyst Society (BSAS). Additionally, Mr. Pineault holds the Financial Industry Regulatory Authority (FINRA) Series 6, 7, and 63 licenses. The Chartered Financial Analyst (CFA) designation is offered by the CFA Institute. To obtain the CFA charter, candidates must pass three exams demonstrating their competence, integrity, and extensive knowledge in accounting, ethical and professional standards, economics, portfolio management, and security analysis, and must also have at least four years of qualifying work experience, among other requirements. For Investment Professional Use Only. The third-party trademarks and service marks are the property of their respective owners. All other trademarks and service marks are the property of FMR LLC or an affiliated company. FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC., 500 SALEM STREET, SMITHFIELD, RI I FIAM-BD

4 Michael Riggs (panelist) Vice President, Product Strategist State Street Global Advisors Michael is a Vice President of State Street Global Advisors and a Product Strategist for the ETF Sales Strategy team within the Intermediary Business Group. He is responsible for providing value-added research, educational tools, and practice management services to financial advisors, RIAs and institutional clients. Prior to his current role, Michael was an Assistant Vice President for State Street Analytics and managed a performance operations team responsible for attribution and analytical reporting. Michael joined State Street Corporation in Michael holds a Bachelor of Science degree in Management from Bridgewater State College and an MBA from the University of Massachusetts Amherst. He also holds the FINRA Series 7 and 63 licenses.

5 4 W Red Oak Lane Ste 300 White Plains, NY O: (914) Byrke.Sestok@RightirementWP.com Byrke Sestok, CFP Financial Planner Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Independent Financial Partners, a Registered Investment Adviser. Rightirement Wealth Partners, and Independent Financial Partners are separate entities from LPL Financial.