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Institutional investor inquiries


To learn more about our entire array of institutional services, please contact James or Gerry. For specific questions about our defined contribution services, Phil is also available.

West Coast contact East Coast contact

James Barrett
James Barrett
Managing Director
Americas Institutional
866-926-5934
James' profile

Gerry Lillis
Gerry Lillis
Director
Institutional Relationship Management
866-459-4128
Gerry's profile




Consultant relations
We are organized to deliver our resources to the consultant community. We welcome inquiries to find out how we can supplement your ongoing activities by providing insights from our worldwide investment and research professionals.


Chela Mitchell
Phil Enochs
Consultant Relations Manager
866-306-9939
Phil's profile


Contact consultant relations






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