Principal occupation(s) and other directorships during the past five years

Trustee of Berklee College of Music (since 2022); director/trustee, Virtus Funds (2008–2020); director, The Barnes Group (2010–2021); associate professor, The Wallace E. Carroll School of Management, Boston College (retired 2013).

Trustee (since 2005) and chair of the board (since 2017) of various trusts within the John Hancock fund complex.

Biography

As a former professor of finance and policy in the graduate management department of a major university, a director of a public company, and as a former director of several privately held companies, Mr. McClellan has experience in corporate and financial matters. He also has experience as a director of other investment companies not affiliated with the trust.

Principal occupation(s) and other directorships during the past five years

Managing director, Pru Realty (since 2017); managing director, Jon James, LLC (real estate) (since 2000); chair and chief executive officer, Greenscapes of Southwest Florida, Inc. (2014–2020); director and president, Greenscapes of Southwest Florida, Inc. (2000–2014); member, Board of Advisors, First American Bank (until 2010); partner, Right Funding, LLC (2014–2017); director, First Signature Bank & Trust Company (until 1991); director, Mast Realty Trust (until 1994).

Trustee (since 1992), chair of the board (2011–2012), and vice chair of the board (since 2012) of various trusts within the John Hancock fund complex.

Biography 

Mr. Pruchansky has entrepreneurial, executive, and financial experience as a senior officer and chief executive of business in the retail, service, and distribution companies, and he is a current and former director of real estate and banking companies. He's a member of the contracts, legal, and risk committee.

Principal occupation(s) and other directorships during the past five years

Director, audit committee chairman, and risk committee member, DWS USA Corp. (formerly, Deutsche Asset Management) (2018-2024); Senior Partner, Deloitte & Touche LLP (1978- retired 2017, including prior positions), specializing in the investment management industry.

Trustee of various trusts within the John Hancock Fund Complex (since 2024).

Biography

As a retired Certified Public Accountant, Mr. Bacic served as the New England managing partner of a major independent registered public accounting firm, as well as a member of its U.S. executive committee. He served as the lead partner on the firm’s largest financial services companies, primarily focused on the investment management industry and mutual funds. He also has expertise in corporate governance and regulatory matters in addition to prior experience serving as a board member and audit committee chair of a large global asset management company.

Principal occupation(s) and other directorships during the past five years

Board member, United of Omaha Life Insurance Company (since 2022); Board member, Mutual of Omaha Investor Services, Inc. (since 2022); Foresters Financial, chief executive officer (2018–2022) and board member (2017–2022); Manulife Financial and John Hancock, more than 20 years, retiring in 2012 as chief executive officer, John Hancock and senior executive vice President, Manulife Financial.

Trustee of various trusts within the John Hancock Fund Complex (2005–2014 and since 2015).

Biography

Mr. Boyle has high-level executive, financial, operational, governance, regulatory, and leadership experience in the financial services industry, including in the development and management of registered investment companies, variable annuities, retirement, and insurance products. Mr. Boyle is the former president and CEO of a large international fraternal life insurance company and is the former president and CEO of multi-line life insurance and financial services companies. Mr. Boyle began his career as a Certified Public Accountant with Coopers & Lybrand. 

Principal occupation(s) and other directorships during the past five years

Professor, University of Texas, Austin, Texas (since 1971); former chancellor, University of Texas System, and former president of the University of Texas, Austin, Texas; director (since 2006), Lincoln National Corporation (insurance); director, Southwest Airlines (since 2000).

Trustee of various trusts within the John Hancock fund complex (since 1986).

Biography 

Mr. Cunningham has management and operational oversight experience as a former chancellor and president of a major university. He regularly teaches a graduate course in corporate governance at the law school and at the Red McCombs School of Business at The University of Texas at Austin. He also has oversight and corporate governance experience as a current and former director of a number of operating companies, including an insurance company. He's a member of the compliance committee.

Principal occupation(s) and other directorships during the past five years

Senior vice-president, general counsel, and corporate secretary, Tractor Supply Company (rural lifestyle retailer) (since 2021); general counsel, chief compliance officer, and corporate secretary, Carestream Dental, L.L.C. (2017–2021); associate general counsel and assistant corporate secretary, W.W. Grainger, Inc. (global industrial supplier) (2015–2017); board member, Goodwill of North Georgia, 2018 (FY2019)–2020 (FY2021); board member, Howard University School of Law Board of Visitors (since 2021); board member, University of Chicago Law School Board of Visitors (since 2016); board member, Children’s Healthcare of Atlanta Foundation Board (2021–2023). Board Member, Congressional Black Caucus Foundation (since 2024).

Trustee of various trusts within the John Hancock fund complex (since 2022).

Biography

As a senior vice-president, general counsel, and corporate secretary with over 25 years of executive leadership experience, Ms. Ellison has extensive management and business expertise in legal, regulatory, compliance, operational, quality assurance, international, financial, and governance matters.

Principal occupation(s) and other directorships during the past five years

Chief executive officer, Grace Fey Advisors (since 2007); director and executive vice president, Frontier Capital Management Company (1988–2007); director, Fiduciary Trust (since 2009).

Trustee of various trusts within the John Hancock fund complex (since 2008).

Biography 

Ms. Fey has significant governance, financial services, and asset management industry expertise based on her extensive nonprofit board experience, as well as her experience as a consultant to nonprofit and corporate boards, and as a former director and executive of an investment management firm. She's a member of the compliance committee.

Principal occupation(s) and other directorships during the past five years

Vice-president, Netflix, Inc. (since 2019); president and chief executive officer, Information Technology Industry Council (2009–2019); NYU School of Law Board of Trustees (since 2021); member, U.S. Department of Transportation, Advisory Committee on Automation (since 2021); president, United States Trade Advisory Council (2010–2018); board member, College for Every Student (2017–2021); board member, The Seed School of Washington, D.C. (2012–2017); advisory board member of the Block Center for Technology and Society (since 2019).

Trustee of various trusts within the John Hancock fund complex (since 2022).

Biography

As a former president and CEO of a leading industry organization and current vice-president of a leading international company, Mr. Garfield has significant global executive operational, governance, regulatory, and leadership experience. He also has experience as a leader overseeing and implementing global public policy matters, including strategic initiatives.

Principal occupation(s) and other directorships during the past five years

President, Cambridge College, Cambridge, Massachusetts (2011–2023); board of directors, Amwell Corporation (since 2020); board of directors, Massachusetts Women’s Forum (2018-2020); board of directors, National Association of Corporate Directors/New England (2015-2020); chief executive officer, American Red Cross of Massachusetts Bay (2002–2011); board of directors, Eastern Bank Corporation (since 2001); board of directors, Eastern Bank Charitable Foundation (since 2001); board of directors, Boston Stock Exchange (2002–2008); board of directors, Harvard Pilgrim Healthcare (health benefits company) (2007–2011).

Trustee of various trusts within the John Hancock fund complex (since 2008).

Biography 

Ms. Jackson has leadership, governance, management, and operational oversight experience as the lead director of a large bank, former president of a college, and as the former chief executive officer of a major charitable organization. She also has expertise in financial services matters and oversight and corporate governance experience as a current and former director of various other corporate organizations, including an insurance company, a regional stock exchange, a telemedicine company, and nonprofit entities.

Principal occupation(s) and other directorships during the past five years

Director, Audit Committee chair, Oatly Group AB (plant-based drink company) (since 2021); director, Audit Committee chair, and Compensation Committee member, Green Mountain Power Corporation (since 2016); director, treasurer, and Finance and Audit Committee chair, Flynn Center for Performing Arts (since 2016); director and Audit Committee chair, Planet Fitness (since 2016); chief financial officer and treasurer, Keurig Green Mountain, Inc. (2003–retired 2015).

Trustee of various trusts within the John Hancock fund complex (since 2020).

Biography 

Through her former positions in senior financial roles, as a former Certified Public Accountant, and as a consultant on strategic and financial matters, Ms. Rathke has experience as a leader overseeing, conceiving, implementing, and analyzing strategic and financial growth plans and financial statements. Ms. Rathke also has experience in the auditing of financial statements and related materials. In addition, she has experience as a director of various organizations, including a publicly traded company and a nonprofit entity.

Principal occupation(s) and other directorships during the past five years

Chief operating officer, JMP Securities (2020–2023); director of equities, JMP Securities (2013–2023); executive committee member, JMP Group (2013–2023); global head of trading, Sanford C. Bernstein & Co. (2004–2012); and head of European equity trading and sales trading, Merrill, Lynch & Co. (1998–2004, including prior positions)

Trustee of various trusts within the John Hancock fund complex (since 2024)

Biography

As a retired chief operating officer of a significant capital markets firm and a former director of equities and executive committee member, Mr. Wright has deep executive, investment banking, portfolio management, securities brokerage, and equity research expertise. Mr. Wright was global head of trading and head of European equity trading and sales trading at an investment bank and asset manager, and he has substantial securities industry and international trading and markets expertise.

Principal occupation(s) and other directorships during the past five years

Global head of retail for Manulife (since 2022); head of wealth and asset management, United States and Europe, John Hancock and Manulife (2018-2023); director and chairman, John Hancock Investment Management LLC (2005-2023, including prior positions); director and chairman, John Hancock Variable Trust Advisers LLC (2006-2023, including prior positions); director and chairman, John Hancock Investment Management Distributors LLC (2004-2023, including prior positions); president of various trusts within the John Hancock Fund Complex (since 2007, including prior positions).

Trustee of various trusts within the John Hancock Fund Complex (since 2017).

Biography

As former president of various trusts within the John Hancock fund complex, and through his positions as global head of retail for Manulife and trustee of the John Hancock fund complex, Mr. Arnott has experience in the management of investments, registered investment companies, variable annuities, and retirement products, enabling him to provide management input to the board.

Principal occupation(s) and other directorships during the past five years

Global head, Manulife Wealth and Asset Management (since 2017); general manager, Manulife, Individual Wealth Management and Insurance (2013–2017); president, Manulife Investments (2010–2016).

Trustee of various trusts within the John Hancock fund complex (since 2022).

Biography

Through his position as the global head of Manulife Wealth and Asset Management, Mr. Lorentz has experience with retirement, retail, and asset management solutions offered by Manulife worldwide, enabling him to provide management input to the board.