Kristie is responsible for setting strategic priorities and leading all aspects of the retail business, including investments, sales, marketing, finance, product development, operations, and technology. Previously, she was head of wealth and asset management, United States and Europe, for Manulife IM and, prior to that, served as chief financial officer and global head of strategy, responsible for financial accounting, management reporting, planning and analysis, forecasting, and internal controls. As head of global strategy for the firm’s wealth and asset management business, she was also accountable for financial due diligence and structuring on acquisitions and transactions for the global business. Prior to joining the firm, Kristie was chief financial officer for the Americas and global head of treasury for Invesco. Prior to that, she held progressively senior finance roles at OppenheimerFunds, including business controller and corporate treasurer. Kristie holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute.

• Education: M.B.A., Finance, Columbia University; B.A., Economics, St. Cloud State University
• Joined the company: 2021
• Began career: 1998

Jeff oversees the distribution of Manulife John Hancock Investments mutual funds, exchange-traded funds, separately managed accounts, Freedom 529 education savings plan, and private investments, covering wirehouse firms, independent broker-dealers, registered investment advisers, and bank trusts. He’s also responsible for capital markets research, investment consulting services, strategic relationships, retirement investment consulting, and sales operations. As a member of the firm’s executive management team, Jeff helps shape and execute the firm’s vision and strategic planning in the United States. Since joining the firm, Jeff has served as a wholesaler, divisional sales manager, national sales manager, and head of distribution. Previously, he was national sales manager for Market Investment Distributors, a subsidiary of J.C. Bradford & Co. Jeff holds the Chartered Retirement Planning Counselor designation.

• Education: B.A., Financial Management, Clemson University
• Joined the company: 1993
• Began career: 1988

Katie oversees day-to-day business operations while facilitating cross-functional alignment across the organization. She’s also responsible for driving critical strategic initiatives, large-scale transformation projects, and change management efforts. In her prior role as global head of retail business intelligence and customer relationship management, Katie led the overhaul of Manulife John Hancock Investments' sales tracking, data storage, and analytics capabilities. She also contributed to the design and execution of various strategic initiatives, including territory coverage optimization, client segmentation, and new product launches. Prior to joining the firm, Katie worked for State Street Global Advisors, where she held a series of high-level management roles with increasing responsibility on the global strategy and institutional distribution teams.

• Education: M.B.A., Finance, Boston University Questrom School of Business; B.S., Economics and Mathematics, Colby College
• Joined the company: 2014
• Began career: 2001

Amish is responsible for finance for the United States and Europe within the global wealth and asset management segment of Manulife John Hancock Investments’ parent company, Manulife Investment Management. He leads all aspects of financial reporting, analysis, and budgeting through the business cycle. Previously, he served as head of analysis and advisory for the firm’s Canadian wealth and asset management business and as global head of financial planning and analysis. Prior to joining the firm, Amish held progressively senior roles at PwC and Fidelity Investments Canada. Amish holds the Chartered Professional Accountant (CPA) designation.

• Education: B.A., Economics, Queen’s University
• Joined the company: 2017
• Began career: 2009