Meet our leaders

Paul is a distinguished member of Manulife’s executive leadership team, where he holds direct oversight of the firm’s global wealth and asset management segment. This encompasses the asset management business as well as the retail and retirement solutions offered globally. Paul’s responsible for enhancing the value of this unified global organization by delivering industry-leading solutions to investors. Before assuming his current position, Paul served as the general manager of individual wealth management and insurance for Manulife’s Canadian division. In this capacity, he managed Manulife Investments, Manulife Securities, Manulife Private Wealth, and Manulife Insurance, ensuring the delivery of top-tier financial advice and investment and insurance solutions to Canadians. Throughout his tenure with the firm, Paul has undertaken various roles with increasing levels of responsibility within the company’s Canadian operations. In 2022, Paul was appointed as a nonindependent trustee on the board of the John Hancock group of funds, which supervises the U.S. retail fund business of Manulife Investment Management. Paul is also a Fellow of the Canadian Institute of Actuaries.

• Education: B.Math., University of Waterloo
• Joined the company: 1993       
• Began career: 1993

Andy is global head of institutional, head of global product and strategy. In this role, he’s responsible for the global institutional business and oversees strategy and product across the wealth and asset management segment’s businesses and channels on a global scale. Andy brings a wealth of organizational and industry expertise to his current roles, including more than 25 years of experience in the asset management industry. In his previous role, Andy led all aspects of the firm’s global retail business and, prior to that, he held a variety of leadership positions at Manulife John Hancock Investments with increasing responsibility. Andy serves as a nonindependent trustee on the board of the John Hancock group of funds, which supervises the U.S. retail fund business of Manulife Wealth & Asset Management.

• Education: M.S., Finance, Northeastern University; B.S., Business Administration, Boston University
• Joined the company: 1993   
• Began career: 1993

Sarah is the chief marketing officer for Manulife Wealth & Asset Management, global chief sustainability officer and global head of digital and customer-centricity for Manulife. As chief marketing officer, Sarah is responsible for marketing strategy, brand management, innovation, digital, and analytics for Manulife’s global wealth and asset management business. She drives global coordination and alignment on the firm’s customer experience transformation across retail, retirement, and institutional asset management channels. As Manulife’s global chief sustainability officer, Sarah is responsible for leading the ongoing development and execution of the firm’s sustainability, community investment, and sponsorship strategy and oversees Manulife’s environmental, social, and governance reporting and disclosures. As the firm’s global head of digital and customer-centricity, Sarah leads Manulife’s global efforts to become an industry leader in digital and client experience. Prior to joining Manulife, Sarah worked in consulting at Deloitte and various other roles across Asia and the United States.

• Education: Ph.D., Sustainability and Corporate Responsibility, University of Technology, Sydney (Australia); M.Mgt., Bond University (Australia); B.S., Western University (Canada)
• Joined the company: 2020
• Began career: 2010

Colin is the global chief investment officer, public markets, located in the firm’s London office. In this role, he leads the public markets investment team and is responsible for all aspects of public markets investment processes and the investment performance of its equity, fixed-income, and solutions-oriented strategies. Colin is also responsible for the development and implementation of the firm’s investment philosophy, risk management approach, and environmental, social, and governance integration. Colin joined Manulife Investment Management from Aviva Investors, where he worked for the past 13 years, most recently as chief investment officer, liquid markets. Other roles he held at Aviva include CIO, credit, head of global investment-grade credit, and credit fund manager; prior to that, he worked at Aegon Asset Management and Charles Stanley. Colin holds the Chartered Financial Analyst designation.

• Education: LL.B., Law, University of Edinburgh; IB, Economics, Geography, and English, United World College of the Atlantic
• Joined the company: 2023
• Began career: 2002

Anne is the global head of private markets, based in New York City. In this role, she’s responsible for the strategy, business development, and growth of Manulife Investment Management’s private markets business, which includes real estate, infrastructure, timber, agriculture, private equity, and credit. She also leads the private markets investment teams, bringing together the chief investment officers from each asset class in the business and working closely with the global product group to drive private markets product innovation across the institutional, retail, and retirement channels. Anne joined Manulife Investment Management from BlackRock, where she spent nine years in increasingly senior roles, most recently as global head of infrastructure and real estate. Previously, she was co-head and chief operating officer for the Morgan Stanley infrastructure platform and, prior to that, she was a director at Macquarie Bank in both Melbourne and New York. 

• Education: M.S., Applied Finance, Macquarie University (Australia); B.Ec., LL.M. (Honors), Monash University (Australia)
• Joined the company: 2024
• Began career: 1994

Aimee is accountable for the strategy, growth, and overall financials of the firm’s retirement business around the globe. While aligning overall strategy with the nuances of local markets, she drives the efficiencies, best practices, and collaboration enabled by the firm’s global scale. Before joining Manulife Investment Management, Aimee served as chief commercial officer and a member of the executive leadership team at Jackson Financial, leading its sales, marketing, and product organizations to deliver growth. Prior to that, she was president and head of retirement plan services for T. Rowe Price. She also spent several years in leadership roles at Bank of America and Merrill Lynch, including head of personal retirement solutions. In addition to her work in the retirement industry, Aimee has been a leading presence with multiple industry associations, including the LIMRA/LOMA Secure Retirement Institute, where she served as chair of the board, and the SPARK Institute, where she was a governing board member.

• Education: B.A., International Relations, Michigan State University  
• Joined the company: 2022
• Began career: 1996

Kristie is head of retail for Manulife Wealth & Asset Management, responsible for setting strategic priorities and leading all aspects of the retail business, including investments, sales, marketing, finance, product development, operations, and technology. Kristie is also president and CEO of Manulife John Hancock Investments, the firm’s U.S. retail business. Before assuming her current role, she served as CFO and global head of strategy for Manulife Wealth & Asset Management. In that role, she was responsible for financial planning and analysis, forecasting, management reporting, and overseeing internal risk controls. As the firm’s head of global strategy, she also managed financial due diligence and the structuring of transactions on a global scale. Prior to joining Manulife, Kristie served as CFO for the Americas and global head of treasury at Invesco and, before that, she held progressively senior finance roles at OppenheimerFunds, including business controller and corporate treasurer. Kristie holds the Chartered Financial Analyst designation and is a member of the CFA Institute. 

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

Tricia is responsible for overseeing the firm’s global wealth and asset management legal teams for Asia, Canada, the European Union, and the United States. Previously, she was the firm’s chief counsel in Asia, where she supported the firm’s growth initiatives in key markets, including China. Prior to joining the firm in 2021, Tricia spent 13 years at Schroders Investment Management, where she was most recently the head of legal for Southeast Asia. Prior to that, Tricia served in corporate legal roles at AIA, OCBC Bank, and Allen & Gledhill.

• Education: National University of Singapore
• Joined the company: 2021
• Began career: 1998

Rishi leads all financial accounting, management reporting, planning, forecasting and analysis, and internal controls for Manulife’s wealth and asset management business globally. He’s also accountable for financial due diligence and transaction structuring on new acquisitions and transactions for the global business and for managing relationships with business and functional leads, as well as external auditors and regulators. As CFO, Rishi is a member of the firm’s leadership teams for global finance and wealth and asset management. In these roles, he helps lead the firm’s strategy team while aligning with strategy resources across the business to build a cohesive vision for the organization. Previously, he was a leader of the firm’s group finance unit, where he served as global head of funding, head of finance for the general account, and Manulife bank treasurer. Rishi started at Manulife in 2013 as global head of financial risk. He moved to Japan in 2018 to serve as the CFO of Manulife Japan, and then returned to Toronto in 2021. He brings a breadth of experience internationally across North America, Europe, and Asia and across the industry, having also worked at CIBC, Oak Hill Platinum Partners, Swiss Re, and Lloyds Banking Group. Rishi holds the Chartered Financial Analyst designation and is a Fellow of the Society of Actuaries.

• Education: M.Math., Statistics/Finance, B.Math., Actuarial Science, University of Waterloo
• Joined the company: 2013
• Began career: 1997

Joëlle is Manulife Wealth & Asset Management’s chief risk officer, responsible for overseeing key risk exposures across the firm’s global businesses. She also has operational risk oversight of Manulife’s general account, ensuring that risk management practices enable effective identification, measurement, monitoring, and reporting of risk assumed by these businesses. Prior to joining the firm, Joëlle was the chief risk officer at PGIM, the investment management division of Prudential Financial. At PGIM, she implemented and maintained a risk management framework across all asset management businesses, including public fixed income, equity, real estate, mortgages, private debt, international investments, and the mutual funds’ manufacturing and distribution platform. Previously, Joëlle was the global head of Sarbanes-Oxley (SOX) and operational risk at Lazard Frères, where she developed and implemented a global SOX program on the firm’s initial public offering, as well as an operational risk program across all business lines, including investment banking and asset management. In addition, she spent over 10 years in internal audit with Deutsche Bank and Credit Suisse, responsible for managing regional and global audits. Joëlle began her career with KPMG and worked in audit and consulting with the Paris, Philadelphia, and New York practices.

• Education: M.Mgt., ESCP Europe Paris, Oxford, Berlin; “Diplôme des Grandes Écoles de Commerce”; “Diplom Kauffrau in Wirtschaftslehre” (Graduate Business Degree in Economics); Classe préparatoire aux Grandes Écoles de Commerce; Baccalauréat in Mathematics and Physics
• Joined the company: 2019
• Began career: 1994

Gerry is responsible for managing operations in support of the firm’s global wealth and asset management business, including on-balance-sheet assets, public markets, affiliated wealth management clients, and the global retirement business. He leads the design, implementation, and management of the data governance and information management program. Prior to joining the firm, Gerry held several global leadership roles across several geographies throughout his 20-year career with Goldman Sachs (GS), including significant experience in Asia. Most recently, he was the firm’s global head of operations banking, investing and lending, where he was responsible for setting up a new operations business and managing the group, with teams located in New York, Dallas, London, Bengaluru, Hong Kong, and Tokyo. During his time at GS, he also managed multiple initiatives, including driving automation and digitization across several parts of the business. Previously, he served as Asia co-head of operations at GS, managing Singapore, Hong Kong, Tokyo, Korea, China, Australia, India, and Taiwan, while leading a global team that supported all GS revenue-producing areas, plus strategic initiatives to build out GS’s footprint and capabilities across Asia.

• Education: B.S., Commerce, Economics, and Business Administration, Rhodes University (South Africa)
• Joined the company: 2019
• Began career: 1999

Len is responsible for information services functions supporting the global wealth and asset management business of Manulife Investment Management, including setting the strategic direction for the firm’s technology function and driving delivery transformation. Previously, he was the chief information officer for John Hancock, the U.S. segment of Toronto-based Manulife, with oversight of John Hancock’s life insurance, long-term care, annuities, and fixed products businesses. Len joined the company in 2010 as chief architect for John Hancock and was later named chief technology officer, responsible for technology transformation services and business enablement. Previously, he was the founder and partner of several start-ups, and he held senior positions at Sun Life Financial, Aviva Canada, and Genesys Conferencing.

• Education: B.S., Mathematical Statistics and Computer Science, University of Pretoria (South Africa)
• Joined the company: 2010
• Began career: 1991

Leo is responsible for the firm’s wealth and asset management business in Canada, one of three key regions in which the firm operates globally. Previously, he was the firm’s global head of investment product, overseeing all investment product development, asset manager selection, and ongoing oversight of global performance and risk across a wide range of investment vehicles. Prior to his appointment to that position in 2017, Leo was with the firm’s U.S. retail business, John Hancock Investment Management, where he served as head of investments and chief investment officer after holding diverse roles of steadily increasing responsibility within the organization dating to 1997. He currently serves as a director of the Investment Funds Institute of Canada.

• Education: M.B.A., Boston University; B.A., Political Science and Economics, Colgate University
• Joined the company: 1997
• Began career: 1997

As Manulife Wealth & Asset Management’s chief compliance officer, Jackie oversees the firm’s compliance program, ensuring that it adheres to global regulations and supports the firm’s business functions and legal entities. Jackie joined Manulife Investment Management from State Street Global Advisors (SSGA), where she was responsible for implementing the firm’s compliance program. Prior to that, she was the head of sales infrastructure at SSGA, responsible for sales enablement, client onboarding, and proposal management. Before joining SSGA in 2015, Jackie served in compliance roles for BNY Mellon and MetLife.

• Education: J.D., summa cum laude, Suffolk University Law School; B.S., Management Studies, Boston University
• Joined the company: 2024
• Began career: 2000

Soraya is President and CEO of Manulife | CQS Investment Management. She is a senior partner, Chair of the Board of CQS Management Limited and a member of the Board of Manulife Investment Management (Europe) Limited. She’s also a member of the Asset Advisory Committee for Multi Asset Credit. Since joining CQS over 13 years ago, Soraya has been instrumental in the transformation of the firm from a hedge fund manager into a multi-sector alternative credit platform. She has led the growth of the firm’s core credit strategies to reach a broader client base of institutional investors and private wealth channels globally. Soraya is directly involved in shaping the investment platform to provide the best offering to clients. With her extensive experience, she oversees key relationships with the firm’s clients around the world and under her leadership, the firm has won prestigious investment mandates, including with major global public and private pension schemes. As CEO, Soraya has focused on cultivating the next generation of talent, especially in her role leading the front office investment teams. She has also championed wellbeing, diversity and inclusion, including founding the CQS Women’s Network, and has built multi-year partnerships with charities and organizations that promote youth development. During her 25+ year career, Soraya has had exposure to a broad range of strategies, including credit, convertibles, global macro, equities, and emerging markets. She’s well-known and respected for her ability to provide client-oriented solutions and shape strategies to meet client needs. Soraya began her career at HSBC Private Bank and in 2000, moved to Permal Investment Management in London where she focused on distributing fund of hedge funds across EMEA. As a fluent Arabic speaker, Soraya joined GLG Partners in 2004 as a Principal (and Partner) to build out their Middle Eastern presence. The region became a significant contributor to AUM growth. In 2008, when Greg Coffey joined Moore Europe Capital Management, Soraya joined with him as Head of Distribution for Emerging Macro Strategies and a Partner. Here, she successfully rebuilt the asset base during a difficult period in asset management. 

• Education: B.A., Economics and Public Administration, University of London
• Joined the company: 2012 (CQS)
• Began career: 2000

Dara is the global head of human resources at Manulife Wealth & Asset Management. In this role, she’s responsible for providing HR leadership, support, and strategic talent planning for the firm. In addition to leading HR teams in North America, Europe, and Asia, her responsibilities extend to the overall strategy, programs, policies, and initiatives for the global HR function to attract, develop, and engage employees. As a member of the firm’s executive leadership team, she ensures that the firm’s talent strategy aligns with the strategic plans for the business and partners with HR colleagues to design and deliver products, solutions, and services to managers and employees globally. Before assuming her current role, she held several senior HR leadership positions with Manulife’s U.S. segment, including the head of HR role. Prior to joining Manulife, Dara held various HR leadership positions at Fidelity Investments, including head of HR Fidelity Ireland, head of HR for Fidelity Corporate Technology, and head of talent strategy for Fidelity Global Technology. 

• Education: M.A., Adult and Organizational Learning, Suffolk University; B.Sc., Management and Human Resources, Northeastern University
• Joined the company: 2019
• Began career: 1990

Fabio is the head of Wealth & Asset Management, Asia, and CEO, Manulife Investment Management (Hong Kong) Limited. Based in Hong Kong, he’s also a member of Manulife’s Asia division executive committee and Manulife’s global leadership team. He leads the strategic growth and execution of the firm’s wealth and asset management businesses in Asia, collaborating with country and regional heads, CIOs, and global product teams. He’s also responsible for driving strategic growth plans locally, providing local oversight for the retail, retirement, and institutional businesses, partnering closely with local functional heads. Prior to joining the firm, Fabio spent more than 30 years at Citigroup, where he held various senior leadership roles, including head of retail banking across the Asia-Pacific, Europe, Middle East, and Africa regions, and co-head of the firm’s wealth business in Asia.

• Education: M.B.A., Federal University of Rio de Janeiro; B.A., Economics, FAE Centro Universitário
• Joined the company: 2025
• Began career: 1993