Kristie is responsible for the wealth and asset management business of Manulife Investment Management, including John Hancock Investment Management, the U.S. retail brand in the U.S. and Europe. At John Hancock Investment Management, she leads all aspects of the business, from investments, sales, marketing, finance, and product development to operations and technology. Previously, she was Manulife Investment Management’s 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 John Hancock Investment Management’s 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, defined contribution investment only, 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 John Hancock, 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 John Hancock Investment Management’s 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

Jeff is responsible for finance for the United States and Europe within the global wealth and asset management segment of John Hancock Investment Management’s parent company, Manulife Investment Management. He also serves as chief financial officer for John Hancock Investment Management Services, John Hancock Investment Management Distributors, John Hancock Distributors, and John Hancock Signature Services. Prior to his current role, Jeff was controller and assistant treasurer at John Hancock Investment Management and, before that, he worked at the Bank of Boston Regulatory Group and at Deloitte. 

• Education: M.B.A., Babson College; B.S., Economics, Queen’s University
• Joined the company: 1993
• Began career: 1979