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Ms. Koonin is a seasoned client relations and operations leader with extensive experience in optimizing client engagement and service delivery within the financial services industry. As a member of Intech’s leadership team, she oversees initiatives that enhance the client experience for both Intech’s clients and consultants. She oversees teams responsible for client relationship management and client operations, ensuring these functions are seamlessly integrated to support the company’s strategic objectives.

Before joining Intech, Ms. Koonin held senior roles at leading financial institutions, including Lazard Asset Management, Schroders Investment Management, J.P. Morgan, and Neuberger Berman. Her expertise spans strategic relationship management, portfolio servicing, and operational efficiency. Most recently, she served in a senior leadership role at a global IT consulting firm, where she led strategic planning, marketing, and sales initiatives, driving business growth and enhancing client satisfaction.

Ms. Koonin holds a Bachelor of Arts in History with Honors from the University of Michigan, Ann Arbor, underscoring her analytical mindset and commitment to excellence.

Mr. Wylie is a senior business development executive with deep expertise in investment management and institutional client engagement. As a member of Intech’s leadership team, he is responsible for driving business growth by delivering investment solutions to current and prospective clients and consultants. He works closely with the Relationship Management Team to expand Intech’s market presence, cultivate strategic partnerships, and align the firm’s offerings with the evolving needs of institutional investors.

With a strong background in global business development, Mr. Wylie has worked with clients across North America, Europe, Australia, and Japan. His experience spans roles at Spouting Rock Asset Management, MacKay Shields LLC, Acadian Asset Management, and Barclays Global Investors, N.A., where he specialized in developing strategic investment solutions and fostering key institutional relationships.

Mr. Wylie earned his MBA with an emphasis in Finance from Duke University and a Bachelor of Arts in International Relations and Economics from Colgate University. He currently holds the FINRA Series 7, 26, and 63 licenses, underscoring his commitment to industry expertise and professional excellence.

Mr. Armstrong is a key member of Intech’s Relationship Management Team, responsible for managing relationships with the firm’s clients and investment consultants, both within the U.S. and internationally. He works closely with clients to ensure their needs are met and investment strategies are aligned with their objectives.

Before transitioning to his current role, Mr. Armstrong served as a Client Portfolio Manager at Intech, acting as a liaison between clients and the portfolio management team. Prior to joining Intech, he was an analyst at Manulife Asset Management, where he conducted research and analytics on the firm’s equity and multi-asset class portfolios. Earlier in his career, Mr. Armstrong was a Senior Consultant at FactSet Research Systems, working closely with asset managers in the northeastern U.S. to support investment research and implement valuation and attribution models.

Mr. Armstrong holds a Bachelor of Arts in Economics from Wesleyan University and an MBA in Investments and Corporate Finance from Northeastern University’s D’Amore-McKim School of Business. He is a Chartered Financial Analyst (CFA) charterholder.

Mr. Cardinali is a senior professional on Intech’s Relationship Management Team, responsible for delivering investment solutions to both current and prospective clients and consultants. He focuses on building and nurturing long-term partnerships, ensuring that clients receive tailored solutions that align with their investment objectives.

Before joining Intech, Mr. Cardinali was Vice President of Client Portfolio Management at Loomis Sayles & Company, where he managed relationships with over 40 large public fund clients. He also spent eight years at Hartford Investment Management Company, where he held various roles, including Senior Vice President and Director of Client Service and Relationship Management. Earlier in his career, Mr. Cardinali was a Senior Investment Consultant at Evaluation Associates, working closely with diverse clients on all aspects of their investment strategies.

Mr. Cardinali holds a Bachelor of Science in Finance from Central Connecticut State University. He is a Chartered Financial Analyst (CFA) charterholder and holds FINRA Series 7, 24, and 63 licenses.

Ms. Veilleux is a seasoned client relationship professional with extensive experience in investment management and business development. As a member of Intech’s Relationship Management Team, she focuses on building and maintaining strategic partnerships with consultants, prospects, and clients across North America, ensuring alignment with their investment objectives.

With expertise spanning investment disciplines and distribution channels, Ms. Veilleux is skilled at communicating complex investment concepts to a diverse range of stakeholders. She is committed to strengthening client engagement and expanding Intech’s presence by delivering thoughtful insights and tailored investment strategies.

Ms. Veilleux holds a Bachelor of Science in Business Administration with concentrations in Finance and Economics from Suffolk University, reflecting her strong foundation in financial strategy and client service.

Mr. Cone is an experienced client relationship professional with deep expertise in investment solutions and business development. As a member of Intech’s Relationship Management Team, he is responsible for servicing both current and prospective clients and consultants, ensuring a high level of engagement and strategic partnership.

Since joining Intech in 2014, Mr. Cone has played a key role in expanding the firm’s client relationships and investment offerings. He specializes in providing tailored investment solutions to Taft-Hartley funds and other valued clients.

Mr. Cone holds a Bachelor of Science in Management from Purdue University and a FINRA Series 7 license, underscoring his commitment to professional excellence and client service.