Corporate Board Profile
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| Filing Date | Source Excerpt |
|---|---|
| 2001-10-04 | Mr. Haldeman is the President, Chief Executive Officer and Director of Lincoln National Investment Companies, Inc. and Delaware Management Holdings, Inc.; Chief Executive Officer and Director of DMH Corp., Delaware Management Company, Inc., Delaware Investments U.S., Inc., DIAL Holding Company, Inc., Delaware Management Business Trust and Delaware International Holdings Ltd.; Chief Executive Officer of Delaware General Management, Inc. and Delaware Management Company and Vantage Investment Advisers (each a series of Delaware Management Business Trust); President and Chief Executive Officer of Delaware Lincoln Cash Management and Delaware Lincoln Investment Advisers (each a series of Delaware Management Business Trust); Chairman and Director of Delaware International Advisers Ltd.; Director of Delaware Service Company, Inc., Delaware Capital Management, Inc., Retirement Financial Services, Inc. and Delaware Distributors, Inc. Prior to joining Delaware Investments in 2000, Mr. Haldeman was President, Chief Operating Officer and Director at United Asset Management from March 1998 to January 2000. Prior to that, Mr. Haldeman was Director and Partner for Cooke and Bieler, Inc. from June 1974 to March 1998. |
| 2002-08-07 | Since January 1, 2000, Mr. Haldeman has served in various executive capacities at Delaware Investments, including President/Chief Operating Officer/Director - United Asset Management (January 1998 - January 2000). |
| Filing Date | Source Excerpt |
|---|---|
| 2005-06-10 | Mr. Haldeman is President and CEO of Putnam, LLC and a graduate of Dartmouth College, Harvard Law School and Harvard Business School. |
| 2006-05-12 | Mr. Haldeman is President and CEO of Putnam, LLC. He is a graduate of Dartmouth College, Harvard Law School and Harvard Business School. |
| 2006-11-22 | Mr. Haldeman is President and Chief Executive Officer of Putnam, LLC. He is a graduate of Dartmouth College, Harvard Law School and Harvard Business School. |
| 2007-03-14 | Charles E. Haldeman, Jr., a Trustee of the funds, serves as the President and Chief Executive Officer of Putnam Investments. |
| 2008-01-02 | Mr. Haldeman is a graduate of Dartmouth College, Harvard Law School and Harvard Business School. Mr. Haldeman is also a Chartered Financial Analyst (CFA) charterholder. |
| Filing Date | Source Excerpt |
|---|---|
| 2005-09-12 | Mr. Haldeman is President and Chief Executive Officer of Putnam, LLC. He is a graduate of Dartmouth College, Harvard Law School and Harvard Business School. |
| 2006-05-12 | Mr. Haldeman is a graduate of Dartmouth College, Harvard Law School and Harvard Business School. Mr. Haldeman is also a Chartered Financial Analyst (CFA) charterholder. |
| 2007-03-14 | Charles E. Haldeman, Jr., a Trustee of the funds, serves as the President and Chief Executive Officer of Putnam Investments. |
| 2007-09-26 | Mr. Haldeman is President and Chief Executive Officer of Putnam, LLC and President of the Putnam Funds. |
| 2007-09-28 | Mr. Haldeman is President and CEO of Putnam Investments and holds degrees from Dartmouth College, Harvard Law School and Harvard Business School. |
| 2008-04-10 | Mr. Haldeman is President and CEO of Putnam Investments and holds degrees from Dartmouth College, Harvard Law School and Harvard Business School. |
| Filing Date | Source Excerpt |
|---|---|
| 2005-06-10 | Mr. Haldeman is President and CEO of Putnam, LLC. He has held executive positions in investment management and is a graduate of Dartmouth College, Harvard Law School and Harvard Business School. |
| 2006-05-12 | Mr. Haldeman is President and Chief Executive Officer of Putnam, LLC ("Putnam Investments"). He is a graduate of Dartmouth College, Harvard Law School and Harvard Business School. |
| 2006-11-22 | Mr. Haldeman is President and Chief Executive Officer of Putnam, LLC and holds degrees from Dartmouth College, Harvard Law School and Harvard Business School. |
| 2007-03-14 | Charles E. Haldeman, Jr. |
| 2008-01-02 | Mr. Haldeman is President and Chief Executive Officer of Putnam, LLC... He is a graduate of Dartmouth College, Harvard Law School and Harvard Business School. |
| 2008-12-23 | Mr. Haldeman is Chairman of Putnam Investment Management, LLC and President of the Putnam Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2004-08-20 | Mr. Haldeman is President and CEO of Putnam, LLC. He is a graduate of Dartmouth College, Harvard Law School and Harvard Business School. |
| 2005-09-12 | Mr. Haldeman is President and CEO of Putnam, LLC. He is a graduate of Dartmouth College, Harvard Law School and Harvard Business School. |
| 2006-09-14 | Mr. Haldeman is President and Chief Executive Officer of Putnam, LLC (Putnam Investments). He is a member of Putnam Investments Executive Board of Directors and Advisory Council. Prior to November 2003, Mr. Haldeman served as Co-Head of Putnam Investments Investment Division. Prior to joining Putnam Investments in 2002, Mr. Haldeman held executive positions in the investment management industry. He previously served as Chief Executive Officer of Delaware Investments and President & Chief Operating Officer of United Asset Management. Mr. Haldeman was also a partner and director of Cooke & Bieler, Inc. (an investment management firm). Mr. Haldeman currently serves as a Trustee of Dartmouth College and is a member of the Partners HealthCare Systems Investment Committee. He is a graduate of Dartmouth College, Harvard Law School and Harvard Business School. Mr. Haldeman is also a Chartered Financial Analyst (CFA) charterholder. |
| 2007-03-14 | Charles E. Haldeman, Jr., a Trustee of the funds, serves as the President and Chief Executive Officer of Putnam Investments. |
| 2007-09-26 | Mr. Haldeman is President and CEO of Putnam, LLC and has degrees from Dartmouth College, Harvard Law School and Harvard Business School. |
| 2007-09-28 | Mr. Haldeman is President and CEO of Putnam Investments, with degrees from Dartmouth College, Harvard Law School and Harvard Business School. |
| 2008-04-10 | Mr. Haldeman is President and CEO of Putnam Investments and has degrees from Dartmouth College, Harvard Law School and Harvard Business School. |
| Filing Date | Source Excerpt |
|---|---|
| 2005-06-10 | Mr. Haldeman is President and CEO of Putnam, LLC. He has held executive positions in investment management and is a graduate of Dartmouth College, Harvard Law School and Harvard Business School. |
| 2006-05-12 | Mr. Haldeman is President and Chief Executive Officer of Putnam, LLC. He is a graduate of Dartmouth College, Harvard Law School and Harvard Business School. Mr. Haldeman is also a Chartered Financial Analyst (CFA) charterholder. |
| 2006-11-22 | Mr. Haldeman is President and Chief Executive Officer of Putnam, LLC (Putnam Investments). He is a graduate of Dartmouth College, Harvard Law School and Harvard Business School. |
| 2007-03-14 | Charles E. Haldeman, Jr., a Trustee of the funds, serves as the President and Chief Executive Officer of Putnam Investments. |
| 2008-01-02 | Mr. Haldeman is President and Chief Executive Officer of Putnam, LLC and President of the Putnam Funds. He is a graduate of Dartmouth College, Harvard Law School and Harvard Business School. |
| Filing Date | Source Excerpt |
|---|---|
| 2017-03-13 | Charles E. Haldeman, Jr., age 68, has been the Non-Executive Chairman of the Company since April 2015. |
| 2018-03-19 | Charles E. Haldeman, Jr., age 69, has been the Non-Executive Chairman of the Company since April 2015. Since November 2014, he has served on the Board of DST Systems, Inc., which provides technology-based information processing and servicing solutions to the financial services and healthcare industries. He has served as Trustee of JBG Smith, the largest publicly traded real estate company focused on the Washington, D.C. market since July 2017. He was also the Non-Executive Chairman of KCG Holdings, Inc., an independent securities firm focused on market making and electronic trading, from November 2013 until the companys acquisition by Virtu Financial in July 2017. He is the former CEO of Freddie Mac, the publicly traded mortgage company. He joined Freddie Mac in 2009 and stepped down as Chief Executive in 2012. Before joining Freddie Mac, he was Chairman of Putnam Investment Management, LLC and served as President and CEO of Putnam Investments from 2003 through 2008. Prior to his tenure at Putnam, he was Chairman and CEO of Delaware Investments and earlier served as President and Chief Operating Officer of United Asset Management Corporation. He holds a Chartered Financial Analyst® (CFA®) designation. He was Chairman of the Board of Trustees of Dartmouth College from 2007 through 2010, and served as a Trustee from 2004 through 2012. |
| 2019-03-25 | Mr. Haldeman, Jr. has been the Non-Executive Chairman of the Company since April 2015. He has served as Trustee of JBG Smith, the largest publicly traded real estate company focused on the Washington, D.C. market since July 2017. He was also the Non-Executive Chairman of KCG Holdings, Inc., an independent securities firm focused on market making and electronic trading, from November 2013 until the company’s acquisition by Virtu Financial in July 2017. He served on the board of DST Systems, Inc., a provider of processing and servicing solutions to the financial services and healthcare industries, from November 2014 until the company’s acquisition by SS&C Technologies Holdings, Inc. in April 2018. He is the former CEO of Freddie Mac, the publicly traded mortgage company. He joined Freddie Mac in 2009 and stepped down as Chief Executive in 2012. Before joining Freddie Mac, he was Chairman of Putnam Investment Management, LLC and served as President and CEO of Putnam Investments from 2003 through 2008. Prior to his tenure at Putnam, he was Chairman and CEO of Delaware Investments and earlier served as President and Chief Operating Officer of United Asset Management Corporation. He holds a Chartered Financial Analyst® (CFA®) designation. |
| 2020-03-30 | He is the former CEO of Freddie Mac. |
| 2021-03-29 | Charles E. Haldeman, Jr., 72 Independent Director Since: 2012 Board Committees: Executive, Finance, Nominating and Corporate Governance Other Current Listed Company Directorships: JBG Smith Properties 2020 Director Compensation Table shows Fees Earned or Paid in Cash: $224,500, Stock Awards: $160,000, All Other Compensation: $127, Total: $384,627. |
Data sourced from SEC filings. Last updated: 2025-08-30