JAMES R. BOYLE

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JOHN HANCOCK INCOME SECURITIES TRUST

Filing Date Source Excerpt
2006-02-03 James R. Boyle* Chairman and Director, John Hancock Advisers, LLC 2005 184 (Age 46) (the "Adviser"), The Berkeley Financial Group, LLC ("The Berkeley Group") (holding company) and John Hancock Funds, LLC. ("John Hancock Funds") (since 2005); President, John Hancock Annuities; Executive Vice President, John Hancock Life Insurance Company (since 2004); President U.S. Annuities; Senior Vice President, The Manufacturers Life Insurance Company (U.S.A) (prior to 2004).
2007-02-08 James R. Boyle (1959) Chairman and Director, John Hancock Advisers, LLC; Trustee since 2005; Non-Independent Trustee; Committees: Governance Committee; Compensation: No compensation from the funds.
2008-02-14 James R. Boyle (1959) Executive Vice President, Trustee. Non-Independent Trustee. Compensation: None from the funds.
2009-02-06 James R. Boyle* (1959) Trustee 2005 Executive Vice President, Manulife Financial Corporation (“MFC”) (since 1999); President, John Hancock Variable Life Insurance Company (since 2007); Executive Vice President, John Hancock Life Insurance Company (since 2004); Chairman and Director, John Hancock Advisers, LLC (“JHA” or the Adviser), The Berkeley Financial Group, LLC (“The Berkeley Group”) (holding company) and John Hancock Funds, LLC (since 2005); Chairman and Director, John Hancock Investment Management Services, LLC (“JHIMS”) (since 2006); Senior Vice President, The Manufacturers Life Insurance Company (U.S.A.) (until 2004). Compensation: $268,000 (FYE 12-31-07 and FPE 10-31-08).
2009-12-02 James R. Boyle* (1959) Trustee 2005 Senior Executive Vice President (since 2009), Executive Vice President (1999 – 2009), Manulife Financial Corporation; Director and President, John Hancock Variable Life Insurance Company (since 2007); Director and Executive Vice President, John Hancock Life Insurance Company (since 2004); Chairman and Director, John Hancock Advisers, LLC, The Berkeley Financial Group, LLC (holding company) and John Hancock Funds, LLC (since 2005); Chairman and Director, John Hancock Investment Management Services, LLC (since 2006); Senior Vice President, The Manufacturers Life Insurance Company (U.S.A.) (until 2004). 262,000 total compensation.
2012-09-13 James R. Boyle (1959) Nominee... Senior Executive Vice President, John Hancock Financial Services... Trustee of John Hancock Funds II and John Hancock retail funds... Aggregate Compensation: $244,000.
2013-12-24 James R. Boyle Senior Executive Vice President, John Hancock Financial Services (1999-2012, including prior positions); Chairman and Director, John Hancock Advisers, LLC, John Hancock Funds, LLC, and John Hancock Investment Management Services, LLC (2005-2010). Trustee, John Hancock retail funds (2005-2010 and since 2012); Trustee, John Hancock Variable Insurance Trust and John Hancock Funds II (since 2005). Because Messrs. Boyle, Bromley, and Thomson are senior executives or directors of the Advisor or its affiliates, each of them is considered an “interested person” (as defined in the 1940 Act) of the funds.
2015-12-07 James R. Boyle (1959) Trustee Chairman, HealthFleet, Inc., (healthcare) (since 2014); Executive Vice President and Chief Executive Officer, U.S. Life Insurance Division of Genworth Financial, Inc. (insurance) (January 2014-July 2014); Senior Executive Vice President, Manulife Financial, President and Chief Executive Officer, John Hancock (1999-2012); Chairman and Director, John Hancock Advisers, LLC, John Hancock Funds, LLC, and John Hancock Investment Management Services, LLC (2005-2010). Trustee, John Hancock Collateral Trust and John Hancock Exchange-Traded Fund Trust (since 2015); Trustee, John Hancock retail funds (2005–2010; 2012-2014 and since 2015); Trustee, John Hancock Variable Insurance Trust and John Hancock Funds II (2005-2014 and since 2015). 2015 3249 annual retainer from each fund.
2016-11-18 James R. Boyle (1959) Trustee Chairman and Chief Executive Officer, Zillion Group, Inc. (formerly HealthFleet, Inc.) (healthcare) (since 2014); Executive Vice President and Chief Executive Officer, U.S. Life Insurance Division of Genworth Financial, Inc. (insurance) (January 2014–July 2014); Senior Executive Vice President, Manulife Financial Corporation, President and Chief Executive Officer, John Hancock (1999–2012); Chairman and Director, John Hancock Advisers, LLC, John Hancock Funds, LLC, and John Hancock Investment Management Services, LLC (2005–2010). Trustee, John Hancock Collateral Trust and John Hancock Exchange-Traded Fund Trust (since 2015); Trustee, John Hancock retail funds (2005–2010; 2012–2014 and since 2015); Trustee, John Hancock Variable Insurance Trust and John Hancock Funds II (2005–2014 and since 2015). 2015 228 Aggregate Compensation for the Fiscal Year Ended October 31, 2016 James R. Boyle $4,000 $4,000 $347,000
2017-12-14 James R. Boyle (1959) Trustee Chairman and Chief Executive Officer, Zillion Group, Inc. (formerly HealthFleet, Inc.) (healthcare) (since 2014); Executive Vice President and Chief Executive Officer, U.S. Life Insurance Division of Genworth Financial, Inc. (insurance) (January 2014–July 2014); Senior Executive Vice President, Manulife Financial Corporation, President and Chief Executive Officer, John Hancock (1999-2012); Chairman and Director, John Hancock Advisers, LLC, John Hancock Funds, LLC, and John Hancock Investment Management Services, LLC (2005–2010). Trustee, John Hancock Collateral Trust and John Hancock Exchange-Traded Fund Trust (since 2015); Trustee, John Hancock retail funds (2005–2010; 2012–2014 and since 2015); Trustee, John Hancock Variable Insurance Trust and John Hancock Funds II (2005–2014 and since 2015). Trustee Compensation Each fund pays fees to its Independent Trustees and Mr. Boyle. Trustees are also reimbursed for travel and other out-of-pocket expenses. Each Independent Trustee and Mr. Boyle receives in the aggregate from each fund and the other closed-end funds in the John Hancock Fund Complex an annual retainer of $40,000. The following table provides information regarding the compensation paid by each fund and the other investment companies in the John Hancock Fund Complex to the Independent Trustees and Mr. Boyle for their services for each fund's most recently completed fiscal year. Aggregate Compensation for the Fiscal Year Ended October 31, 2017 Non-Independent Trustee James R. Boyle $4,000 $4,000 $354,000
2018-12-13 James R. Boyle (1959) Trustee Chief Executive Officer, Foresters Financial (since 2018); Chairman and Chief Executive Officer, Zillion Group, Inc. (formerly HealthFleet, Inc.) (healthcare) (2014-2018); Executive Vice President and Chief Executive Officer, U.S. Life Insurance Division of Genworth Financial, Inc. (insurance) (January 2014–July 2014); Senior Executive Vice President, Manulife Financial, President and Chief Executive Officer, John Hancock (1999-2012); Chairman and Director, John Hancock Advisers, LLC, John Hancock Funds, LLC, and John Hancock Investment Management Services, LLC (2005–2010). Trustee, John Hancock Collateral Trust and John Hancock Exchange-Traded Fund Trust (since 2015); Trustee, John Hancock retail funds (2005–2010; 2012–2014 and since 2015); Trustee, John Hancock Variable Insurance Trust and John Hancock Funds II (2005–2014 and since 2015). 2015 214 Aggregate Compensation for the Fiscal Year Ended October 31, 2018 James R. Boyle $4,000 $4,000 $369,000
2019-12-12 James R. Boyle (1959) Trustee Chief Executive Officer, Foresters Financial (since 2018); Chairman and Chief Executive Officer, Zillion Group, Inc. (2014-2018); Executive Vice President and Chief Executive Officer, U.S. Life Insurance Division of Genworth Financial, Inc. (2014); Senior Executive Vice President, Manulife Financial, President and CEO, John Hancock (1999-2012). Trustee Since 2015 Contracts, Legal & Risk Committee member Each Independent Trustee receives an annual retainer of $40,000 from all funds; Boyle received $4,000 from each of the two funds.
2022-12-15 James R. Boyle(1959)Trustee Foresters Financial, Chief Executive Officer (2018–2022) and board member (2017–2022). Manulife Financial and John Hancock, more than 20 years, retiring in 2012 as Chief Executive Officer, John Hancock and Senior Executive Vice President, Manulife Financial.Trustee of various trusts within the John Hancock Fund Complex (2005–2014 and since 2015). Trustee Since 2015 Number of Funds in John Hancock Fund Complex 183. The Board has an Audit Committee; Compliance Committee; Contracts, Legal & Risk Committee; Nominating and Governance Committee; and Investment Committee. The Contracts, Legal & Risk Committee (Ms. Ellison, and Messrs. Boyle, Pruchansky and Russo). Mr. Russo serves as Chairperson of this Committee. The Investment Committee composed of all Trustees. Mr. Boyle serves on the Contracts, Legal & Risk Committee and Investment Committee. Compensation: $450,000.
2023-12-14 James R. Boyle (1959) Trustee since 2015. Board Member, United of Omaha Life Insurance Company (since 2022). Board Member, Mutual of Omaha Investor Services, Inc. (since 2022). Foresters Financial, Chief Executive Officer (2018–2022) and board member (2017–2022). Manulife Financial and John Hancock, more than 20 years, retiring in 2012 as Chief Executive Officer, John Hancock and Senior Executive Vice President, Manulife Financial. Trustee of various trusts within the John Hancock Fund Complex (2005–2014 and since 2015). Compensation: $455,000 total for all funds in the John Hancock Fund Complex.
2024-12-12 James R. Boyle (1959) - Trustee since 2015; Board Member, United of Omaha Life Insurance Company (since 2022); Foresters Financial, CEO (2018–2022); Trustee of various trusts within the John Hancock Fund Complex (2005–2014 and since 2015). Compensation: $471,520.

JOHN HANCOCK INVESTORS TRUST

Filing Date Source Excerpt
2006-02-03 James R. Boyle* Chairman and Director, John Hancock Advisers, LLC 2005 184 (Age 46) (the "Adviser"), The Berkeley Financial Group, LLC ("The Berkeley Group") (holding company) and John Hancock Funds, LLC. ("John Hancock Funds") (since 2005); President, John Hancock Annuities; Executive Vice President, John Hancock Life Insurance Company (since 2004); President U.S. Annuities; Senior Vice President, The Manufacturers Life Insurance Company (U.S.A) (prior to 2004).
2007-02-08 James R. Boyle Chairman and Director, John Hancock Advisers, LLC (the "Adviser"), The Berkeley Financial Group, LLC (holding company) and John Hancock Funds, LLC.; ... Non-Independent Trustee; Compensation: Non-Independent Trustees receive no compensation from the funds.
2008-02-14 James R. Boyle (1959) Executive Vice President, Manulife Financial Corporation (since 1999); President, John Hancock Variable Life Insurance Company (March 2007 to Present); Executive Vice President, John Hancock Life Insurance Company (since June 2004); Chairman and Director, John Hancock Advisers, LLC (the 3 Adviser 4), The Berkeley Financial Group, LLC ( 3The Berkeley Group 4) (holding company) and John Hancock Funds, LLC (since 2005); Senior Vice President, The Manufacturers Life Insurance Company (U.S.A.) (until 2004).
2009-02-06 James R. Boyle* (1959) Trustee 2005 Executive Vice President, Manulife Financial Corporation (“MFC”) (since 1999); President, John Hancock Variable Life Insurance Company (since 2007); Executive Vice President, John Hancock Life Insurance Company (since 2004); Chairman and Director, John Hancock Advisers, LLC (“JHA” or the Adviser), The Berkeley Financial Group, LLC (“The Berkeley Group”) (holding company) and John Hancock Funds, LLC (since 2005); Chairman and Director, John Hancock Investment Management Services, LLC (“JHIMS”) (since 2006); Senior Vice President, The Manufacturers Life Insurance Company (U.S.A.) (until 2004). Compensation: $268,000 total annual compensation approximately.
2009-12-02 James R. Boyle* (1959) Trustee 2005 Senior Executive Vice President (since 2009), Executive Vice President (1999 – 2009), Manulife Financial Corporation; Director and President, John Hancock Variable Life Insurance Company (since 2007); Director and Executive Vice President, John Hancock Life Insurance Company (since 2004); Chairman and Director, John Hancock Advisers, LLC, The Berkeley Financial Group, LLC (since 2005); Chairman and Director, John Hancock Investment Management Services, LLC (since 2006); Senior Vice President, The Manufacturers Life Insurance Company (U.S.A.) (until 2004). 11 John Hancock Funds overseen. Compensation: $262,000.
2012-09-13 James R. Boyle (1959) Nominee - Senior Executive Vice President, John Hancock Financial Services. Trustee of John Hancock Funds II and John Hancock retail funds.
2013-12-24 James R. Boyle - Senior Executive Vice President, John Hancock Financial Services (1999-2012, including prior positions); Chairman and Director, John Hancock Advisers, LLC, John Hancock Funds, LLC, and John Hancock Investment Management Services, LLC (2005-2010). Trustee, John Hancock retail funds (2005-2010 and since 2012); Trustee, John Hancock Variable Insurance Trust and John Hancock Funds II (since 2005). Because Messrs. Boyle, Bromley, and Thomson are senior executives or directors of the Advisor or its affiliates, each of them is considered an “interested person” (as defined in the 1940 Act) of the funds. Compensation not stated.
2015-12-07 James R. Boyle (1959) Trustee Chairman, HealthFleet, Inc., (healthcare) (since 2014); Executive Vice President and Chief Executive Officer, U.S. Life Insurance Division of Genworth Financial, Inc. (insurance) (January 2014-July 2014); Senior Executive Vice President, Manulife Financial, President and Chief Executive Officer, John Hancock (1999-2012); Chairman and Director, John Hancock Advisers, LLC, John Hancock Funds, LLC, and John Hancock Investment Management Services, LLC (2005-2010). Trustee, John Hancock Collateral Trust and John Hancock Exchange-Traded Fund Trust (since 2015); Trustee, John Hancock retail funds (2005–2010; 2012-2014 and since 2015); Trustee, John Hancock Variable Insurance Trust and John Hancock Funds II (2005-2014 and since 2015). 2015 $3249 Compliance Committee member.
2016-11-18 James R. Boyle (1959) Trustee Chairman and Chief Executive Officer, Zillion Group, Inc. (formerly HealthFleet, Inc.) (healthcare) (since 2014); Executive Vice President and Chief Executive Officer, U.S. Life Insurance Division of Genworth Financial, Inc. (insurance) (January 2014–July 2014); Senior Executive Vice President, Manulife Financial Corporation, President and Chief Executive Officer, John Hancock (1999–2012); Chairman and Director, John Hancock Advisers, LLC, John Hancock Funds, LLC, and John Hancock Investment Management Services, LLC (2005–2010). Trustee, John Hancock Collateral Trust and John Hancock Exchange-Traded Fund Trust (since 2015); Trustee, John Hancock retail funds (2005–2010; 2012–2014 and since 2015); Trustee, John Hancock Variable Insurance Trust and John Hancock Funds II (2005–2014 and since 2015). 2015 228 Aggregate Compensation for the Fiscal Year Ended October 31, 2016 James R. Boyle $4,000 $4,000 $347,000
2017-12-14 James R. Boyle (1959) Trustee Chairman and Chief Executive Officer, Zillion Group, Inc. (formerly HealthFleet, Inc.) (healthcare) (since 2014); Executive Vice President and Chief Executive Officer, U.S. Life Insurance Division of Genworth Financial, Inc. (insurance) (January 2014–July 2014); Senior Executive Vice President, Manulife Financial Corporation, President and Chief Executive Officer, John Hancock (1999-2012); Chairman and Director, John Hancock Advisers, LLC, John Hancock Funds, LLC, and John Hancock Investment Management Services, LLC (2005–2010). Trustee, John Hancock Collateral Trust and John Hancock Exchange-Traded Fund Trust (since 2015); Trustee, John Hancock retail funds (2005–2010; 2012–2014 and since 2015); Trustee, John Hancock Variable Insurance Trust and John Hancock Funds II (2005–2014 and since 2015). 2015 223 Each Independent Trustee and Mr. Boyle receives in the aggregate from each fund and the other closed-end funds in the John Hancock Fund Complex an annual retainer of $40,000. The following table provides information regarding the compensation paid by each fund and the other investment companies in the John Hancock Fund Complex to the Independent Trustees and Mr. Boyle for their services for each fund's most recently completed fiscal year. Aggregate Compensation for the Fiscal Year Ended October 31, 2017 Non-Independent Trustee Income Securities Trust $4,000 Investors Trust $4,000 Total Compensation All Funds in the John Hancock Fund Complex $354,000
2018-12-13 James R. Boyle (1959) Trustee Chief Executive Officer, Foresters Financial (since 2018); Chairman and Chief Executive Officer, Zillion Group, Inc. (formerly HealthFleet, Inc.) (healthcare) (2014-2018); Executive Vice President and Chief Executive Officer, U.S. Life Insurance Division of Genworth Financial, Inc. (insurance) (January 2014–July 2014); Senior Executive Vice President, Manulife Financial, President and Chief Executive Officer, John Hancock (1999-2012); Chairman and Director, John Hancock Advisers, LLC, John Hancock Funds, LLC, and John Hancock Investment Management Services, LLC (2005–2010). Trustee, John Hancock Collateral Trust and John Hancock Exchange-Traded Fund Trust (since 2015); Trustee, John Hancock retail funds (2005–2010; 2012–2014 and since 2015); Trustee, John Hancock Variable Insurance Trust and John Hancock Funds II (2005–2014 and since 2015). 2015 214 Each Independent Trustee receives in the aggregate from each fund and the other closed-end funds in the John Hancock Fund Complex an annual retainer of $40,000. James R. Boyle receives $4,000 from Income Securities Trust and $4,000 from Investors Trust.
2019-12-12 James R. Boyle (1959) Trustee Chief Executive Officer, Foresters Financial (since 2018); Chairman and Chief Executive Officer, Zillion Group, Inc. (2014-2018); Senior Executive Vice President, Manulife Financial, President and CEO, John Hancock (1999-2012). Trustee Since 2015 Contracts, Legal & Risk Committee member Each Independent Trustee receives an annual retainer of $40,000 from all funds; Boyle received $4,000 from each of the two funds.
2020-12-10 James R. Boyle(1959)Trustee Chief Executive Officer, Foresters Financial (since 2018); Chairman and Chief Executive Officer, Zillion Group, Inc. (formerly HealthFleet, Inc.) (healthcare) (2014-2018); Executive Vice President and Chief Executive Officer, U.S. Life Insurance Division of Genworth Financial, Inc. (insurance) (January 2014–July 2014); Senior Executive Vice President, Manulife Financial, President and Chief Executive Officer, John Hancock (1999-2012); Chairman and Director, John Hancock Investment Management LLC, John Hancock Investment Management Distributors LLC, and John Hancock Variable Trust Advisers LLC (2005–2010).Trustee of various trusts within the John Hancock Fund Complex (2005–2014 and since 2015). The Board also has a standing Contracts, Legal & Risk Committee (Messrs. Boyle, Pruchansky and Russo). This Committee oversees the initiation, operation, and renewal of the various contracts between the funds and other entities. Each Independent Trustee receives in the aggregate from each fund and the other closed-end funds in the John Hancock Fund Complex an annual retainer of $40,000. The following table provides information regarding the compensation paid by each fund and the other investment companies in the John Hancock Fund Complex to the Independent Trustees for their services for each fund’s most recently completed fiscal year. Aggregate Compensation for the Fiscal Year Ended October 31, 2020 Independent Trustees Income Securities Trust Investors Trust Total Compensation All Funds in the John Hancock Fund Complex James R. Boyle $4,000 $4,000 $388,000
2022-12-15 James R. Boyle(1959)Trustee Foresters Financial, Chief Executive Officer (2018–2022) and board member (2017–2022). Manulife Financial and John Hancock, more than 20 years, retiring in 2012 as Chief Executive Officer, John Hancock and Senior Executive Vice President, Manulife Financial.Trustee of various trusts within the John Hancock Fund Complex (2005–2014 and since 2015).
2023-12-14 James R. Boyle (1959) Trustee since 2015. Board Member, United of Omaha Life Insurance Company (since 2022). Board Member, Mutual of Omaha Investor Services, Inc. (since 2022). Foresters Financial, Chief Executive Officer (2018–2022) and board member (2017–2022). Manulife Financial and John Hancock, more than 20 years, retiring in 2012 as Chief Executive Officer, John Hancock and Senior Executive Vice President, Manulife Financial. Trustee of various trusts within the John Hancock Fund Complex (2005–2014 and since 2015).
2024-12-12 James R. Boyle (1959) - Trustee since 2015; Chairperson of Contracts, Legal & Risk Committee; compensation $471,520.

JOHN HANCOCK PREMIUM DIVIDEND FUND

Filing Date Source Excerpt
2006-02-03 Chairman and Director, John Hancock Advisers, LLC (the "Adviser"), The Berkeley Financial Group, LLC ("The Berkeley Group") (holding company) and John Hancock Funds, LLC. ("John Hancock Funds") (since 2005); President, John Hancock Annuities; Executive Vice President, John Hancock Life Insurance Company (since 2004); President U.S. Annuities; Senior Vice President, The Manufacturers Life Insurance Company (U.S.A.) (prior to 2004).
2008-02-07 Executive Vice President, Manulife Financial Corporation (since 1999); President, John Hancock Variable Life Insurance Company (March 2007 to Present); Executive Vice President, John Hancock Life Insurance Company (since June 2004); Chairman and Director, John Hancock Advisers, LLC (the “Adviser”), The Berkeley Financial Group, LLC (“The Berkeley Group”) (holding company) and John Hancock Funds, LLC (since 2005); Senior Vice President, The Manufacturers Life Insurance Company (U.S.A.) (until 2004).
2008-07-30 The following table lists the chief executive officer and the directors of the adviser. The address of each of these individuals is 601 Congress Street, Boston, Massachusetts 02210-2805. James R. Boyle Chairman and Director The following table lists the Trustees and officers of the fund who are also officers or directors of the adviser. James R. Boyle Trustee Chairman and Director
2009-02-06 Executive Vice President, MFC; President, John Hancock Variable Life Insurance Company; Executive Vice President, John Hancock Life Insurance Company; Chairman and Director, the Adviser, The Berkeley Group and John Hancock Funds, LLC; Chairman and Director, JHIMS.
2009-12-02 Senior Executive Vice President (since 2009), Executive Vice President (1999-2009), Manulife Financial Corporation; Director and President, John Hancock Variable Life Insurance Company (since 2007); Director and Executive Vice President, John Hancock Life Insurance Company (since 2004); Chairman and Director, John Hancock Advisers, LLC, The Berkeley Financial Group, LLC (holding company) and John Hancock Funds, LLC (since 2005); Chairman and Director, John Hancock Investment Management Services, LLC (since 2006); Senior Vice President, The Manufacturers Life Insurance Company (U.S.A.) (until 2004).
2012-09-13 Through his positions as Chairman and Director of the Adviser, position as a senior executive of MFC, the Adviser’s parent company, and positions with other affiliates of the Adviser, Mr. Boyle has experience in the development and management of registered investment companies, variable annuities and retirement products.
2013-12-24 Senior Executive Vice President, John Hancock Financial Services (1999-2012, including prior positions); Chairman and Director, John Hancock Advisers, LLC, John Hancock Funds, LLC, and John Hancock Investment Management Services, LLC (2005-2010).
2015-12-07 Chairman, HealthFleet, Inc., (healthcare) (since 2014); Executive Vice President and Chief Executive Officer, U.S. Life Insurance Division of Genworth Financial, Inc. (insurance) (January 2014-July 2014); Senior Executive Vice President, Manulife Financial, President and Chief Executive Officer, John Hancock (1999-2012); Chairman and Director, John Hancock Advisers, LLC, John Hancock Funds, LLC, and John Hancock Investment Management Services, LLC (2005-2010).
2016-11-18 James R. Boyle (1959) Trustee - Chairman and CEO, Zillion Group, Inc. (healthcare); Executive VP and CEO, U.S. Life Insurance Division of Genworth Financial; Senior EVP, Manulife Financial Corporation.
2019-12-12 Chief Executive Officer, Foresters Financial (since 2018); Chairman and Chief Executive Officer, Zillion Group, Inc. (formerly HealthFleet, Inc.) (healthcare) (2014-2018); Executive Vice President and Chief Executive Officer, U.S. Life Insurance Division of Genworth Financial, Inc. (insurance) (January 2014–July 2014); Senior Executive Vice President, Manulife Financial, President and Chief Executive Officer, John Hancock (1999-2012); Chairman and Director, John Hancock Investment Management LLC, John Hancock Investment Management Distributors LLC, and John Hancock Variable Trust Advisers (2005–2010).
2021-12-09 Chief Executive Officer of Foresters Financial; former president and CEO of multi-line life Insurance and financial services companies; began career as a Certified Public Accountant.
2022-12-15 Former President and CEO of a large international fraternal life insurance company and multi-line life insurance and financial services companies; began career as a Certified Public Accountant.
2023-12-14 Board Member, United of Omaha Life Insurance Company (since 2022). Board Member, Mutual of Omaha Investor Services, Inc. (since 2022). Foresters Financial, Chief Executive Officer (2018–2022) and board member (2017–2022). Manulife Financial and John Hancock, more than 20 years, retiring in 2012 as Chief Executive Officer, John Hancock and Senior Executive Vice President, Manulife Financial.

Data sourced from SEC filings. Last updated: 2025-08-30