Corporate Board Profile
Tech Score: 3/100
1 mention(s) identify LISA M. JONES as having software/technology expertise.
| Company | Filing Date | Evidence | Reason |
|---|---|---|---|
| PIONEER MUNICIPAL HIGH INCOME FUND, INC. | 2023-07-26 | Director, CEO and President of Amundi US, Inc. (investment management firm) (since September 2014); Director, CEO and President of Amundi Asset Management US, Inc. (since September 2014); Chair, Amundi US, Inc., Amundi Distributor US, Inc. and Amundi Asset Management US, Inc. (September 2014 – 2018); Director of Clearwater Analytics (provider of web-based investment accounting software for reporting and reconciliation services) (September 2022 – present) | She is Director, CEO and President of Amundi US, Inc., and Director of Clearwater Analytics, a provider of web-based investment accounting software, indicating familiarity with software products. |
| Filing Date | Source Excerpt |
|---|---|
| 2015-08-03 | Chair, Director, CEO and President of Pioneer Investment Management USA Inc. (since September 2014); Managing Director, Morgan Stanley Investment Management (2010 -- 2013) |
| 2016-07-28 | Chair, Director, CEO and President of Pioneer Investment Management USA Inc. (since September 2014); Managing Director, Morgan Stanley Investment Management (2010 -- 2013) |
| 2017-03-28 | Chair, Director, CEO and President of Pioneer Investment Management USA Inc. ("PIM-USA") (since September 2014); Chair, Director and CEO of the Adviser (since September 2014); Chair, Director and CEO of Pioneer Funds Distributor, Inc. (since September 2014); Chair, Director, CEO and President of PIAM (since September 2014); Trustee of Pioneer closed-end Funds (since September 2014); and Chair, Director, CEO and President of Pioneer Investment Management Shareholder Services, Inc. (September 2014–2015); President of all of the Pioneer Funds (since September 2014) |
| 2017-08-04 | Chair, Director, CEO and President of Amundi Pioneer Asset Management USA, Inc. (since September 2014); Managing Director, Morgan Stanley Investment Management (2010 - 2013) |
| 2018-07-27 | Director, CEO and President of Amundi Pioneer Asset Management USA, Inc. (since September 2014) |
| 2019-08-05 | Director, CEO and President of Amundi Pioneer Asset Management, Inc. (since September 2014) |
| 2020-08-04 | Director, CEO and President of Amundi Pioneer Asset Management USA, Inc. (investment management firm) (since September 2014) |
| 2021-07-29 | Director, CEO and President of Amundi US, Inc. (investment management firm) (since September 2014) |
| 2022-07-29 | Lisa M. Jones (60)** Director, CEO and President of Amundi US, Inc. (investment management firm) (since September 2014). |
| 2023-07-26 | Director, CEO and President of Amundi US, Inc. (investment management firm) (since September 2014); Director, CEO and President of Amundi Asset Management US, Inc. (since September 2014) |
| 2024-08-21 | Lisa M. Jones (62) - Director, CEO and President of Amundi US, Inc.; investment management experience. |
| Filing Date | Source Excerpt |
|---|---|
| 2015-08-03 | Chair, Director, CEO and President of Pioneer Investment Management USA Inc. ("PIM-USA") (since September 2014) |
| 2016-07-28 | Chair, Director, CEO and President of Pioneer Investment Management USA Inc. ("PIM-USA") (since September 2014); Chair, Director and CEO of Pioneer Investment Management, Inc. ("Pioneer") (since September 2014); Chair, Director, and CEO of Pioneer Funds Distributor, Inc. (since September 2014); Managing Director, Morgan Stanley Investment Management (2010 -- 2013) |
| 2017-03-28 | Lisa M. Jones (54) President, CEO and Director of Pioneer Investment Management USA Inc.; Chair, Director and CEO of the Adviser; President of all of the Pioneer Funds; Managing Director, Morgan Stanley Investment Management; Director of Institutional Business, CEO of International, Eaton Vance Management. |
| 2017-08-04 | Chair, Director, CEO and President of Amundi Pioneer Asset Management USA, Inc. (since September 2014); Chair, Director and CEO of Amundi Pioneer Asset Management, Inc. (since September 2014); Chair, Director and CEO of Amundi Pioneer Distributor, Inc. (since September 2014); Chair, Director, CEO and President of Amundi Pioneer Institutional Asset Management, Inc. (since September 2014); Managing Director, Morgan Stanley Investment Management (2010 - 2013); Director of Institutional Business, CEO of International, Eaton Vance Management (2005 - 2010) |
| 2018-07-27 | Director, CEO and President of Amundi Pioneer Asset Management USA, Inc. (since September 2014) |
| 2019-08-05 | Director, CEO and President of Amundi Pioneer Asset Management, Inc. (since September 2014) |
| 2020-08-04 | Director, CEO and President of Amundi Pioneer Asset Management USA, Inc. (investment management firm) (since September 2014) |
| 2021-07-29 | Director, CEO and President of Amundi US, Inc. (investment management firm) (since September 2014) |
| 2022-07-29 | Lisa M. Jones (60)** Interested Director, President and Chief Executive Officer Nominee ... Director, CEO and President of Amundi US, Inc. (investment management firm) (since September 2014). |
| 2023-07-26 | Director, CEO and President of Amundi US, Inc. (investment management firm) (since September 2014) |
| 2024-08-22 | Director, CEO and President of Amundi US, Inc. (investment management firm) (since September 2014); Director, CEO and President of Amundi Asset Management US, Inc. (since September 2014) |
| Filing Date | Source Excerpt |
|---|---|
| 2015-08-03 | Chair, Director, CEO and President of Pioneer Investment Management USA Inc. (since September 2014); Managing Director, Morgan Stanley Investment Management (2010 -- 2013) |
| 2016-07-28 | Chair, Director, CEO and President of Pioneer Investment Management USA Inc. ("PIM-USA") (since September 2014); Chair, Director and CEO of Pioneer Investment Management, Inc. ("Pioneer") (since September 2014); Managing Director, Morgan Stanley Investment Management (2010 -- 2013) |
| 2017-03-28 | Lisa M. Jones President and Chief Executive Officer Nominee Chair, Director, CEO and President of Pioneer Investment Management USA Inc. ("PIM-USA") (since September 2014); Chair, Director and CEO of the Adviser (since September 2014); Chair, Director and CEO of Pioneer Funds Distributor, Inc. (since September 2014); Chair, Director, CEO and President of PIAM (since September 2014); Trustee of Pioneer closed-end Funds (since September 2014); and Chair, Director, CEO and President of Pioneer Investment Management Shareholder Services, Inc. (September 2014–2015); President of all of the Pioneer Funds (since September 2014) |
| 2017-08-04 | Chair, Director, CEO and President of Amundi Pioneer Asset Management USA, Inc. (since September 2014); Chair, Director and CEO of Amundi Pioneer Asset Management, Inc. (since September 2014); Chair, Director and CEO of Amundi Pioneer Distributor, Inc. (since September 2014); Chair, Director, CEO and President of Amundi Pioneer Institutional Asset Management, Inc. (since September 2014); Managing Director, Morgan Stanley Investment Management (2010 - 2013); Director of Institutional Business, CEO of International, Eaton Vance Management (2005 - 2010) |
| 2018-07-27 | Director, CEO and President of Amundi Pioneer Asset Management USA, Inc.; Director, CEO and President of Amundi Pioneer Asset Management, Inc.; Director, CEO and President of Amundi Pioneer Distributor, Inc.; Director, CEO and President of Amundi Pioneer Institutional Asset Management, Inc. |
| 2019-08-05 | Director, CEO and President of Amundi Pioneer Asset Management, Inc. (since September 2014) |
| 2020-08-04 | Director, CEO and President of Amundi Pioneer Asset Management USA, Inc. (investment management firm) (since September 2014) |
| 2021-07-29 | Director, CEO and President of Amundi US, Inc. (investment management firm) (since September 2014); Director, CEO and President of Amundi Asset Management US, Inc. (since September 2014) |
| 2022-07-29 | Lisa M. Jones (60)** Interested Director, President and Chief Executive Officer Nominee ... Director, CEO and President of Amundi US, Inc. (investment management firm) (since September 2014). |
| 2023-07-26 | Director, CEO and President of Amundi US, Inc. (investment management firm) (since September 2014); Director, CEO and President of Amundi Asset Management US, Inc. (since September 2014); Chair, Amundi US, Inc., Amundi Distributor US, Inc. and Amundi Asset Management US, Inc. (September 2014 – 2018); Director of Clearwater Analytics (provider of web-based investment accounting software for reporting and reconciliation services) (September 2022 – present) |
| 2024-08-22 | Director, CEO and President of Amundi US, Inc. (investment management firm) (since September 2014); Director, CEO and President of Amundi Asset Management US, Inc. (since September 2014); Director, CEO and President of Amundi Distributor US, Inc. (since September 2014) |
Data sourced from SEC filings. Last updated: 2026-02-03