Jacques P. Perold
Independent Director since 2015
Chair and Founder, CapShift
Committee Assignments and Rationale
Risk and Return Committee (Chair)
- Significant experience in management and oversight of risk for three large asset management firms.
- Current trustee of several mutual funds.
Audit Committee
- Multiple leadership positions with financial and operational oversight responsibilities, including as President of Fidelity Management & Research Company.
- Chair of Allstate's Risk and Return Committee
Professional Experience
- Chair and Founder of CapShift, an investment advisory firm.
- Former President of Fidelity Management & Research Company, a privately held investment and asset management company serving clients worldwide.
- Founder, former President and Chief Investment Officer of Geode Capital Management LLC, a global asset manager and independent institutional investment firm and sub-advisor to Fidelity.
- Current trustee of New York Life Insurance Company's MainStay Funds.
Key Experience and Qualifications
Financial Services: Extensive experience in the industry gained while leading investments and operations at Geode Capital and Fidelity Management & Research Company, two global asset management companies.
Risk Management: Deep understanding of risks relevant to financial services industry, specifically related to investment activities, acquired during multiple senior leadership asset management roles.
Accounting and Finance: Comprehensive knowledge gained while holding leadership positions that required financial and accounting oversight responsibilities.
Technology and/or Cybersecurity: Experience gained during tenure as a senior leader at investment companies that used data-driven tools and solutions to help clients build more effective portfolios.
Complex, Highly Regulated Businesses: As President at both Fidelity and Geode, developed in depth understanding of SEC and FINRA rules that regulate the financial services industry.
Sustainability: Experience overseeing sustainability initiatives gained while serving as Chair of the corporate responsibility committee at another public company.
Succession Planning and Human Capital Management: As a senior business leader, had responsibility for executive compensation program management objectives and goals and senior leadership succession planning.
Innovation and Customer Focus: Experience gained as leader of one of the world's largest asset management funds representing customers with nearly $2 trillion assets under management.
Other Public Board Service
