Gregg A. Lee, CFA is Director, Senior Portfolio Manager, Fixed Income at Mellon. He joined Mellon in 1989 as an equity indexing portfolio manager and after just over a year, transferred to the fixed-income department. Mr. Lee is responsible for domestic and international fixed income portfolios. He oversees the MBS/securitized sector and helps with the refinement and implementation of the portfolio management process. Mr. Lee also manages global aggregate portfolios including all components and custom indexes, and fixed income ETFs. Prior experience includes managing and trading domestic and international active fixed-income portfolios with a focus on the Active Core and Core Plus strategies. Mr. Lee graduated with a B.S. from University of California at Davis in Managerial Economics. Mr. Lee has been in the investment industry since 1989. Mr. Lee is a member of the CFA Institute and the CFA Society of San Francisco.

Marlene is the Chief Investment Officer for Mellon. She leads the team of equity and fixed income index portfolio managers managing US and non-US index portfolios. She is responsible for the refinement and implementation of the entire index portfolio management process. Previously, Marlene served as the Head of Equity Portfolio Management, responsible for US and non-US equity indexing portfolios. Marlene has also served as a senior portfolio manager within the equity index team and prior to joining the equity index team was an equity trader for the firm. Prior to joining the firm in 1995, Marlene was an equity trader for Banc One Investment Advisors Corporation. In addition, Marlene was the brokerage services manager for Mid Atlantic Capital Corporation. Her responsibilities included working with portfolio managers and clients to implement equity and fixed income strategies. Marlene has been in the investment industry since 1990. Marlene is a member of the FTSE Russell Americas Regional Equity Advisory Committee as well as provides input on index methodology and large events to industry index providers on behalf of our clients. In addition, she is a member of Women in ETFs. Marlene earned an MBA in finance from the Katz Graduate School of Business, University of Pittsburgh and a BA in history and Russian from Washington & Jefferson College. She is a member of P.E.O. International, Chapter BN, a philanthropic organization that provides financial support to women pursuing higher education.