• Mabel has been an integral member in portfolio management of Multi-Asset and Multi-Component Portfolios since 2000 when UBS Asset Management launched the UBS Multi-Asset Managed Accounts Program. • Recognizing the importance of after-tax investment results to US private clients, Mabel led her team to launch Personalized Tax Management in 2011 as a tax overlay investment service to multi-asset portfolios. • Mabel has significant experience in manager selection, overseeing $30 billion of assets for institutional and private clients globally through open architecture of best-in-class managers in liquid strategies, combined with a keen focus on risk-aware and holistic portfolio construction. • Mabel joined the firm in 1984, after her graduate study in business administration and has held various positions in finance, treasury, strategic and business planning, prior to joining the asset management division of the firm in 1995. • Prior to business school, she was a corporate finance analyst at an investment banking firm.

Fred Lee, CFA, as the Head of Portfolio Construction & Quantitative Research within the MMS team since January 2009, oversees the portfolio construction process in determining the specific allocations to individual managers. He also leads the team responsible for the quantitative assessment of managers. Mr. Lee is located in the London office of UBS AM, which he joined in 2006 as a Risk Analyst where he provided risk assessment and monitoring for all client portfolios and enhanced proprietary risk models. Prior to joining UBS AM, Mr. Lee worked as a consultant for MSCI Barra providing advice to large investment managers across Europe on the interpretation and use of risk models and analytics.

Joseph Wilson, executive director, is a research analyst and portfolio manager within the U.S. Equity group. An employee since 2014, Joe is responsible for the technology sector for JPMorgan’s large cap growth portfolios.He is also a co-portfolio manager on the J.P. Morgan U.S. Technology Strategy. Prior to joining the firm, Joe spent six years as a buy side analyst for UBS Global Asset Management, wherehe covered the technology sector for the Large Cap Growth team from 2010 to 2014, and the Mid Cap Growth team in 2009. Prior to that, Joe worked at RBC Capital Markets as a sell side research associate covering enterprise, infrastructure, and security software. Joe holds a B.A. in Finance from the University of St. Thomas and an M.B.A. from the University of St. Thomas Opus College of Business.

Mr. Devulapally is a Managing Director at J.P. MORGAN INVESTMENT MANAGEMENT INC and a portfolio manager in the JPMorgan U.S. Equity Group. He has been with the firm since 2003. Prior to joining the firm, he worked for T. Rowe Price for six years, where he was an analyst specializing in technology and telecommunications. Giri received a B.S. in electrical engineering from the University of Illinois and an M.B.A. with a concentration in finance from the University of Chicago. He is a CFA charterholder.

Mayoor Joshi is an Analyst within the MMS team, focusing on equity investment strategies. Mr. Joshi is part of the team responsible for manager selection, due diligence, portfolio construction, risk management, investment oversight, and performance of equity portfolios. Mr. Joshi joined UBS AM in April 2014. Previously, he was a Managing Director at Rocaton Investment Advisors, an institutional investment consulting firm, for seven years focusing on manager research.

Ms. Fleiss is a Managing Director at JPMIM and a co-portfolio manager in the JPMorgan U.S. Equity Group. She has been with the firm since 2012.

Larry H. Lee, managing director, is a research analyst and portfolio manager within the U.S. Equity Group. Mr. Lee joined JPMorgan in 2006 and covers the financials and business services sector; he is also a co-portfolio manager of the JPMorgan Large Cap Growth Strategy. He holds a B.A. in Economics from Stanford University and an M.B.A. from University of Chicago.

Christopher is Head of Portfolio Management, Americas House View Portfolios for UBS Asset Management. In his role, Christopher is responsible for leading the portfolio management activities of portfolios offered to UBS Wealth Management clients that are aligned with UBS Wealth Management House Views. In that capacity, he leads a team of portfolio managers responsible for the House View Portfolios, which implement the House View’s strategic and tactical asset allocations, with passive and active pooled vehicles and individual securities. Christopher is deputy-chair and a voting member of the Managed Account Solutions Investment Committee. The Investment Committee reviews and approves investment strategies, prior to implementation, in the House View portfolios. Prior to moving to UBS Asset Management in November 2020, Christopher was promoted to Head of Portfolio Construction Americas for UBS Global Wealth Management in 2018. Christopher led the portfolio management activities of the team of portfolio managers responsible for the UBS Managed Portfolios (renamed as House View Portfolios). Christopher chaired the Investment Management Investment Committee (IMIC) and was a member of the Investment Management Research Committee (IMRC). Prior to joining UBS in 2012, Christopher spent 15 years with New York Life Investment Management (NYLIM) overseeing the company’s Investment Consulting Group. In this role, he was responsible for the independent oversight of investment activities of the Mainstay Funds, as well as manager selection across asset allocation strategies, sub-advisory mandates and NYLIM's mutual fund M&A activities. Christopher received a B.A. in economics and German from Binghamton University.  Christopher holds the Chartered Financial Analyst® (CFA) designation and is a member of the CFA Society New York. He is FINRA Series 7, 24 and 63 licensed.

Ed serves as a Portfolio Manager and Co-Head of Strategy Research, Americas House View Portfolios for UBS Asset Management. In his role, Ed is responsible for managing portfolios offered to UBS Wealth Management clients that are aligned with UBS Wealth Management House Views. As Co-Head of Strategy Research, Ed is responsible for directing due diligence efforts for active and passive equity and liquid alternative strategies that are included in portfolios. Ed is a voting member of the Managed Account Solutions Investment Committee. The Investment Committee reviews and approves investment strategies, prior to implementation, in the House View portfolios. Prior to joining Asset Management in November 2020, Ed was a Portfolio Manager in the Investment Management group of UBS Global Wealth Management., where he was responsible for strategy selection, portfolio construction and management of multi-managed strategies. Ed's investment responsibilities also extended to broader asset allocation and portfolio construction work. Ed was a member of the Investment Management Investment Committee (IMIC) and was a member of the Investment Management Research Committee (IMRC). Prior to joining UBS in 2018, Ed worked at Oppenheimer Asset Management where he held roles as a senior alternatives analyst before being promoted to Director of Investment Manager Research. While at Oppenheimer, Ed was also a portfolio manager for a Liquid Alternative managed portfolio. Prior to joining Oppenheimer, Ed worked at Morgan Stanley as an investment manager research analyst. Ed received a B.A. in economics from the University of Massachusetts, at Amherst.  Ed holds the Chartered Alternative Investment Analyst (CAIA) designation and is FINRA Series 7 and 66 licensed.

Dan Davidowitz, CFA, Co-Head of Team, Portfolio Manager and Analyst, is lead portfolio manager for the Focus Growth strategy and a member of the investment team at Polen Capital. He joined Polen Capital in 2005 after spending five years as Vice President and Research Analyst at Osprey Partners Investment Management. Before joining Osprey Partners, he spent 1 year as a Research Analyst at Value Line, Inc. and 5 years in the health care sector (various analytical positions) at Memorial Sloan-Kettering Cancer Center.

Rajiv Jain is the Chairman and Chief Investment Officer of GQG Partners and also serves as a portfolio manager for all of the firm’s strategies. He commenced investment operations at GQG Partners in June 2016 and has over 25 years of investment experience. Previously, Rajiv served as a Co-Chief Executive Officer (from July 2014) and Chief Investment Officer and Head of Equities (from February 2002) at Vontobel Asset Management. He joined Vontobel Asset Management as a co-portfolio manager of Emerging Markets Equities and International Equities in November 1994.

Sudarshan is a portfolio manager for all GQG Partners strategies. He was deputy portfolio manager for GQG Partners’ Emerging Markets Equity strategy from 2019 through June 2022 and has been a senior investment analyst on the investment team since he joined the firm in 2016. Prior to joining GQG Partners, he spent five years as a generalist analyst in Asian equities at Matthews International Capital. Sudarshan’s previous experience also includesworking as a sell-side research associate at Sanford C. Bernstein.

Brian is a portfolio manager for all GQG Partners strategies. He was deputy portfolio manager for GQG Partners’ International Equity strategy from 2019 through June 2022 and has been a senior investment analyst on the investment team since he joined the firm in 2016. Prior to joining GQG Partners, Brian spent six years at Jennison Associates, where he served most recently as an analyst on the Small/Midcap Equity Research team. Prior to Jennison, Brian began his career at Brown Brothers Harriman in 2008. Brian earned his MBA at Rutgers University and his BA from the University of Connecticut.

Sofia Westerlund, CFA, is a Research Analyst within the PACE Portfolio Management Team of Investment Solutions. Ms. Westerlund is primarily responsible for quantitative analysis and manager research. Her duties include investment and performance oversight, subadvisor due diligence and research, risk management, and portfolio construction for multi-managed PACE equity portfolios. Previously, Ms. Westerlund worked as a quantitative analyst in the UBS Multi-Asset Investment team. Prior to joining UBS in 2009, she worked for Swedish insurer Skandia as an Investment Analyst.

Shu-Han Hsu is a Research Analyst within the PACE Portfolio Management Team of Investment Solution. Mr. Hsu's duties include analytical research in subadvisor selection and monitoring, risk management and portfolio construction for multi-managed PACE equity portfolios. Prior to joining the PACE Portfolio Management Team in 2021, he was an Investment Risk Officer for UBS Hedge Fund Solutions (HFS) and responsible for risk quantitative research. Before joining UBS in 2017, he worked at Cathay Life Insurance in Taiwan (2014-2016) as a fixed income analyst focusing on Greater China Fixed Income and Macro Economics. Mr. Hsu has seven years of investment experience.

Robert Maloney, executive director, is a research analyst within the U.S. Equity Group. An employee since 2013, Robert is responsible for the industrials and energy sectors for the J.P. Morgan Large Cap Growth Strategy. Prior to joining the firm, Robert spent ten years as a sell side analyst at Morgan Stanley and Credit Suisse. At Morgan Stanley Robert served as the lead associate on their Large Cap Industrials team and later as the senior analyst covering Small/Mid Cap Industrials. Robert also worked as the industrials trading desk analyst at Morgan Stanley and Credit Suisse covering a broad-range of industrial verticals. Prior to that Robert worked as a consultant to the US Department of Defense and the United Nations. Robert holds a B.A. in International Politics from the Georgetown University School of Foreign Service. He is a member of the CFA Institute and a CFA charterholder.

Mr. Ficklin joined Polen Capital in 2003. Mr. Ficklin is co-head of the Large Company Growth Team and the lead portfolio manager of the firm’s Global Growth strategy. From 2012 through June 30, 2019, Damon Ficklin was a co-portfolio manager on the Focus Growth strategy. Prior to joining Polen Capital, Mr. Ficklin spent one year working as an equity analyst with Morningstar and four years as a tax consultant to Fortune 500 companies with Price Waterhouse. Mr. Ficklin graduated magna cum laude from the University of South Florida with a B.S. in Accounting, earned a M.S. in Accounting from Appalachian State University, and earned an M.B.A. with high honors from The University of Chicago Booth School of Business. He serves on the Investment Committee to the Board of the Make-A-Wish Foundation of Southern Florida.