ICI Leadership

William F. “Ted” Truscott is the CEO for Columbia Threadneedle Investments, a leading global asset manager that provides a broad range of actively managed investment strategies and solutions for individual, institutional, and corporate clients around the world. Truscott serves on several boards across the Columbia Threadneedle and Ameriprise Financial businesses. In addition, he serves as chairman of the Investment Company Institute’s Board of Governors and is a member of the Board of Trustees for Middlebury College. Truscott earned a bachelor’s degree in East Asian studies from Middlebury College and an MBA in finance from New York University, Stern School of Business.

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F. William McNabb III is Vice Chairman of the Investment Company Institute. He also is Chairman and CEO of Vanguard. McNabb joined Vanguard in 1986, became CEO in 2008, and Chairman of the Board of Directors and the Board of Trustees in 2009. Previously, he led each of Vanguard’s client-facing business divisions, most recently serving as Managing Director of Vanguard’s institutional and international businesses. He also serves on the boards of the Zoological Society of Philadelphia and the United Way of Greater Philadelphia and Southern New Jersey. McNabb earned an AB at Dartmouth College and an MBA at the Wharton School of the University of Pennsylvania.

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Since June 2004, Paul Schott Stevens has served as president and CEO of the Investment Company Institute (ICI), the leading association globally of investment funds. Stevens has steered ICI during some of the most challenging years in its history, through the financial crisis and beyond. He has led ICI’s efforts on a series of crucial issues—money market fund reform, passage and implementation of the Dodd-Frank Act, and critically important fiscal and tax issues. He directed the 2011 launch of ICI Global to respond to the globalization of fund investing and regulation, and has consistently championed the role of investment funds and defined contribution plans in providing for retirement.

Stevens served as general counsel of ICI from 1993 to 1997. He also practiced law in Washington for many years, most recently as a partner in the financial services group of Dechert LLP. In addition, Stevens served in senior government positions at the White House and Defense Department, including as special assistant for national security affairs to President Ronald Reagan and chief of staff of the National Security Council. Upon leaving government service, he was awarded the Defense Department’s Medal for Distinguished Public Service, its highest civilian decoration. Over his career, Stevens has been involved with a wide range of professional, cultural, community, and church activities. He and his wife, Joyce, live in Alexandria, VA, and have four sons.

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Peter H. Gallary is Chief Operating Officer for the Investment Company Institute. He joined ICI in October 2006. Previously, Gallary served as Managing Director and Head of Operations for Putnam Investments and Director of Putnam Fiduciary Trust Company. Before joining Putnam in 1994, Gallary led the Boston Company Advisors as President and Chief Executive Officer. Before that, he spent a decade leading the Northeast financial services management consulting practice for Coopers & Lybrand in Boston. Gallary holds a B.S. in mathematics from Fairfield University and an MBA from Boston College.

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Donald C. Auerbach joined ICI in May 2004. In March 2009 he was appointed Chief Government Affairs Officer and Co-Head, Government Affairs. In this role, he works with government policymakers on a wide variety of issues affecting the Institute and its members, including financial services regulation, tax policy, and retirement savings. Before joining ICI, Auerbach worked for Representative Carolyn B. Maloney (D-NY) on the staff of the House Financial Services Committee. Before going to Capitol Hill, Auerbach served as a staff member at Federal Financial Analytics, a Washington consultancy. He holds a BA in history from the University of California at Los Angeles (UCLA), a JD from the American University’s Washington College of Law, and an MBA from the University of Virginia’s Darden Graduate School of Business Administration.

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David Blass is the General Counsel of the Investment Company Institute, serving as the Institute's chief legal officer. Blass leads the Institute’s legal department, which has responsibility for the full range of legal and regulatory matters affecting the Institute and its members, including securities, pension, tax, and international matters. Prior to joining the Institute, Blass served in senior roles at the U.S. Securities and Exchange Commission, most recently as Chief Counsel and Associate Director in the Division of Trading and Markets and before that as Associate General Counsel for Legal Policy and as Assistant Director in the Division of Investment Management. Blass also was in private practice focusing on investment companies and the asset management industry, as well as other aspects of securities and corporate law. Blass is a graduate of the University of Alabama and Columbia University School of Law.

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Marty Burns is Chief Industry Operations Officer of the Investment Company Institute. He joined ICI in 2006, and as senior director for operations and distribution was responsible for facilitating middle- and back-office initiatives with industry stakeholders, and collaborating with stakeholders to pursue and achieve related regulatory, legislative, and public policy goals. A veteran of the financial services industry with more than three decades of experience working for government, private, and public enterprises, Burns also has managed securities processing and operations, asset securitizations, and banking regulation. He holds an MBA from DePaul University and a Bachelor of Business Administration degree from the University of Saint Francis.

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Amy Lancellotta is the Managing Director of the Independent Directors Council. For the 17 years before assuming this position, Lancellotta was a member of the Investment Company Institute’s Law Department, serving most recently as Senior Counsel. Prior to joining ICI, Lancellotta was in private practice focusing on issues relating to investment companies and variable insurance products. Lancellotta is a graduate of the Pennsylvania State University and the George Washington University National Law Center.

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Mike McNamee is Chief Public Communications Officer for the Investment Company Institute. Joining ICI in 2006, McNamee first served as Director of Media Relations and then as Senior Director, Policy Writing and Editorial. Prior to joining ICI, McNamee was Deputy Washington Bureau Chief at BusinessWeek, where he had held numerous positions during his long tenure. He also worked as Washington economics correspondent for the Dallas Morning News, economics reporter at USA Today, and business editor of the Indianapolis Star. A graduate of the Massachusetts Institute of Technology, McNamee holds a BS in political science.

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Brian Reid is chief economist at the Investment Company Institute (ICI). Reid oversees the Institute’s statistical collections and its research on the US and global funds, financial markets, US retirement market, and investor demographics. His research and analysis focuses on financial institutions and markets, investor trends, and the impact of regulation on funds, their investors, and the markets. Before joining the Institute, Reid worked as a staff economist in the Monetary Affairs Division at the Federal Reserve Board. Reid graduated from the University of Wisconsin–Madison with honors and holds a PhD in economics from the University of Michigan.

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Dean R. Sackett III joined ICI in June 2000 as a lobbyist and headed the financial services practice group before being appointed Chief Government Affairs Officer and Co-Head Government Affairs in March 2009. Previously, Sackett served as Vice President and led the government affairs department of the National Association of Professional Insurance Agents (PIA). Prior to his tenure at PIA, he worked for Congressman Bob Livingston (R-LA) as a legislative assistant and ultimately the House Appropriations Committee as the senior Republican staff on the Foreign Operations Subcommittee. In that capacity, Sackett helped craft and oversee a $14 billion foreign aid bill. Before joining Livingston's staff, Sackett graduated cum laude from West Virginia University, and the National Law Center at the George Washington University.

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Dan Waters is Managing Director of ICI Global. Prior to joining ICI Global, he served as Asset Management Sector Leader at the UK Financial Services Authority (FSA) from 2004–2010, leading the FSA’s regulatory and supervisory policy for the asset management industry. Waters also represented the UK in International Organization of Securities Commission (IOSCO) Standing Committee on Investment Management. He also represented the UK in the Investment Management Standing Committee of CESR (now ESMA), leading significant work in the revisions of the UCITS Directive (UCITS IV). Waters began work in the UK in 1993 as Director of Enforcement at the Investment Management Regulatory Organisation. Previously, Waters headed International Enforcement at the U.S. Commodity Futures Trading Commission. He graduated summa cum laude from Boston College and cum laude from Harvard Law School.

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