Goldman joins as chairman of the board, having previously served as president of custody and clearing at Fidelity Investments; head of Schwab Institutional (among other senior roles at the firm); and consultant at The Boston Consulting Group. He has also served on other boards, including current positions on the Certified Financial Planner Board of Standards and the board for Personal Capital Corporation.

Strong has served in a variety of senior roles across the asset management and investment banking industries over the last 30 years and is an operating executive at Genstar Capital. Prior to this, Strong was vice chairman of Russell Investments, having previously served as chief operating officer, chief financial officer, head of alternative investments and head of investment banking.

Spiegel is a partner at Aquiline Capital Partners and has significant experience leading asset management firms. He was previously vice chairman of Putnam Investments and director of corporate development at Marsh & McLennan Companies. Prior to this, Spiegel served as chairman of PanAgora Asset Management and as a director of Mercer Management Consulting and Nippon Life Asset Management Company.