Susan Kerley

Chairman at MAINSTAY MACKAY DEFINEDTERM MUNICIPAL OPPORTUNITIES FUND

72 year

Miscellaneous

Commercial Services

Finance

Active connections

Name	Gender	Age	Linked companies	Collaboration
Jack Benintende	M	60	MAINSTAY CBRE GLOBAL INFRASTRUCTURE MEGATRENDS TERM FUND MAINSTAY MACKAY DEFINEDTERM MUNICIPAL OPPORTUNITIES FUND MainStay VP Funds Trust MainStay Funds Trust MainStay Funds	17 years
Jane Trust	F	62	WESTERN ASSET INVESTMENT GRADE INCOME FUND INC. WESTERN ASSET PREMIER BOND FUND WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND WESTERN ASSET INFLATION-LINKED INCOME FUND	9 years
Juwen Gao	M	56	MAINSTAY CBRE GLOBAL INFRASTRUCTURE MEGATRENDS TERM FUND MAINSTAY MACKAY DEFINEDTERM MUNICIPAL OPPORTUNITIES FUND MainStay Funds Trust MainStay Funds MainStay VP Funds Trust	14 years
William Siart	M	78	WESTERN ASSET INVESTMENT GRADE INCOME FUND INC. WESTERN ASSET PREMIER BOND FUND WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND WESTERN ASSET INFLATION-LINKED INCOME FUND	27 years
Anita DeFrantz	F	71	WESTERN ASSET INVESTMENT GRADE INCOME FUND INC. WESTERN ASSET PREMIER BOND FUND WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND WESTERN ASSET INFLATION-LINKED INCOME FUND	26 years
Robert Abeles	M	79	WESTERN ASSET INVESTMENT GRADE INCOME FUND INC. WESTERN ASSET PREMIER BOND FUND WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND WESTERN ASSET INFLATION-LINKED INCOME FUND	11 years
Jeffrey A. Engelsman	M	56	MAINSTAY MACKAY DEFINEDTERM MUNICIPAL OPPORTUNITIES FUND MainStay Funds MainStay VP Funds Trust MainStay Funds Trust	15 years
Avedick Poladian	M	72	WESTERN ASSET INVESTMENT GRADE INCOME FUND INC. WESTERN ASSET PREMIER BOND FUND WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND WESTERN ASSET INFLATION-LINKED INCOME FUND	17 years
Christopher Berarducci	M	50	WESTERN ASSET INVESTMENT GRADE INCOME FUND INC. WESTERN ASSET PREMIER BOND FUND WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND WESTERN ASSET INFLATION-LINKED INCOME FUND	5 years
Michael Larson	M	64	WESTERN ASSET INVESTMENT GRADE INCOME FUND INC. WESTERN ASSET PREMIER BOND FUND WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND WESTERN ASSET INFLATION-LINKED INCOME FUND	20 years
Peter Taylor	M	65	WESTERN ASSET INVESTMENT GRADE INCOME FUND INC. WESTERN ASSET PREMIER BOND FUND WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND WESTERN ASSET INFLATION-LINKED INCOME FUND	5 years
Jaynie Studenmund	F	69	WESTERN ASSET INVESTMENT GRADE INCOME FUND INC. WESTERN ASSET PREMIER BOND FUND WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND WESTERN ASSET INFLATION-LINKED INCOME FUND	20 years
Jane Dasher	F	75	WESTERN ASSET INVESTMENT GRADE INCOME FUND INC. WESTERN ASSET PREMIER BOND FUND WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND WESTERN ASSET INFLATION-LINKED INCOME FUND	25 years
Kirk Lehneis	M	50	MAINSTAY CBRE GLOBAL INFRASTRUCTURE MEGATRENDS TERM FUND MAINSTAY MACKAY DEFINEDTERM MUNICIPAL OPPORTUNITIES FUND MainStay Funds Trust MainStay Funds MainStay VP Funds Trust	7 years
Peter Meenan	M	82	MAINSTAY MACKAY DEFINEDTERM MUNICIPAL OPPORTUNITIES FUND MainStay VP Funds Trust MainStay Funds Trust MainStay Funds	17 years
Alan Latshaw	M	73	MAINSTAY CBRE GLOBAL INFRASTRUCTURE MEGATRENDS TERM FUND MAINSTAY MACKAY DEFINEDTERM MUNICIPAL OPPORTUNITIES FUND MainStay Funds Trust MainStay VP Funds Trust MainStay Funds	18 years
Richard H. Nolan	M	77	MAINSTAY CBRE GLOBAL INFRASTRUCTURE MEGATRENDS TERM FUND MAINSTAY MACKAY DEFINEDTERM MUNICIPAL OPPORTUNITIES FUND MainStay Funds MainStay Funds Trust MainStay VP Funds Trust	18 years
Jacques Perold	M	65	MAINSTAY CBRE GLOBAL INFRASTRUCTURE MEGATRENDS TERM FUND MAINSTAY MACKAY DEFINEDTERM MUNICIPAL OPPORTUNITIES FUND MainStay Funds MainStay Funds Trust MainStay VP Funds Trust	8 years
Richard Trutanic	M	72	MAINSTAY CBRE GLOBAL INFRASTRUCTURE MEGATRENDS TERM FUND MAINSTAY MACKAY DEFINEDTERM MUNICIPAL OPPORTUNITIES FUND MainStay VP Funds Trust MainStay Funds Trust MainStay Funds	30 years
Marc De Oliveira	M	53	WESTERN ASSET PREMIER BOND FUND WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND WESTERN ASSET INFLATION-LINKED INCOME FUND	4 years
David Chow	M	66	MAINSTAY CBRE GLOBAL INFRASTRUCTURE MEGATRENDS TERM FUND MAINSTAY MACKAY DEFINEDTERM MUNICIPAL OPPORTUNITIES FUND MainStay Funds Trust MainStay VP Funds Trust Independent Directors Council	12 years
John A. Weisser	M	82	MAINSTAY MACKAY DEFINEDTERM MUNICIPAL OPPORTUNITIES FUND MainStay Funds Trust MainStay Funds MainStay VP Funds Trust	27 years
Roman L. Weil	M	84	MAINSTAY MACKAY DEFINEDTERM MUNICIPAL OPPORTUNITIES FUND MainStay Funds MainStay Funds Trust MainStay VP Funds Trust	30 years
Scott Harrington	M	65	MAINSTAY CBRE GLOBAL INFRASTRUCTURE MEGATRENDS TERM FUND MAINSTAY MACKAY DEFINEDTERM MUNICIPAL OPPORTUNITIES FUND MainStay Funds Trust MainStay Funds MainStay VP Funds Trust	19 years
Ronald Olson	M	82	WESTERN ASSET INVESTMENT GRADE INCOME FUND INC. WESTERN ASSET PREMIER BOND FUND WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND WESTERN ASSET INFLATION-LINKED INCOME FUND	20 years
Kevin Bopp	M	55	MAINSTAY CBRE GLOBAL INFRASTRUCTURE MEGATRENDS TERM FUND MAINSTAY MACKAY DEFINEDTERM MUNICIPAL OPPORTUNITIES FUND MainStay Funds MainStay VP Funds Trust MainStay Funds Trust	10 years
Theodore Becker	M	73	WESTERN ASSET INVESTMENT GRADE INCOME FUND INC. WESTERN ASSET PREMIER BOND FUND WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND WESTERN ASSET INFLATION-LINKED INCOME FUND	17 years
Chris Blunt	M	61	MAINSTAY MACKAY DEFINEDTERM MUNICIPAL OPPORTUNITIES FUND MainStay VP Funds Trust MainStay Funds Trust	9 years
Yi-Chia Kuo	M	43	MainStay Funds Trust MainStay Funds MainStay VP Funds Trust	-
Kevin Gleason	M	56	MAINSTAY CBRE GLOBAL INFRASTRUCTURE MEGATRENDS TERM FUND MAINSTAY MACKAY DEFINEDTERM MUNICIPAL OPPORTUNITIES FUND	2 years
Karen Hammond	F	67	MAINSTAY CBRE GLOBAL INFRASTRUCTURE MEGATRENDS TERM FUND MAINSTAY MACKAY DEFINEDTERM MUNICIPAL OPPORTUNITIES FUND	3 years
Mary Bush	F	75	Investment Company Institute Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens.	17 years
Marc De Oliveira	M	53	WESTERN ASSET INVESTMENT GRADE INCOME FUND INC.	4 years
Patrick P. Coyne	M	61	Investment Company Institute Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens.	17 years
Naïm Abou-Jaoudé	M	57	MAINSTAY CBRE GLOBAL INFRASTRUCTURE MEGATRENDS TERM FUND MAINSTAY MACKAY DEFINEDTERM MUNICIPAL OPPORTUNITIES FUND	1 years
Edward Bernard	M	68	Investment Company Institute Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens.	15 years
Ronald Toupin	M	66	WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND Independent Directors Council	20 years
Stuart Parker	M	61	Investment Company Institute Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens.	12 years
Gregg Behrens	M	70	Investment Company Institute Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens.	13 years
Scott Sprauer	M	-	MAINSTAY MACKAY DEFINEDTERM MUNICIPAL OPPORTUNITIES FUND	-
Julie Allecta	F	78	Independent Directors Council	10 years
Rob Manning	M	59	Investment Company Institute Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens.	14 years
Martin Burns	M	-	Investment Company Institute Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens.	18 years
Robert M. Keith	M	63	Investment Company Institute Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens.	14 years
Ashok N. Bakhru	M	81	Investment Company Institute Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens.	14 years
William Glavin	M	65	Investment Company Institute Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens.	14 years
Karla Marie Rabusch	F	65	Investment Company Institute Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens.	14 years

Connections Chart

Multi-company connection

Former connections

Name	Gender	Age	Linked companies	Collaboration
Stephen P. Fisher	M	65	MAINSTAY MACKAY DEFINEDTERM MUNICIPAL OPPORTUNITIES FUND MainStay VP Funds Trust MainStay Funds MainStay Funds Trust	6 years
Yie-Hsin Hung	F	60	MainStay Funds Trust MainStay Funds MAINSTAY CBRE GLOBAL INFRASTRUCTURE MEGATRENDS TERM FUND MainStay VP Funds Trust MAINSTAY MACKAY DEFINEDTERM MUNICIPAL OPPORTUNITIES FUND	6 years
Richard F. Sennett	M	54	WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND	-
Elizabeth Krentzman	F	65	Investment Company Institute Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens.	3 years
Ronald Nyberg	M	71	WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND	16 years
Robert I. Frenkel	M	70	WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND	-
Marguerite Piret	F	76	Investment Company Institute Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens.	10 years
James Ross	M	58	Investment Company Institute Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens.	9 years
Qiumei Yang	F	59	Investment Company Institute Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens.	5 years
James A. Jessee	M	66	Investment Company Institute Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens.	4 years
Nick Elliott	M	-	Investment Company Institute Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens.	-
F. Gregory Ahern	M	72	Investment Company Institute Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens.	3 years
Don J. Boteler	M	-	Investment Company Institute Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens.	26 years
Bill McNabb	M	66	Investment Company Institute Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens.	3 years
Sam Desai	M	-	Investment Company Institute Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens.	5 years
Thomas F. Eggers	M	70	Investment Company Institute Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens.	-
Kenneth Donald Fuller	M	66	WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND	-
Karen McMillan	F	63	Investment Company Institute Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens.	15 years
Gregory Johnson	M	63	Investment Company Institute Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens.	7 years
Susan McGee	F	65	Investment Company Institute Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens.	10 years
James Michael Hennessy	M	75	Investment Company Institute Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens.	4 years
John Kim	M	63	MAINSTAY MACKAY DEFINEDTERM MUNICIPAL OPPORTUNITIES FUND	4 years
Brian Zino	M	72	Investment Company Institute Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens.	10 years
Mark Mathiasen	M	46	WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND	-
Todd F. Kuehl	M	55	WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND	-
Keith Frederick Hartstein	M	67	Investment Company Institute Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens.	5 years
Paula Meyer	F	70	Investment Company Institute Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens.	6 years
Erin K. Morris	F	58	WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND	-
Amy Lancellotta	F	65	Investment Company Institute Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens.	17 years

Statistics

Country	Connections	% of total
United States	76	100.00%

Age of Connections

Active

Past

Male

Female

Members of the board

Executives

Origin of connections