Top 10 Investment Leaders in Finance Industry - 2025

Jeremy Milleson is an accomplished investment strategist with over two decades of experience in client advisory and financial strategy. As a director of Investment Strategy at Parametric, he leverages deep expertise to design tailored investment solutions and deliver long-term value to diverse clients.

Phillip Sprague is a Financial Advisor at Oppenheimer & Co, providing wealth management services to individuals, families and businesses. He focuses on offering holistic investment strategies, retirement planning and financial guidance tailored to client goals and needs.

Scott Teich is an investment advisor with over two decades of experience managing financial affairs for families and businesses. He specializes in fiduciary responsibilities, retirement planning, and investment strategies, guiding clients towards financial security and long-term growth.

Keith Glenfield is the Global Head of Investment Solutions at Citi Wealth. With decades of leadership experience in wealth and investment management, he oversees global product strategy, guiding teams across investment management, markets, insurance, and alternative investments.

Christine Iannacone is an Investment Senior Vice President with over three decades of experience leading Investment Performance Reporting and Analysis. She provides strategic performance measurement expertise and oversees critical reporting and analysis for the Chief Investment Office.

Dakota Burke is a CFA and seasoned investment leader with over a decade of experience. As Director of Investments at Willis Towers Watson, he specializes in portfolio strategy, risk management, and advisory, helping clients achieve sustainable financial growth and performance.

Hernán Korin is a CFA and investment director at Stifel Financial Corp., specializing in portfolio strategy, capital markets, and client advisory. With deep expertise in financial analysis and risk management, he helps organizations achieve sustainable growth and deliver long-term value.

Marcus Law II, MSA, serves as Vice President of Investment Management at Walker & Dunlop, leveraging over eight years of expertise in affordable housing finance, LIHTC investments, and private equity to drive excellence and stakeholder value in the industry.

John Banitt, CFA, is Regional Investment Director and Senior Vice President at PNC, with over two decades of experience spanning investment management, advisory, and senior leadership roles at major financial institutions.

Brad Obuchowski is Head of Investment Portfolio at Citizens Bank in Providence, Rhode Island. A seasoned financial services professional, he brings expertise in treasury, strategic planning, liquidity, and balance sheet management, delivering broad-based solutions across banking and capital markets.