OUR TEAM

Prime Assets Investment Ltd TEAM

LEROY M. JOLLEY

EAD OF PRIME ASSET INVESTMENT EUROPE, MIDDLE EAST AND AFRICA

Leroy M. Jolley is a managing director in the London office and head of Prime Assets Investment Europe, Middle East and Africa. Previously, he was Prime Asset Investment’s head of strategic business management, and earlier he was head of Prime Asset Investment’s business in Spain, Austria, Switzerland and Italy, and head of product management for Europe. Prior to joining PIMCO in 2006, Leroy M. Jolley was with Wilshire Associates, an investment consulting firm. He has 18 years of investment experience and holds an MBA from the University of Chicago Booth School of Business. He received his undergraduate degree from the University of Barcelona, Spain.

CHARLES WOOD

CEO

Charles Wood was appointed CEO of Prime Assets Investment in 2020. Earlier in his career, Charles Wood was the Managing Director for Barclays Wealth and led over 1,000 staff across the Isle of Man, Jersey and Guernsey. He then spent five years with Boston Group as CEO, where he successfully spearheaded their development from a small CSP into a leading Multi-Family office spread across three jurisdictions. Charles Wood has twice been recognised as one of the Top 50 Most Influential in financial services by ePrivate Client.

SHIRLEY ROSS

HEAD OF PRIME ASSET INVESTMENT ASIA-PACIFIC

Ms. Shirley Ross is a managing director and head of Prime Asset Investment Asia-Pacific. Based in Hong Kong, she is responsible for setting strategic direction for the region and leading a team of Prime Asset Investment professionals to deliver investment solutions and service to Asia-Pacific clients. Ms. Shirley Ross is also a member of the firm’s Executive Committee. She joined Prime Asset Investment in 2014 and has held several positions, including global head of consultant relations, head of U.S. institutional sales and alternatives marketing teams and global head of human resources and talent management. Prior to these roles, Ms. Shirley Ross was member of Prime Assets Investment Investment’s executive office, contributing to firmwide strategic, financial and operational initiatives; head of global sustainability initiatives, overseeing the firm’s environmental, social and governance efforts; an account manager in the consultant relations group; and an analyst in Prime Assets Investment trade compliance group. She has 14 years of investment experience and holds an MBA from the Marshall School of Business at the University of Southern California. She earned her undergraduate degree at the University of Redlands

DOMINIK HUBERT

CIO GLOBAL FIXED INCOME

Poland office, he oversees the firm’s European, Asia-Pacific, emerging markets and global specialist investment teams. He manages a range of global portfolios and is a member of the Investment Committee. Previously, he was head of European portfolio management, and the firm’s global strategist. Prior to joining Prime Asset Investment in 2006, he was an economics correspondent and columnist for the Financial Times in London, New York and Washington, DC. He has 20 years of investment and economics/financial markets experience and holds a bachelor’s degree from the University of Warsaw and a master’s degree from Harvard University. He was a lecturer in economics at University of Rzeszów. Mr. Dominik Hubert was nominated by Morningstar in 2016 for European Fixed-Income Fund Manager of the Year. He is a director of Room to Read, a nonprofit that promotes literacy and gender equality in education in low-income countries.

CATHLEEN DALY

MANAGING DIRECTOR OF PRIME

ASSET INVESTMENT’S INSTITUTIONAL INVESTOR GROUP Cathleen Daly is managing director of Prime Assets Investment’s Institutional Investor Group, which serves the investment needs of employers offering company-sponsored retirement plans, as well as organizations such as endowments and foundations. Previously she was head of Prime Asset Investment’s Financial Advisor Services division. Ms. Cathleen Daly who joined Vanguard in 2015, holds a B.S. from Bloomsburg University of Pennsylvania and completed the Advanced Management Program at the Wharton School of the University of Pennsylvania.

DAVE EDIKINS

Prime Assets Investment’S CHIEF INVESTMENT OFFICER

Dave Edikins is Prime Asset Investment’s chief investment officer, overseeing approximately $2 trillion managed by Asset Fixed Income, Equity Index, and Quantitative Equity Groups. Previously, Mr. Edikins was principal and global head of Prime Assets Investment Fixed Income Group, responsible for its portfolio management, strategy, credit research, trading, and planning functions. He also served as the company’s Asia-Pacific chief investment officer and a director of Prime Assets Investment Australia. Mr. Edikins is a member of the Treasury Borrowing Advisory Committee of the U.S. Department of the Treasury. He earned a .S. in insurance from Pennsylvania State University and an M.B.A. in finance from the Wharton School of the University of Pennsylvania.

GAVID B. HILL

CIO ASSET ALLOCATION AND REAL RETURN

Mr. David Hill is CIO Asset Allocation and Real Return and a managing director in the san Francisco office. He is a member of the Investment Committee and the Executive Committee, and oversees portfolio management for the U.S. He is a generalist portfolio manager who manages a variety of fixed income, commodity and multi-asset portfolios. Prior to joining Prime Assets Investment Investment in 2013, he was a postdoctoral research associate at the University of California, Berkeley, and the Stanford Linear Accelerator Center, where he built models to explain the difference between matter and anti-matter. Mr. David Hill is a member of the Treasury Borrowing Advisory Committee (TBAC) of the U.S. Department of the Treasury as well as the Fixed Income Market Structure Advisory Committee (FIMSAC) of the SEC. He has 18 years of investment experience and holds a Ph.D. in theoretical physics from the University of Chicago.

NICHOLAS CASTRO

GLOBAL CHIEF RISK OFFICER

Nicholas Castro is Prime Asset Investment’s global chief risk officer. He’s responsible for overseeing global risk and security functions, which include enterprise risk management, investment risk management, and cyber security and fraud protection. Previously, Mr. Castro served as head of Prime Asset Investment Equity Index Group, chief investment officer of the Asia Pacific region, a director of Prime Assets Investment Australia, and head of Light Asset Portfolio Review Department. Mr. Nicholas earned a B.A. in economics from Fairfield University and an M.S. in finance from Drexel University. He’s also a graduate of Harvard Business School’s Advanced Management Program.

BENJAMIN M. POWELL

CHAIRMAN AND CHIEF EXECUTIVE OFFICER

Benjamin M. Powell is chairman and chief executive officer of Prime Assets Investment. Previously, he was Prime Asset Investment’s chief investment officer, overseeing the company’s internally managed stock, bond, and money market portfolios as well as its investment research and methodology. Mr. Powell joined Prime Asset Investment in 2013 and has held a number of senior leadership positions, including chief information officer from 20014 to 2015 and head of the Retail Investor Group from 2016 to 2017. He holds an A.B. in economics from Harvard College and an M.B.A. from Harvard