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About MFEA
The Mutual Fund Education Alliance is the national trade association for mutual fund companies that offer funds direct, through supermarkets or through third parties and financial advisors.
The Association provides a variety of services, information and resources designed to support the marketing and investor education initiatives of its member firms and enhancing the public's awareness of the beneficial use of mutual funds. It provides a dynamic forum for mutual fund executives and fund industry business partners and fosters member success through the exchange of information, shared intelligence and commentary, and strong networking among colleagues.
Executive Committee
An Executive Committee elected by the membership directs the activities of the Association.
John Cammack —Chairman
Chairman
MFEA
Peter Jones — Vice Chairman
President
Franklin Templeton Distributors, Inc.
John McGowan — Secretary-Treasurer
Chief Administrative Officer
Matthews International Capital Management
Keith Hartstein — Vice President
President & Chief Executive Officer
John Hancock Funds
Peter Moran — Vice President
Managing Partner
DundeeWealth US, LP
Board of Governors
Each member company is represented in the Association by a Board of Governor's representative.
Member Companies
Current member companies of the Mutual Fund Education Alliance.
Officers
Brian Smith is the Director of Operations and Administration for the MFEA, and works with the Executive Committee overseeing all MFEA activities. He is the MFEA team leader of the Intermediary Distribution Council.
Michelle A. Smith is Managing Director and National Spokesperson for the MFEA, responsible for strategic directions, communications, promotions, public image and educational initiatives. She is the team leader of the Marketing Communications Council.
Kimber Lintz is MFEA Program Director, responsible for member programs and services. She is also the MFEA team leader of the eCommerce and Retirement Investment and Income Councils.
Mission
The Mutual Fund Education Alliance is the national trade association for mutual fund marketers and distributors, dedicated to providing its members with resources and information to help investors succeed financially by enhancing the public’s awareness of the beneficial use of mutual funds.
Goals
- To help ensure that members stay informed about the latest trends and strategies in mutual fund marketing, sales and distribution.
- To make intelligence and consultative support services accessible to members from outside experts, as well as industry leaders.
- To empower marketing and distribution professionals through information, education, networking and other resources, enriching their professional development.
- To bring together companies that serve the marketing and distribution efforts of the mutual fund industry through forums and other networking opportunities, with members.
- To enhance the public’s perception of mutual funds as a primary vehicle for long-term investing, using educational support, media relationships and public relations strategies to deliver positive messages about mutual funds and the MFEA companies that offer them.
- To bring industry leaders together to share knowledge that enhances the investor's investment experience.
A trade association, the Mutual Fund Education Alliance does not sell mutual funds and does not allow any agent, employee or representative to personally solicit any investment or accept any monies to be invested in a particular fund or security. Investments and solicitations for investments are made directly with an agent, employee or representative of an investment company and not with this Association.
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