Andra Bolotin

Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support. This empowers advisors to make smart decisions throughout every step of a client's financial life. Backed by 25 years of experience and $7.0 trillion in platform assets, Envestnet is trusted by over a third of all financial advisors across many leading banks, wealth managers, brokerages, and RIAs.

IGM Financial Inc. (“IGM”, TSX: IGM) is a leading Canadian diversified wealth and asset management organization with approximately CAD$269 billion in total assets under management and advisement as of April 30, 2025. IGM provides a broad range of financial planning and investment management services to help approximately two million Canadians meet their financial goals. IGM’s activities are carried out principally through IG Wealth Management and Mackenzie Investments and are complimented by strategic positions in wealth managers Rockefeller Capital Management and Wealthsimple and asset managers ChinaAMC and Northleaf Capital. These strengthen IGM’s capabilities, reach and diversification. IGM is a member of the Power Corporation group of companies.

PanAgora Asset Management is a quantitative investment manager whose proprietary approach is designed to capitalize on inefficiencies across market cycles and to deliver relative and absolute returns through distinct and innovative equity, multi-asset and risk premia strategies. PanAgora’s approach combines the firm’s fundamental investment philosophy and original research with an advanced quantitative framework.

Red Cross volunteers and staff work to deliver vital services – from providing relief and support to those in crisis, to helping individuals be prepared to respond in emergencies. Member of the Board and the Board Development (Nominating and Board Engagement) Committee

Great-West Life US is the US parent of Empower and formerly Putnam Investments. Served concurrently as CFO of both Empower and Putnam Investments.

Putnam Investments is a global asset manager with clients and operations worldwide. Franklin Templeton acquired Putnam on January 1, 2024. • Led Finance including accounting, FP&A, treasury, tax, shared services, and finance systems. • Member of Putnam Operating Committee and partner to drive expense actions, enhance distribution and reposition the product shelf to generate scale benefits. Co-led the sale of Putnam to Franklin Templeton. • US liaison to external analysts and rating agencies and participated in external earnings calls. Active engagement with the corporate board and audit committees of the Putnam Board and the Putnam Fund Board of Trustees. Member of the Great-West Lifeco Enterprise Risk Committee.

Empower is recognized as the 2nd largest retirement services provider in the US through provision of retirement plans, advice, wealth management and investments. • Led extended team of over 300 professionals including corporate accounting, FP&A, Tax, Treasury, Investment Administration, Shared Services, and previously Corporate Actuarial and Risk Management. • Partnered to reposition Empower through multiple acquisitions, growth, and technology initiatives. Acquisitions included several retirement services businesses to enable a leadership position and a digital hybrid wealth manager to add capabilities. Financed acquisitions with long term debt and capital management. • US liaison to external analysts and rating agencies and participated in external earnings calls. Active engagement with the Empower corporate board, audit and risk committees. Member on the Management Investment, Enterprise Risk Management committees and other oversight activities.

• Collaborated with CEO, CFO and Operating committee on business plans, budgets and capital management. Helped drive improved earnings through cost reductions and business restructuring. • Communicated financial and business performance to Audit Committee, Rating agencies and shareholders • Led organization of 50 finance professionals including shared services

Developing Business Group was comprised of a portfolio of growing businesses (including Fidelity HR Services, Fidelity Life Insurance, and Fidelity Charitable Services companies). Led finance and supply management professionals to deliver expertise and insights. As CFO, she was integral in improving profitability of Fidelity’s HR Benefits Outsourcing business by $200 M in 12 months through aggressive cost reductions and business restructuring.

Partnered with CFO and COO to provide the Management Committee with financial information and insightful analysis to drive management decision making and improve business performance. Key responsibilities included multi-year planning, budgeting, enterprise-wide financial reporting and analysis and industry and competitive analysis. Led organization of 50 finance professionals including finance functional transformation and implementation of finance Shared Services organization.