Waddell & Reed

Executive Management Team

Philip J. Sanders, CFA

  • Chief Executive Officer, Waddell & Reed Financial, Inc.
  • Chief Investment Officer & Senior Vice President, Waddell & Reed Investment Management Company and Ivy Investment Management Company
  • 27 years in the industry and 17 years with Waddell & Reed
  • Previous experience includes: Portfolio Manager of several Waddell & Reed Advisors Funds and Ivy Funds and Portfolio Manager for Banc of America Capital Management, the investment management division of Bank of America

Thomas W. Butch

  • Executive Vice President & Chief Marketing Officer, Waddell & Reed Financial, Inc.
  • Chairman and Chief Executive Officer, Waddell & Reed, Inc.
  • Chairman, President and Chief Executive Officer, Ivy Distributors, Inc. and Ivy Global Investors, Inc.
  • 33 years in the industry and 15 years with Waddell & Reed
  • Previous experience includes: President of Stein Roe Mutual Funds, Senior Vice President - Director of Marketing at Stein Roe & Farnham and Vice President at Mellon Financial Corp.

Wendy J. Hills

  • Senior Vice President, General Counsel & Chief Legal Officer, Waddell & Reed Financial, Inc.
  • General Counsel, Waddell & Reed, Inc., Waddell & Reed Investment Management Company, Ivy Investment Management Company, Ivy Distributors, Inc.
  • 16 years in the industry and 16 years with Waddell & Reed
  • Previous experience includes: Associate with Klenda, Mitchell, Austerman & Zuercher, L.L.C., engaged primarily in the practice of corporate and securities law.

Derek D. Burke

  • President, Waddell & Reed, Inc.
  • 21 years in the industry, joined Waddell & Reed August 2014
  • Previous experience includes: Chief Executive Officer, First Investors Advisory Services, LLC; President, First Investors Management Company; executive roles at UBS Wealth Management and New York Life Investment Management

Brent K. Bloss

  • Senior Vice President, Chief Financial Officer, Waddell & Reed Financial, Inc.
  • Senior Vice President & Treasurer, Waddell & Reed, Inc.
  • 15 years in the industry and 13 years with Waddell & Reed
  • Previous experience includes: Vice President and Assistant Treasurer with Waddell & Reed, Inc. and Senior Audit Manager with international accounting firm KPMG LLP

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