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Leadership
 

Roy Gori

President & CEO

Roy Gori is the President and Chief Executive Officer of Manulife, Canada’s largest insurance company, and one of the largest insurance and asset management companies in the world.

Appointed in 2017, Roy’s early tenure as CEO has been marked by the introduction of a clear strategy that builds on Manulife’s strong foundations to include sharper focus on the customer and a shift to digital innovation, in line with the company’s mission to make customers’ decisions easier, and lives better.

Roy started his career at Citibank in 1989, where he held progressively senior roles and was finally responsible for the company’s Asia Pacific retail business, which included its insurance and wealth management business. In 2015, Roy joined Manulife as President and Chief Executive Officer for Asia. In that role, he was responsible for operations in 12 markets across Asia, driving Manulife’s rapidly growing business in the region.

As a champion for diversity and inclusion, Roy is the Chair of Manulife’s D&I Council. He is also a passionate advocate for health and wellness, promoting the benefits of behavioural insurance through award-winning products like Manulife Vitality and Manulife MOVE.

He holds a Bachelor of Economics and Finance from The University of New South Wales, and an MBA from the University of Technology, Sydney. He is a member of the Geneva Association and the Business Council of Canada. A native Australian, Roy has worked and lived in Sydney, Singapore, Thailand, and Hong Kong, and is now based in Toronto.

Michael Doughty

President & CEO, Manulife Canada

Michael Doughty is President and CEO of Manulife Canada. A member of Manulife’s Executive Leadership Team, he is responsible for the company’s group benefits, group retirement services, individual wealth, insurance and banking business in Canada.

Prior to his current role, Michael served as interim President & CEO at John Hancock, Manulife’s U.S. Division. Previously as President and General Manager of John Hancock Insurance, he launched the innovative Vitality offering in the U.S. and initiated the transformation of its approach to insurance.

Before joining John Hancock in 2012, he was Executive Vice President, Individual Insurance for Manulife’s Canadian division.  He was responsible for Manulife’s life and living benefits products in Canada, as well as the Affinity Markets business, which includes life, health, accident, travel and disability insurance. Prior to that, he was Senior Vice President for Manulife’s Group Savings & Retirement business in Canada and has held several senior marketing positions in both Canadian Division and Corporate Operations since he joined Manulife in 1992.

Michael is a member of the Canadian Life and Health Insurance Association Standing Committee on Government Relations and the Standing Committee on Standards and Marketplace Relations. He is also an active supporter in the community and has been a member of several corporate boards of directors, including LL Global, and was a founding member of the Tufts University Nutrition Council.

Michael earned a B.A. in History from Queen’s University in Kingston, Ontario.

Steven Finch

Chief Actuary

Steve Finch is Chief Actuary of Manulife, and a member of the Company’s Executive Leadership Team and Global Leadership Team. He oversees the Company’s actuarial function worldwide.

Prior to his current role Mr. Finch was the EVP and CFO of John Hancock for four years. He was responsible for the overall financial management of John Hancock, the US Division of Manulife.  These responsibilities include the financial oversight of the US operating subsidiaries, risk management, capital management, strategic and financial planning, expense management and financial reporting of John Hancock.  Mr. Finch is also responsible for leading, developing and engaging the talent in John Hancock’s Finance and Actuarial functions.

Previously Mr. Finch was the EVP and General Manager for John Hancock’s Life insurance business for seven years.  In that role he was responsible for all aspects of the U.S. individual life insurance business including Sales, Distribution, Marketing, Product, Information Technology, New Business and Customer Service Operations and Finance.  In the John Hancock Life business Steve set a vision and strategy for growth and built one of the top Independent distribution organizations in the U.S. life insurance industry.  Steve also developed new revenue opportunities including building the company’s business in the International high net worth Life Insurance market.

Mr. Finch, who joined Manulife in 1992, has held various positions in a variety of other business and financial roles.

Mr. Finch graduated from Queen’s University with a B.ScH in Statistics and is a Fellow of the Society of Actuaries.

Mr. Finch currently serves on the Board of Overseers and the Finance Committee at Boston Children’s Hospital.

Cindy Forbes

Chief Marketing Officer

Cindy is Manulife’s Chief Marketing Officer. She has spent over 35 years with Manulife, developing a deep understanding of all the Company’s significant product lines. 

In her role leading the global marketing and communications team, Gretchen focuses on global branding as well as ensuring that marketing strategies and the customer experience support global business growth. Prior to joining Manulife, Gretchen served as First Data’s Global Chief Marketing Officer, and led marketing efforts to deliver on First Data’s 2015 IPO as well as being responsible for strengthening First Data’s brand, growing demand for its products and supporting its sales organization with digital tools to drive revenue.

Gretchen has a deep financial services background and leadership skills developed over a long career with GE Capital. Joining GE Capital in 1997 in the firm’s Paris office, her tenure at GE spanned sixteen years during which she held marketing leadership positions of increasing responsibility across a wide array of financial products and services delivering financial impact through a data driven approach to marketing.

Gretchen excels at driving innovation and growth through branding & communications, digital/social media, data analytics & insights, sales force optimization and improving the customer experience.

Prior to joining GE Capital, Gretchen served as a Foreign Trade Officer for the U.S. & Foreign Commercial Service based in Paris.

She is a graduate of the University of Virginia and the Institut d’Etudes Politiques de Paris and holds an MBA from the University of Wisconsin-Madison.

She has held senior finance roles in the company’s Asian operations as well as Reinsurance, Investment and U.S. divisions, and most recently was Chief Analytics Officer where she built the function that yields a strong value for Manulife businesses across all markets. Cindy assumed her first executive role at Manulife in 1991 as Vice President and CFO of the Company’s U.S. Group and Pensions business. Following that she held multiple executive roles in increasing scope until 2004 when she moved to Japan to become SVP and Chief Financial Officer, acting as the chief actuary and chief risk officer for Manulife Japan. Less than two years later she assumed responsibility for the financial functions of the entire Asia region, based in Hong Kong. In June of 2010, Cindy began her tenure as Manulife’s Chief Actuary until April 2016 when she moved into the newly created Chief Analytics Officer position.

Cindy holds an Honours Bachelor of Mathematics degree from the University of Waterloo, Canada. She is a Fellow of the Society of Actuaries and a Fellow of the Canadian Institute of Actuaries and she is the current Chairperson of the Board of Governors at University of Waterloo. 

James (Jim) Gallagher

General Counsel

Jim Gallagher is General Counsel of Manulife overseeing the global law, compliance, internal audit and corporate secretary functions.  He is a member of Manulife’s Executive Leadership Team and Global Leadership Team.

Prior to his current role Mr. Gallagher was Executive Vice President, General Counsel and Chief Administrative Officer for the US Division.  He was responsible for John Hancock’s legal and compliance operations.  As Chief Administrative Officer, he was also responsible for other functions including John Hancock’s Government, Public and Community Relations as well as Brand Management and Sponsorship Marketing.

Before taking on this role in 2012, he had been Executive Vice President and Global Compliance Chief for Manulife since 2005.  In that role, he managed the legal and compliance staff responsible for an array of compliance requirements facing the company globally.  Previously, Jim served as General Counsel to Manulife USA and was President of John Hancock Investment Trust.

Before joining Manulife in Boston in 1994, Jim was Vice President and Associate General Counsel for the Canadian Operations of Prudential Insurance Company of America and also served as Assistant General Counsel with Prudential at its Newark, NJ, headquarters.

Jim serves on the Board of Directors of John Hancock’s insurance companies. He is also the former Chair of the Board of Trustees for Catholic Charities of Boston, was the founding President of One Fund Boston and serves on the Board of Directors of the Greater Boston Chamber of Commerce.

Jim graduated with a B.A in Political Science from St. Michael’s College, University of Toronto and later earned a J.D from Ohio Northern University’s College of Law.

Marianne Harrison

President & CEO, John Hancock

Marianne Harrison is President and Chief Executive Officer of John Hancock, the U.S. division of Toronto-based Manulife Financial Corporation. She also is a member of Manulife’s Executive Leadership Team.

Ms. Harrison, who is based in Boston, directs all aspects of John Hancock’s operations. One of the largest life insurers and fastest growing asset managers in the United States, John Hancock supports approximately 10 million Americans with a broad range of financial products, including life insurance, annuities, investments, 401(k) plans, and college savings plans. As of December 31, 2017, John Hancock’s assets under management and administration were $480.1 billion.

Before taking on her current role in 2017, Ms. Harrison served as President and Chief Executive Officer of Manulife Canada, Manulife’s Canadian Division. Prior to assuming this role in 2013, she held several leadership positions across the company, including President and General Manager for John Hancock Long-Term Care Insurance, and Executive Vice President and Controller for Manulife. Before joining Manulife, Marianne had been Chief Financial Officer of Wealth Management at TD Bank Group after holding various positions there; before that she worked for PwC.

Ms. Harrison serves as President and Chairman of the boards for John Hancock’s insurance companies, including John Hancock Life Insurance Company (U.S.A.) and John Hancock Life Insurance Company of New York.

She is also a member of the Massachusetts Competitive Partnership, a public policy group comprised of chief executive officers of some of the commonwealth’s largest businesses. The Partnership’s goals are to promote job growth and competitiveness throughout the Commonwealth. She also serves on the boards of directors for the American Council of Life Insurers (ACLI) and for Communitech, an industry-led innovation center that fosters technology companies in Canada. 

Ms. Harrison graduated from the University of Western Ontario with a B.A. in English and earned a Diploma in Accounting from Wilfrid Laurier University. She is a Chartered Accountant and in 2016 was elected a Fellow of the Profession, the highest designation for professional achievement conferred by the Chartered Professional Accountants of Ontario. 

Scott Hartz

Chief Investment Officer

Scott Hartz is Chief Investment Officer for Manulife Financial Corporation. He oversees all U.S., Canadian and Asian general account investments, with total assets of approximately C$360 billion*. Mr. Hartz is also the Chief Investment Officer for John Hancock Life Insurance Company, a wholly owned subsidiary of Manulife. 

Manulife’s portfolio is composed of roughly 85% fixed income investments and 15% non-fixed income investments. A hallmark of the investment group which Mr. Hartz leads is its expertise in private asset classes. Within fixed income, the group underwrites and originates private placement debt and commercial and agricultural mortgages. Within non-fixed income, the group originates and manages commercial real estate, timber, agriculture, infrastructure, oil & gas, private equity, and mezzanine investments.

Previously, Mr. Hartz oversaw all U.S. balance sheet investments for Manulife, a position he assumed in 2007. He was Senior Vice President and head of the Bond & Corporate Finance Group, overseeing all U.S. bond assets from 2004 to 2007.

Before Manulife acquired John Hancock in 2004, he had been lead portfolio manager for John Hancock’s general account since 1998. Mr. Hartz, who began his career with John Hancock in 1983, joined the Portfolio Management Group in 1990 with responsibilities including managing the derivatives book.

Mr. Hartz joined John Hancock in the retail life marketing support group as a rotation on the actuarial program. He joined the Investment Strategy Group in 1985 and was the asset/liability manager for the Retail Life Segments. He helped develop the Company’s use of financial futures for its hedging strategies, including managing and trading the futures’ book.

Mr. Hartz graduated from Colby College with a B.A. in Physics and Economics. He is a Chartered Financial Analyst (CFA) and a Fellow of the Society of Actuaries (FSA).

Mr. Hartz currently serves on the Board of Directors of Harvard Pilgrim Health Care.

 

*as at March 31, 2019, Canadian dollars

Rahim Hirji

Chief Risk Officer

Rahim Hirji is a member of the Executive Leadership Team and Global Leadership Team and is responsible for the Company’s Enterprise Risk Management framework, including the independent oversight of risks across the organization.

Prior to his appointment in 2011 as Chief Risk Officer, Mr. Hirji was the Chief Financial Officer for the Canadian Division and previously headed Manulife’s Global Asset Liability Management Operations. He has also held various financial and actuarial roles in various operating divisions.

Mr. Hirji holds a Bachelor of Mathematics from University of Waterloo, is a Fellow of the Canadian Institute of Actuaries, the Society of Actuaries, and a Member of the American Academy of Actuaries.

Naveed Irshad

Head of North American Legacy Business

Naveed is Head of North American Legacy Business at Manulife. He has direct responsibility for Manulife’s closed legacy businesses in North America, including legacy annuity business, long-term care insurance and select long-duration, guaranteed insurance products. 

He is a member of Manulife’s Executive Leadership Team. Mr. Irshad has over 20 years of industry experience and has a deep understanding of the global life insurance industry. Rejoining Manulife in 2014, Naveed was appointed as President & CEO, Manulife Singapore where he was responsible for the overall development of Manulife's business operations in Singapore. This included key business segments - protection, retirement solutions, high net worth and wealth management – across a multi-channel distribution platform. Prior to this role, he spent three years in a key leadership position at a major global reinsurance company with a focus on business and product development globally.

Having initially joined Manulife in 1995, Naveed held a variety of business roles in Toronto and Boston. Just prior to leaving Manulife in 2011, he was the Senior Vice President, Product and Insurance Risk Management, responsible for new product and insurance risk, globally.

Naveed holds a B.Sc. in Actuarial Math from Concordia University. He is a Fellow of the Society of Actuaries (FSA) and of the Canadian Institute of Actuaries (FCIA), and is a Member of the American Academy of Actuaries (MAAA). He served as Deputy President, Life Insurance Association of Singapore; and is a Board Member of theWilson Global Initiative (promoting literacy).

Rahul Joshi 

Chief Operations Officer

Rahul Joshi is Chief Operations Officer at Manulife.  In this role, Mr. Joshi oversees the Company’s global operations and global procurement organizations. He is a member of the Company’s Executive Leadership Team.

Prior to joining Manulife, Rahul was the Senior Vice President of Customer Care for Walmart’s US eCommerce organization, which included responsibility for contact centers, fraud operations and the customer returns experience. Under his leadership, the business significantly expanded customer contact channels through innovation, improved fraud loss performance, and enhanced the returns experience for online purchases, all during a period of high growth.

Previously, he held a range of large operating, customer experience and digital transformation roles with Citi across several geographies. Rahul served as Chief Operations Officer for the company’s Asia/EMEA Consumer bank located in Singapore, and prior to that was Chief Operations Officer for the US Consumer and Commercial bank.

Rahul holds a Master of Science in Management from North Carolina State University and a Bachelor of Engineering in Mechanical Engineering from the University of Pune, India.

Pamela Kimmet

Chief Human Resources Officer

Pam Kimmet is the Chief Human Resources Officer for Manulife and is a member of Manulife’s Executive Leadership Team. 

In her role as Chief Human Resources Officer, Pam is responsible for overseeing the Company’s Human Resources function and providing leadership to the people and culture elements of the Company’s transformation. Prior to joining Manulife as CHRO, Pam served as the Chief Human Resources Officer at Cardinal Health, Inc., a global health care services and products company.  Pam previously led the HR functions at Coca-Cola Enterprises, The Bear Stearns Companies, Inc. and Lucent Technologies. Pam also held a range of strategic HR roles at Citigroup and General Motors.  She served as a member of Manulife’s Board of Directors from March 2016 to September 4, 2018.

Pam serves as Chair of the HR Policy Association, and she was also the past Chair of the Association’s Center for Executive Compensation. Additionally, she serves on the boards for the Center for Advanced Human Resources Studies at Cornell University, and the Center for Executive Succession at the University of South Carolina. In 2009, Pam was named a Fellow in the National Academy of Human Resources.  Pam is a member of the Board of Directors of Perspecta, Inc., a leading information systems and mission services provider to the U.S. Government.  She holds an MBA from Michigan State University and a Bachelor of Science in Industrial and Labor Relations from Cornell University.  

Stephani Kingsmill

Senior Advisor to the CEO

Stephani Kingsmill is Senior Advisor to the CEO, responsible for partnering with Division and Function heads to champion and advise on select enterprise initiatives, with emphasis on strategy execution, senior executive succession and executive team effectiveness. 

In addition, she also assists the CEO in optimizing and deepening Manulife’s connections with customers, employees and shareholders. Stephani is a member of Manulife’s Executive Leadership Team. Prior to her current role, Stephani was Executive Vice President, Human Resources for Manulife, responsible for the Company’s global human resources organization. In addition to focusing on attracting, engaging, developing and retaining the best talent, Stephani has worked to establish leadership as a professional discipline and develop a global HR organization. She has been a key sponsor of WorkSmart, which integrates workplace flexibility, design and technology.

Having first joined Manulife in 1988, Stephani has held a variety of progressively senior roles, including General Manager, Real Estate, where she was responsible for our multibillion-dollar investment portfolio of real estate across Canada, the U.S. and Asia. In addition, she has experience in the Company’s core financial services business lines, with marketing and product development positions in U.S. and Canadian Divisions, Manulife Asset Management, and Group Functions. Stephani has been recognized three times as one of the 100 most influential women in Canada by the Women’s Executive Network.

Stephani holds a Bachelor of Commerce degree from Queen’s University.

Paul Lorentz

President & CEO, Global Wealth and Asset Management

Paul Lorentz is President & CEO of Global Wealth and Asset Management at Manulife. In this role, he has direct oversight over our wealth and asset management business, including our retirement, retail and asset management solutions offered worldwide. 

Paul is accountable for creating stronger global alignment by bringing these areas together into one single global organization and is a member of Manulife’s Executive Leadership Team. Prior to this role, Paul served as General Manager of Individual Wealth Management and Insurance for the Canadian Division, overseeing Manulife Investments, Manulife Securities, Manulife Private Wealth, and Manulife Insurance. In this role, he was responsible for delivering industry leading advice, investment, and insurance solutions to Canadians. Paul joined Manulife in 1993 and has held a variety of roles of increasing responsibility throughout our Canadian operations.

Paul graduated from the University of Waterloo with a B. Mathematics, is a Fellow of the Canadian Institute of Actuaries and is a graduate of the Queen’s Leadership Program.

Although his career has been fast moving, Paul is well known for the time he takes to devote to his family, coaching colleagues, and supporting community charities.

Anil Wadhwani

President & CEO, Manulife Asia

Anil is President and Chief Executive Officer of Manulife Asia. 

These markets include Japan, Singapore, mainland China, Hong Kong, Macau, Taiwan, Indonesia, Vietnam, Philippines, Malaysia, Cambodia and Thailand. He also operates as a matrix leader to the Global WAM business in Asia, which has primary accountability into the Global WAM segment. He is a member of Manulife’s Leadership Team. Mr. Wadhwani is a global financial services leader who has spent a highly successful 25-year career with Citi.  His roles at Citi included Global Head of Operations for Consumer Banking, Head of Consumer and Commercial Banking for Europe, Middle East & Africa, Asia Pacific Regional Head of Cards and Personal Loans, and CEO of Citibank Singapore Limited. He also led in various roles of strategic importance across Cards and Retail businesses during his tenure with Citibank in India.

Anil holds a Bachelor of Commerce and Masters in Management Studies from Mumbai University. He has lived and worked in New York, London, Singapore and is now based in Hong Kong.

Shamus Weiland

Chief Information Officer

Shamus Weiland is the Chief Information Officer for Manulife and is a member of Manulife’s Executive Leadership Team. 

In his role, Shamus is responsible for overseeing the Company’s Technology function and aligning our Technology Strategy with our global businesses to maximize value delivery while optimizing the technology footprint and costs in order to achieve our goal to be a digital customer leader.  Prior to joining Manulife, Shamus was Managing Director, North America Consumer Technology Head at Citigroup in support of retail bank, mortgage, commercial bank and credit cards.  Additionally, Shamus served as CIO for Citi’s consumer bank in Europe, Middle East and Asia Pacific spanning 17 countries and he also led the global product development function to deliver software and support services to all markets. 

Shamus was an Advisory Board Member at Singapore University of Technology and Design in 2016 and was named on a patent for Methods for Global Payments Processing. He holds a Bachelor of Science in Mathematics from the University of Notre Dame.   

Philip Witherington

Chief Financial Officer

Phil Witherington is Chief Financial Officer at Manulife. He is responsible for managing Manulife’s financial affairs, including finance, accounting, capital, treasury, taxation, investor relations, financial regulation, and for our property and casualty reinsurance operations. 

Prior to this appointment, he was the Interim President & Chief Executive Officer Manulife Asia. Phil is a member of Manulife’s Executive Leadership Team. Previously, Phil was Chief Financial Officer, Manulife Asia, leading transformational change within the finance function in Asia and providing strong financial leadership to business decisions by influencing divisional strategy and business unit profitability, as well as leading financial due diligence of all merger and acquisition opportunities.

Phil joined Manulife in 2014 and has 20 years of experience in insurance and financial services, in both developed and emerging markets within Asia. Prior to joining Manulife, Phil led finance in Asia Pacific for the Retail Banking and Wealth Management business at HSBC and earlier served as the Deputy Regional Chief Financial Officer for its Asian insurance businesses. Previously, Phil was Vice President Finance at AIA, based in Hong Kong. He also spent a decade with KPMG, based in London and Hong Kong, specializing in financial services audit and advisory services, with a particular focus on life insurance clients.

Phil holds an Executive MBA jointly awarded by the University of Edinburgh Management School (United Kingdom) and the École Nationale des Ponts et Chaussées (Paris, France). He is also a Fellow of the Institute of Chartered Accountants in England & Wales (FCA) and the Hong Kong Institute of Certified Public Accountants (FCPA). Outside of work, his contributions to the community include being a member of the Board and Treasurer of the Royal Geographical Society in Hong Kong, a position he has held since 2008.

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