Pioneer Investments, a global asset management firm, has announced that Lisa M. Jones has been named Head of the U.S. In this role, she will serve as President and Chief Executive Officer of Pioneer Investment Management USA Inc., the U.S. Division of Pioneer Investments. Lisa will be a member of Pioneer’s global leadership team and will report to Sandro Pierri, Chief Executive Officer of Pioneer Investments. She will start on August 11, 2014 and be based in Boston.
Lisa has over 25 years of experience in financial services, including multiple leadership roles in which she was responsible for developing and building asset management businesses. She joins Pioneer Investments from Morgan Stanley Investment Management (MSIM), where she was Global Head of Distribution and President of MSIM Distribution Inc., a position she left in 2013. Prior to MSIM, she was Head of the Global Institutional Division at Eaton Vance Management and spent more than 16 years at MFS Investment Management where she held leadership roles in both the retail and institutional divisions. She has been an active member on a number of boards, including the Foreign Policy Association in New York, the Board of Fellows at Trinity College, Hartford, Ct., and the Advisory Board of the Institutional Investor Institute. She earned a B.A. in Economics from Trinity College.
“Pioneer Investments’ U.S. Division is a critical and integral component of our global strategy, and Lisa’s hiring is an important step forward in accelerating the growth of our already strong U.S. business,” said Pierri. “Lisa is a proven performer in distribution and overall product and business strategy, and is an energetic, results-driven leader. Her experience and leadership skills will be significant assets in helping us achieve our growth objectives in the U.S.”
Pioneer’s U.S. Division, based in Boston, has approximately $72 billion in assets under management and 560 employees, including 79 investment professionals and a sales and marketing staff of more than 150. The division manages a wide range of equity, fixed-income, multi-asset, and alternatives strategies for retail and institutional investors in the U.S. and international markets. Boston is one of Pioneer’s three major investment hubs, with others located in Dublin and London.
Lisa replaces Daniel K. Kingsbury, who will remain at Pioneer until September 5, 2014 to assist with the transition. His departure follows a successful 15-year career at Pioneer, including the last seven as Head of the U.S. “Dan’s extensive experience as a global manager played an essential role in driving the expansion of the U.S. and its integration with Pioneer’s global capabilities. We greatly appreciate his dedication and service,” Pierri said.