Top Chief Investment Officers


There are over 10,000 Chief Investment Officers and C-Level Investment Executives in the United States. Only the very best are awarded the distinction of being a part of AdvisoryCloud’s “Top Chief Investment Officer Rankings” for 2012. The number one area of focus for Top CIOs in 2012 has been their role in developing company wide investment strategies that improved ROE while successfully managing risk. AdvisoryCloud also weighed heavily the recommendations provided by external analysts and CFOs. In addition, we saw a significant uptick in the number of CIOs that served on boards of directors and displayed a skill set that is applicable to multiple industries. The CIOs that made this list represent the best of the best in their field.

Chief Investment Officers and Investment Executives were ranked according to our patent-pending proprietary CIO Ranking Algorithm that calculates points for 24 key categories, in addition to the insights and feedback from evaluation committees featuring some of the world’s most renowned business leaders. Like all of our position specific ranking algorithms, the CIO Ranking Algorithm serves as an objective standard for executive performance and is designed to produce results that act as leading indicators for future executive and team performance. Feedback from past award winners includes:

Brian Pellegrino, CIO, UPS – “It is truly an honor to be identified by AdvisoryCloud as a leader in the industry. It speaks volumes of the outstanding work done by the investments team at UPS and I find myself extremely fortunate to be associated with such a talented and dedicated group of individuals.”

Brent P.W. Burgess, Managing Director & Chief Investment Officer, Triangle Capital Corporation – “It’s a great honor to be recognized as one of the top CIOs in the country. In my case, it’s very much of a team effort responsible for our company’s results, so I’m extremely grateful for the talented and dedicated people that I get to work with every day.”

Jeff Lorenzen, SVP and CIO, American Equity Investment Holding Company – “It’s a privilege to be recognized by AdvisoryCloud’s as one of its leading CIO’s. This distinction is a direct reflection of the outstanding team of professionals at American Equity and their desire to be a high performance organization.”



AdvisoryCloud produces c-suite executive rankings based on statistical and algorithmic analysis of executive performance across 24 key areas.

Our proprietary methods for evaluating and ranking executives play a key role in the operation of AdvisoryCloud’s global marketplace that connects companies with advisors across 124 industries and 50+ professions. We use our data sets and understanding of executive talent from the rankings to guide our matchmaking process between companies and advisors, ensuring that companies find the advisor best suited for their current challenges and opportunities.

A sample of the 24 categories that we measure:

  • Experience in the role
  • Business results during tenure
  • Board Member Appointments
  • Significant professional achievements
  • Published thought leadership (books, speeches, articles, media mentions)
  • Technology adoption
  • Education
  • Industry/professional reputation
  • Peer recommendations and nominations



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Top CIOs of 2013

This accolade from AdvisoryCloud is a reflection of all of the hard work my five thousand teammates have put in at AOL and I am honored to accept it on their behalf. Arthur Minson, CFO, Time Warner Cable

It is truly an honor to be identified by AdvisoryCloud as a leader in the industry. It speaks volumes of the outstanding work done by the investments team at UPS and I find myself extremely fortunate to be associated with such a talented and dedicated group of individuals. Brian Pellegrino, Chief Investment Officer, UPS

I am honored by AdvisoryCloud’s recognition among my peer group and feel privileged to be a CMO at this exciting time of customer revolution. Elisabeth Charles, SVP, Chief Marketing Officer at PETCO Animal Supplies, Inc.

I very much appreciate AdvisoryCloud’s recognition of our work at Thomson Reuters to strengthen the underpinnings of our marketing activities with data-driven intelligence.  I am privileged to work with an exceptional executive team and a marketing organization focused on driving our business to continued success across the globe.

Tobias Lee, CMO, Thomson Reuters Tax & Accounting

AdvisoryCloud has assembled a ranking of HR Leaders who are helping to shape and transform the organizations and industries of which they are apart.  It is both humbling and an honor to be among those selected. Josh Friedlander, Chief Human Resources Officer, Latham & Watkins LLP

I am pleased to be chosen for AdvisoryCloud’s 2012 CMO Ranking. Behind every marketing leader, there is a team. I have been fortunate to have managed an incredible team of marketing professionals who deliver world class marketing and should share in this recognition. Vince Ferraro, CMO, Kodak

Being acknowledged among one's peers is among the most meaningful recognition possible. What an honor to be placed on such a prestigious list alongside some of today's true Marketing thought leaders. Evan Greene, CMO at The Recording Academy

I am grateful for the recognition by AdvisoryCloud but realize that it is actually an acknowledgement of the stellar work done by the finance staff at AutoNation, the tremendous leadership provided by Mike Jackson, and the dedication of the thousands of AutoNation associates who deliver world-class customer experiences everyday at our stores.

Michael Short, CFO, AutoNation

I’m honored by the recognition and pleased to be counted among a roster of CMO’s managing some of the finest brands in the world. Diane Dietz, EVP & Chief Marketing Officer, SAFEWAY INC.

I am extremely honored, humbled and grateful for the recognition by AdvisoryCloud for making the TOP CMO for 2012. I truly realize that it is a combination of many things and want to recognize that my professional path led me to MonaVie. Jeff Cohen, CMO, MonaVie

I am honored to be included in AdvisoryCloud’s listing of top CFOs, particularly because I consider this to be a testament to the capabilities and accomplishments of Avis Budget Group’s outstanding finance team around the world. David B. Wyshner, SEVP & CFO, Avis Budget Group, Inc

Working on an iconic American brand like Reader’s Digest, with the full support of RDNA’s management team and a dynamic sales and marketing team made this ranking possible. Thank you Execrank for this recognition, and thank you to my team. Mark Josephson, Vice President & Chief Sales Officer, Reader’s Digest

I am grateful to the nominating committee of AdvisoryCloud for this tremendous honor Peter E. Holmes, Ph.D. CMO Celanese Corporation

It is an honor to be among this distinguished group of financial leaders on AdvisoryCloud. It is really a reflection of the expertise and dedication of the en tire team at Land O’Lakes. Daniel Knutson, CFO, Land O’Lakes

1. James Zelter, Apollo Global Management, LLC
2. Daniel Cook, Mercantile Bancorp, Inc.
3. Kathleen Gallagher, Ford Motor Company
4. Chris Li, Lockheed Martin Corporation
5. Nathan Partain, Virtus Investment Partners
6. David Dale-Johnson, Fog Cutter Capital Group Inc.
7. Raymond Kanner, International Business Machines Corporation
8. Lisa Haag, The Boeing Company
9. Andrew Ward, The Boeing Company
10. Mark Kajita, Baker Boyer Bancorp
11. Rick Rieder, Blackrock Inc
12. Jeffrey Lorenzen, American Equity Investment Life Holding Company
13. Marcum Eli Khouri, Kilroy Realty Corporation
14. Shane Garrison, Retail Properties of America, Inc.
15. Brian Pellegrino, United Parcel Service, Inc.
16. Duncan Richardson , Eaton Vance Corp.
17. Andrew Haddock, Lake City Bank
18. Gary Kain, American Capital, Ltd.
19. Philip Sanders, Waddell & Reed Financial, Inc.
20. Richard Harris, Cummins Inc.
21. A. William Stein , Digital Realty Trust
22. John Simms, Piedmont Trust Company
23. John Calamos, Calamos Asset Management, Inc.
24. Matthew Lentz, Simon Property Group, Inc.
25. Bryan Dunnivant, Eli Lilly and Company
26. Carsten Quitter , Allianz North America
27. Brain Oakes, Avis Budget Group, Inc.
28. Brian Rogers, T Rowe Price Group Inc
29. Eric Kirsch, Aflac Incorporated
30. Harsh Bausal, Honeywell International Inc.
31. Judy Mares, Alliant Techsystems Inc.
32. Ranking Update
33. Richard Forde, CIGNA
34. Howard Ward, GAMCO Investors, Inc.
35. Roger Gorham, Alleghany Corporation
36. Edward Antoian, Urban Outfitters Inc
37. John Meder, Texas Capital Bancshares, Inc.
38. Steven Rodgers, Bank of Hawaii Corporation
39. James Groch, CBRE Group, Inc.
40. Bill Cody, Progressive Corporation
41. Brent Burgess, Triangle Capital Corporation
42. Byron Boston, Dynex Capital, Inc.
43. Judith Greffin, Allstate Corporation
44. Jeffrey Ptak, Morningstar, Inc.
45. Dean Junkans, Wells Fargo Company
46. Aaron Diefenthaler, Rli Corp
47. Burt White, LPL Financial
48. W. Michael Pressley, Torchmark Corporation
49. Christopher Pagano, Assurant Asset Management
50. Ned Gerstman, The Chubb Corporation
51. Robert Witkoff, The Chubb Corporation
52. John Dionne, Blackstone Group
53. Jesse Crews, Trinity Industries Inc
54. Jesse Crews, Trinity Industries, Inc.
55. Christopher Graves, Mercury General Corporation
56. Clark Lauritzen, First National of Nebraska, Inc.
57. Robert Lutts, Cabot Corporation
58. Tomas Arlia, General Electric Company
59. Jon Reynolds, Fifth Third Bancorp
60. William Heyman, The Travelers Companies, Inc.
61. Mark Bratt, DDR Corp.
62. John Sturiale, The Charles Schwab Corporation
63. K.C. Matthews, UMB Financial Corporation
64. Craig Delany , JPMorgan Chase & Co.
65. Rick Lacaille, State Street Corporation
66. Josh Radel, Bar Harbor Bankshares
67. Carol McFate, Xerox Corp
68. Paul Cavazos, DTE Energy
69. Don Nesbitt, The Ziegler Companies, Inc.
70. Kris Blackmon, Auburn National Bancorporation, Inc.
71. David Smith , Independent Bank Corp.
72. Rand Westlund, QCR Holdings, Inc.
73. Kristopher Konrad, Annaly Capital Management, Inc.
74. Rose-Marie Lyght, Annaly Capital Management, Inc.
75. Katherine Nixon, Northern Trust Corporation
76. Fred Matera, Redwood Trust, Inc.
77. Christopher Childs, Webster Financial Corporation
78. Lu Ann Katz, Invesco
79. Ernest Dawal, SunTrust Banks, Inc.
80. E. Robert Fernholz, Janus Capital Group
81. James Hunt, THL Credit
82. Julia Lawler, Principal Financial Group, Inc.
83. Tim Dunbar, Principal Financial Group
84. Brendan Gau, AMERISAFE, Inc.
85. Chris Jones, Financial Engines, Inc.
86. Jeffrey Weichsel, Flushing Financial Corporation
87. Carl Thigpen , Protective Life Corporation
88. Martin Hollenbeck, Cincinnati Financial Corporation
89. Tom Gayner, Markel Corporation
90. Paul Gallagher, HCP, Inc.
91. Kathryn McAuley, Weyerhaeuser
92. Leo Grohowski, Bank Of New York Mellon Corp
93. William Roth, Two Harbors Investment Corp.
94. George Calvert, Middleburg Financial Corporation
95. Richard Scott, Loews Corporation
96. Michael Hagen, Liberty Property Trust
97. Patricia Scheuer, National Western Life Insurance
98. Donald Nicholson, Northwest Bancshares, Inc.
99. John Smith, Home Properties, Inc.
100. Bernard Francis, Susquehanna Bancshares, Inc.
101. Susan Sweeney, Selective Insurance Group
102. Stephen Dominiak, BRE Properties, Inc.
103. John Miller, W. P. Carey & Co. LLC
104. Michael Hartnett, Campus Crest Communities, Inc.
105. Steven Goulart, MetLife, Inc.
106. Charlie Happel, FBL Financial Group, Inc.
107. Peter Schmidt-Fellner, NewStar Financial, Inc.
108. John Cobb, Ventas, Inc.
109. Richard Cookson, Citigroup Inc.
110. George Schmidt, Glimcher Realty Trust
111. Alan George, Equity Residential
112. Michael Collins, Prudential Financial, Inc.
113. Michael Mauboussin, Legg Mason, Inc.
114. George Stelljes, Gladstone Commercial Corporation
115. Mark Abrams, Presidential Life Corporation
116. Ellen Cooper, Lincoln National Corp
117. Dan Sheehan, Genworth Financial, Inc.
118. Breege Farrell, Unum Group
119. John Apruzzese, Evercore Partners Inc.
120. Walter Muller, Bank of America Corporation
121. Brion Johnson, The Hartford Financial Services Group, Inc.
122. Stefan Keitel, Credit Suisse Group
123. Joel Braun, Acadia Realty Trust
124. Ronald Barin, Alcoa Inc.
125. Michael Curless, Prologis, Inc.

The higher one climbs on AdvisoryCloud’s list is assuredly correlated to the strength of one’s team. Randy Brandoff, CMO, NetJets

I’m honored to be included amongst such a strong contingent of thought leaders and understand that any recognition is a function of the great team at Intuit Andrew Westergren, Chief Strategy and Corporate Development Officer, Intuit

It’s an honor to be on this distinguished list of marketing and communications leaders. The ranking is a reflection of the hard work and passion of my colleagues throughout who are transforming the enterprise software industry. Jane Hynes, Senior Vice President, Public Relations & Comunications,

I am honored to be included with the outstanding leaders in my field in the AdvisoryCloud CFO rankings and recognize that neither GameStop nor I would be successful if it weren’t for the thousands of passionate, dedicated associates we have around the world. Rob Lloyd, EVP & CFO, Gamestop

Seeing the outstanding talent assembled here, I can honestly say that it’s an honor to be in the company of the many outstanding communications professionals on the AdvisoryCloud list. Any success I have comes from the support of my company and the strength of the communications team that surrounds me each day at MasterCard. Chris A. Monteiro, Group Executive, Worldwide Communications, MasterCard Worldwide

It is great to be included on this terrific list of thought leaders in marketing and see that AdvisoryCloud has incorporated criteria that reflect the evolving focus of our work as CMOs. Deborah Meyer, SVP & CMO, Pulte Group

I am honored to be included by AdvisoryCloud alongside a distinguished group of leaders in my field. This recognition is a testament to the dedication and expertise of the senior management team and my many exceptional finance colleagues at ABM. Dean Chin, Senior Vice President, Corporate Controller, and Chief Accounting Officer, ABM Industries

It is an honor to be recognized for the work we do at Land O’Lakes, Inc on behalf of our member-owners, and to be included in this prestigious group of colleagues and peers. Barry Wolfish CMO, SVP Corporate Strategy, Land O'Lakes, Inc

I am delighted to be included in AdvisoryCloud’s 2012 Top CFOs. It is an honor to be among this distinguished group of CFOs. It’s a reflection of the accomplishments of my dedicated team of finance professionals at Ingredion Incorporated. Cheryl Beebe, EVP & CFO, Ingredion Incorporated

While I appreciate the acknowledgement by AdvisoryCloud, I view this largely as a reflection of the great Marketing team at Fifth Third Bank, and the historic strength of this organization in executing major initiatives. Larry Magnesen, SVP & CMO, Fifth Third Bank

"I'm honored to be included in the AdvisoryCloud CMO rankings for 2013.  It's amazing to join this incredible list of the most talented marketers in the industry today."
Chris Lindner, CMO and SVP Business Development, Sperry Top-Sider

I am excited to be ranked among some of the best marketing minds in the world.  My success is a result of the great work of the Simmons marketing team who is bringing a new level of excitement to an industry that sells the ultimate fix for life's problems - sleep. Jeff Willard, Executive Vice President of Marketing at Simmons Bedding

I’m humbled to be included alongside such a remarkable list of CMOs and brands. Frank Sottosanti, CMO at Protective Life

I am proud of the progress my team has been able to achieve in repositioning Brocade as the clear leader in network solutions for cloud architectures. John McHugh, CMO, Brocade