Our Team

Mark Whipple – Global Head of Securities Lending, Invesco

Mark joined Invesco in 2019 to manage the firm’s securities lending capabilities. He currently sits on Invesco’s Securities Lending Governance Committee and is responsible for the platform’s oversight. Prior to Invesco, Mark co-headed Goldman Sachs’ agency lending business, GSAL. He joined Goldman in 1999, and later relocated to London where he helped establish GSAL’s international presence across the EMEA and Asia-Pac regions.

Mark currently serves as Chair of the ISLA Americas Board, the securities finance market’s industry association. He previously served as Chair of the Risk Management Association’s (RMA) Executive Council on Securities Lending.

Justin Aldridge – Senior Vice President, Head of Agency Lending, Fidelity Investments

Justin Aldridge is a senior vice president and head of Agency Lending for Fidelity Capital Markets (FCM). Our institutional clients are supported with investment insights, strategies, and solutions, as well as trading services available to a wide range of wealth management firms and institutional investors. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals.

In this role, Mr. Aldridge is responsible for the development and ongoing management and commercialization of the business line. Fidelity Agency Lending® was launched in 2019 to take its affiliated lending program and make it available to other asset managers, insurance companies, pension plans, and other institutions so they can leverage Fidelity’s market positioning and financing expertise.

Prior to assuming his current position, Mr. Aldridge served as the head of supply for the Global Securities Finance trading group within Fidelity’s Prime Brokerage unit. His responsibilities included creating the supply-side trading desk and managing the pricing and trading strategy for clients’ long and short activity. Mr. Aldridge was also responsible for a high-touch client service model, servicing some of the firm’s most sophisticated prime brokerage clients. He was instrumental in the development and distribution of PB Optimize, a cloud-based global securities finance and treasury optimization platform for asset managers.

Prior to joining Fidelity in 2005, Mr. Aldridge worked in the Securities Finance division of State Street in its Operations and U.S. equity trading groups. He has been in the financial industry since 2001.

Mr. Aldridge earned his Bachelor of Science degree in finance from Central Connecticut State University. He also holds the Financial Industry Regulatory Authority (FINRA) Series 7, 24, and 63 licenses and is the Vice Chair of the International Securities Lending Association (ISLA) America’s board and a Director on ISLA EMEA’s board.

Christel A. Carroll – Goldman Sachs Agency Lending, Head of U.S. Relationship Management

Christel is Head of US Client Service and Relationship Management for Goldman Sachs Agency Lending (GSAL). Christel joined GSAL in 2003 as a Client Service Analyst through the Northeastern University internship program. In 2008, Christel assumed responsibility for the US Client Services team. Christel has played a critical role in developing GSAL’s industry leading client service model, performance analytics, and highly flexible reporting platform. As head of the US Client Services team, Christel is responsible for client implementation and program oversight as well as numerous tactical and strategic facing initiatives. In recent years, Christel has focused on regulatory initiatives impacting securities lending. Christel received a B.S. in Finance and Management Information Systems from Northeastern University, D’Amore-McKim School of Business.

Brooke Gillman – Managing Director, Global Head of Client Relationship Management, eSecLending

Brooke manages the Client Relationship Management team globally for eSecLending and is responsible for leading the firm’s service model and strategy for all client programs. She also oversees the firm’s marketing and communications group. Brooke has been in the securities lending industry and with eSecLending since its inception in 2000, when she was one of the firm’s founding members that started the business. Brooke has held various senior positions at eSecLending throughout the company’s growth including Business Development, Relationship Management and Marketing and Communications. In addition to her work with eSecLending, Brooke volunteers her time in the securities finance marketplace as well as outside of our industry. She was a founding Leadership team member for Women in Securities Finance, and she serves as company Secretary for the Global Peer Financing Association (GPFA), a non-profit business association supporting global beneficial owners. Brooke received her Bachelor of Arts in Business Administration from the University of Washington.

Glenn Horner, CFA, FRM – Managing Director, Chief Regulatory Officer, Global Markets, State Street

Glenn Horner is a managing director, Chief Regulatory Officer for State Street’s Global Markets and Head of A/L Management for Securities Finance. Mr. Horner works with senior management to efficiently implement regulatory requirements within the division. He works in close coordination with the Bank’s Regulatory, Industry, and Government Affairs unit as well as external industry groups to provide feedback and commentary on regulatory proposals. He also oversees the implementation of the asset and liability strategies for the Securities Finance Agency Program.

Mr. Horner holds a Bachelor of Science degree and a Master of Business Administration degree from Babson College. He also earned the Chartered Financial Analyst (CFA) designation, the Global Association of Risk Professionals’ Financial Risk Management (FRM) certification and the Professional Risk Managers’ International Association’s Certified Risk Manager designation. He is a member of the Association for Investment Management and Research, the Global Association of Risk Professionals, the Boston Security Analysts Society and the Professional Risk Managers’ International Association.

Michael McAuley – Managing Director, Global Head of Regulatory Strategy, Industry Affairs, and Tax, BNY

Mike is a Managing Director and Global Head of Regulatory Strategy, Industry Affairs, and Tax for BNY’s Securities Finance business. He is responsible for leading the business’ efforts to identify and capitalize on new opportunities in a changing business, tax, and regulatory environment. Prior to BNY, Mike was a Senior Managing Director and the Chief Product Officer for securities finance at State Street Bank and Trust Company. In this role Mike was responsible for the global expansion of the agency and principal securities finance businesses through new product development, merger and acquisition, and product innovation. Prior to holding this position, he was the Senior Managing Counsel responsible for all legal matters with respect to the securities finance business of State Street. Prior to State Street, he held positions as a Senior Managing Counsel for the master trust and global custody business of Boston Safe Deposit and Trust Company and as an ERISA attorney for the Boston law firm of Gaston & Snow. Mike is a member of the board of directors of ISLA Americas and a former Chairman of the Securities Lending Committee of the Risk Management Association. He is also a former member of the Board of Directors of the Risk Management Association. Mike holds a BA in economics from Boston College and a Juris Doctorate from Suffolk University Law School.

Tamela Merriweather – Head of the Global Capital Markets Legal for North America, Senior Vice President and Associate General Counsel, Northern Trust

Tamela Merriweather is Senior Vice President and Associate General Counsel at The Northern Trust Company where she is a member of the Legal Department leadership team and serves as head of the Global Capital Markets Legal for North America, focusing on securities finance, repo, foreign exchange, and derivatives. Tamela also advises on significant domestic and global prudential regulatory matters.
As a leader in the Securities Finance industry, Tamela serves on several committees and councils, including the founding board of ISLA Americas. Tamela previously served on the RMA Securities Lending Council, chaired its Legal, Tax, and Regulatory Subcommittee, and co-chaired the 35th Annual RMA Conference on Securities Finance and Collateral Management.

Tamela’s legal industry leadership roles also include serving on the executive committee of the SIFMA Compliance & Legal Society and the executive committee of the board of directors of the National Association of Women Lawyers (NAWL).

Tamela’s honors and awards include receiving Markets Media Group’s 2023 Women in Finance (U.S.) Award for Excellence in Legal and NAWL’s 2019 Virginia S. Mueller Outstanding Member Award. Tamela has also completed McKinsey & Company’s Black Executive Leadership Program and Corporate Leadership Center’s Leading Women Executives program.

Prior to joining Northern Trust, Tamela practiced law in the Corporate and Securities Group at Mayer Brown and began her legal career as a judicial clerk for the Hon. Justice Alan Page (Ret.) and Hon. Justice Helen Meyer (Ret.) of the Minnesota Supreme Court. Tamela graduated with honors from Spelman College and the University of Minnesota Law School. She is admitted to practice law in Illinois.

Tom Poppey – Head of Product Strategy for Securities Lending, Brown Brothers Harriman

Tom Poppey is the Head of Product Strategy for Securities Lending, an agency securities lending business providing our clients with incremental return on their investment portfolios. He is responsible for working with clients and trading counterparties to deliver on product capabilities that are highly relevant and competitive. Tom joined the firm in 2008.

Tom served in the United States Marine Corps Reserve and is an active member of BBH’s Military Veterans Network. He is a member of the Boston Securities Analyst Society, the Global Association of Risk Professionals, and is a CFA Charterholder. He received his B.A. in accounting from Bridgewater State College and MBA from Boston College.

George Rennick – Global Head of Triparty Agency Services, J.P. Morgan

George Rennick is the Global Head of Tri-Party Agency Services for J.P. Morgan. Prior to his current role he had the responsibility for J.P. Morgan’s Agency Securities Finance business in the Americas and global responsibility for the Relationship Management team.

George has 32 years of experience in the Financial Services industry across diverse lines of business. Prior to J.P. Morgan, George worked for Nomura, Barclays, Lehman Brothers, Neuberger Berman, Goldman Sachs and Prudential Securities. He has held leadership positions in prime finance and clearing directly responsible for the business and sales, trading, client service and product functions. He has platform and trading infrastructure design and implementation experience and has spent time in asset management, compliance, private wealth, and he started his career in operations.

George currently sits on the International Securities Lending Association (“ISLA”) – Americas and Equilend Holdings LLC board of directors. He is a former board member of the Risk Management Association “RMA” Securities Lending Council.

George holds a Bachelor of Science from The State University of New York at Plattsburgh and a Master in Business Administration from New York University’s Leonard N. Stern School of Business.

Steven Schneider – Executive Director, Equity Finance Product Development, Morgan Stanley

Steven joined Morgan Stanley in 1996 spending the first 10 years of his career in Operations before transitioning to the Securities Lending desk where he has held a number of roles across the business. Steven’s expertise and leadership further strengthen ISLA Americas’ mission, and his appointment reflects the organization’s commitment to borrower engagement, cross-border collaboration, and a more unified global strategy alongside ISLA EMEA.

Anthony Toscano – Head of Global Securities Lending Solutions in North America, MUFG Investor Services

Based in New York, Anthony has responsibility for GSLS in the US. He has over 30 years of securities lending & finance experience. Prior to MUTB, Tony was Head of Securities Lending in the Americas for Deutsche Bank’s Agency Securities Lending Program. Earlier in his career, Tony spent nine years at JP Morgan in several key positions including Head of Securities Lending Liability Trading, Equity Finance & Derivatives trading (borrowing securities in connection with various arbitrage strategies).

Tony is highly visible in the industry, including interfacing with regulators. He currently serves as the Treasurer for the International Securities Lending Assoc. Americas Board, and he was a member of the Executive Council of the Securities Lending chapter of the RMA (Risk Management Association.) Anthony received a BA degree from Seton Hall University and a Masters in Business Administration from the W. Paul Stillman School of Business at Seton Hall University.

Philip Winter – Head of European Securities Lending Supply, Citi

Phil joined Citigroup in 2020 and heads the EMEA Securities Lending Trading desk. Prior to that, Phil worked at Deutsche Bank where he held a number of wide-ranging Securities Finance leadership roles across London, Tokyo and Hong Kong. Phil is a member of the ISLA Board of Directors and is currently the Treasurer and earlier this year became a director of the new ISLA Americas board.