Stacy Roode, Personal Investing General Manager and Colorado Regional Leader for Fidelity Investments and Greg Johnson, Senior Director for TIAA are each serving two-year terms as co-chairs of the Colorado Investment Services Coalition.
Stacy Roode, Fidelity Investments
Stacy Roode is the Personal Investing General Manager and Colorado Regional Leader for Fidelity Investments. Roode has more than 25 years of experience in the financial services industry and joined Fidelity Investments in 2018. She previously worked for OppenheimerFunds since 1992, where she served in a variety of human resources positions, including VP, before she was promoted to vice president of transfer agent retail operations. In 2009, she was promoted to her role as senior vice president of the transfer agent and later president of Shareholder Services Inc. – the entity providing transfer agent services for Oppenheimer.
Roode is a member of the ICI Operations Committee, the DTCC Wealth Management Services Senior Advisory Board, and currently serves on the board for National Investment Company Service Association (NICSA).
Greg Johnson, TIAA
Gregory Johnson is a Senior Director at TIAA and is currently responsible for the institutional Executive Engagement program within TIAA’s National Advocacy Group. Greg also serves on the TIAA Denver Leadership Council which provides leadership and support for TIAA’s nearly 1400 Colorado based employees.
Greg has been with TIAA since 1999 and has more than 20 years of experience in the retirement planning industry. He has held a variety of roles during his tenure at TIAA, most of which have been focused on serving our institutional clients across the nation. His background and experience provides a broad knowledge for supporting clients on plan design, investment strategy and legal and regulatory issues. Prior to joining TIAA Greg was an Assistant Vice President at Kirkpatrick Pettis Trust Company and a Trust Officer at First National Bank of Omaha.