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Fixed Income Market Structure Advisory Committee Members

June 12, 2024

Michael Heaney, Committee Chairman

Mr. Heaney retired in 2016 as the Global Co-Head of the Fixed Income Sales and Trading Division at Morgan Stanley after 28 years at the firm’s New York and London offices. He serves on several boards including Legal and General Investment Management Americas, TP-ICAP, a London-based public company, and on Lafayette College's Board of Trustees. Mr. Heaney graduated from Lafayette College and holds an MBA in Finance from the Stern School of Business at New York University.

Dan Allen

Mr. Allen retired from Anchorage Capital Group, LLC as of February 2020 where he was the President and a Senior Portfolio Manager. Prior to joining Anchorage Capital in 2008 he was responsible for North American Credit Trading at Morgan Stanley and before that was a bank loan trader at Goldman Sachs. Mr. Allen received an MBA from Duke University's Fuqua School of Business and his bachelor’s degree from Skidmore College where he is currently a Trustee. He also serves as a senior advisor to Anchorage Capital Group and is on the Board of Directors of Houghton Mifflin Harcourt and The Palmetto Bluff Company.

Matt Andresen

Mr. Andresen is CEO and co-founder of Headlands Technologies, a global trading firm headquartered in Chicago. He previously was co-CEO of Citadel Derivatives Group and President and CEO of Island, the largest of the original electronic stock markets. Mr. Andresen served on the Boards of ISE, Direct Edge, and Lava Trading. He holds a bachelor’s degree from Duke University. A former world-class fencer, he has been inducted into the Duke Athletics Hall of Fame.

Horace Carter

Mr. Carter was named Head of Fixed Income Trading at Raymond James when it acquired Morgan Keegan in 2012. He began his career as a junior trader at Morgan Keegan in Memphis, Tennessee, and has traded U.S. government loans and pools, corporate bonds, and Treasury and agency bonds. He became Head of Trading for Morgan Keegan in 2008. He holds a bachelor’s degree in Economics from Sewanee - The University of the South.

Robin Foley

Ms. Foley is chief investment officer in the Bond group within the Fixed Income division at Fidelity Investments. Prior to assuming her current role, she served as a portfolio manager on the Limited Term Bond team within the Fixed Income division and within Fidelity Management Trust Company (FMTC). Before 1991 she was an institutional director with Fidelity’s Workplace Investing (WI) business. Ms. Foley earned her bachelor of arts degree in economics from the University of Michigan and her master of business administration degree in finance from Boston University. She is also a CFA® charterholder.

Gilbert Garcia

Mr. Garcia is the Managing Partner of Garcia Hamilton & Associates, a Houston-based bond manager. He serves as a trustee on the Dallas Police and Fire Pension System and is a Board Member of Sanchez Energy. Previously, Mr. Garcia was Chairman of the Metropolitan Transit Authority of Harris County and a trustee of the Houston Municipal Employees Pension System. He holds a bachelor’s degree in Economics from Yale University.

Larry Harris

Mr. Harris holds the Fred V. Keenan Chair in Finance at the University of Southern California’s Marshall School of Business and focuses on trading and investment management issues. He was SEC Chief Economist from 2002 to 2004 and is the author of “Trading and Exchanges: Market Microstructure for Practitioners.” A CFA charterholder, he serves as lead independent director at Interactive Brokers, director at Selected Funds, research coordinator at the Q-Group, and executive director of the Financial Economists Roundtable.

Mark Kim

Mr. Kim is the Chief Operating Officer of the Municipal Securities Rulemaking Board (MSRB). He previously served as Chief Financial Officer of DC Water and Deputy Comptroller for the City of New York. Mr. Kim holds a bachelor's degree from Northwestern University, J.D. from Cornell Law School and Ph.D. in Public Policy from Harvard University.

Scott Krohn

Mr. Krohn joined Verizon in 2015 and is currently its Treasurer. His responsibilities include financing, capital structure, pension, and insurance. He was Vice President of Treasury and Tax at 3M from 2012 to 2015 and before that, spent 15 years at Ford Motor Co. in various Treasury roles in and outside the U.S. Mr. Krohn holds a bachelor’s degree from Carleton College and a J.D. and an MBA from Indiana University.

Ananth Madhavan

Mr. Madhavan is the Global Head of Research for ETF and Index Investing at Blackrock Inc., and held similar positions at Barclays Global Investors and ITG Inc. He was the Charles B. Thornton Professor of Finance at the University of Southern California’s Marshall School of Business and an Assistant Professor of Finance at the University of Pennsylvania’s Wharton School. A graduate of the University of Delhi, he has a master’s from Boston University and a Ph.D. in Economics from Cornell University.

Lynn Martin

Ms. Martin is President and COO of ICE Data Services, a part of Intercontinental Exchange Inc. She began her career at IBM and after joining NYSE Euronext in 2001 she served in leadership roles, including CEO of NYSE Liffe U.S. and CEO of New York Portfolio Clearing. She most recently served as COO of ICE Clear U.S. She is a graduate of Manhattan College and holds a master’s degree in Statistics from Columbia University.

Amy McGarrity

Ms. McGarrity rejoined Colorado PERA as Chief Investment Officer in March 2017 after serving as Global Equity Product Specialist at William Blair & Co. She joined Colorado PERA in 2010 as Senior Investment Officer, then Deputy Chief Investment Officer. She has a bachelor’s degree from the University of Wyoming and an MBA from Rider University. A CFA charterholder, she is a member of the CFA Institute and the CFA Society of Colorado, and serves on the PCAOB Investment Advisory Group.

Richard McVey

Mr. McVey created MarketAxess in 2000, led its initial public offering in 2004, and has been Chairman and CEO since its inception. He began his career in the futures industry and was named head of fixed income sales and investor client relations at J.P. Morgan & Co. in 1996 after four years as head of the firm’s futures and options business. He is a graduate of Miami (Ohio) University and has an MBA from Indiana University.

Lee Olesky

Mr. Olesky is the co-founder, CEO and a director of Tradeweb Markets, a global operator of electronic marketplaces for rates, credit, equities and money markets. He previously was co-founder and CEO of BrokerTec. He also serves on the CFTC’s Technology Advisory Committee and has been ranked among the industry’s top technological innovators by Institutional Investor eleven times. Olesky earned a BA from Tulane University and a JD from George Washington University.

Ola Persson

Mr. Persson is Senior Vice President and Head of FINRA’s Transparency Services Department, responsible for managing FINRA’s fixed income and equity trade reporting and quotation facilities (TRACE, ORF, ADF and the TRFs). Prior to joining FINRA in 2004, he worked in the Fixed Income division of Refinitiv. Mr. Persson holds a bachelor’s degree in Finance and Statistics from the University of Stockholm and an MBA in International Business from Baruch.

Suzanne Shank

Ms. Shank is Chair, CEO and Co-Founder of Siebert Cisneros Shank & Co. LLC. She is a Director of Pensare Acquisition Group and serves on boards of the Bipartisan Policy Center Executive Council on Infrastructure, SIFMA, the Skillman Foundation, Wharton Graduate Board of Trustees, Spelman College Board of Trustees, and the Georgia Tech Advisory Board to the President. She has a bachelor’s degree from the Georgia Institute of Technology and an MBA from the University of Pennsylvania’s Wharton School.

Darryl Street

Mr. Street is the Senior Financial Policy Advisor to the Government of the District of Columbia’s Chief Financial Officer. Mr. Street manages the District’s debt capacity model and works along with its Office of Finance and Treasury in managing all aspects of the District’s $11 billion debt portfolio, all fixed and variable-rate bond financings, as well as directing the District’s investor relations efforts. He holds a bachelor’s degree and an MBA in Finance from Loyola Marymount University and serves on the Board of GFOA’s Washington Metropolitan Area chapter.

Larry Tabb

Mr. Tabb is the Head of Market Structure Research at Bloomberg Intelligence. Prior to Bloomberg Intelligence, he was the Founder and Research Chairman of TABB Group, an advisory and research firm focused on capital market. He previously was Vice President of TowerGroup’s Securities & Investments practice and before that, managed business analysis for Lehman Brothers’ Trading Services Division. He serves on the Commodity Futures Trading Commission’s Technical Advisory Committee following a two-year appointment to its Subcommittee on Automated and High Frequency Trading.

Sonali Theisen

Ms. Theisen is Head of Fixed Income Market Structure at Bank of America Merrill Lynch. In Europe, Ms. Theisen serves as Chair of the Secondary Markets Practices Committee of the International Capital Markets Association (ICMA). Prior to joining Bank of America, Ms. Theisen was most recently responsible for credit and mortgage market structure and data strategy at Citi. She graduated cum laude from Harvard University with a Bachelor’s degree in Economics and Citation in Spanish.

Kumar Venkataraman

Mr. Venkataraman is the Collins Chair and Professor of Finance at Southern Methodist University's Cox School of Business. He chaired the Finance Department from 2012 to 2015 and serves on the investment committee that oversees the university’s endowment. He writes about equity, fixed-income, and energy markets, and has published research on the impact of transparency and banking regulation on the bond market. He holds an undergraduate degree from BITS-Pilani (India) and a Ph.D. in Finance from Arizona State University.

Elisse Walter

Ms. Walter was appointed as an SEC Commissioner in 2008 and named SEC Chairman in December 2012. She previously was Senior Executive Vice President, Regulatory Policy and Programs for FINRA and held a similar role at the NASD. Earlier in her career, she was General Counsel of the Commodity Futures Trading Commission and Deputy Director of the SEC’s Division of Corporation Finance. She has a bachelor’s degree in Mathematics from Yale University and a J.D. from Harvard Law School.

Rachel Wilson

Ms. Wilson is Senior Vice President, Finance of Iron Mountain and group head for Treasury and Financial Planning & Analysis. She previously was Vice President, Financial and Investor Relations for the Jarden Corp. and also served in management roles at Avon Products Inc., Citigroup, and Morgan Stanley. She holds an MBA from Columbia Business School and has a master’s in International Economics and International Relations from the Paul H. Nitze School of Advanced International Studies.

Brad Winges

Mr. Winges is President and CEO of Hilltop Securities. Previously, he was head of fixed income services and firm investments and trading at Piper Jaffray, and president of Piper Jaffray Investment Management LLC. Before joining Piper Jaffray in 1991, he was a member of the Chicago Board of Trade and the Chicago Mercantile Exchange. Mr. Winges was chairman of the Bond Dealers of America from 2013 - 2015 and now serves on the executive committee. He has a bachelor’s degree in economics from the University of Wisconsin-Madison.

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