Office Building

OUR TEAM

Board of Directors members

Adrian Yeo

Stephen Collins

The CEO of PROVIDENCE TRUST.

As a private equity firm, Providence Trustdelivers high-quality investment, advisory, and wealth management services to global investors through direct investments.
Throughout his career, Collins has been dedicated to making investments more accessible and helping investors prepare for secure financial and retirement lives. Prior to joining PROVIDENCE TRUST, he held various leadership roles in investment, capital markets, and wealth management over the past 30 years.
Collins holds a Bachelor's degree in Economics and Political Science from the University of Toronto (where he served as a member of the university's International Leadership Committee), a Master's degree in Law from the University of Cambridge, and is a Chartered Financial Analyst (CFA).

Amit Kunal

Paul Stewart

The Chairman of the Board of PROVIDENCE TRUST

As the primary liaison for independent directors, he is elected by the independent directors and is responsible for coordinating their related work, including convening routine executive meetings. He also oversees the preparation of board meeting agendas and presides over board meetings and independent governance committee meetings.
Mr. Stewart held senior management and financial leadership positions at several large private enterprises throughout his career, participating in corporate retirement plans and related governance matters. He has since retired.
In 2024, he joined the board of PROVIDENCE TRUST and was officially appointed as Chairman.
Amy Wang

Kenneth Morris

The President and Chief Investment Officer of PROVIDENCE TRUST

Kenneth Morris has extensive experience in investment management and fixed income, having held senior global investment management roles at major asset management firms, responsible for portfolio management, strategy, credit research, trading, and long-term planning. Since 2026, Mr. Morris has joined PROVIDENCE TRUST as the current President and Chief Investment Officer, serving as a board member and overseeing the company's investment management and risk supervision. He is also actively involved in industry and social affairs, serving as a member of the industry association council, a financial market advisory consultant, and the chairman of a medical charity organization's board.
In terms of education, Maurice holds a Bachelor's degree in Insurance from Pennsylvania State University and a Master's degree in Finance and Business Administration from the Wharton School of the University of Pennsylvania. He is a Chartered Financial Analyst (CFA) charterholder and a member of the Philadelphia CFA Association.
Anshika Jain

Michael Rogers

the founder and managing partner of PROVIDENCE TRUST.

Michael Rogers is the co-founder and managing partner of PROVIDENCE TRUST.
He has served as a board member in investment institutions related to religion and public welfare, and participated in their governance and investment supervision work.
Previously, Mr. Rogers held senior investment management positions at several mid sized educational and investment related institutions, and had experience teaching finance at the business school level. In 2024, he joined the board of directors of Providence Trust.
Asami Shah

Robert Reed

the President and Chief Financial Officer of PROVIDENCE TRUST

Robert Reed is the President and Chief Financial Officer of PROVIDENCE TRUST. Mr. Reed has accumulated rich experience in senior management, finance, and strategic planning in multiple medium-sized enterprises and investment institutions. He has also served as an assistant professor of finance at a regional business school, cultivating and guiding future financial professionals. In 2024, he joined the board of directors of Providence Trust, providing professional guidance for the company's strategic development and investment decisions.
Choo Koon Po

Susan Lambert

The Chief Investment Strategist at PROVIDENCE TRUST

Susan Lambert has extensive experience in asset management and investment research, having held senior investment and asset allocation related positions at multiple investment management firms.
Previously, she was also responsible for overall investment strategy at an institution known for long-term wealth management.
Ms. Lambert has long been involved in research and exchanges related to economic and financial policies, serving as a consultant and committee member for multiple industries and educational organizations, and actively promoting the development of basic financial education. She joined the board of directors of Providence Trust In 2024, providing support for the company's long-term strategy and investment governance.l
Choo Koon Po

Melissa Reynolds

The Global Operations Director.

Melissa Reynolds is currently the Global Operations Director, responsible for overall user support, trust and security systems, as well as payment and operations management functions for the company's international business.
She has held senior management positions in multiple large enterprises throughout her career, responsible for key functions such as customer service, operations management, and organizational development.
Ms. Reynolds has long been involved in diversity and education related affairs, serving as a board member for non-profit organizations in the industry and currently serving as a board member for several colleges in higher education institutions. She joined the board of directors of Providence Trust .In 2024, providing guidance for the company's strategic development and governance

PROVIDENCE TRUST Executive Team

Randy Butler
Randy Butler
Managing Director & Global Chief Risk Officer
Core Responsibilities
Overall responsibility for global risk and security management, including enterprise risk management, investment risk control, cybersecurity and anti-fraud functions.
Professional Experience
Prior to joining PROVIDENCE TRUST, he held senior management positions at multiple asset management and investment firms, responsible for portfolio review, stock index analysis and overall investment management.
Education & Qualifications
Bachelor's degree in Economics, Master's degree in Finance; completed senior management programs at a renowned business school; holds the Chartered Financial Analyst (CFA) certification.
Howard Simmons
Howard Simmons
Chief Investment Officer (Equity)
Core Responsibilities
Focus on equity investment and sustainable investment strategies, responsible for equity analysis, industry research and portfolio management.
Professional Experience
She has extensive experience in equity research and portfolio management, and held senior management positions at multiple asset management and investment institutions before joining the firm.
Education & Qualifications
Bachelor's degree in Economics from the University of Pennsylvania; completed the Executive Education Program at Harvard Business School.
Fred Foster
Fred Foster
Head of Asset Management
Core Responsibilities
Responsible for private equity funds and private equity investment business, covering equity, fixed income, multi-asset, real estate and systematic investment.
Professional Experience
He led the integration and operational optimization of multiple investment and business departments at several investment institutions before joining the firm, focusing on improving investment efficiency.
Education & Qualifications
Bachelor's degree in Economics from Cornell University; completed the Executive Education Program at Stanford Business School.
Jeremy Gonzalez
Jeremy Gonzalez
Chief Investment Officer (Fixed Income)
Core Responsibilities
Overall responsibility for the company's fixed income investment strategies, asset allocation and risk management, focusing on fixed income market research and portfolio construction.
Professional Experience
With more than 20 years of investment management experience, she led the management and optimization of global portfolios at senior management positions in previous firms.
Education & Qualifications
Rich professional experience in fixed income investment strategy, risk control and capital appreciation, providing solid support for the company's investment decisions.
Keith Bryant
Keith Bryant
Co-Head of Private Equity
Core Responsibilities
Member of the Leadership Committee, responsible for corporate private equity business with multi-billion dollar assets under management, covering multiple industries and regions.
Professional Experience
With over 20 years of private equity and investment management experience, he led cross-industry investment projects and provided strategic guidance at multiple investment institutions.
Education & Qualifications
Graduated from the University of Notre Dame; earned a Master of Business Administration (MBA) from Harvard Business School; serves as a director of multiple portfolio companies.
Glenn Alexander
Glenn Alexander
Chief Information Officer & Head of Technology Transformation
Core Responsibilities
Focus on portfolio research, risk assessment and technology-driven market analysis, improving investment decision efficiency through technology and data.
Professional Experience
He held senior analytical and management positions at multiple investment and high-tech enterprises, providing technical and strategic consulting for the investment team.
Education & Qualifications
Completed Harvard Business School Executive Education; holds an MBA from San Jose State University, MA from UC Santa Cruz, and BA in Foreign Languages (summa cum laude) from San Jose State University.
Marcus Russell
Marcus Russell
Head of Global Research & Investment Strategy
Core Responsibilities
Assists in formulating the company's overall investment strategy, acts as CIO for managed accounts, and provides economic and strategic consulting for global private equity and credit investment.
Professional Experience
He has extensive experience in macroeconomic analysis, portfolio construction and risk management, providing professional guidance for multi-asset investment and the global investment committee.
Education & Qualifications
BA from Claremont McKenna College, MS and PhD in Finance from George Washington University; holds CFA and Financial Risk Manager (FRM) certifications.
Troy Griffin
Troy Griffin
Head of Public Investor Relations & Financial Planning & Analysis
Core Responsibilities
Member of the Leadership Committee, supporting strategic decision-making, investor relations management, and overseeing financial planning, analysis and reporting functions.
Professional Experience
He has rich experience in capital market analysis, financial strategy and investor communication, providing data-driven decision support for multi-asset investment and corporate management.
Education & Qualifications
MBA from the University of Chicago Booth School of Business, BS from Rutgers University; holds the CFA certification.
Rebecca Taylor
Rebecca Taylor
Member of Private Equity Strategy
Core Responsibilities
Member of the Management Committee, participating in the work of multiple investment committees, and deeply involved in the execution and supervision of cross-industry investment projects.
Professional Experience
She served as an investment director at multiple investment institutions, responsible for portfolio management, industry analysis, risk control and strategic layout with excellent global investment management capabilities.
Education & Qualifications
BA in Economics from Northwestern University Kellogg School of Management; completed Executive Education at the University of Chicago Booth School of Business; serves as a director of multiple portfolio companies.
Denise Scott
Denise Scott
Chief Operating Officer
Core Responsibilities
Member of the Leadership Committee and Operations Committee, responsible for operational management, strategic growth and investment product management.
Professional Experience
She held senior management positions at multiple well-known financial institutions, driving revenue growth of credit and structured products, and leading cross-departmental strategic projects for business optimization.
Education & Qualifications
MBA in Finance and Marketing from New York University, BS in Marketing and Psychology from Boston College; founder of an innovation and entrepreneurship platform, and a board member of multiple investment and educational institutions.