Office Building

OUR TEAM

Board of Directors

Adrian Yeo

Stephen Collins

Chief Executive Officer

As CEO of Providence Trust, Mr. Collins leads the firm's strategic vision and global operations. With over 30 years of experience in investment, capital markets, and wealth management, he has dedicated his career to making investing more accessible and helping clients prepare for a secure financial future. Prior to joining Providence Trust, he held senior leadership roles across multiple asset management and private equity firms.
Mr. Collins holds a Bachelor's degree in Economics and Political Science from the University of Toronto (where he served on the 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

Chairman of the Board

As Chairman, Mr. Stewart serves as the primary liaison for independent directors, coordinating board activities and overseeing governance matters. He is responsible for convening executive sessions, preparing board meeting agendas, and presiding over board and independent governance committee meetings.
Throughout his career, Mr. Stewart held senior financial and management positions at several large private enterprises, where he was actively involved in corporate retirement plans and governance. He has since retired. In 2024, he joined the Providence Trust board and was appointed Chairman.
Amy Wang

Kenneth Morris

President & Chief Investment Officer

Kenneth Morris brings extensive investment management and fixed income expertise to Providence Trust. Previously, he held senior global investment roles at major asset management firms, overseeing portfolio management, strategy, credit research, trading, and long-term planning. Since joining the firm in 2026 as President and CIO, Mr. Morris has served on the board and led the company's investment management and risk supervision functions. He is actively engaged in industry and social initiatives, serving on an industry association council, as a financial market advisory consultant, and as chairman of a medical charity's board.
Mr. Morris holds a Bachelor's degree in Insurance from Pennsylvania State University and a Master's in Finance and Business Administration from the Wharton School, University of Pennsylvania. He is a CFA charterholder and a member of the Philadelphia CFA Association.
Anshika Jain

Michael Rogers

Founder & Managing Partner

Michael Rogers is a co-founder and Managing Partner of Providence Trust. He has served on the boards of several faith‑based and philanthropic investment institutions, contributing to governance and investment oversight.
Previously, Mr. Rogers held senior investment management roles at mid‑sized educational and investment organizations, and taught finance at the business school level. In 2024, he joined the Providence Trust board.
Asami Shah

Robert Reed

President & Chief Financial Officer

Robert Reed serves as President and Chief Financial Officer of Providence Trust. He has accumulated extensive experience in senior management, finance, and strategic planning across multiple mid‑sized enterprises and investment institutions. He also served as an Assistant Professor of Finance at a regional business school, mentoring future finance professionals. In 2024, he joined the board, providing strategic and financial guidance for the firm's growth and investment decisions.
Choo Koon Po

Susan Lambert

Chief Investment Strategist

Susan Lambert brings deep expertise in asset management and investment research. She has held senior investment and asset allocation roles at multiple investment firms, most recently overseeing overall investment strategy at a leading long‑term wealth management institution.
Ms. Lambert has long been involved in economic and financial policy research, serving as a consultant and committee member for industry and educational organizations, and promoting financial literacy. She joined the Providence Trust board in 2024, supporting long‑term strategy and investment governance.
Choo Koon Po

Melissa Reynolds

Global Operations Director

Melissa Reynolds is the Global Operations Director, responsible for worldwide user support, trust and security systems, and payment and operations management. Throughout her career, she has held senior management roles in customer service, operations, and organizational development at several large enterprises.
Ms. Reynolds is actively involved in diversity and education initiatives, serving on the board of a non‑profit industry organization and as a board member for multiple colleges. She joined the Providence Trust board in 2024, providing guidance on strategy and governance.

PROVIDENCE TRUST Executive Team

Randy Butler
Randy Butler
Managing Director & Global Chief Risk Officer
Core Responsibilities
Oversees global risk and security management, including enterprise risk, 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, index analysis, and overall investment management.
Education & Qualifications
Bachelor's degree in Economics, Master's in Finance; completed senior executive programs at a leading business school; holds the CFA charter.
Howard Simmons
Howard Simmons
Chief Investment Officer (Equities)
Core Responsibilities
Leads equity investment and sustainable investing strategies, overseeing equity research, sector analysis, and portfolio management.
Professional Experience
Extensive experience in equity research and portfolio management; held senior positions at multiple asset management and investment firms prior to joining Providence Trust.
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 markets investments, covering equities, fixed income, multi‑asset, real estate, and systematic strategies.
Professional Experience
Led integration and operational optimization of investment and business units at several investment firms before joining Providence Trust, with a focus on enhancing investment efficiency.
Education & Qualifications
Bachelor's degree in Economics from Cornell University; completed Executive Education at Stanford Business School.
Jeremy Gonzalez
Jeremy Gonzalez
Chief Investment Officer (Fixed Income)
Core Responsibilities
Oversees fixed income investment strategies, asset allocation, and risk management; leads fixed income research and portfolio construction.
Professional Experience
With more than 20 years of investment management experience, she managed global portfolios at senior levels in previous firms, specializing in fixed income strategy and risk control.
Education & Qualifications
Deep expertise in fixed income markets, capital preservation, and return enhancement, providing robust support for investment decisions.
Keith Bryant
Keith Bryant
Co-Head of Private Equity
Core Responsibilities
Member of the Leadership Committee, responsible for the firm's private equity business, managing multi‑billion‑dollar assets across diverse industries and regions.
Professional Experience
Over 20 years of private equity and investment management experience; led cross‑industry investments and provided strategic guidance at multiple firms.
Education & Qualifications
Graduate of the University of Notre Dame; MBA from Harvard Business School; serves as a director of several portfolio companies.
Glenn Alexander
Glenn Alexander
Chief Information Officer & Head of Technology Transformation
Core Responsibilities
Focuses on portfolio research, risk assessment, and technology‑driven market analysis, using data and technology to enhance investment decisions.
Professional Experience
Held senior analytical and management roles at multiple investment and technology companies, providing technical and strategic consulting to investment teams.
Education & Qualifications
Completed Harvard Business School Executive Education; MBA from San Jose State University; MA from UC Santa Cruz; BA in Foreign Languages (summa cum laude) from San Jose State University.
Marcus Russell
Marcus Russell
Head of Global Research & Investment Strategy
Core Responsibilities
Develops firm‑wide investment strategy, serves as CIO for managed accounts, and provides economic and strategic advice for global private equity and credit investments.
Professional Experience
Extensive experience in macroeconomic analysis, portfolio construction, and risk management; advises the Global Investment Committee on multi‑asset investments.
Education & Qualifications
BA from Claremont McKenna College; MS and PhD in Finance from George Washington University; holds CFA and FRM certifications.
Troy Griffin
Troy Griffin
Head of Investor Relations & Financial Planning & Analysis
Core Responsibilities
Member of the Leadership Committee, supporting strategic decisions, managing investor relations, and overseeing financial planning, analysis, and reporting.
Professional Experience
Rich experience in capital markets analysis, financial strategy, and investor communication; provides data‑driven support for multi‑asset investments and corporate management.
Education & Qualifications
MBA from the University of Chicago Booth School of Business; BS from Rutgers University; holds the CFA charter.
Rebecca Taylor
Rebecca Taylor
Private Equity Strategy
Core Responsibilities
Member of the Management Committee, participates in multiple investment committees, and is deeply involved in the execution and oversight of cross‑industry investment projects.
Professional Experience
Served as investment director at multiple institutions, responsible for portfolio management, industry analysis, risk control, and strategic positioning with strong global investment 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 several 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
Held senior management roles at several leading financial institutions, driving revenue growth in credit and structured products and leading cross‑functional 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 platform; board member of multiple investment and educational institutions.