We empower our industry + our clients to grow confidently.

Rob serves as President and Chief Executive Officer of Great Gray Trust Company, responsible for overseeing the company’s strategic direction. Rob is well known in the community for his industry knowledge and perspective.

Rob participates in several organizations to help advance the industry and serves as an Advisory Board member for the Society of Professional Asset Managers and Recordkeepers (SPARK) Institute, a member-driven, non-profit organization, and leading voice in Washington for the retirement plan industry. SPARK is widely considered one of the most effective advocacy organizations in the country. He is a thought leader and frequently shares his insights at events like the NAPA 401(k) Summit, ERISA 403(b) Advisor Conference, and more.

Born and raised in Washington, Rob received a Bachelor of Arts (BA) in Finance at Washington State University. He began his career in client services at the Portland-based Morley Financial Services, and later at Fidelity Investments, specializing in Custody Sales. Previously, Rob was the Head of Retirement Services at Wilmington Trust (Great Gray’s predecessor). He has over twenty years of experience in the retirement industry.

Contact Sales

Peter serves as Great Gray’s General Counsel and Chief Administrative Officer. Previously, he served as General Counsel, CAO, and CCO at NDVR, a fintech firm providing wealth optimization services to high-net-worth clients. At NDVR, he and his team were responsible for core business operations, including the legal, compliance, finance, human resources, information security, and tech infrastructure functions.

Before joining NDVR, Peter was SVP, Deputy General Counsel, and Corporate Secretary at Fidelity Investments. At Fidelity, he led a legal team that supported many of Fidelity’s core functions globally, including business development, compensation and benefits, corporate governance, finance, innovation and strategic investments, and real estate. In government relations and regulatory affairs, he led Fidelity’s systemic risk working group as well as the firm’s successful engagements at the state, federal, and international levels on policy priorities in asset management, banking, brokerage, executive compensation, and financial stability. Peter began his career at Ropes & Gray in Boston.

Jen serves as the Chief Operating Officer responsible for overseeing Great Gray’s operations and leading the fund accounting, onboarding, fund reporting, and investment oversight functional teams. In her role, Jen supports the day-to-day operational activities of Great Gray to ensure its operations are aligned with Great Gray’s strategic direction, goals, and policies and procedures set by the Board. Jen previously served in the Chief Compliance Officer role for Great Gray and led the effort to establish Great Gray’s Enterprise Risk Management framework.

Prior to joining Great Gray, Jen worked at Wilmington Trust. She has over 25 years of experience with institutional retirement plan products, including leading the retirement and custody business fiduciary risk management and compliance oversight functions and strategies. Prior to her risk and compliance role, Jen spent over 15 years as a client service manager overseeing strategic relationship management and administration for qualified and non-qualified retirement plan clients ranging in size from $1 million to $2 billion.

She holds a bachelor’s degree in Business Administration, with a concentration in Finance, from the University of Delaware. She holds the Certified Retirement Plan Professional® (CRPP) designation.

Craig joined Great Gray from MFS Distributors where he was a managing director in the Defined Contribution Investment Group. He was responsible for overseeing the National Accounts team, covering recordkeepers, distributors and DC consultants. He joined MFS in 2009 as a defined contribution national accounts director responsible for account coverages.

Prior to joining the MFS, he was a senior retirement specialist for four years at AllianceBernstein and a national accounts manager for seven years at State Street. He began his career in the financial services industry in 1996 as a retirement consultant at Sun Life of Canada. Craig earned a bachelor’s degree in marketing and entrepreneurial studies from Babson College. He holds the Certified Investment Management Analyst (CIMA) designation.

Julie serves as Head of Product and Relationship Management for Great Gray. She has over 25 years of industry experience and specializes in product and relationship management. During her entire career, she has focused on the Defined Contribution (DC) Marketplace.

She served as Managing Director at AllianceBernstein responsible for the business development of the firm’s U.S. DC business. She was a Vice President at OppenheimerFunds where she was responsible for product management and marketing and spent time at Prudential Investments in both DC operations and product development.

Julie holds a Bachelor of Science degree in Business Management from Ithaca College.

Victor serves as the Chief Compliance Officer responsible for leading compliance and operational risk strategies for Great Gray. In his role, Victor oversees implementation of Great Gray Trust Company’s Enterprise Risk Management Program, which represents the firm’s overall risk management approach including the policies, procedures, controls and systems through which risks are managed.

Prior to joining Great Gray, Victor supported the first-line risk, governance and compliance functions and strategies for Wilmington Trust, N.A.’s retirement and institutional custody services business, with a particular focus on its collective investment fund trustee role and sub-advisory RIA relationships. Victor’s decades of experience in investment management, fiduciary and banking settings include roles at USAA supporting its regulatory response team and bank remediation and complaints programs; at BNY Mellon managing a global bank compliance program team, supporting legislative and regulatory efforts, and managing legal support for its Investment Management distribution business (collective, mutual and private funds), at Reed Smith as a financial services practice partner, at Federated Hermes managing its legal administration business for two dozen bank-affiliated mutual fund complexes, and initially at the SEC’s Investment Management division.
Victor has an LL.M. in Securities Regulation with distinction from Georgetown University Law Center, a JD from the University at Buffalo Law School, and a BA from Hofstra University. Admitted to DC, NY, PA and NJ bars.