\Vharton School University of Pennsylvania / Steinberg Hall-Dietrich Hall / Financial Research The Wharton School University of Pennsylvania / Certain Practices The Investment Company Institute / /
IndustryTerm
attribution systems / investment products / tax law / /
Organization
Department of Labor / University of Pennsylvania / Investment Company Institute / Wharton School University / Rodney L. White Center / Securities and Exchange Commission / /
Person
Jonathan G. Katz / Paul F. Roye / William H. Donaldson / Marshall E. Blume / / /
Position
affiliated broker-dealer / Director February / Professor of Financial Management / director / investment advisor / same broker-dealer / investment advisors / Secretary / /