2:15—3:30 pm
Fiduciary Prudence in Times of Headwinds

Ash Williams, Vice Chairman
JP Morgan Asset Management—Moderator
Don Trone, CEO
Center for Board Certified Fiduciaries
Jerry Navarrete, Head of North American Institutional
Newton Investment Management North America, LLC
Rebecca White, CFA, Investment Analyst
Newton Investment Management North America, LLC
Ken Harrison, FPPTA Director Emeritus
Sugarman, Susskind, Braswell & Herrera

Ash Williams

Ashbel C. Williams is Vice Chair, J.P. Morgan Asset Management. With assets under management of $2.7 trillion, the firm is a global leader in investment management.

Prior to joining J.P. Morgan Asset Management in 2022, Williams was Executive Director and Chief Investment Officer and of the Florida State Board of Administration (SBA), with assets of over $250 billion. Previously, he was a Managing Director at Fir Tree Partners and President and CEO of Schroder Capital Management. Earlier in his career he held senior roles in the executive and legislative branches of Florida state government, including initial leadership of the SBA from 1991-96.

Williams is a trustee of the Florida State University Foundation, and the National Institute for Public Finance. He serves on the investment committees of the IEEE and the Episcopal Diocese of Florida. He also serves on the board of the Economic Club of Florida, is a Hull Fellow of the Pacific Pension and Investment Institute, and a member of the Council on Foreign Relations.

He received BS and MBA degrees from the Florida State University (FSU) and lives in Tallahassee, FL with his wife; they have three grown daughters.

Don Trone

Don Trone is the CEO and one of the Co-founders of 3ethos.

Don was the founding CEO of fi360, which he left in 2007. He was the founder and President of the Foundation for Fiduciary Studies; and, the first person to direct the Institute for Leadership at the U.S. Coast Guard Academy. In 2015 he was named by Investment Advisor magazine as the “Father of Fiduciary” and one of the 35 most influential people in the financial services industry. In 2003, he was appointed by the U.S. Secretary of Labor to represent the investment counseling industry on the ERISA Advisory Council. And, in 2007 he testified before the U.S. Senate Finance Committee on the fiduciary issues associated with the management of retirement plans.

Don is the author or co-author of ten books on the subject of fiduciary responsibility, portfolio management, and leadership. He is a graduate of the U.S. Coast Guard Academy, and served for ten years on active duty, most notably as a search and rescue helicopter pilot. He has a Master’s from The American College and has completed post-graduate studies in theology from the Pittsburgh Theological Seminary and Trinity Episcopal Seminary.

Jerry Navarrete

Jerry is a senior relationship manager at the firm working with institutional clients and also serves as the relationship management team’s channel lead for subadvised clients. Prior to joining the firm, Jerry was a relationship management director for institutional insurance clients at Fidelity Investments. Also with Fidelity, he was a senior sales representative in the intermediary channel, working with banks, wirehouses and insurance broker- dealers. He began his financial services career as a business development officer at Glens Falls National Bank and Trust Co., developing the bank’s commercial client base in Vermont. Jerry has been in the investment industry since 1996. Jerry received his degree in journalism from Dean College and has been a member of the Advisory Board for the Florida Public Pension Trustees Association since 2007.

Rebecca White, CFA

Rebecca is responsible for Newton’s ESG integration strategy. This includes setting the philosophy as to why Newton conducts ESG research, and the way in which ESG risks and opportunities can be material to investments. Rebecca works with key stakeholders across the investment team to ensure that these factors are considered within investment decisions. She also sits on Newton’s Micro Theme Oversight Committee. Prior to this, Rebecca worked in London as an analyst in the team, covering consumer and industrial sectors, and lead research and engagement on human capital management, biodiversity and food system sustainability. Rebecca is a CFA charter holder and holds a Law degree from the University of Exeter. Outside of work, Rebecca enjoys reading and staying active with spin classes and practicing yoga.

Ken Harrison

Ken Harrison holds a Juris Doctor Degree from the University of Miami, School of Law, a Master of Science Degree in Management from Biscayne College (St. Thomas University) and a Bachelor of Business Degree accounting major from the University of Miami.  He is a founding member of the Florida Pension Trustees Association (FPPTA), currently serving as Director Emeritus and is a Certified Public Pension Trustee.  In 1991 Mr. Harrison completed a 27-year law enforcement career, when he retired from the City of Miami (Florida) Police Department as Assistant Chief.  For 16 years during his career in law enforcement he served as a trustee for Miami’s Police and Fire Pension Funds.  Additionally, for 10 of his years in law enforcement, Mr. Harrison was active in police labor organizations at the local, state and national levels.  Mr. Harrison completed over 30 years of military service in 2002 when he retired from the United States Coast Guard Reserve as Captain (Colonel).  Ken remains active in community and professional organizations; serving as vice-president of the University of Miami School of Law Alumni Association, Chairperson of the Miami Area Coast Guard Retiree Council, and member of various Dade County Bar Association committees.  He has published articles addressing the Uniformed Services Employment and Reemployment Rights Act (USERRA) in the publication of the Labor and Employment Section for the Florida Bar Association.  Mr. Harrison has been with the Coral Gables law firm of Sugarman Susskind Braswell & Herrera since 1997.