Financial Professionals
Welcome
Financial Advisors
Institutional Investors
Investment Consultants
Mutual Fund Board of Trustees
Compton_James_Web.png

James W. Compton

Retired President and Chief Executive Officer
Chicago Urban League
Jim is the former president and CEO of the Chicago Urban League and the Chicago Urban League Development Corporation, which have worked to eliminate racial discrimination and segregation since 1916. He serves on the board of directors of Seaway Bank & Trust Company, Commonwealth Edison Company, a unit of Exelon Corporation, as well as various nonprofit organizations. Jim holds a BA from Morehouse College.
Dietrich_William_Web.png

William C. Dietrich

Retired Executive Director
Shalem Institute for Spiritual Formation, Inc.
Bill is the retired executive director and current adjunct faculty member for the Shalem Institute for Spiritual Formation, Inc., an ecumenical institute offering programs in spiritual leadership and growth for both clergy and lay persons. He is also president of Companioning the Dying, Inc, a not-for-profit organization offering programs and support for hospice and other end-of-life caregivers in the Mid-Atlantic region. Bill is a former Certified Public Accountant and corporate chief financial officer and holds a BS in accounting from Georgetown University.
Flippin_Royce_Web.png

Royce N. Flippin, Jr.

Lead Independent Trustee
President
Flippin Associates
Royce is president of Flippin Associates, a consulting firm for the public and private sectors. Formerly, he was director of athletics at Princeton University and director of both athletics and program advancement for the Massachusetts Institute of Technology. Royce is on the board of Technical Career Institute, NYC, TerraCycle, Inc. as well as several nonprofit institutions. He earned his AB from Princeton University and an MBA from Harvard Business School.
Mellody Hobson

Mellody Hobson

Chairman of the Board of Trustees
Ariel Investment Trust
President
Ariel Investments

Mellody is responsible for firm-wide management and strategic planning, overseeing all operations outside of research and portfolio management. Additionally, she serves as chairman of the board of trustees for Ariel Investment Trust. Beyond her work at Ariel, Mellody has become a nationally recognized voice on financial literacy and investor education. She is a regular contributor and analyst on finance, the markets and economic trends for CBS News. She also contributes weekly money tips on the Tom Joyner Morning Show and pens a column for Black Enterprise magazine. As a passionate advocate for investor education, she is a spokesperson for the Ariel/Hewitt Study: 401(k) Plans in Living Color and the Ariel Black Investor Survey, both of which examine investing patterns among minorities. Mellody is chairman of the board for DreamWorks Animation SKG, Inc., as well as director of The Estée Lauder Companies Inc. and Starbucks Corporation. Her community outreach includes serving as chairman of After School Matters, a non-profit that provides Chicago teens with high-quality, out-of-school time programs. She is a board member of the Lucas Museum of Narrative Art, The Chicago Public Education Fund, and Sundance Institute, where she has been appointed emeritus trustee. She is also on the executive committee of the Investment Company Institute’s board of governors. Mellody earned her AB from Princeton’s Woodrow Wilson School of International Relations and Public Policy. She has also received honorary doctorate degrees in humanities from both Howard University and St. Mary’s College.
Christopher G. Kennedy

Christopher G. Kennedy

Chairman of the Board of Trustees
University of Illinois
Chairman
Joseph P. Kennedy Enterprises, Inc.
Chris is chairman of the Board of Trustees for the University of Illinois and the Joseph P. Kennedy Enterprises, Inc. Additionally, he serves as treasurer of the Joseph P. Kennedy Jr. Foundation, is on the Executive Committee for the Chicago Community Trust, and is a board member of both the Catholic Theological Union and Interface, Inc. Chris earned his BA from Boston College and his MBA from the J.L. Kellogg Graduate School of Management at Northwestern University where he serves on the Dean’s Advisory Board.
Merrillyn J. Kosier

Merrillyn J. Kosier

Executive Vice President, Chief Marketing Officer, Mutual Funds
Ariel Investments
Merrillyn is responsible for all aspects of the firm’s mutual fund business, from strategic planning, marketing, advertising, customer retention, and shareholder servicing to Ariel’s online presence. As chief marketing officer for the mutual funds, she spearheads the creation and execution of integrated marketing and advertising campaigns designed to generate mutual fund sales and promote Ariel’s patient investment philosophy. She is also in charge of all media and public relations for the firm. Merrillyn serves on the board of trustees for Ariel Investment Trust and is president of Ariel Distributors, LLC. Prior to joining Ariel in 1999, she served as a senior executive at the Acorn family of funds and Kemper Financial Services. Merrillyn is the former chairman of the Mutual Fund Education Alliance and currently serves on the Investment Company Institute’s Research Committee and Small Funds Committee. Furthermore, she is a board member of the Harris Theater for Music and Dance and the Lupus Foundation of America, Inc. Merrillyn earned a BBA in marketing from Andrews University and an MBA from Loyola University Chicago, where she serves on the council of regents, as well as the investment policy committee.
Compton_James_Web.png

Kim Y. Lew, CFA®

Vice President and Co-Chief Investment Officer
Carnegie Corporation of New York
Kim is vice president and co-chief investment officer at Carnegie Corporation of New York. In this capacity, she is responsible for the investment management and oversight of the foundation’s endowment. Prior to joining Carnegie, Kim worked at the Ford Foundation for 13 years in key research roles; her contributions led to her appointment as senior manager of private equity. She has also worked for the Private Placement Group of Prudential and in the Middle Market Banking Group of the former Chemical Bank. Kim serves on the Investment Committee of the Girl Scouts of America and the Executive Board of the Private Equity Women Investor Network. In 1996, Kim was awarded her Chartered Financial Analyst designation. She earned her BS from the Wharton School of the University of Pennsylvania and her MBA from the Harvard Graduate School of Business.
Lewis_William_Web.png

William M. Lewis, Jr.

Managing Director and Co-Chairman of Investment Banking
Lazard Ltd.
As a senior executive at Lazard Ltd, Bill advises blue-chip clients on a broad range of corporate and financial issues including merger and acquisition activity and leveraged buyouts. Prior to joining the firm in 2004, Bill spent 24 years with Morgan Stanley in a variety of leadership positions, most recently as managing director and co-head of the firm’s Global Banking Department. Beyond his work at Lazard, Bill is actively involved in the broader community and serves on the boards of Phillips Academy, Morehouse College and the New York Philharmonic. Additionally, he is a director of Darden Restaurants. Bill attended Harvard University where he earned both his undergraduate degree with honors and his MBA.
McCall_Carl_Web.png

H. Carl McCall

Chairman
The State University of New York Board of Trustees
Carl serves as chairman of the State University of New York (SUNY) Board of Trustees and co-chair of the New York State Tax Reform and Fairness Commission. From 1993 to 2002, he served as the comptroller of the State of New York where as chief fiscal officer, he was responsible for governmental and financial oversight and pension fund management. Previously, Carl served three terms as a New York State senator. He has also served as an ambassador to the United Nations; commissioner of the Port Authority of New York and New Jersey; and as commissioner of the New York State Division of Human Rights. From 1991 to 1993, he served as president of the New York City Board of Education, where he set policy for the largest school system in the nation. Carl graduated from Dartmouth College, Andover Newton Theological Seminary and studied at the University of Edinburgh.
John W. Rogers, Jr.

John W. Rogers, Jr.

Chairman & Chief Executive Officer
Ariel Investments 
John’s passion for investing started when he was 12 years old when his father bought him stocks every birthday and every Christmas instead of toys. His interest grew while majoring in economics at Princeton University. After graduation, he worked as a stockbroker for 2½ years at William Blair & Company, LLC—a regional investment banking firm. In 1983, John founded Ariel Investments to focus on undervalued small and medium-sized companies. Patience served as the cornerstone of a disciplined approach that still drives the firm today. Beyond Ariel, John is a regular financial contributor to Forbes Magazine and currently serves as a board member of Exelon Corporation and McDonald’s Corporation. Additionally, he is a trustee of both the Nathan Cummings Foundation and the University of Chicago, where he chairs the board of the University of Chicago Laboratory School. John is also a director of the Robert F. Kennedy Center for Justice and Human Rights. In 2008, he was awarded Princeton University’s highest honor, the Woodrow Wilson Award, presented each year to the alumnus whose career embodies a commitment to national service. Following the election of President Barack Obama, John served as co-chair for the Presidential Inaugural Committee 2009. From 2010 to 2013, he was Chair of the President’s Advisory Council on Financial Capability. Today, he chairs the President’s Advisory Council on Financial Capability for Young Americans. In 2013, he was featured alongside legendary investors Warren Buffett, Sir John Templeton and Benjamin Graham in the distinguished book: The World’s 99 Greatest Investors by Magnus Angenfelt. John received an AB in economics from Princeton University where he was also captain of the varsity basketball team.
Jim Williams

James Williams

Vice President and Chief Investment Officer
J. Paul Getty Trust
As vice president and CIO of the J. Paul Getty Trust, Jim is responsible for a $6 billion endowment which underwrites the Trust’s art museum, acquisitions, grants and art conservation activities. Previously, he served as president of Harbor Capital Advisors and the Harbor Mutual Funds. He also spent nearly thirty years with Ford Motor Company, most recently managing the company’s pension plan. Jim serves on the board of SEI Mutual Funds. He holds a BS in engineering from the University of Michigan and earned an MBA in finance from The University of Chicago.
 
 
Past performance does not guarantee future results. © Ariel Investments, LLC. The mutual funds offered by Ariel Investment Trust are distributed by Ariel Distributors, LLC. Use of this website is subject to our Terms & Conditions of use. Each of the investment products, mutual funds or services referred to in this site may be offered only to persons in the United States. This web site should not be considered a solicitation or offering of any investment products, funds or services to investors outside the United States. Original illustrations © Omar Rayyan 2007.