Bates Group
Lloyd Wennlund currently serves as a Board Member for the Mutual Fund Directors Forum and holds positions as an Independent Director for The Calamos Funds and Datum One Series Trust, where Lloyd is also the Board Chair. An expert at Bates Group, Lloyd Wennlund has a comprehensive background in the investment management industry, including leadership roles at the Investment Company Institute and Northern Trust Corporation, where Lloyd was the Executive Vice President and President of Northern/Northern Institutional Fund Families. With extensive experience in mutual funds and asset management, Lloyd Wennlund also led Northern Trust Securities as President and previously held the role of President/CEO at Midwest Financial Group subsidiaries. Lloyd Wennlund earned a Bachelor of Science in Business, Management, and Marketing from Valparaiso University.
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Bates Group
Bates Group has been a trusted partner to our financial services clients and their counsel for over 40 years, delivering superior quality and results on a cost-effective basis.