Joe Schultz

About Joe Schultz

I am the Global Head of Distribution for BNY Investments. I lead global client engagement and business development across institutional, intermediary, and direct-to consumer channels, partnering with clients to deliver outcomes, deepen relationships, and enhance the overall client experience.Over more than three decades in the industry, I have built and led high-performing, client-centric organizations and developed talent at scale, embedding a culture of accountability and collaboration across complex global teams.Prior to joining BNY in 2026, I spent 12 years at American Century Investments as Chief Client Officer and member ofthe Management Committee, responsible for global distribution, client service, marketing, and brand. I alsoserved as executive co-sponsor of the firm’s largest business resource group focused on engaging and developing women.I hold a Bachelor of Science in Finance and Economics from Fordham University. I have contributed to industryorganizations as former Chairman of the Board of the Money Management Institute, a board member of the InsuredRetirement Institute, as well as a member of AIMR-NY, the Society of Security Analysts, and the Investment CompanyInstitute Distribution and Marketing Committee. I am a CFA charter-holder and holds FINRA Series 7, 24, 63, and 65licenses.

Experience

1. Global Head of Distribution

   Bny Investments

   Jan 2026 — Present · NY, US

Education

• Fordham University

  BS, Finance/Economics

  1990 — 1994

Skills

• Strategic Leadership
• Communication Skills
• Talent Developer
• Team Leadership
• Global Client Management
• Strategic Planning
• P&L Modeling
• Global Talent Acquisition