Our Leadership Team | The Team Behind Insight Investment’s Global Success | Insight Investment

Raman Srivastava, CFA

Chief Executive Officer

David Leduc, CFA

CEO, North America

David is Insight’s Chief Executive Officer, North America, responsible for supporting the firm’s US strategy and leading the US management committee. David joined Insight in September 2021, as Deputy CEO, North America, following the transition of Mellon Investments’ fixed income strategies to Insight. He started working at Mellon Investments in 1995 as a portfolio manager and analyst for US domestic fixed income, moving from structured finance to global strategies in 1999.

David has held a number of leadership positions, including Chief Investment Officer of Active Fixed Income, Managing Director of Global Fixed Income and Senior Portfolio Manager for global credit strategies. He was also the Chief Executive Officer and Chief Investment Officer for Standish, responsible for overseeing fixed income investment management activities. In addition, he was a member of the Standish Board of Managers. In March 2022, he moved into his current role as Insight’s CEO, North America.

Prior to joining Mellon Investments, David spent seven years as an Investment Officer at State Street. He has an MBA from Boston University and a BS from the University of Rhode Island. David is a CFA charterholder and is a member of the CFA Institute.

Adrian Grey

Global Chief Investment Officer

Adrian joined Insight in April 2003 as Head of European Fixed Income following the acquisition of Rothschild Asset Management Limited (RAM).

In September 2003, he was appointed Deputy Head of Fixed Income and in 2005 became Head of Fixed Income. Adrian joined the Executive Management Committee in October 2012 and in 2016, he became Chief Investment Officer – Active Management. In September 2018, Adrian took on his current role as Global Chief Investment Officer responsible for the oversight of the firm’s investment management teams.

Before joining Insight, he was a Director in the Fixed Income Team at RAM focusing on European research and global portfolios. Prior to joining RAM in 1994, he spent four years working in bond sales for UBS Phillips & Drew and three years managing international bond portfolios at ARCA, Milan.

He has a BA honours degree in Economics and Politics from Warwick University and an MA in International Economics and International Relations from Johns Hopkins University in the US.

Andrew Kitchen

Chief Finance Officer

Andrew is Chief Finance Officer for Insight and joined the firm in November 2020. Prior to joining, Andrew worked as Managing Director at UBS, fulfilling a variety of senior finance roles during a 20-year career. This included acting as Chief Financial Officer of the UK & Jersey Wealth Management business, Group EMEA Financial Controller and, most recently, as Global Head of Group Reporting & Analytics.

Andrew is a UK Chartered Accountant, holds an MBA from London Business School, a Masters in Wealth Management from the Chartered Institute for Securities & Investment and a BSC (Hons) degree in Banking & Finance.

Serkan Bektas

Head of Client Solutions Group

Serkan joined in 2012 and is Head of the Client Solutions Group (CSG) at Insight. The CSG includes Insight’s Solution Design, Client Relationship Management, Client Service and Investment Specialist teams. The CSG is focussed on the effective design of our solutions and the achievement of our clients’ objectives and interfaces with our clients on all aspects of their Insight experience from investment strategy input to relationship management to day-to-day interactions. In September 2018, Serkan became a member of Insight’s Executive Management Committee.

He joined Insight from DTZ where he was an Executive Committee Member and Global Head of Investment and Asset Management. Prior to this, Serkan spent nine years at Barclays Capital where he co-founded and managed the bank’s risk management solutions business for UK defined benefit pension schemes. He started his career working as a management consultant at the New York office of Booz Allen & Hamilton Inc.

Serkan holds an MBA from the Tuck School of Business at Dartmouth College (USA), as well as a BSc in Electrical Engineering and a BSc in Physics from Bogazici University (Turkey).

Lynne Dalgarno

Head of Human Resources

Lynne joined Insight in October 2015 as Head of Human Resources and a member of the Executive Management Committee. She joined having spent three years at Alliance Trust where, as Director of Human Resources and Corporate Services, she was responsible for HR, people development and change management initiatives.

Prior to this, Lynne was Director of Human Resources and Corporate Services at Scottish Widows Investment Partnership in Edinburgh. She has also held senior HR roles at Murray Johnstone and Scottish Amicable Investment Managers.

Lynne holds a BA in Law and Economics and a Degree (Single Hons) in Law, both from the University of Strathclyde.

Jon Eilbeck

Chief Operating Officer

Jon joined Insight as Chief Operating Officer in October 2019 with overall responsibility for Operations, IT, Business Change and Corporate Strategy.

Before joining Insight, Jon was the Global Chief Operating Officer and sat on the management board of DWS, the publicly listed spin-out of Deutsche Bank’s asset management business. Jon has a wealth of experience within the financial services industry and has a strong background in both Technology and Operations.

Jon began his career at JPMorgan where he spent 17 years in a variety of technology and business roles across the globe including nine years in Asia. He joined Deutsche Bank in London in 2007 as the Global Chief Operating Officer for the Rates and Commodities business and moved to Deutsche’s Asset and Wealth management business in 2012 to become their Global Chief Operating Officer.

Jon holds a BSc in Electronic Engineering from the University of Southampton.

Andrew Stephens

Head of Distribution, EMEA

Andrew serves as Head of EMEA Distribution for BNY Investments, with responsibility for leading the firm’s distribution strategy and client engagement across the region. He is a member of the Insight EMC representing Distribution. He works closely with clients and their advisers to deliver strategic, outcome-focussed solutions across the investment spectrum.  Prior to joining the firm in 2019, Andrew spent 19 years at BlackRock, including his time at BGI, where he held several senior leadership roles across distribution, business strategy and institutional client relationship management. He also played a leading role in establishing and developing BGI’s Switzerland branch. Earlier in his career, Andrew led BGI’s performance measurement function, overseeing investment performance analysis and attribution across multiple asset classes. Andrew holds a B.Comm in Law from Stellenbosch University, South Africa, and is a CFA charterholder.

Carl Woodhatch

Chief Legal Officer

Carl is a Managing Director, Deputy General Counsel and Chief Legal Officer for BNY Investments & Wealth. He is a member of the Insight EMC and Insight’s Chief Legal Officer. Since joining BNY in 2008, Carl has held a number of senior legal roles Including leading the institutional legal team supporting BNY’s investment firms since 2022. Carl is also the Chair of the Investment Association’s Legal Committee. Prior to joining BNY, Carl trained and qualified in the investment management group at Linklaters, a leading global law firm, before moving to Clyde & Co’s corporate team. With more than 20 years of experience advising investment managers, Carl brings extensive expertise in investment management, corporate governance, and strategic business initiatives. Carl holds a B.A. in Law and American Law from the University of Nottingham.

James Helby

Chief Risk Officer

James is Head of Controls, Governance, and Resiliency for BNY Investments. He is a member of the Insight EMC and Insight’s Chief Risk Officer. The role centres on safeguarding the BNY Investments franchise, ensuring that risks to the business strategy and its employees are identified, assessed, and mitigated through robust controls, governance, and resiliency arrangements. In addition, James acts as the Risk Officer for both the Newton and iM EMEA UK Legal Entities, making sure that risks to these entities are managed thoroughly and effectively. As part of his responsibilities, James also serves as Chair of the Newton Risk and Compliance Committee and is a member of both the Newton and IM EMEA Boards and Executive Committee. Over the course of his career, James has developed a wide range of experience in risk, control and regulatory-focused roles at BNY Investments, and previously at the Financial Services Authority, which was the principal financial services regulatory body in the UK. James joined BNY Investments in 2007 and Newton in 2012, initially serving as Newton’s Chief Compliance Officer and later as Chief Risk Officer from 2015. He took on his current, BNY Investments-wide role in April 2025.