WTW Investments Team

Adina Davis is an experienced Business Operations leader with over 14 years of experience in financial services, business administration, organizational development, client service and talent management. As Director of Business Operations for North America in the Investments line of business at WTW, Adina plays a key role in overseeing the day-to-day operations and driving the strategic priorities for the region.

In her current role, Adina is a member of the North American Leadership team, where she manages both the operational efficiency and budget for Investments in the U.S. and Canada. She leads a team of 10 business support professionals and collaborates closely with North American people managers to implement streamlined policies, processes and workflows that enhance business performance and service delivery.

Adina began her career at WTW in 2013 as an Operations Senior Analyst. Before joining WTW, she worked at Intech Janus as a Client Service Manager and at Wescott Financial Advisory Group LLC as an Operations Coordinator, gaining a diverse range of experience in client-facing and operations roles within the financial services sector.

Adina received an M.B.A. from the University of Florida and a B.A. in political science from Temple University. She is also a member of the U.S. Investments Executive Committee.

John Delaney joined WTW in 2007 and as U.S. CIO is responsible for investment philosophy, asset allocation and multi-asset portfolio management across our U.S. client base. John is a member of our Global Portfolio Management group, providing thought leadership for investment strategy, content, LDI and portfolio construction for our broad client base.

John serves as the Global Head of Credit Portfolio Management and Global Head of Liquid Diversifying Solutions, leading the creation of fund solutions and customized portfolios for clients, and has Co-Project Manager responsibilities for the WTW Diversified Credit Fund, the WTW Long Credit Fund and the WTW Liquid Diversifiers Fund.

In addition to his role within the portfolio management function, John also sits on the U.S. Executive Committee for Towers Watson Investment Services, Inc.

John received a B.B.A. in business economics and a minor in mathematical sciences from Loyola College in Maryland.

Luiz Farias is an investment professional with over 20 years of experience in investment management and consulting, specializing in investment strategy and portfolio construction, investment governance and developing policy on investment compensation.

Luiz has held several key positions within the financial industry in Latin America and North America. Most recently, Luiz was the leader of the WTW investment practice in Brazil.

Over recent years, Luiz has worked with some of the largest public sector pension plans in Canada, providing advice on investment strategy, portfolio construction and investment compensation design.

Luiz received a B.Eng. in computer engineering and an M.Sc. in business administration from the Pontifical Catholic University of Rio de Janeiro.

Rich Joseph joined WTW in 2024 and leads U.S. Growth for WTW’s Investment business. He is part of the U.S. Investments Leadership team. Prior to joining WTW, he spent 19 years at Mercer building and leading their outsourced chief investment officer practice and distribution. Before joining Mercer, Rich was Chief Operating Officer at Fleet Investment Management. He led teams in the areas of operations, client service and growth. Rich has worked with teams to develop custom funds and solutions for foundations, defined contribution plans and defined benefit plans and has experience in developing operating platforms, client reporting and technology.

Rich received a B.S. in business administration and an M.B.A. from Bryant College. He is a registered investment advisor and holds FINRA 7, 24, 63 certifications. Rich is a board member and chair of Breath of Hope Rhode Island and an Advisory board member (voluntary) of Verger Investment Management (Wake Forest University). He is also an Expect Miracles sponsor and Miracle Makers committee member.

Denise Kehler is WTW's Chief Investment Officer for North America and a member of the Global Content Leadership team. She is also a member of the U.S. and Canada business executive committees. In her role, Denise is responsible for ensuring that the solutions and services offered to clients in the region contain WTW’s best investment thinking relevant to their needs, and, along with other senior WTW investors globally, for driving ongoing innovation and evolution in that investment thinking. Denise joined WTW in 2016 to lead the Portfolio Management team for the WTW Canadian delegated business.

Prior to joining WTW, Denise was the President and Chief Investment Officer of the Teachers’ Retirement Allowances Fund in Manitoba and the Director of Investment Services at the Public Employees Benefits Agency in Saskatchewan where she advised the boards of several defined benefit plans, an annuity fund and defined contribution plans — including the largest defined contribution plan in Canada.

Denise has a B.A in administration as well as an M.B.A. from the University of Regina. She is registered with WTW Investment Management Canada Limited, a WTW company, as an Advising Representative (Portfolio Manager) and Dealing Representative.

Diya Luke joined WTW in 2004 and is responsible for the company’s Investments business and growth strategy globally. This includes oversight of all the firm’s investment services to clients, including advisory and implemented approaches and investment tools. Since joining, she has held various leadership positions, including New York Investments Leader, Southeast Investments Leader, Northeast Region Leader and most recently Growth Acceleration Leader for the firm’s Health, Wealth & Career segment. Diya is also the Co-Leader of WTW’s Global Gender Equity Network.

Diya received a B.A. from Macalester College and an M.B.A. from Columbia University and is a Chartered Financial Analyst (CFA) Charterholder.

Jonathan (Jon) Pliner joined WTW in 2004 and is the firm’s Global Chief Investment Officer (CIO). In this role, Jon is responsible for all aspects of WTW's investment philosophy and process. The various research teams (Manager Research, Asset Research and Thinking Ahead), the portfolio management team within the fiduciary business and the content that makes its way into advisory portfolios are all ultimately his responsibility. This ensures there is a single investment philosophy and approach for all clients, regardless of location or type of engagement with WTW. Jon is also Co-Portfolio Manager for WTW’s Real Assets Fund in the U.S.

Prior to his role as CIO, Jon served as Head of Delegated Portfolio Management in the U.S. market and was responsible for portfolio management activities for some of WTW’s largest discretionary clients in the U.S. In addition, he was co-chair of the company’s Private Markets Investment Committee and Real Assets Investment Committee.

Jon earned a B.S. in economics from the University of Pennsylvania and minors in mathematics and actuarial sciences. He is a CFA Charterholder and a member of the New York Society of Securities Analysts.

As the Head of Investments, North America at WTW, Nimisha Srivastava leads a team of over 250 colleagues providing investment advice and discretionary management to asset owners across the U.S. and Canada. She is a member of the Global Leadership team within Investments, which oversees over $4.5 trillion in AUA and over $160 billion in delegated and outsourced chief investment officer solutions worldwide. With a background in global markets, portfolio management and institutional investing, Nimisha is passionate about driving innovation and excellence while fostering a strong culture.

She was recognized as a Diversity, Equity & Inclusion Leader by the Defined Contribution Institutional Investment Association (DCIIA) in 2022, received a Pension & Investments Most Influential Women award in 2023 and was named to the Institutional Investments Influential Women in Investing list in 2024. Nimisha has authored numerous publications; serves on several industry bodies; and is a frequent speaker on institutional investing, fixed income, culture and more.

Nimisha graduated with honors from Carnegie Mellon University with a B.S. in mathematical sciences and holds an M.B.A. from the MIT Sloan School of Management. Nimisha also holds the Chartered Alternative Investment Analyst designation (CAIA).

Carmen Staltari joined WTW in 2016 and has more than 15 years of experience providing investment consulting and asset management services to the institutional market. He is responsible for driving the success of WTW’s Investments business in Canada by overseeing the development of best-in-class investment solutions, connecting client demand with intellectual capital to drive better financial outcomes for savers. In addition to these responsibilities, he consults to a select group of sophisticated institutional investors on a wide variety of areas, including investment objectives and policy development, asset allocation strategy, portfolio structure, manager selection and performance monitoring. As a member of the Canadian Leadership team, Carmen helps to shape the overall business strategy, leading key initiatives designed to drive innovation and better solutions for clients.

Prior to joining WTW, Carmen was AVP at a boutique Toronto-based investment firm specializing in quantitative equity strategies for institutional clients.

Carmen received a Bachelor of Commerce degree from the Rotman School of Business at the University of Toronto and holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. He is also registered with WTW Investment Management Canada Ltd. as an Associate Advising Representative (Associate Portfolio Manager) and Dealing Representative.

Debra Woida joined WTW in 2007, and through her leadership, expertise and commitment to delivering exceptional results, she plays an integral role in advancing our firm's Investment practice and seeking to ensure the success of our valued clients. Debra has significant experience working with clients to establish investment policies and objectives, determining appropriate investment strategies and asset allocation, and coordinating implementation of defined benefit and defined contribution strategies. To ensure the delivery of services that align with our clients’ evolving needs, Debra works closely with the firm’s Portfolio Construction, Implementation and Research teams. She has held several leadership roles in the Investment practice throughout her tenure at WTW and serves on the company’s U.S. Investment Committee.

Prior to joining WTW, Debra held various corporate finance positions, including Assistant Treasurer at Rockwell Automation. There, she had primary responsibility for managing Rockwell’s global defined benefit and defined contribution plan assets. Her 25-plus years of investment and finance experience also includes assurance and advisory work with Ernst & Young in Milwaukee, Wisconsin.

Debra received a B.B.A. in accounting and an M.B.A. from the University of Wisconsin. She also holds a Certified Public Accountant certificate.

Forest Banks is an Investment Director with more than 20 years of institutional investments experience. He brings a thoughtful approach to working with pensions, defined contribution plans, foundations, endowments and healthcare systems. In his current role, Forest is responsible for leading WTW’s growth in the southern U.S. by bringing innovative investment solutions to clients. He is a frequent speaker at industry conferences and roundtables on numerous investments and retirement topics.

Prior to joining WTW, Forest spent 10 years at Mercer Investments as a senior investment consultant where he served on various investment and research committees. Prior to Mercer, he spent 10 years at Northern Trust and Deutsche Asset Management in senior investment roles.

Forest has a B.S. in business administration from St. Cloud State University and an M.B.A. from Wake Forest University. He is a Registered Investment Advisor and holds FINRA 7 and 63 certifications and his Chartered Alternative Investments Analyst (CAIA) designation.