Morrow Sodali Fund Solutions Appoints Jocelyn McBride as Co-Chief Executive Officer

Morrow Sodali, a global leader in stakeholder engagement advisory services, is pleased to announce that Jocelyn McBride will join as the Co-Chief Executive Officer of Morrow Sodali Fund Solutions (“MSFS”), a premier provider of fund governance and proxy solicitation services to U.S. registered funds. She joins Vin Di Costa, who has served as CEO since MSFS launched in 2019 as Di Costa Partners.

Barri Rafferty, CEO-Americas, shared, “Morrow Sodali is thrilled to have Jocelyn join our fund solutions business. Over the last few years, the team has expanded its capacity while achieving a 100% solicitation success rate for our clients. We are excited to have her bring new energy to this growing business.”

“As one of the top practitioners in our field, I look forward to co-heading this group with Jocelyn. MSFS has already become one of the leading proxy advisors to registered funds, and the addition of Jocelyn’s knowledge and expertise will make us the clear market leader,” said Di Costa.

McBride has been a trusted advisor to the mutual fund industry’s major players for over 25 years, bringing her strategic relationships and expertise on all aspects of shareholder meetings. With involvement in the industry’s largest and most complex fund proxy projects, McBride will continue to focus on the leading mutual fund and exchange-traded fund (“ETF”) managers.

“I am pleased to be joining the firm at such a pivotal time in the fund industry,” says McBride. “Vin and I have worked together before, and I am confident that my experience will further the impressive success that MSFS has already established in recent years.”

Most recently, Jocelyn served as Executive Vice President at Computershare Fund Services and previously Vice President at DF King.

About Morrow Sodali Fund Solutions

Morrow Sodali Fund Solutions (“MSFS”) is the market leader in governance, proxy advisory, and solicitation services for U.S. registered funds, including mutual funds, ETFs, and closed-end funds. MSFS offers asset managers a program of market analysis, strategic advisory, governance guidance, ownership profiling, and solicitation campaign planning and execution. Utilizing our proprietary analytics, MSFS provides fund company clients with strategic insight into their shareholder bases to develop a comprehensive communications strategy to drive positive voting outcomes with a sense of urgency.

MSFS is a wholly owned subsidiary of Morrow Sodali, a global consultancy that provides clients with comprehensive advice and services relating to corporate governance, sustainability, proxy solicitation, capital markets intelligence, shareholder and bondholder engagement, M&A, activism, and contested situations, strategic communications, investor relations, and research. From headquarters in New York, London, and Sydney, and offices in global capital markets, Morrow Sodali has over 500 employees and serves over 2,000 clients, including many of the world’s largest multinational corporations, as well as mutual fund groups, stock exchanges, and membership associations.

In 2022, Morrow Sodali celebrated its 50th anniversary and secured majority investment from TPG Growth, the middle market and growth equity platform of alternative asset firm TPG. This partnership significantly advances Morrow Sodali’s mission of providing clients worldwide with best-in-class strategic advice and comprehensive support, enabling them to maximize value and expertly manage stakeholder relations.

Learn more about Morrow Sodali at www.morrowsodali.com.

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