Corey Lewandowski
Corey Lewandowski has 13 years of experience within the US mutual fund regulatory and compliance space. As Fiduciary Services Analyst at Broadridge, Corey manages client relationships and advises on all aspects of the 15(c) advisory contract renewal process providing detailed analysis, commentary, and consultation to fund boards related to expense and performance benchmarking. While working as lead analyst to many of the largest global asset management firms, Corey has also served as a key contributor to several new business initiatives within Broadridge: entry into the UK regulatory business per the Assessment of Value ruling, board consulting efforts in the US regulatory space, and co-authoring of Broadridge white papers.
Prior to joining Broadridge, Corey worked in Lipper’s fiduciary services group where he served as an analyst in the 15(c) advisory contract renewal business, presented for directors/trustees at board meetings, worked closely with outside consultants to boards, and helped research and refine aspects of the Lipper 15(c) methodology. Corey has also collaborated directly with the Mutual Fund Directors Forum for several years, providing hypothetical case study materials for the audience to workshop.
Prior to joining Broadridge, Corey worked in Lipper’s fiduciary services group where he served as an analyst in the 15(c) advisory contract renewal business, presented for directors/trustees at board meetings, worked closely with outside consultants to boards, and helped research and refine aspects of the Lipper 15(c) methodology. Corey has also collaborated directly with the Mutual Fund Directors Forum for several years, providing hypothetical case study materials for the audience to workshop.