People: John Hancock Preferred Income Fund II (HPF)

HPF on New York Consolidated

20.46USD
11 Jul 2014
Price Change (% chg)

$0.10 (+0.49%)
Prev Close
$20.36
Open
$20.45
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$20.46
Day's Low
$20.36
Volume
23,539
Avg. Vol
46,519
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$20.87
52-wk Low
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Summary

Name Age Since Current Position

James Oates

68 2012 Independent Chairman of the Board of Trustee

Hugh McHaffie

55 2012 President

Charles Rizzo

57 2007 Chief Financial Officer

Andrew Arnott

43 2012 Executive Vice President

Francis Knox

67 2008 Chief Compliance Officer

Salvatore Schiavone

49 2010 Treasurer

Thomas Kinzler

59 2006 Secretary, Chief Legal Officer

Charles Bardelis

73 2012 Independent Trustee

James Boyle

55 2012 Non-Independent Trustee

Craig Bromley

48 2012 Non-Independent Trustee

Peter Burgess

72 2012 Independent Trustee

William Cunningham

70 2002 Independent Trustee

Grace Fey

68 2012 Independent Trustee

Theron Hoffman

67 2012 Independent Trustee

Deborah Jackson

62 2008 Independent Trustee

Hassell McClellan

69 2012 Independent Trustee

Steven Pruchansky

70 2012 Independent Trustee

Gregory Russo

65 2008 Independent Trustee

Warren Thomson

59 2012 Non-Independent Trustee

Biographies

Name Description

James Oates

Mr. James M. Oates is Independent Chairman of the Board of Trustee of John Hancock Preferred Income Fund II. He has been President, Cambridge College, Cambridge, Massachusetts (since 2011); Chief Executive Officer, American Red Cross of Massachusetts Bay (2002-2011); Board of Directors of Eastern Bank Corporation (since 2001); Board of Directors of Eastern Bank Charitable Foundation (since 2001); Board of Directors of American Student Assistance Corporation (1996-2009); Board of Directors of Boston Stock Exchange (2002-2008); Board of Directors of Harvard Pilgrim Healthcare (health benefits company) (2007-2011). Trustee and Chairperson of the Board, John Hancock retail funds (since 2012); Trustee (2005-2006 and since 2012) and Chairperson of the Board (since 2012), John Hancock Funds III; Trustee (since 2004) and Chairperson of the Board (since 2005), John Hancock Variable Insurance Trust; Trustee and Chairperson of the Board, John Hancock Funds II (since 2005).

Hugh McHaffie

Mr. Hugh McHaffie is President of John Hancock Preferred Income Fund II. He has been Executive Vice President, John Hancock Financial Services (since 2006, including prior positions); President of John Hancock Variable Insurance Trust and John Hancock Funds II (since 2009); Trustee, John Hancock retail funds(3) (since 2010); Chairman and Director, John Hancock Advisers, LLC, John Hancock Investment Management Services, LLC and John Hancock Funds, LLC (since 2010); Senior Vice President, Individual Business Product Management, MetLife, Inc. (1999 – 2006). Through his positions as a senior executive of Manulife Financial Corporation’s U.S. Wealth Management division, his prior position as a senior executive of MetLife, and membership in the Society of Actuaries and American Academy of Actuaries, Mr. McHaffie has experience in the development and management of registered investment companies, variable annuities and retirement products.

Charles Rizzo

Mr. Charles A. Rizzo is Chief Financial Officer of John Hancock Preferred Income Fund II. He has been Vice President, John Hancock Financial Services (since 2008); Senior Vice President, John Hancock Advisers, LLC and John Hancock Investment Management Services, LLC (since 2008); Chief Financial Officer, John Hancock retail funds, John Hancock Funds II and John Hancock Variable Insurance Trust (since 2007); Assistant Treasurer, Goldman Sachs Mutual Fund Complex (2005 – 2007); Vice President, Goldman Sachs (2005 – 2007).

Andrew Arnott

Mr. Andrew G. Arnott is Executive Vice President of John Hancock Preferred Income Fund II. He has been Senior Vice President, John Hancock Financial Services (since 2009); Executive Vice President, John Hancock Advisers, LLC (since 2005); Executive Vice President, John Hancock Investment Management Services, LLC (since 2006); Executive Vice President, John Hancock Funds, LLC (since 2004); Chief Operating Officer, John Hancock retail funds (since 2009); Senior Vice President, John Hancock retail funds (since 2010); Vice President, John Hancock Funds II and John Hancock Variable Insurance Trust (since 2006); Senior Vice President, Product Management and Development, John Hancock Funds, LLC (until 2009).

Francis Knox

Mr. Francis V. Knox, Jr., is Chief Compliance Officer of John Hancock Preferred Income Fund II. He has been Vice President, John Hancock Financial Services (since 2005); Chief Compliance Officer, John Hancock retail funds, John Hancock Funds II, John Hancock Variable Insurance Trust, John Hancock Advisers, LLC and John Hancock Investment Management Services, LLC (since 2005); Vice President and Chief Compliance Officer, John Hancock Asset Management a division of Manulife Asset Management (US) LLC (2005 – 2008).

Salvatore Schiavone

Mr. Salvatore Schiavone is Treasurer of John Hancock Preferred Income Fund II. He has been Assistant Vice President, John Hancock Financial Services (since 2007); Vice President, John Hancock Advisers, LLC and John Hancock Investment Management Services, LLC (since 2007); Treasurer, John Hancock retail funds (since 2010); Treasurer, John Hancock closed-end funds (since 2009); Assistant Treasurer, John Hancock Funds II and John Hancock Variable Insurance Trust (since 2010); Assistant Treasurer, John Hancock retail funds, John Hancock Funds II and John Hancock Variable Insurance Trust (2007 – 2009); Assistant Treasurer, Fidelity Group of Funds (2005 – 2007); Vice President, Fidelity Management Research Company (2005 – 2007).

Thomas Kinzler

Mr. Thomas M. Kinzler Esq., is Secretary and Chief Legal Officer of John Hancock Preferred Income Fund II. He has been Vice President, John Hancock Financial Services (since 2006); Secretary and Chief Legal Counsel, John Hancock Advisers, LLC, John Hancock Investment Management Services, LLC and John Hancock Funds, LLC (since 2007); Secretary and Chief Legal Officer, John Hancock retail funds, John Hancock Funds II and John Hancock Variable Insurance Trust (since 2006); Vice President and Associate General Counsel, Massachusetts Mutual Life Insurance Company (1999 – 2006); Secretary and Chief Legal Counsel, MML Series Investment Fund (2000 – 2006); Secretary and Chief Legal Counsel, MassMutual Select Funds and MassMutual Premier Funds (2004 – 2006).

Charles Bardelis

Mr. Charles L. Bardelis is Independent Trustee of John Hancock Preferred Income Fund II. He has been Trustee, John Hancock retail funds (since 2012); Trustee, John Hancock Funds III (2005-2006 and since 2012); Trustee, John Hancock Variable Insurance Trust (since 1988); Trustee, John Hancock Funds II (since 2005), Director, Island Commuter Corp. (marine transport).

James Boyle

Mr. James R. Boyle is Non-Independent Trustee of John Hancock Preferred Income Fund II. He has been Senior Executive Vice President, John Hancock Financial Services (1999-2012, including prior positions); Chairman and Director, John Hancock Advisers, LLC, John Hancock Funds, LLC, and John Hancock Investment Management Services, LLC (2005-2010). Trustee, John Hancock retail funds (2005-2010 and since 2012); Trustee, John Hancock Variable Insurance Trust and John Hancock Funds II (since 2005).

Craig Bromley

Mr. Craig Bromley is Non-Independent Trustee of John Hancock Preferred Income Fund II. He has been President, John Hancock Financial Services (since 2012); Senior Executive Vice President and General Manager, U.S. Division, John Hancock Financial Services (since 2012); President and Chief Executive Officer, Manulife Insurance Company (Manulife (Japan)) (2005-2012, including prior positions). Trustee, John Hancock retail funds, John Hancock Variable Insurance Trust and John Hancock Funds II (since 2012).

Peter Burgess

Mr. Peter S. Burgess is Independent Trustee of John Hancock Preferred Income Fund II. He has been Consultant (financial, accounting, and auditing matters) (since 1999); Certified Public Accountant; Partner, Arthur Andersen (independent public accounting firm) (prior to 1999); Director, Lincoln Educational Services Corporation (since 2004); Director, Symetra Financial Corporation (since 2010); Director, PMA Capital Corporation (2004-2010), Trustee, John Hancock retail funds (since 2012); Trustee, John Hancock Funds III (2005-2006 and since 2012); Trustee, John Hancock Variable Insurance Trust and John Hancock Funds II (since 2005).

William Cunningham

Dr. William H. Cunningham, Ph.D., is Independent Trustee of John Hancock Preferred Income Fund II. He has been Professor, University of Texas, Austin, Texas (since 1971); former Chancellor, University of Texas System and former President of the University of Texas, Austin, Texas; Director of the following: LIN Television (since 2009); Lincoln National Corporation (insurance) (Chairman since 2009 and Director since 2006); Resolute Energy Corporation (since 2009); Nanomedical Systems, Inc. (biotechnology company) (Chairman since 2008); Yorktown Technologies, LP (tropical fish) (Chairman since 2007); Greater Austin Crime Commission (since 2001); Southwest Airlines (since 2000); former Director of the following: Introgen (manufacturer of biopharmaceuticals) (until 2008); Hicks Acquisition Company I, Inc. (until 2007); Jefferson-Pilot Corporation (diversified life insurance company) (until 2006); and former Advisory Director, JP Morgan Chase Bank (formerly Texas Commerce Bank – Austin) (until 2009). Mr. Cunningham has management and operational oversight experience as a former Chancellor and President of a university. Mr. Cunningham has experience in corporate governance as a Professor of business ethics. He also has oversight and corporate governance experience as a current and former director of a number of operating companies, including an insurance company.

Grace Fey

Ms. Grace K. Fey is Independent Trustee of John Hancock Preferred Income Fund II. She serves as Chief Executive Officer, Grace Fey Advisors (since 2007); Director and Executive Vice President, Frontier Capital Management Company (1988-2007); Director, Fiduciary Trust (since 2009). As a consultant to nonprofit and corporate boards, and as a former director and executive of an investment management firm, Ms. Fey has experience in the investment management industry. She also has experience as a director of an operating company.

Theron Hoffman

Mr. Theron S. Hoffman is Independent Trustee of John Hancock Preferred Income Fund II. He has been Chief Executive Officer, T. Hoffman Associates, 2012 (A-H) LLC (consulting firm) (since 2003); Director, The Todd Organization (consulting firm) (2003-2010); President, Westport Resources Management (investment management consulting firm) (2006-2008); Senior Managing Director, Partner, and Operating Head, Putnam Investments (2000-2003); Executive Vice President, The Thomson Corp. (financial and legal information publishing) (1997-2000). Trustee, John Hancock retail funds (since 2012); Trustee, John Hancock Variable Insurance Trust and John Hancock Funds II (since 2008).

Deborah Jackson

Ms. Deborah C. Jackson is Independent Trustee of John Hancock Preferred Income Fund II. She has been President, Cambridge College, Cambridge, Massachusetts (since 2011); Chief Executive Officer, American Red Cross of Massachusetts Bay (2002-2011); Board of Directors of Eastern Bank Corporation (since 2001); Board of Directors of Eastern Bank Charitable Foundation (since 2001); Board of Directors of American Student Assistance Corporation (1996-2009); Board of Directors of Boston Stock Exchange (2002-2008); Board of Directors of Harvard Pilgrim Healthcare (health benefits company) (2007-2011). Trustee, John Hancock retail funds (since 2008); Trustee, John Hancock Variable Insurance Trust and John Hancock Funds II (since 2012).

Hassell McClellan

Mr. Hassell H. McClellan is Independent Trustee of John Hancock Preferred Income Fund II. He serves as Associate Professor, The Wallace E. Carroll School of Management, Boston College (since 1984); Trustee, Virtus Variable Insurance Trust (formerly Phoenix Edge Series Funds) (since 2008); Director, The Barnes Group (since 2010). Trustee, John Hancock retail funds (since 2012); Trustee, John Hancock Funds III (2005-2006 and since 2012); Trustee, John Hancock Variable Insurance Trust and John Hancock Funds II (since 2005). As a professor in the graduate management department of a major university and as a former director of several privately held companies, Mr. McClellan has experience in corporate and financial matters. He also has experience as a director of other investment companies not affiliated with the funds.

Steven Pruchansky

Mr. Steven R. Pruchansky is Independent Trustee of John Hancock Preferred Income Fund II. He has been Chairman and Chief Executive Officer, Greenscapes of Southwest Florida, Inc. (since 2000); Director and President, Greenscapes of Southwest Florida, Inc. (until 2000); Member, Board of Advisors, First American Bank (until 2010); Managing Director, Jon James, LLC (real estate) (since 2000); Director, First Signature Bank & Trust Company (until 1991); Director, Mast Realty Trust (until 1994); President, Maxwell Building Corp. (until 1991).Trustee (since 1992) and Chairperson of the Board (2011-2012), John Hancock retail funds; Trustee and Vice Chairperson of the Board, John Hancock retail funds, John Hancock Variable Insurance Trust and John Hancock Funds II (since 2012).

Gregory Russo

Mr. Gregory A. Russo is Independent Trustee of John Hancock Preferred Income Fund II. He has been Director and Audit Committee Chairman (since 2012), and Member, Audit Committee and Finance Committee (since 2011), NCH Healthcare System, Inc. (holding company for multi-entity healthcare system); Director and Member of Finance Committee, The Moorings, Inc. (nonprofit continuing care community) (since 2012); Vice Chairman, Risk & Regulatory Matters, KPMG LLP (KPMG) (2002-2006); Vice Chairman, Industrial Markets, KPMG (1998-2002); Chairman and Treasurer, Westchester County, New York, Chamber of Commerce (1986-1992); Director, Treasurer and Chairman of Audit and Finance Committees, Putnam Hospital Center (1989-1995); Director and Chairman of Fundraising Campaign, United Way of Westchester and Putnam Counties, New York (1990-1995). Trustee, John Hancock retail funds (since 2008); Trustee, John Hancock Variable Insurance Trust and John Hancock Funds II (since 2012).

Warren Thomson

Mr. Warren A. Thomson is Non-Independent Trustee of John Hancock Preferred Income Fund II. He has been Senior Executive Vice President and Chief Investment Officer, Manulife Financial Corporation and The Manufacturers Life Insurance Comp any (since 2009); Chairman and Chief Executive Officer, Manulife Asset Management (since 2001 , including prior positions); Director (since 2006), and President and Chief Executive Officer (since 20 13), Manulife Asset Management Limited; Director and Chairman, Hancock Natural Resources Group, Inc. (since 2013), Trustee, John Hancock retail funds, John Hancock Variable Insurance Trust and John Hancock Funds II ( since 2012).
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