Each member of OPTrust's executive team has been delegated the authority to perform their day-to-day responsibilities, working together to achieve one goal: paying pensions today, preserving pensions for tomorrow.
President and Chief Executive Officer
Peter Lindley is President and CEO of OPTrust, one of Canada’s largest defined benefit pension plans with offices in Toronto, London and Sydney.
Vice President, Strategy, Communications & Stakeholder Relations
Karen was appointed to the Executive Team in August 2016. She is a senior strategic adviser to the CEO, responsible for overseeing the development of OPTrust’s annual business plans and longer-term strategic plans. She also leads the Communications and Stakeholder Relations team.
Chief Investment Officer
James Davis is the Chief Investment Officer of OPTrust and leads the organization’s global investment strategy and operations.
Senior Vice President, Member Experience
Audrey serves on the Executive Team and is responsible for leading the Member Experience team, supporting over 106,000 members and retirees of OPTrust.
Chief Risk Officer and Senior Vice President, Actuarial Services and Plan Policy
Dani joined OPTrust in 2010 and was responsible for leading the Actuarial Services and Plan Policy team. He also now leads the Investment Risk, Enterprise Risk and Compliance teams.
Head of People
Tracy joined OPTrust as Head of People in October 2021. Tracy is an accomplished senior human resources leader with a broad range of experience including strategy, employee engagement, talent management, HR operations and labour relations.
Chief Financial Officer
Upton joined OPTrust as Chief Financial Officer and a member of the Executive Team in May 2021. Prior to this appointment, Upton served as Global Vice President Finance and Chief Accountant at Sun Life Financial, where he led critical operational finance activities including financial reporting, accounting policy and education, managed external audit, tax and capital structures.
Senior Vice President and General Counsel
Stephen joined OPTrust in 2018 and became a member of the Executive Team in February 2020. As General Counsel, he leads the Legal Services team which provides legal and regulatory counsel to the organization, with a focus on investments and member experience.