Who We Are

Edward P. Mooney, Jr. joined the CBIS Board of Directors in June 2016. Mr. Mooney retired from Artisan Partners Limited Partnership in 2014, where he had served as Managing Director since 1999. While at Artisan Partners, Mr. Mooney led several of the marketing, sales and client service groups for the firm.

Mr. Mooney has more than 20 years experience in the investment management industry. Prior to Artisan Partners, Mr. Mooney held similar roles with Pilgrim, Baxter & Associates, Morley Capital Management and SEI Investments. Mr. Mooney holds a B.S. in Business Administration from Villanova University.

President and Chief Executive Officer, CBIS

Current Role
Mr. McCroy is responsible for the mission of CBIS, its services and organizational development and is a member of the Management Team. He believes that to grow our business, we must focus on the core elements of investing, distribution, infrastructure, and our ongoing leadership with CRI.

Experience
Mr. McCroy brings extensive experience in the investment industry. He joined CBIS from American Century Investments (ACI), where he had been their Head of Global Client Relationship Management since 2012. Prior to ACI, he was President and Chief Operating Officer for Transamerica Investment Management (he also served as Chairman), where he worked extensively with various asset managers across distribution channels, grew the sales teams and improved the firm’s profit margins. He was Managing Director and President for Bank of America’s investment distribution unit (formed after the Fleet and Columbia acquisitions) that served the institutional and retirement segments. He holds a B.S. in Business Administration from Creighton University.

De La Salle Institute

Pamela Gleeson joined the CBIS Board in 2013. She is the Chief Financial Officer of the De La Salle Institute, the San Francisco District office for the Brothers of the Christian Schools, a position she has held since September 2012. Prior to joining DLSI, Pamela was the Chief Financial Officer for Santen Incorporated, the U.S. headquarters for a Japanese-owned ophthalmic pharmaceutical company for which she worked fifteen years. Pamela also serves on the boards of the Napa Chamber of Commerce, Leadership Napa Valley and Trellis Napa Valley. She holds a B.S. in Business Administration from the University of California, Berkeley and is a California CPA (inactive). Pamela lives in Napa, California with her husband and two sons.

William R. Rybak has served on the CBIS Board of Directors since February 2010. Mr. Rybak retired from VanKampen Investments, Inc. in 2000, where he had served as executive vice president and chief financial officer since 1986. Previously, Mr. Rybak was a partner with the accounting firm of KPMG LLP (formerly Peat, Marwick, Mitchell & Co.) since 1982. Currently, he is on the Board of Trustees of the JNL Funds, and on the board of directors of the Calamos Mutual Funds and PrivateBancorp, Inc. Mr. Rybak previously served as a member of the board of directors of Howe Barnes Investments, Inc., an investment services firm located in Chicago. He also served as a director of Alliance Bancorp, Inc. and its predecessor, Hinsdale Financial Corp., from 1986 until 2001.

Partner, Croke, Fairchild, Morgan & Beres, LLC

Mr. Skelding is a partner in the Chicago-based law firm of Croke, Fairchild, Morgan & Beres.  He acts as outside counsel to CBIS providing legal, compliance, and other services in support of its mission. Previously, Mr. Skelding was in a number of executive management roles at CBIS. He joined CBIS in 1998 as General Counsel. He was named Executive Vice President and Head of Distribution in 2013, having previously served as head of client service from 1999 to 2005. He also served as Chief Compliance Officer from 2004 to 2017. Prior to joining CBIS, Mr. Skelding was an equity partner in the Chicago law firm of Lord Bissell & Brook, where he practiced securities, finance and general corporate law, with an emphasis on the investment management industry.  He is also a director of Friends of Our Lady of Martyrs Shrine, Inc., which owns and operates the Shrine of the North American Martyrs in Auriesville, N.Y.   Mr. Skelding holds an A.B. from the University of Chicago and a J.D. from Cornell Law School.

President and Chief Executive Officer, CBIS

Current Role
Mr. McCroy is responsible for the mission of CBIS, its services and organizational development and is a member of the Management Team. He believes that to grow our business, we must focus on the core elements of investing, distribution, infrastructure, and our ongoing leadership with CRI.

Experience
Mr. McCroy brings extensive experience in the investment industry. He joined CBIS from American Century Investments (ACI), where he had been their Head of Global Client Relationship Management since 2012. Prior to ACI, he was President and Chief Operating Officer for Transamerica Investment Management (he also served as Chairman), where he worked extensively with various asset managers across distribution channels, grew the sales teams and improved the firm’s profit margins. He was Managing Director and President for Bank of America’s investment distribution unit (formed after the Fleet and Columbia acquisitions) that served the institutional and retirement segments. He holds a B.S. in Business Administration from Creighton University.