Charles Bardelis

83 year

Miscellaneous

Finance

Commercial Services

Profile

Charles L.
Bardelis is currently a Director at Island Commuter Corp.
He is also a Trustee at John Hancock Funds III, John Hancock Municipal Securities Trust, and John Hancock Exchange Traded Fund Trust.
In the past, he served as a Director at PMA Cos., Inc., Lincoln Educational Services Corp., and Symetra Financial Corp.
He was also an Independent Trustee at various John Hancock Funds, including John Hancock Financial Opportunities Fund, John Hancock Income Securities Trust, John Hancock Preferred Income Fund, John Hancock Preferred Income Fund II, John Hancock Preferred Income Fund III, John Hancock Tax-Advantaged Global Shareholder Yield Fund, John Hancock Hedged Equity & Income Fund, John Hancock Tax-Advantaged Dividend Income Fund, and John Hancock Premium Dividend Fund.
Additionally, he was a Trustee at John Hancock Variable Insurance Trust and John Hancock Funds III.
He started his career as a Partner at Arthur Andersen LLP.

Charles Bardelis active positions

Companies	Position	Start
John Hancock Funds III	Director/Board Member	2011-12-31
John Hancock Variable Insurance Trust	Director/Board Member	1987-12-31
John Hancock Funds II	Director/Board Member	2004-12-31
John Hancock Municipal Securities Trust John Hancock Municipal Securities Trust Finance/Rental/LeasingFinance John Hancock Municipal Securities Trust is an open-end management investment company, which control as a Massachusetts business trust. Its objective is to generate interest income exempt from federal income tax with preservation of capital. The company is headquartered in Boston, MA.	Director/Board Member	2011-12-31
John Hancock Collateral Trust John Hancock Collateral Trust Investment Trusts/Mutual FundsMiscellaneous John Hancock Collateral Trust is a fund that engages in the investment in money market instruments. The company was founded on on December 4, 2014 and is headquartered in Boston, MA.	Director/Board Member	2013-12-31
John Hancock Exchange Traded Fund Trust	Director/Board Member	2014-12-31

All active positions of Charles Bardelis

Former positions of Charles Bardelis

Companies	Position	End
JOHN HANCOCK INVESTMENTS - JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND	Director/Board Member	2021-12-30
JOHN HANCOCK PREFERRED INCOME FUND III	Director/Board Member	2021-12-30
JOHN HANCOCK INCOME SECURITIES TRUST	Director/Board Member	2021-12-30
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Linked companies

Listed companies	1
LINCOLN EDUCATIONAL SERVICES CORPORATION	Commercial Services

Private companies	19
John Hancock Financial Opportunities Fund John Hancock Financial Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous John Hancock Financial Opportunities Fund is a closed-end diversified management investment fund. Its objective is to provide a high level of total return consisting of long-term capital appreciation and current income. The company was founded on August 23, 1994 and is headquartered in Boston, MA.	Miscellaneous
John Hancock Income Securities Trust John Hancock Income Securities Trust Investment Trusts/Mutual FundsMiscellaneous John Hancock Income Securities Trust operates as a closed-end investment fund. Its investment objective is to generate a high level of current income consistent with prudent investment risk. The company was founded on February 14, 1973 and is headquartered in Boston, MA.	Miscellaneous
John Hancock Investors Trust John Hancock Investors Trust Investment Trusts/Mutual FundsMiscellaneous John Hancock Investors Trust is a closed-end investment fund, which engages in investment activity. Its objective is to generate income for distribution to its shareholders. It also seeks capital appreciation. It invests in a diversified portfolio of corporate and government bonds. The company was founded on October 26, 1970 and is headquartered in Boston, MA.	Miscellaneous
PMA Cos., Inc. PMA Cos., Inc. Multi-Line InsuranceFinance PMA Cos., Inc. provides property and casualty insurance services. It offers third-party administration and risk services specializing in worker's compensation; and providing other commercial property and casualty insurance products, as well as auto and general liability services. The firm serves the healthcare, food manufacturing, wholesale, retail, financial, insurance and real estate industries. Its insurance services include underwriting, financial & actuarial, account management, customer service center, claims, risk control and managed care. The company was founded in 1915 and is headquartered in Blue Bell, PA.	Finance
John Hancock Preferred Income Fund John Hancock Preferred Income Fund Investment Trusts/Mutual FundsMiscellaneous John Hancock Preferred Income Fund operates as a closed-end investment fund/investment trust. It seeks to provide a high level of current income consistent with preservation of capital by investing its assets in preferred stocks or other preferred securities, including convertible preferred securities. The company was founded on August 27, 2002 and is headquartered in Boston, MA.	Miscellaneous
John Hancock Preferred Income Fund II John Hancock Preferred Income Fund II Investment Trusts/Mutual FundsMiscellaneous John Hancock Preferred Income Fund II is a closed-end investment fund, which engages in reverse repurchase agreements and invests in derivatives to establish investment leverage or for temporary purposes. The company was founded on November 29, 2002 and is headquartered in Boston, MA.	Miscellaneous
John Hancock Preferred Income Fund III John Hancock Preferred Income Fund III Investment Trusts/Mutual FundsMiscellaneous John Hancock Preferred Income Fund III operates as a closed-end management investment company. It seeks to provide a high level of current income consistent with preservation of capital by investing in securities that, in the opinion of the Advisor, may be undervalued relative to similar securities in the marketplace. The company was founded on June 19, 2003 and is headquartered in Boston, MA.	Miscellaneous
John Hancock Funds III	Miscellaneous
John Hancock Funds II	Miscellaneous
John Hancock Tax-Advantaged Global Shareholder Yield Fund John Hancock Tax-Advantaged Global Shareholder Yield Fund Investment Trusts/Mutual FundsMiscellaneous John Hancock Tax-Advantaged Global Shareholder Yield Fund operates as a closed-end investment fund. It intends to provide total return consisting of current income and gains and long term capital appreciation. The company was founded on April 23, 2007 and is headquartered in Boston, MA.	Miscellaneous
John Hancock Municipal Securities Trust John Hancock Municipal Securities Trust Finance/Rental/LeasingFinance John Hancock Municipal Securities Trust is an open-end management investment company, which control as a Massachusetts business trust. Its objective is to generate interest income exempt from federal income tax with preservation of capital. The company is headquartered in Boston, MA.	Finance
John Hancock Exchange Traded Fund Trust	Miscellaneous
John Hancock Hedged Equity & Income Fund John Hancock Hedged Equity & Income Fund Investment Trusts/Mutual FundsMiscellaneous John Hancock Hedged Equity & Income Fund is a closed-end fund management investment company. The fund seeks to provide total return with a focus on current income and gains and also consisting of long-term capital appreciation The company was founded on May 26, 2011 and is headquartered in Boston, MA.	Miscellaneous
John Hancock Collateral Trust John Hancock Collateral Trust Investment Trusts/Mutual FundsMiscellaneous John Hancock Collateral Trust is a fund that engages in the investment in money market instruments. The company was founded on on December 4, 2014 and is headquartered in Boston, MA.	Miscellaneous
Arthur Andersen LLP Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.	Commercial Services
John Hancock Variable Insurance Trust	Miscellaneous
John Hancock Premium Dividend Fund John Hancock Premium Dividend Fund Investment Trusts/Mutual FundsMiscellaneous John Hancock Premium Dividend Fund operates as a closed-end investment fund/trust. The company was founded on December 21, 1989 and is headquartered in Boston, MA.	Miscellaneous
John Hancock Tax-Advantaged Dividend Income Fund John Hancock Tax-Advantaged Dividend Income Fund Investment Trusts/Mutual FundsMiscellaneous John Hancock Tax Advantaged Dividend Fund operates as a closed-end investment fund/investment trust. It seeks to provide a high level of after-tax total return from dividend income and capital appreciation by investing its assets in dividend-paying common and preferred securities. The firm investment management services are provided through John Hancock Advisers, Inc. The company was founded in 2004 and is headquartered in Boston, MA.	Miscellaneous
Symetra Financial Corp. Symetra Financial Corp. Life/Health InsuranceFinance Symetra Financial Corp. engages in providing financial services. The firm operates through following four business segments: Benefits, Deferred Annuities, Income Annuities and Individual Life. The Benefits segment offers medical stop-loss insurance, limited benefit medical plans, and group life, accidental death and dismemberment insurance and disability income insurance to employer groups. The Deferred Annuities segment offers fixed and variable deferred annuities. The Income Annuities segment offers single-premium immediate annuities and single-premium deferred-payout annuities. The Individual Life segment offers term, universal and variable life insurance, as well as bank-owned and corporate-owned life insurance. Its products include employee benefits, annuities and life insurance. The company was founded in 1957 and is headquartered in Bellevue, WA.	Finance