GW&K Investment Management
Industry: Company
DescriptionFounded: 1974 Parent organization: Affiliated Managers Group
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GW&K Investment Management Employees
Employee
Years
Job
Industry
Nate Sensor Nate Sensor's GW&K Investment Management Experience December 2014 - Present
Job Regional Sales Director, Midwest at GW&K Investment Management
Industry Financial Services
Experience
GW&K Investment Management December 2014 - Present
Nuveen Investments December 2006 - December 2014
Merrill Lynch April 2006 - September 2006
Morgan Stanley March 2005 - March 2006
Skills
Mutual Funds, Series 7, Fixed Income, Series 65, Separately Managed..., Series 63, Asset Allocation, Securities
Education
Indiana University - Kelley School of Business 2001 — 2004
GW&K Investment Management December 2014 - Present
Nuveen Investments December 2006 - December 2014
Merrill Lynch April 2006 - September 2006
Morgan Stanley March 2005 - March 2006
Skills
Mutual Funds, Series 7, Fixed Income, Series 65, Separately Managed..., Series 63, Asset Allocation, Securities
Education
Indiana University - Kelley School of Business 2001 — 2004
Andrew Russo Andrew Russo's GW&K Investment Management Experience June 2010 - Present
Job Regional Sales Director at GW&K Investment Management
Industry Financial Services
Experience
GW&K Investment Management June 2010 - Present
The Bank of New York Mellon Wealth Management September 2007 - June 2010
Skills
Securities, Investment Management, Investment Strategies, Series 6, Fixed Income, Series 63, FINRA, Financial Services, Separately Managed...
Education
D'Amore-McKim School of Business at Northeastern University 2006 — 2007
MBA/MSA, Business/Accounting
Bowdoin College 2002 — 2006
BA, Government & Legal Studies
GW&K Investment Management June 2010 - Present
The Bank of New York Mellon Wealth Management September 2007 - June 2010
Skills
Securities, Investment Management, Investment Strategies, Series 6, Fixed Income, Series 63, FINRA, Financial Services, Separately Managed...
Education
D'Amore-McKim School of Business at Northeastern University 2006 — 2007
MBA/MSA, Business/Accounting
Bowdoin College 2002 — 2006
BA, Government & Legal Studies
Thu Huynh Thu Huynh's GW&K Investment Management Experience May 2012 - November 2013
Job Senior Performance & Analytics Analyst at First Quadrant
Industry Financial Services
Experience
First Quadrant December 2013 - Present
Courtyard Bungalows Community Corporation June 2015 - Present
GW&K Investment Management May 2012 - November 2013
GW&K Investment Management October 2011 - May 2012
J.P. Morgan November 2009 - October 2011
Merrill Lynch January 2009 - May 2009
Skills
Bloomberg, Fixed Income, Equities, Investment Management, Microsoft Office, Hedge Funds, Investments, Securities, Bloomberg Terminal, Wealth Management, Strategic Financial..., Banking, Bonds, Asset Management, FactSet, Enterprise Software, PeopleSoft, Windows, Finance, Alternative Investments, Financial Services, Windows operating..., Investment Banking, Client Services, Risk Management, Corporate Finance, Equity Research, Credit Analysis, Derivatives, Financial Reporting, Options, Performance Attribution, Asset Allocation, Valuation, Corporate Actions, Financial Analysis, Account Reconciliation, Data Analysis, Analysis, Equity Trading, Financial Markets, Investment Advisory, Microsoft Excel
Education
University of Massachusetts Boston 2006 — 2009
Bachelor of Science, Finance
University of Massachusetts, Amherst 2005 — 2006
Biochemistry
First Quadrant December 2013 - Present
Courtyard Bungalows Community Corporation June 2015 - Present
GW&K Investment Management May 2012 - November 2013
GW&K Investment Management October 2011 - May 2012
J.P. Morgan November 2009 - October 2011
Merrill Lynch January 2009 - May 2009
Skills
Bloomberg, Fixed Income, Equities, Investment Management, Microsoft Office, Hedge Funds, Investments, Securities, Bloomberg Terminal, Wealth Management, Strategic Financial..., Banking, Bonds, Asset Management, FactSet, Enterprise Software, PeopleSoft, Windows, Finance, Alternative Investments, Financial Services, Windows operating..., Investment Banking, Client Services, Risk Management, Corporate Finance, Equity Research, Credit Analysis, Derivatives, Financial Reporting, Options, Performance Attribution, Asset Allocation, Valuation, Corporate Actions, Financial Analysis, Account Reconciliation, Data Analysis, Analysis, Equity Trading, Financial Markets, Investment Advisory, Microsoft Excel
Education
University of Massachusetts Boston 2006 — 2009
Bachelor of Science, Finance
University of Massachusetts, Amherst 2005 — 2006
Biochemistry
Lesley Braga Lesley Braga's GW&K Investment Management Experience November 2011 - Present
Job Senior Account Specialist Applications Administrator
Industry Investment Management
Experience
GW&K Investment Management November 2011 - Present
Margaret Fuller Neighborhood House October 2008 - July 2012
GW&K Investment Management May 2007 - October 2011
Kids Are People School October 2006 - May 2007
Margaret Fuller Neighborhood House February 2005 - October 2006
Skills
Fundraising, Community Outreach, Nonprofits, Social Media, Research, Microsoft Office, PowerPoint, Microsoft Excel, Volunteer Management, Microsoft Word, Program Development, Event Planning, Outlook, Editing, Community Organizing, SQL, Account Reconciliation, Database Administration, Coffee
Education
Northeastern University 2012 — 2015
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
University of Massachusetts Boston 2008 — 2011
Bachelor of Arts (B.A.), American Studies
GW&K Investment Management November 2011 - Present
Margaret Fuller Neighborhood House October 2008 - July 2012
GW&K Investment Management May 2007 - October 2011
Kids Are People School October 2006 - May 2007
Margaret Fuller Neighborhood House February 2005 - October 2006
Skills
Fundraising, Community Outreach, Nonprofits, Social Media, Research, Microsoft Office, PowerPoint, Microsoft Excel, Volunteer Management, Microsoft Word, Program Development, Event Planning, Outlook, Editing, Community Organizing, SQL, Account Reconciliation, Database Administration, Coffee
Education
Northeastern University 2012 — 2015
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
University of Massachusetts Boston 2008 — 2011
Bachelor of Arts (B.A.), American Studies
Michael Clare Michael Clare's GW&K Investment Management Experience January 2015 - Present
Job Director of Institutional Business Development at GW&K Investment Management
Industry Investment Management
Experience
GW&K Investment Management January 2015 - Present
GW&K Investment Management October 2010 - Present
The Boston Company July 2007 - October 2010
Investors Bank & Trust October 2005 - May 2007
Putnam Investments July 1999 - October 2005
Arl-Cam Realty Investments October 1996 - May 2003
Skills
Series 7, Investments, Series 63
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2007
Master of Business Administration (M.B.A.)
Arizona State University 1996 — 2000
B.S., Political Science
Brewster Academy 1995 — 1996
Post Graduate Certificate, PG
Winchester High School 1991 — 1995
9-12
GW&K Investment Management January 2015 - Present
GW&K Investment Management October 2010 - Present
The Boston Company July 2007 - October 2010
Investors Bank & Trust October 2005 - May 2007
Putnam Investments July 1999 - October 2005
Arl-Cam Realty Investments October 1996 - May 2003
Skills
Series 7, Investments, Series 63
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2007
Master of Business Administration (M.B.A.)
Arizona State University 1996 — 2000
B.S., Political Science
Brewster Academy 1995 — 1996
Post Graduate Certificate, PG
Winchester High School 1991 — 1995
9-12
Leigh (Shapiro) Williamson Leigh (Shapiro) Williamson's GW&K Investment Management Experience July 2013 - Present
Job Client Portfolio Manager at GWK Investment Management
Industry Financial Services
Experience
GWK Investment Management July 2013 - Present
SunTrust Robinson Humphrey January 2010 - July 2013
Leerink Swann February 2006 - January 2010
Skills
Equities, Portfolio Management, Investments, Financial Analysis, Series 7, Mutual Funds, Finance, Banking, Financial Modeling, Asset Management, Financial Services, Microsoft Excel, Series 63, Wealth Management, Risk Management, Bloomberg, Hedge Funds
Education
Boston College 2002 — 2005
Bachelor of Arts (BA), Psychology and Women's Studies
Princeton University 1999 — 2000
Falmouth Academy
Falmouth Academy
GWK Investment Management July 2013 - Present
SunTrust Robinson Humphrey January 2010 - July 2013
Leerink Swann February 2006 - January 2010
Skills
Equities, Portfolio Management, Investments, Financial Analysis, Series 7, Mutual Funds, Finance, Banking, Financial Modeling, Asset Management, Financial Services, Microsoft Excel, Series 63, Wealth Management, Risk Management, Bloomberg, Hedge Funds
Education
Boston College 2002 — 2005
Bachelor of Arts (BA), Psychology and Women's Studies
Princeton University 1999 — 2000
Falmouth Academy
Falmouth Academy
Matthew DelBello's GW&K Investment Management Experience June 2015 - Present
Job Trade Settlements Specialist at GW&K Investment Management
Industry Investment Management
Experience
GW&K Investment Management June 2015 - Present
GW&K Investment Management February 2014 - June 2015
State Street Bank June 2013 - February 2014
Ben & Jerry's June 2010 - April 2013
Anderson Ross Chartered Accountants July 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Bloomberg, Financial Analysis, Investments, Microsoft Word, Securities, Mutual Funds, Management, Account Reconciliation
Education
Johnson and Wales University 2009 — 2013
Bachelor of Science (BS), Business Management, Investments
Boston University 2012 — 2012
International Management and Related Internship
GW&K Investment Management June 2015 - Present
GW&K Investment Management February 2014 - June 2015
State Street Bank June 2013 - February 2014
Ben & Jerry's June 2010 - April 2013
Anderson Ross Chartered Accountants July 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Bloomberg, Financial Analysis, Investments, Microsoft Word, Securities, Mutual Funds, Management, Account Reconciliation
Education
Johnson and Wales University 2009 — 2013
Bachelor of Science (BS), Business Management, Investments
Boston University 2012 — 2012
International Management and Related Internship
Jay Karamourtopoulos Jay Karamourtopoulos's GW&K Investment Management Experience May 2015 - Present
Job Portfolio Administrator at GW&K Investment Management
Industry Financial Services
Experience
GW&K Investment Management May 2015 - Present
State Street Global Advisors July 2014 - May 2015
State Street December 2012 - July 2014
Skills
Finance, Accounting, Account Reconciliation, Investments, Auditing, Mutual Funds, Microsoft Word, PowerPoint, Microsoft Excel, Equities, Portfolio Management, Bloomberg, Fixed Income
Education
Isenberg School of Management, UMass Amherst 2008 — 2012
Bachelor of Business Administration (BBA), Finance
GW&K Investment Management May 2015 - Present
State Street Global Advisors July 2014 - May 2015
State Street December 2012 - July 2014
Skills
Finance, Accounting, Account Reconciliation, Investments, Auditing, Mutual Funds, Microsoft Word, PowerPoint, Microsoft Excel, Equities, Portfolio Management, Bloomberg, Fixed Income
Education
Isenberg School of Management, UMass Amherst 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Nicole Burbridge Nicole Burbridge's GW&K Investment Management Experience June 2015 - Present
Job Portfolio Administrator at GW&K Investment Management
Industry Financial Services
Experience
GW&K Investment Management June 2015 - Present
GW&K Investment Management June 2014 - June 2015
GW&K Investment Management May 2013 - June 2014
Marylou's Coffee June 2009 - April 2013
Computer Aid, Inc. September 2011 - May 2012
State Street June 2011 - August 2011
Oasis Environmental Contracting Services, Inc. June 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel
Education
University of Delaware 2008 — 2012
BACHELOR OF SCIENCE; Bachelors, FINANCE; 2012
University of Delaware - Lerner College of Business and Economics 2008 — 2012
Bachelor of Science (BS), Finance
GW&K Investment Management June 2015 - Present
GW&K Investment Management June 2014 - June 2015
GW&K Investment Management May 2013 - June 2014
Marylou's Coffee June 2009 - April 2013
Computer Aid, Inc. September 2011 - May 2012
State Street June 2011 - August 2011
Oasis Environmental Contracting Services, Inc. June 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel
Education
University of Delaware 2008 — 2012
BACHELOR OF SCIENCE; Bachelors, FINANCE; 2012
University of Delaware - Lerner College of Business and Economics 2008 — 2012
Bachelor of Science (BS), Finance
Lee Schneider Lee Schneider's GW&K Investment Management Experience July 2002 - Present
Job VP, Equity Trader at GW&K Investment Management and Cofounder of bGreen (Eco Friendly Startup)
Industry Investment Management
Experience
GW&K Investment Management July 2002 - Present
Schandler Realty LLC May 2012 - Present
bGreen Group LLC July 2009 - June 2013
Skills
Investments, Equity Trading, Investment Management, MIS, Buyside Equity Trading, Bloomberg, FactSet, SQL, Portfolio Management, Equities
Education
The George Washington University - School of Business 1998 — 2002
BBA, Dual Major - Finance & Information Systems
GW&K Investment Management July 2002 - Present
Schandler Realty LLC May 2012 - Present
bGreen Group LLC July 2009 - June 2013
Skills
Investments, Equity Trading, Investment Management, MIS, Buyside Equity Trading, Bloomberg, FactSet, SQL, Portfolio Management, Equities
Education
The George Washington University - School of Business 1998 — 2002
BBA, Dual Major - Finance & Information Systems
Jonathan Caldwell Jonathan Caldwell's GW&K Investment Management Experience April 2012 - May 2014
Job RARE Development
Industry Real Estate
Experience
TCC Realty Group October 2014 - Present
RARE Development June 2014 - Present
GW&K Investment Management April 2012 - May 2014
Liberty Mutual Group Asset Management Inc. August 2009 - March 2012
Liberty Mutual Group Asset Management Inc. August 2008 - August 2009
HSBC Securities (USA) Inc July 2006 - July 2008
Thomson Financial July 2005 - August 2005
Skills
Bloomberg, Financial Analysis, Investments, Trading, Securities, Microsoft Office, Analysis, Fixed Income, MBS, Financial Modeling, Valuation, Equities, Credit
Education
Boston University - School of Management 2010 — 2013
MBA, Finance
Vanderbilt University 2002 — 2006
Engineering
Weston High School
TCC Realty Group October 2014 - Present
RARE Development June 2014 - Present
GW&K Investment Management April 2012 - May 2014
Liberty Mutual Group Asset Management Inc. August 2009 - March 2012
Liberty Mutual Group Asset Management Inc. August 2008 - August 2009
HSBC Securities (USA) Inc July 2006 - July 2008
Thomson Financial July 2005 - August 2005
Skills
Bloomberg, Financial Analysis, Investments, Trading, Securities, Microsoft Office, Analysis, Fixed Income, MBS, Financial Modeling, Valuation, Equities, Credit
Education
Boston University - School of Management 2010 — 2013
MBA, Finance
Vanderbilt University 2002 — 2006
Engineering
Weston High School
Appalonia Tankersley Appalonia Tankersley's GW&K Investment Management Experience June 2014 - Present
Job Administrative Assistant at GW&K Investment Management
Industry Financial Services
Experience
GW&K Investment Management June 2014 - Present
Colby College May 2013 - May 2014
Brooks School June 2011 - September 2012
Skills
Microsoft Office, Client Service Oriented, Teamwork, Microsoft Excel, Organization &..., Communication, Wall Street Prep, Financial Modeling, Adobe Acrobat, MMD, Jenzabar, SPSS, Photoshop, Social Media, Public Speaking, CARS Database, Research, Java, HTML, Prezi
Education
Colby College 2010 — 2014
Bachelor's Degree, Psychology Major Administrative Science Minor
Brooks School 2006 — 2010
GW&K Investment Management June 2014 - Present
Colby College May 2013 - May 2014
Brooks School June 2011 - September 2012
Skills
Microsoft Office, Client Service Oriented, Teamwork, Microsoft Excel, Organization &..., Communication, Wall Street Prep, Financial Modeling, Adobe Acrobat, MMD, Jenzabar, SPSS, Photoshop, Social Media, Public Speaking, CARS Database, Research, Java, HTML, Prezi
Education
Colby College 2010 — 2014
Bachelor's Degree, Psychology Major Administrative Science Minor
Brooks School 2006 — 2010
Maya Mirson-Tohme Maya Mirson-Tohme's GW&K Investment Management Experience February 2014 - Present
Job Performance Analyst at GW&K Investment Management
Industry Financial Services
Experience
GW&K Investment Management February 2014 - Present
GW&K Investment Management June 2012 - January 2014
JP Morgan Chase October 2010 - June 2012
Skills
Bloomberg, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Account Reconciliation, Investments, Fund Accounting
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2016
MBA
University of Massachusetts at Amherst - Isenberg School of Management 2006 — 2010
BBA, Accounting
GW&K Investment Management February 2014 - Present
GW&K Investment Management June 2012 - January 2014
JP Morgan Chase October 2010 - June 2012
Skills
Bloomberg, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Account Reconciliation, Investments, Fund Accounting
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2016
MBA
University of Massachusetts at Amherst - Isenberg School of Management 2006 — 2010
BBA, Accounting
Benjamin Klaas CFA Benjamin Klaas CFA's GW&K Investment Management Experience November 2006 - Present
Job Sr. Credit Analyst at GW&K Investment Management
Industry Financial Services
Experience
GW&K Investment Management November 2006 - Present
Butterfield Asset Management - Bermuda October 2003 - October 2006
Nuveen Investments October 1999 - August 2003
LaSalle Bank March 1998 - October 1999
Skills
Valuation, Equities, Credit Analysis, Bonds, Investments, High Yield, Credit, Finance, Loans, Fixed Income, Bloomberg, Capital Structure, Portfolio Management, Asset Managment, Financial Modeling, Asset Allocation, Investment Management, Financial Analysis, Hedge Funds, Mutual Funds, Capital Markets, Asset Management, Alternative Investments, Financial Structuring, Derivatives, Structured Finance, Due Diligence, Equity Research, Investment Advisory, Trading, Investment Strategies, Series 7, Wealth Management, Securities
Education
Northwestern University
BA, Economics
GW&K Investment Management November 2006 - Present
Butterfield Asset Management - Bermuda October 2003 - October 2006
Nuveen Investments October 1999 - August 2003
LaSalle Bank March 1998 - October 1999
Skills
Valuation, Equities, Credit Analysis, Bonds, Investments, High Yield, Credit, Finance, Loans, Fixed Income, Bloomberg, Capital Structure, Portfolio Management, Asset Managment, Financial Modeling, Asset Allocation, Investment Management, Financial Analysis, Hedge Funds, Mutual Funds, Capital Markets, Asset Management, Alternative Investments, Financial Structuring, Derivatives, Structured Finance, Due Diligence, Equity Research, Investment Advisory, Trading, Investment Strategies, Series 7, Wealth Management, Securities
Education
Northwestern University
BA, Economics
Schuyler Reece, CFA Schuyler Reece, CFA's GW&K Investment Management Experience March 2012 - October 2014
Job Portfolio Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management November 2014 - Present
GW&K Investment Management March 2012 - October 2014
GW&K Investment Management July 2011 - February 2012
GW&K Investment Management May 2009 - June 2011
GW&K Investment Management December 2007 - April 2009
Canaccord Genuity Inc. June 2006 - August 2006
Iron Mountain June 2005 - August 2005
Skills
Fixed Income, Bloomberg, Asset Managment, Portfolio Management, Bonds, Investment Banking, Trading, Asset Management, Investment Strategies, High Yield, Investment Management, Credit
Education
University of Pennsylvania 2003 — 2007
B.A., Classical Studies
Wellington Management November 2014 - Present
GW&K Investment Management March 2012 - October 2014
GW&K Investment Management July 2011 - February 2012
GW&K Investment Management May 2009 - June 2011
GW&K Investment Management December 2007 - April 2009
Canaccord Genuity Inc. June 2006 - August 2006
Iron Mountain June 2005 - August 2005
Skills
Fixed Income, Bloomberg, Asset Managment, Portfolio Management, Bonds, Investment Banking, Trading, Asset Management, Investment Strategies, High Yield, Investment Management, Credit
Education
University of Pennsylvania 2003 — 2007
B.A., Classical Studies
P. Scott McKeon's GW&K Investment Management Experience November 2010 - Present
Job BI and Portal Development at GW&K Investment Management
Industry Information Technology and Services
Experience
GW&K Investment Management November 2010 - Present
Clearway Technology Partners April 2006 - October 2010
DataVantage - A subsidiary of Micros Corporation May 2002 - April 2006
Sorian Consulting September 1998 - May 2002
The XBR Company September 1996 - September 1998
Sorian Systems/CFT May 1993 - September 1996
The MayFlower Consulting Group May 1988 - April 1993
Skills
Data Warehousing, Business Intelligence, .NET, Database Administration, InfoPath Forms, Enterprise Architecture, SharePoint, Software Project..., Integration, T-SQL, Microsoft SQL Server, Business Analysis, SQL, Agile Methodologies, CRM Dynamics, Workflow Applications
Education
Bridgewater State University 1982 — 1986
Management Information Systems
National Guard 1981 — 1988
GW&K Investment Management November 2010 - Present
Clearway Technology Partners April 2006 - October 2010
DataVantage - A subsidiary of Micros Corporation May 2002 - April 2006
Sorian Consulting September 1998 - May 2002
The XBR Company September 1996 - September 1998
Sorian Systems/CFT May 1993 - September 1996
The MayFlower Consulting Group May 1988 - April 1993
Skills
Data Warehousing, Business Intelligence, .NET, Database Administration, InfoPath Forms, Enterprise Architecture, SharePoint, Software Project..., Integration, T-SQL, Microsoft SQL Server, Business Analysis, SQL, Agile Methodologies, CRM Dynamics, Workflow Applications
Education
Bridgewater State University 1982 — 1986
Management Information Systems
National Guard 1981 — 1988
Brooke Kafka Brooke Kafka's GW&K Investment Management Experience June 2011 - Present
Job Executive Assistant at GW&K Investment Management
Industry Financial Services
Experience
GW&K Investment Management June 2011 - Present
JDJ Resources July 2009 - June 2011
RA Capital Management, LLC February 2009 - June 2009
Fidelity Investments October 2008 - November 2008
Fidelity Investments August 2006 - June 2008
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Outlook
Education
Johnson & Wales University
Bachelor of Science, Criminal Justice
GW&K Investment Management June 2011 - Present
JDJ Resources July 2009 - June 2011
RA Capital Management, LLC February 2009 - June 2009
Fidelity Investments October 2008 - November 2008
Fidelity Investments August 2006 - June 2008
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Outlook
Education
Johnson & Wales University
Bachelor of Science, Criminal Justice
Brendan Doucette Brendan Doucette's GW&K Investment Management Experience October 2014 - Present
Job Fixed Income Trading at GW&K Investment Management
Industry Investment Management
Experience
GW&K Investment Management October 2014 - Present
FHLB Boston February 2012 - October 2014
Newfleet Asset Management December 2009 - February 2012
Securities Finance Trust Co. April 2002 - December 2009
Mellon Financial 2001 - 2002
Skills
Structured Finance, Quantitative Credit, Cash Flow Analytics, MBS, ABS, Liquidity Management, Restructuring, Distressed Debt, Cash Management, Portfolio Management, Fixed Income, Asset Managment, Trading, Structured Products, Securitization, Whole Loans, Market Risk, Investment Management, Loans, Securities, Alternative Investments, Risk Management, Asset Management, Bonds, Derivatives, Investment Strategies, Valuation, Investments
Education
Cornell University - Johnson Graduate School of Management
MBA; with Distinction
Quinnipiac University - School of Business 1997 — 2001
BS, Accounting
GW&K Investment Management October 2014 - Present
FHLB Boston February 2012 - October 2014
Newfleet Asset Management December 2009 - February 2012
Securities Finance Trust Co. April 2002 - December 2009
Mellon Financial 2001 - 2002
Skills
Structured Finance, Quantitative Credit, Cash Flow Analytics, MBS, ABS, Liquidity Management, Restructuring, Distressed Debt, Cash Management, Portfolio Management, Fixed Income, Asset Managment, Trading, Structured Products, Securitization, Whole Loans, Market Risk, Investment Management, Loans, Securities, Alternative Investments, Risk Management, Asset Management, Bonds, Derivatives, Investment Strategies, Valuation, Investments
Education
Cornell University - Johnson Graduate School of Management
MBA; with Distinction
Quinnipiac University - School of Business 1997 — 2001
BS, Accounting
Anthony Massimiano's GW&K Investment Management Experience September 2014 - Present
Job Portfolio Administrator at GW&K Investment Management | MBA, Boston University
Industry Investment Management
Experience
GW&K Investment Management September 2014 - Present
BNY Mellon November 2012 - September 2014
BNY Mellon January 2011 - October 2012
Wayfair November 2007 - June 2009
EMERGENCY ONG/Onlus January 2006 - May 2006
Skills
Mutual Funds, Financial Analysis, Financial Modeling, Analytics, Investments, Equities, Bloomberg, Fixed Income, Portfolio Management, Alternative Investments, Hedge Funds, Asset Management, Securities, Financial Services, Asset Allocation, Valuation, Investment Strategies, Wealth Management
Education
Boston University Questrom School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Dual Concentration in Finance and Strategy & Business Analysis, with Honors
Trinity College-Hartford 2003 — 2007
BA, with Honors
GW&K Investment Management September 2014 - Present
BNY Mellon November 2012 - September 2014
BNY Mellon January 2011 - October 2012
Wayfair November 2007 - June 2009
EMERGENCY ONG/Onlus January 2006 - May 2006
Skills
Mutual Funds, Financial Analysis, Financial Modeling, Analytics, Investments, Equities, Bloomberg, Fixed Income, Portfolio Management, Alternative Investments, Hedge Funds, Asset Management, Securities, Financial Services, Asset Allocation, Valuation, Investment Strategies, Wealth Management
Education
Boston University Questrom School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Dual Concentration in Finance and Strategy & Business Analysis, with Honors
Trinity College-Hartford 2003 — 2007
BA, with Honors
Brian McArdle Brian McArdle's GW&K Investment Management Experience August 2011 - Present
Job Portfolio Administrator at GW&K Investment Management
Industry Financial Services
Experience
GW&K Investment Management August 2011 - Present
GW&K Investment Management May 2010 - August 2011
GW&K Investment Management July 2009 - May 2010
Babson Capital Management July 2008 - December 2008
Skills
Investments, Analysis, Financial Analysis, Portfolio Management, Banking, Securities, Fixed Income, Account Reconciliation, Finance, Management, Trading, Bloomberg, Investment Strategies
Education
Northeastern University 2006 — 2010
Bachelor of Science Degree, Business Administration; Finance & Insurance and Accounting
GW&K Investment Management August 2011 - Present
GW&K Investment Management May 2010 - August 2011
GW&K Investment Management July 2009 - May 2010
Babson Capital Management July 2008 - December 2008
Skills
Investments, Analysis, Financial Analysis, Portfolio Management, Banking, Securities, Fixed Income, Account Reconciliation, Finance, Management, Trading, Bloomberg, Investment Strategies
Education
Northeastern University 2006 — 2010
Bachelor of Science Degree, Business Administration; Finance & Insurance and Accounting
Cara Fisher Cara Fisher's GW&K Investment Management Experience January 2013 - Present
Job Compliance Analyst at GW&K Investment Management
Industry Financial Services
Experience
GW&K Investment Management January 2013 - Present
BNYMellon January 2007 - November 2012
MMA Financial 2006 - 2007
Enterprise Rent-A-Car 2004 - 2006
Enterprise Rent-A-Car 2003 - 2004
Skills
Asset Management, Auditing, WebEx, Customer Service, Securities, Management, Accounts Receivable, MS Office Suite, PowerPoint, Workbench, WebSTP, Lotus Notes, Mobius, OnBase, Adobe, Inquire, Citrix, SceneAccess, RealNet, Risk Matrix, Imageright, Bloomberg, Compliance11, Global Relay, Bridger Insight XG, ProxyEdge
Education
University of Massachusetts, Amherst 1999 — 2003
BS
GW&K Investment Management January 2013 - Present
BNYMellon January 2007 - November 2012
MMA Financial 2006 - 2007
Enterprise Rent-A-Car 2004 - 2006
Enterprise Rent-A-Car 2003 - 2004
Skills
Asset Management, Auditing, WebEx, Customer Service, Securities, Management, Accounts Receivable, MS Office Suite, PowerPoint, Workbench, WebSTP, Lotus Notes, Mobius, OnBase, Adobe, Inquire, Citrix, SceneAccess, RealNet, Risk Matrix, Imageright, Bloomberg, Compliance11, Global Relay, Bridger Insight XG, ProxyEdge
Education
University of Massachusetts, Amherst 1999 — 2003
BS
Gabriela Greenman's GW&K Investment Management Experience November 2010 - Present
Job VP, Equity Analyst at GW&K Investment Management
Industry Investment Management
Experience
GW&K Investment Management November 2010 - Present
Putnam Investments August 2003 - February 2011
Accenture 1998 - 2001
Education
Massachusetts Institute of Technology - Sloan School of Management 2001 — 2003
MBA
University of Miami
GW&K Investment Management November 2010 - Present
Putnam Investments August 2003 - February 2011
Accenture 1998 - 2001
Education
Massachusetts Institute of Technology - Sloan School of Management 2001 — 2003
MBA
University of Miami
Karl Kyriss, CFA's GW&K Investment Management Experience September 2014 - Present
Job Equity Research Analyst at GW&K Investment Management
Industry Investment Management
Experience
GW&K Investment Management September 2014 - Present
GTP LLC (formerly Deutsche Asset Management) July 2008 - August 2014
Merrill Lynch 2005 - 2006
Morgan Stanley 1999 - 2005
Skills
Equity Research, Portfolio Management, Equity Valuation, Financial Analysis, Financial Modeling, Business Valuation, Credit Analysis, Fixed Income Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
MBA
University of Scranton
Bachelor of Science (BS)
GW&K Investment Management September 2014 - Present
GTP LLC (formerly Deutsche Asset Management) July 2008 - August 2014
Merrill Lynch 2005 - 2006
Morgan Stanley 1999 - 2005
Skills
Equity Research, Portfolio Management, Equity Valuation, Financial Analysis, Financial Modeling, Business Valuation, Credit Analysis, Fixed Income Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
MBA
University of Scranton
Bachelor of Science (BS)
Mary Fitzgerald Kane, CFA's GW&K Investment Management Experience May 2005 - Present
Job Partner GW&K Investment Management
Industry Investment Management
Experience
GW&K Investment Management May 2005 - Present
Fortis Investments - Portfolio Management May 2000 - May 2005
INVESCO February 1986 - June 2000
Gardner and Preston Moss 1981 - 1986
Skills
Portfolio Management, Finance, Investments, Asset Management, Bonds, Management, Financial Analysis, Fixed Income, Equities, Bloomberg, Hedge Funds, Alternative Investments, Investment Management, Asset Allocation, Mutual Funds
Education
Boston University Questrom School of Business
M.B.A, Finance
Wheaton College (MA)
A.B., Economics and Psychology
GW&K Investment Management May 2005 - Present
Fortis Investments - Portfolio Management May 2000 - May 2005
INVESCO February 1986 - June 2000
Gardner and Preston Moss 1981 - 1986
Skills
Portfolio Management, Finance, Investments, Asset Management, Bonds, Management, Financial Analysis, Fixed Income, Equities, Bloomberg, Hedge Funds, Alternative Investments, Investment Management, Asset Allocation, Mutual Funds
Education
Boston University Questrom School of Business
M.B.A, Finance
Wheaton College (MA)
A.B., Economics and Psychology
Michael J. Sullivan, CFA's GW&K Investment Management Experience December 2008 - April 2014
Job Vice President, Institutional Portfolio Manager at Eaton Vance
Industry Investment Management
Experience
Eaton Vance April 2014 - Present
GW&K Investment Management December 2008 - April 2014
Merrill Lynch April 2007 - December 2008
Goldman Sachs & Co. January 2001 - April 2007
Montgomery Securities July 1998 - July 1999
Skills
Fixed Income, Investments, Portfolio Management, Asset Management, Mutual Funds, Product Management
Education
Amherst College 1994 — 1998
BA, Political Science
Phillips Academy Andover 1990 — 1994
Eaton Vance April 2014 - Present
GW&K Investment Management December 2008 - April 2014
Merrill Lynch April 2007 - December 2008
Goldman Sachs & Co. January 2001 - April 2007
Montgomery Securities July 1998 - July 1999
Skills
Fixed Income, Investments, Portfolio Management, Asset Management, Mutual Funds, Product Management
Education
Amherst College 1994 — 1998
BA, Political Science
Phillips Academy Andover 1990 — 1994
Michael V. Rabuffo, CFA's GW&K Investment Management Experience July 1999 - Present
Job VP at GW&K
Industry Investment Management
Experience
GW&K Investment Management July 1999 - Present
GW&K 1999 - 2008
Estabrook 2005 - 2007
Invesco Aim 1998 - 1999
Mellon Trust Company 1996 - 1998
Skills
Fixed Income, Bloomberg, Equities, Investment Management, Asset Allocation, Asset Managment, Series 7, Investments, Portfolio Management, Mutual Funds, Alternative Investments, Investment Strategies, Bonds, Series 63, Securities, MBA, Chartered Financial..., Asset Management, FINRA, Hedge Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2001
MBA, Finance
Boston College 1992 — 1996
Bachelor of Science (B.S.), Finance, General
GW&K Investment Management July 1999 - Present
GW&K 1999 - 2008
Estabrook 2005 - 2007
Invesco Aim 1998 - 1999
Mellon Trust Company 1996 - 1998
Skills
Fixed Income, Bloomberg, Equities, Investment Management, Asset Allocation, Asset Managment, Series 7, Investments, Portfolio Management, Mutual Funds, Alternative Investments, Investment Strategies, Bonds, Series 63, Securities, MBA, Chartered Financial..., Asset Management, FINRA, Hedge Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2001
MBA, Finance
Boston College 1992 — 1996
Bachelor of Science (B.S.), Finance, General
Kara Webberly's GW&K Investment Management Experience April 2007 - Present
Job Vice President, Human Resources at GW&K Investment Management
Industry Financial Services
Experience
GW&K Investment Management April 2007 - Present
Pioneer Investments September 2000 - March 2007
Boston Financial Data Services March 1999 - September 2000
Education
Providence College 1991 — 1995
GW&K Investment Management April 2007 - Present
Pioneer Investments September 2000 - March 2007
Boston Financial Data Services March 1999 - September 2000
Education
Providence College 1991 — 1995
Brian Moreland's GW&K Investment Management Experience 1998 - Present
Job Portfolio Manager @ GW&K Investment Management
Industry Investment Management
Experience
GW&K Investment Management 1998 - Present
Education
Boston College 1993 — 1997
Finance
GW&K Investment Management 1998 - Present
Education
Boston College 1993 — 1997
Finance
Sheila Corbin's GW&K Investment Management Experience June 2008 - Present
Job Investment Operations Manager at Gannett Welsh & Kotler
Industry Investment Management
Experience
GW&K Investment Management June 2008 - Present
State Street Bank May 2006 - June 2008
State Street Bank March 2005 - May 2006
Investors Bank & Trust October 2003 - March 2005
Skills
Mutual Funds, Investments, Equities, Securities, Financial Services, Fixed Income, Data Reconciliation, Management, Operations Management, SQL, Fund Accounting, Corporate Actions, Asset Managment, Portfolio Management, Data Integrity, Trade Facilitation, New Account Opening, Operations Research, Operations Audit, Pricing Systems, Omgeo Oasys
Education
Northeastern University 2006 — 2011
Masters of Business Administration
University of New Hampshire 2001 — 2003
Bachelor of Science (B.S.), Marketing
Bentley University 1999 — 2000
GW&K Investment Management June 2008 - Present
State Street Bank May 2006 - June 2008
State Street Bank March 2005 - May 2006
Investors Bank & Trust October 2003 - March 2005
Skills
Mutual Funds, Investments, Equities, Securities, Financial Services, Fixed Income, Data Reconciliation, Management, Operations Management, SQL, Fund Accounting, Corporate Actions, Asset Managment, Portfolio Management, Data Integrity, Trade Facilitation, New Account Opening, Operations Research, Operations Audit, Pricing Systems, Omgeo Oasys
Education
Northeastern University 2006 — 2011
Masters of Business Administration
University of New Hampshire 2001 — 2003
Bachelor of Science (B.S.), Marketing
Bentley University 1999 — 2000
Sheila Eriksen's GW&K Investment Management Experience October 2007 - April 2015
Job Client Relations at HarbourVest Partners
Industry Financial Services
Experience
HarbourVest Partners April 2015 - Present
GW&K Investment Management October 2007 - April 2015
BlackRock January 2005 - June 2007
Goodwin Procter LLP July 2004 - January 2006
Skills
Investment Management, Bloomberg, Asset Managment, Equities, Investment Strategies, Securities, Investments, Strategic Financial..., Risk Management, Morningstar, Bloomberg Terminal, Fund Administration, Fixed Income Analysis, Separately Managed..., Fixed Income, Bonds, Asset Allocation, Mutual Funds
Education
Fordham University
Bachelor's Degree, International Political Economy
Suffolk University
Master of Business Administration (M.B.A.), 3.95
HarbourVest Partners April 2015 - Present
GW&K Investment Management October 2007 - April 2015
BlackRock January 2005 - June 2007
Goodwin Procter LLP July 2004 - January 2006
Skills
Investment Management, Bloomberg, Asset Managment, Equities, Investment Strategies, Securities, Investments, Strategic Financial..., Risk Management, Morningstar, Bloomberg Terminal, Fund Administration, Fixed Income Analysis, Separately Managed..., Fixed Income, Bonds, Asset Allocation, Mutual Funds
Education
Fordham University
Bachelor's Degree, International Political Economy
Suffolk University
Master of Business Administration (M.B.A.), 3.95
Jackie Williams, CFA's GW&K Investment Management Experience November 2013 - Present
Job Vice President, Equity Research Analyst at GW&K Investment Management
Industry Financial Services
Experience
GW&K Investment Management November 2013 - Present
AlphaOne Capital Partners LLC September 2009 - November 2013
OFI Institutional Asset Management March 2006 - August 2009
Babson Capital Management May 2005 - March 2006
Jesup & Lamont 1999 - 2005
KPMG 1996 - 1998
Skills
Asset Management, Equity Research, Series 7, Equities, Financial Analysis, Alternative Investments, Hedge Funds, Investments, Capital Markets, Financial Modeling, Bloomberg, Corporate Finance, Portfolio Management, Investment Management, Valuation, Mutual Funds, Fixed Income, Asset Managment
Education
New York University - Leonard N. Stern School of Business 1996 — 1999
MBA, Finance and Accounting
Colgate University 1992 — 1996
Bachelors, Economics and German
GW&K Investment Management November 2013 - Present
AlphaOne Capital Partners LLC September 2009 - November 2013
OFI Institutional Asset Management March 2006 - August 2009
Babson Capital Management May 2005 - March 2006
Jesup & Lamont 1999 - 2005
KPMG 1996 - 1998
Skills
Asset Management, Equity Research, Series 7, Equities, Financial Analysis, Alternative Investments, Hedge Funds, Investments, Capital Markets, Financial Modeling, Bloomberg, Corporate Finance, Portfolio Management, Investment Management, Valuation, Mutual Funds, Fixed Income, Asset Managment
Education
New York University - Leonard N. Stern School of Business 1996 — 1999
MBA, Finance and Accounting
Colgate University 1992 — 1996
Bachelors, Economics and German
Prisca Ahyee's GW&K Investment Management Experience November 2014 - Present
Job Senior Operations SpecialistInstitutional
Industry Investment Management
Experience
GW&K Investment Management November 2014 - Present
State Street 2011 - November 2014
State Street July 2007 - February 2011
Skills
Fixed Income, Internal Audit, French, Process Improvement, Financial Statements, Securities
Education
University of Massachusetts Boston 2002 — 2005
Bachelor of Science (B.S.), international management
GW&K Investment Management November 2014 - Present
State Street 2011 - November 2014
State Street July 2007 - February 2011
Skills
Fixed Income, Internal Audit, French, Process Improvement, Financial Statements, Securities
Education
University of Massachusetts Boston 2002 — 2005
Bachelor of Science (B.S.), international management
Andrew Roberts, CFA's GW&K Investment Management Experience June 2008 - Present
Job at Gannett Welsh & Kotler
Industry Investment Management
Experience
GW&K Investment Management June 2008 - Present
GW&K Investment Management January 2006 - June 2008
GW&K Investment Management January 2005 - January 2006
Skills
CFA, Chartered Financial..., Fixed Income, Strategic Financial..., Mutual Funds, Investments, Alternative Investments, Equities, Bloomberg
Education
Bates College 2000 — 2004
BA, Economics
St. George's School 1997 — 2000
GW&K Investment Management June 2008 - Present
GW&K Investment Management January 2006 - June 2008
GW&K Investment Management January 2005 - January 2006
Skills
CFA, Chartered Financial..., Fixed Income, Strategic Financial..., Mutual Funds, Investments, Alternative Investments, Equities, Bloomberg
Education
Bates College 2000 — 2004
BA, Economics
St. George's School 1997 — 2000
Jennifer Kaing's GW&K Investment Management Experience June 2013 - Present
Job Portfolio Administrator at GW&K Investment Management | MBA/MSF Candidate at Boston College
Industry Investment Management
Experience
Strong Women, Strong Girls December 2014 - Present
GW&K Investment Management June 2013 - Present
One Young World May 2014 - October 2014
BNY Mellon Wealth Management July 2012 - May 2013
Bernstein Global Wealth Management April 2010 - July 2012
The Baupost Group November 2008 - September 2009
UBP Asset Management January 2008 - August 2008
Lexington Insurance Company January 2007 - September 2007
Wayfair January 2006 - July 2006
Skills
Investments, Bloomberg, Asset Allocation, Alternative Investments, Portfolio Management, Equities, Hedge Funds, Financial Analysis, Fixed Income, Wealth Management, Investment Strategies, Mutual Funds, Financial Services, Securities, Investment Management, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2019
Master of Business Administration (MBA) / Master of Finance (MSF), Asset Management
Northeastern University 2004 — 2009
Bachelor of Science in Business Administration (BSBA), Marketing, Management, and Finance & Insurance
Boston Latin Academy 1999 — 2004
High School Degree, Liberal Arts
Strong Women, Strong Girls December 2014 - Present
GW&K Investment Management June 2013 - Present
One Young World May 2014 - October 2014
BNY Mellon Wealth Management July 2012 - May 2013
Bernstein Global Wealth Management April 2010 - July 2012
The Baupost Group November 2008 - September 2009
UBP Asset Management January 2008 - August 2008
Lexington Insurance Company January 2007 - September 2007
Wayfair January 2006 - July 2006
Skills
Investments, Bloomberg, Asset Allocation, Alternative Investments, Portfolio Management, Equities, Hedge Funds, Financial Analysis, Fixed Income, Wealth Management, Investment Strategies, Mutual Funds, Financial Services, Securities, Investment Management, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2019
Master of Business Administration (MBA) / Master of Finance (MSF), Asset Management
Northeastern University 2004 — 2009
Bachelor of Science in Business Administration (BSBA), Marketing, Management, and Finance & Insurance
Boston Latin Academy 1999 — 2004
High School Degree, Liberal Arts
Seamus Ryan, CFA's GW&K Investment Management Experience May 2015 - Present
Job VP, Sr. Credit Analyst at GW&K Investment Management
Industry Financial Services
Experience
GW&K Investment Management May 2015 - Present
Standard & Poor's July 2010 - May 2015
Financial Engines December 2005 - July 2008
Detwiler Fenton May 2005 - November 2005
Skills
Valuation, Equity Research, Financial Modeling, Fixed Income, Equities, Bloomberg, Credit Analysis, Corporate Finance, Financial Analysis, Capital Markets, Credit Risk, High Yield Bonds, Leveraged Finance, Commodity Chemicals
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
Harvard University 1997 — 2001
GW&K Investment Management May 2015 - Present
Standard & Poor's July 2010 - May 2015
Financial Engines December 2005 - July 2008
Detwiler Fenton May 2005 - November 2005
Skills
Valuation, Equity Research, Financial Modeling, Fixed Income, Equities, Bloomberg, Credit Analysis, Corporate Finance, Financial Analysis, Capital Markets, Credit Risk, High Yield Bonds, Leveraged Finance, Commodity Chemicals
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
Harvard University 1997 — 2001
Michael P. Manning, CFA's GW&K Investment Management Experience January 2011 - November 2014
Job Investment Analyst at Envestnet, Inc
Industry Investment Management
Experience
Envestnet, Inc September 2015 - Present
GW&K Investment Management January 2011 - November 2014
GW&K Investment Management September 2008 - January 2011
State Street Bank February 2007 - September 2008
Investors Bank & Trust September 2006 - February 2007
Skills
Investments, Bloomberg, Fixed Income, Equities, Asset Management, Strategy, Portfolio Management, Finance, Asset Allocation, Investment Strategies, Bonds, Securities, Investment Management, Mutual Funds, Wealth Management
Education
Brandeis University, Lemberg - International Business School 2007 — 2010
Master of Science (M.S.), Finance, Business Finance
College of the Holy Cross 2002 — 2006
Bachelor of Arts (B.A.), Political Science
Boston College High School 1998 — 2002
Envestnet, Inc September 2015 - Present
GW&K Investment Management January 2011 - November 2014
GW&K Investment Management September 2008 - January 2011
State Street Bank February 2007 - September 2008
Investors Bank & Trust September 2006 - February 2007
Skills
Investments, Bloomberg, Fixed Income, Equities, Asset Management, Strategy, Portfolio Management, Finance, Asset Allocation, Investment Strategies, Bonds, Securities, Investment Management, Mutual Funds, Wealth Management
Education
Brandeis University, Lemberg - International Business School 2007 — 2010
Master of Science (M.S.), Finance, Business Finance
College of the Holy Cross 2002 — 2006
Bachelor of Arts (B.A.), Political Science
Boston College High School 1998 — 2002
Christopher Iovanna, CFA's GW&K Investment Management Experience July 2014 - Present
Job Vice President, Client Portfolio Manager at GW&K Investment Management
Industry Investment Management
Experience
GW&K Investment Management July 2014 - Present
Fidelity Management and Research August 2012 - June 2014
Skills
Series 66, Series 7, FINRA, Mutual Funds, Asset Management, Securities, Investments, Investment Advisory, Product Management, Product Development, Fixed Income, Uniform Combined State..., Alternative Investments
Education
Boston University
Bachelor, Economics and Business
Boston University
GW&K Investment Management July 2014 - Present
Fidelity Management and Research August 2012 - June 2014
Skills
Series 66, Series 7, FINRA, Mutual Funds, Asset Management, Securities, Investments, Investment Advisory, Product Management, Product Development, Fixed Income, Uniform Combined State..., Alternative Investments
Education
Boston University
Bachelor, Economics and Business
Boston University
Sheila May's GW&K Investment Management Experience June 2011 - Present
Job Director of Municipal Research, GWK
Industry Investment Management
Experience
GW&K Investment Management June 2011 - Present
Wellington Management October 2003 - June 2011
Standish Mellon Asset Management October 1992 - October 2003
Fleet Norstar Investment Advisors 1990 - 1992
Moody's Investors Service 1986 - 1990
Skills
Fixed Income, Portfolio Management, Bloomberg, Strategy, Asset Management, Financial Modeling, Bonds, Investments, Asset Allocation, Alternative Investments, Hedge Funds, Investment Management, Mutual Funds
Education
Suffolk University - Sawyer School of Management 1998 — 2002
MPA, Public Administration
Providence College 1982 — 1986
BS, Business Administration and Management, General
GW&K Investment Management June 2011 - Present
Wellington Management October 2003 - June 2011
Standish Mellon Asset Management October 1992 - October 2003
Fleet Norstar Investment Advisors 1990 - 1992
Moody's Investors Service 1986 - 1990
Skills
Fixed Income, Portfolio Management, Bloomberg, Strategy, Asset Management, Financial Modeling, Bonds, Investments, Asset Allocation, Alternative Investments, Hedge Funds, Investment Management, Mutual Funds
Education
Suffolk University - Sawyer School of Management 1998 — 2002
MPA, Public Administration
Providence College 1982 — 1986
BS, Business Administration and Management, General
Josh Kazlauskas's GW&K Investment Management Experience August 2014 - Present
Job at GW&K Investment Management
Industry Real Estate
Experience
GW&K Investment Management August 2014 - Present
City Residential Boston January 2012 - Present
Brown Brothers Harriman April 2013 - August 2014
East Coast Realty January 2010 - January 2012
Better Place Realty December 2008 - January 2010
Eaton Vance July 2008 - January 2009
Skills
Real Estate, Investments, Microsoft Excel, PowerPoint, Microsoft Office, Marketing, Social Media, Sales, Microsoft Word, Social Media Marketing, Event Planning, Facebook, Negotiation, Customer Service, Online Advertising, Management, Start-ups
Education
Northeastern University 2006 — 2011
Bachelor of Science, Business Administration; Entrepreneurship & New Venture Management and Marketing
GW&K Investment Management August 2014 - Present
City Residential Boston January 2012 - Present
Brown Brothers Harriman April 2013 - August 2014
East Coast Realty January 2010 - January 2012
Better Place Realty December 2008 - January 2010
Eaton Vance July 2008 - January 2009
Skills
Real Estate, Investments, Microsoft Excel, PowerPoint, Microsoft Office, Marketing, Social Media, Sales, Microsoft Word, Social Media Marketing, Event Planning, Facebook, Negotiation, Customer Service, Online Advertising, Management, Start-ups
Education
Northeastern University 2006 — 2011
Bachelor of Science, Business Administration; Entrepreneurship & New Venture Management and Marketing
Alison Waring's GW&K Investment Management Experience June 2015 - Present
Job Compliance Associate
Industry Financial Services
Experience
GW&K Investment Management June 2015 - Present
State Street June 2012 - May 2015
State Street January 2011 - June 2012
Skills
Account Reconciliation, PowerPoint, Mutual Funds, Securities, Microsoft Excel, Financial Statements, General Ledger, Microsoft Office, Auditing, Fund Accounting, Accounting, Investments, Asset Management, Financial Reporting
Education
Southern New Hampshire University 2006 — 2010
B.S, Sport Management, Economics
GW&K Investment Management June 2015 - Present
State Street June 2012 - May 2015
State Street January 2011 - June 2012
Skills
Account Reconciliation, PowerPoint, Mutual Funds, Securities, Microsoft Excel, Financial Statements, General Ledger, Microsoft Office, Auditing, Fund Accounting, Accounting, Investments, Asset Management, Financial Reporting
Education
Southern New Hampshire University 2006 — 2010
B.S, Sport Management, Economics
Jonathan DeCourcey's GW&K Investment Management Experience September 2008 - August 2014
Job Canaccord Genuity
Industry Investment Management
Experience
Canaccord Genuity Inc. August 2014 - Present
GW&K Investment Management September 2008 - August 2014
G51 Capital September 2012 - May 2013
Gannett Welsh & Kotler November 2007 - September 2008
Brown Brothers Harriman July 2005 - July 2007
Morgan Stanley June 2004 - August 2004
Skills
Candidate for CFA...
Education
Boston College - Carroll School of Management
Master of Business Administration (MBA)
Babson College 2001 — 2005
Bachelor of Science, Business Management
Canaccord Genuity Inc. August 2014 - Present
GW&K Investment Management September 2008 - August 2014
G51 Capital September 2012 - May 2013
Gannett Welsh & Kotler November 2007 - September 2008
Brown Brothers Harriman July 2005 - July 2007
Morgan Stanley June 2004 - August 2004
Skills
Candidate for CFA...
Education
Boston College - Carroll School of Management
Master of Business Administration (MBA)
Babson College 2001 — 2005
Bachelor of Science, Business Management
Blake Cullimore's GW&K Investment Management Experience June 2013 - Present
Job at
Industry Capital Markets
Experience
GWK Investment Management June 2013 - Present
Standard & Poor's February 2007 - June 2013
Municipal Resources Inc March 2004 - January 2007
State of New Hampshire- Office of the Legislative Budget Assistant September 2002 - March 2004
Skills
Structured Finance, Equities, Equity Research, Bloomberg, Investment Banking, Valuation, Market Data, Structured Products, Emerging Markets
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 2001 — 2002
Master of Public Administration (M.P.A.)
California Polytechnic State University-San Luis Obispo 1992 — 1996
Bachelor of Landscape Architecture, Landscape Architecture/Regional Planning
GWK Investment Management June 2013 - Present
Standard & Poor's February 2007 - June 2013
Municipal Resources Inc March 2004 - January 2007
State of New Hampshire- Office of the Legislative Budget Assistant September 2002 - March 2004
Skills
Structured Finance, Equities, Equity Research, Bloomberg, Investment Banking, Valuation, Market Data, Structured Products, Emerging Markets
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 2001 — 2002
Master of Public Administration (M.P.A.)
California Polytechnic State University-San Luis Obispo 1992 — 1996
Bachelor of Landscape Architecture, Landscape Architecture/Regional Planning
Kyle Bush's GW&K Investment Management Experience June 2014 - Present
Job at
Industry Investment Management
Experience
GW&K Investment Management June 2014 - Present
GW&K Investment Management January 2014 - June 2014
GW&K Investment Management December 2010 - January 2014
Skills
Financial Analysis, Bloomberg, Fixed Income, Equities, Investments, Microsoft Office, Securities, Mutual Funds, Asset Management
Education
University of New Hampshire 2004 — 2008
Bachelors of Science, Finance, General
GW&K Investment Management June 2014 - Present
GW&K Investment Management January 2014 - June 2014
GW&K Investment Management December 2010 - January 2014
Skills
Financial Analysis, Bloomberg, Fixed Income, Equities, Investments, Microsoft Office, Securities, Mutual Funds, Asset Management
Education
University of New Hampshire 2004 — 2008
Bachelors of Science, Finance, General
Ben Argov's GW&K Investment Management Experience June 2011 - August 2011
Job Student at Emory University
Industry Higher Education
Experience
Emory University August 2010 - Present
International Institute for Counter Terrorism May 2013 - August 2013
GW&K Investment Management June 2011 - August 2011
Interline Brands June 2009 - July 2009
Education
Emory University 2010 — 2014
Emory University August 2010 - Present
International Institute for Counter Terrorism May 2013 - August 2013
GW&K Investment Management June 2011 - August 2011
Interline Brands June 2009 - July 2009
Education
Emory University 2010 — 2014
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY