Loomis Sayles

Description

Loomis, Sayles & Company L.P. is a United States investment management firm based in Boston. As of September 2018, Loomis Sayles has roughly $267 billion assets under management. Loomis Sayles was founded in 1926 by Robert H. Loomis and Ralph T. Sayles. It has since been acquired by Natixis Global Asset Management. Parent organization: Natixis Global Asset Management Headquarters: Boston, MA Founded: 1926 Subsidiaries: Loomis Sayles Investments Limited,

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Loomis Sayles Employees

Employee
Years
Job
Industry
Gillian Hermance Gillian Hermance Boston, Massachusetts Details
Gillian Hermance's Loomis Sayles Experience October 2008 - March 2011
Job Investor Relations
Industry Investment Management
Experience
Clough Capital Partners, L.P.   April 2011 - Present
Loomis Sayles   October 2008 - March 2011
EF High School Year   September 2006 - July 2008
Aon Reed Stenhouse  2005 - 2006
William Gallagher Associates  2004 - 2005

Skills
Social Media, Online Advertising, Advertising, Budgets, Digital Marketing, Project Management

Education
Mary Washington College   1999 — 2003
BA

Douglas McClennen Douglas McClennen Greater Boston Area Details
Douglas McClennen's Loomis Sayles Experience October 1989 - June 1996
Job Owner, Douglas McClennen IA
Industry Investment Management
Experience
Douglas McClennen, Investment Advisor   2007 - Present
Chatham Public Schools   1998 - 2003
Loomis Sayles   October 1989 - June 1996

Skills
IT Strategy, Business Strategy, Enterprise Architecture, Program Management, Project Management, Strategic Planning, IT Management, Product Development, Architecture, Marketing Strategy, Insurance, Social Media Marketing, Social Media, Online Marketing, Email Marketing, Advertising, Graphic Design, Creative Direction, Logo Design, Quantitative Finance

Education
Union College   1982 — 1986
BS, Physics

Temple University   1987 — 1998

Maurice Leger, CFA Maurice Leger, CFA Greater Boston Area Details
Maurice Leger, CFA's Loomis Sayles Experience April 2012 - Present
Job Head of Product Management & Strategic Planning
Industry Investment Management
Experience
Loomis Sayles   April 2012 - Present
Loomis Sayles   2009 - April 2012
Old Mutual Asset Management  April 2007 - December 2008
Columbia Management  April 2000 - April 2007
Accenture Strategic Services  1996 - 2000
PricewaterhouseCoopers  1991 - 1994

Education
Harvard Business School   1994 — 1996
MBA

College of the Holy Cross   1986 — 1990
Bachelor of Arts, Economics-Accounting

Justin Amero Justin Amero Boston, Massachusetts Details
Justin Amero's Loomis Sayles Experience June 2007 - August 2007
Job Equity Research Analyst at Granite Investment Advisors
Industry Investment Management
Experience
Granite Investment Advisors  November 2013 - Present
Cowen and Company  May 2012 - June 2013
Natcan  August 2011 - May 2012
The Benchmark Company  January 2011 - May 2011
Raytheon  March 2009 - November 2010
Loomis Sayles   June 2007 - August 2007
Raytheon  March 2005 - July 2006
Raytheon  July 2002 - March 2005

Education
Cornell University - S.C. Johnson Graduate School of Management   2006 — 2008
MBA

Providence College
Bachelor of Science (BS), Finance, General

Albert Kwok Albert Kwok Greater Boston Area Details
Albert Kwok's Loomis Sayles Experience April 2006 - April 2011
Job Managing Director at Jennison Associates
Industry Investment Management
Experience
Jennison Associates  April 2011 - Present
Loomis Sayles   April 2006 - April 2011
Engemann Asset Management  June 1999 - April 2006

Skills
Chartered Financial..., Bloomberg, Portfolio Management, Fixed Income, Mergers & Acquisitions, Hedge Funds, Alternative Investments, Equities, Emerging Markets, Investments, Equity Research, Asset Managment, Financial Reporting, Asset Management, Investment Management, Valuation

Education
University of California, Los Angeles   1996 — 1999
BA, Business Economics

Paul Washburn, CFA Paul Washburn, CFA Greater Boston Area Details
Paul Washburn, CFA's Loomis Sayles Experience January 1996 - April 1999
Job Sector Portfolio Manager at FM Global
Industry Investment Management
Experience
FM Global  May 2013 - Present
FM Global  November 1999 - May 2013
Babson United   April 1999 - November 1999
Loomis Sayles   January 1996 - April 1999

Skills
Equities, Valuation, Portfolio Management, Investments, Equity Research, Investment Strategies, Strategy, DCF, Analysis, Value Investing, Financial Modeling, Bloomberg, Capital Markets, Asset Management, Equity Valuation, Financial Analysis, Insurance

Education
Babson College   1999 — 2004
MBA

Nichols College   1990 — 1992
BS, Finance

St. Bernard

John F. Yeager John F. Yeager Greater Atlanta Area Details
John F. Yeager's Loomis Sayles Experience 1995 - 1999
Job Managing Director Seven Bridges Group, LLC
Industry Financial Services
Experience
Seven Bridges Group LLC   August 2015 - Present
Windham Brannon  February 2012 - August 2015
Jackson Ventures LLC   September 2009 - February 2012
Riverwood Capital Partners   January 2009 - September 2009
Invesco  April 2004 - December 2008
Intelitix   2000 - 2003
Loomis Sayles   1995 - 1999
INVESCO  1992 - 1995
Deloitte & Touche  1985 - 1988

Skills
Marketing Strategy, Accounting, Strategic Planning, Strategy, Mutual Funds, Retirement, Management, Fixed Income, Investments, Process Improvement, Wealth Management, Leadership, Alternative Investments, Marketing, Sales Operations, Entrepreneurship, Strategic Financial..., Mergers & Acquisitions, Portfolio Management, Investment Strategies, Financial Analysis, Finance, Financial Modeling

Education
University of Alabama   1981 — 1985
BS, Accounting

Central High School   1978 — 1981

David McLaren David McLaren Greater Boston Area Details
David McLaren's Loomis Sayles Experience October 1998 - June 2004
Job CEO at Hoop Innovators Basketball Group LLC
Industry Financial Services
Experience
Hoop Innovators Basketball Group LLC   March 2011 - Present
Zero Gravity Basketball  March 2011 - Present
Santander Bank, N.A.   October 2010 - Present
IAABO/ NEPSAC/ Hoop Mountain   November 2002 - Present
PricewaterhouseCoopers  March 2008 - April 2010
Brown Brothers Harriman  June 2004 - June 2007
Loomis Sayles   October 1998 - June 2004

Skills
Asset Managment, Banking, Basketball, Brand Development, Business Development, Business Planning, Coaching, Credit, Customer Service, Finance, Financial Analysis, Financial Modeling, Financial Services, Fundraising, Investments, Management, Marketing Strategy, Microsoft Excel, Mutual Funds, Portfolio Management, Program Management, Public Relations, Public Speaking, Recruiting, Risk Management, Social Media, Sports, Strategic Planning, Team Leadership, Training

Education
Suffolk University   1992 — 1996
Bachelor, Business Administration

Deepti Patel Deepti Patel Greater Boston Area Details
Deepti Patel's Loomis Sayles Experience April 2011 - Present
Job Senior Market Data Analyst
Industry Financial Services
Experience
Loomis Sayles   April 2011 - Present
Fidelity Investments  February 2010 - January 2011
Eaton Vance  December 2009 - February 2010
Fidelity Investments  July 2005 - September 2008
Fidelity Investments  February 2004 - July 2005
Town of Pepperell  June 2003 - February 2004

Education
University of Massachusetts at Lowell   1999 — 2003
Bachelor of Science (BS), Management Information Systems and Finance

Todd Needham, CFA Todd Needham, CFA Greater Boston Area Details
Todd Needham, CFA's Loomis Sayles Experience October 2009 - Present
Job Vice President, Client Portfolio Manager at Loomis Sayles
Industry Investment Management
Experience
Loomis Sayles   October 2009 - Present
Wellington Management  January 2004 - December 2008
Wellington Management  January 2000 - December 2003

Skills
Asset Managment, Relationship Management, Fixed Income, Insurance, Finance, Asset Management

Education
University of California, Davis - Graduate School of Management   1997 — 1999
MBA, Finance

Hartwick College   1987 — 1991
BA Economics

Tabor Academy   1983 — 1987

Mark Matranga Mark Matranga Houston, Texas Area Details
Mark Matranga's Loomis Sayles Experience January 1991 - September 1994
Job NAM IT Facilities & Acquistions Manager at Schlumberger
Industry Oil & Energy
Experience
Schlumberger  September 2012 - Present
Schlumberger  July 2011 - September 2012
Schlumberger  December 1999 - June 2011
Schlumberger  December 1997 - December 1999
Schlumberger  July 1995 - December 1997
Loomis Sayles   January 1991 - September 1994
United States Air Force  1982 - 1990

Skills
MS Project, ITIL, Program Management, IT Operations, Integration, PMP, System Administration, Project Planning, Project Execution, Servers, PMI, PMBOK, Certified Project..., Scope Management, Troubleshooting, Project Management, Windows Server, Risk Management, Process Improvement, Change Management, Management, Business Process..., Operations Management, Team Leadership, SharePoint, Business Analysis, IT Service Management, Disaster Recovery, Software Documentation, Technical Support, VPN, Hardware, TCP/IP, DHCP, Networking, BMC Remedy, Infrastructure, Computer Hardware, IIS, Security, SCCM, Windows, Microsoft SQL Server, Data Center, IT Management, System Deployment, Active Directory, Service Desk, Service Delivery, Visio

Education
University of Houston Clear-Lake   2013 — 2016
Bachelor of Applied Science (BASc), Management Information Systems, General

San Jacinto College   2009 — 2012
Computer Science, Business Option

Massasoit Community College   1991 — 1993
Liberal Arts

Walker Simons Walker Simons Greater Boston Area Details
Walker Simons's Loomis Sayles Experience June 2003 - June 2010
Job Sr Principal Software Engineer at Pazien
Industry Computer Software
Experience
Pazien   August 2015 - Present
Vantiv  April 2014 - August 2015
Litle & Co.   May 2010 - April 2014
Loomis Sayles   June 2003 - June 2010
Lindt & Sprungli  January 2003 - June 2003
CVS  January 1998 - June 1998

Skills
Java, Spring, Web Development, XML, JavaScript, HTML, CSS, Oracle SQL, MySQL, Sybase SQL Anywhere, SQL DB2, jQuery, OOP, Pair Programming, Agile Methodologies, Web Services, Apache, Software Development, Spring Framework, SQL

Education
Massachusetts College of Art and Design   2001 — 2005
Bachelors, Painting, Animation

Cary John Orlandi Jr., CAIA Cary John Orlandi Jr., CAIA Greater Boston Area Details
Cary John Orlandi Jr., CAIA's Loomis Sayles Experience March 2012 - Present
Job Design Consultant at Millbrook Modular Homes
Industry Financial Services
Experience
Millbrook Modular Homes   August 2014 - Present
Loomis Sayles   March 2012 - Present
State Street Corporation  January 2010 - March 2012
Millbrook Modular Homes   January 2011 - December 2011
State Street Corporation  March 2007 - November 2011
360 Huntington Fund  September 2009 - September 2010
360 Huntington Fund  September 2008 - September 2009
Investors Bank & Trust  February 2006 - March 2007

Skills
Bloomberg, Portfolio Management, Investments, Securities, Financial Services, Finance, Hedge Funds, Trading, Financial Analysis, Mutual Funds, Alternative Investments, Corporate Finance, Investment Management, ETFs, Equities, Financial Statement..., Account Reconciliation, Asset Management, Charles River IMS, Macroeconomics, Learning, Microsoft Office, Fundamental Analysis, Technical Writing, Technical Analysis, Heliograph, Failed Trade Analysis, Portfolio Analytics, Real Estate

Education
Northeastern University - Graduate School of Business Administration   2007 — 2010
MBA/MSF, Corporate Finance and Investments

University of Massachusetts, Amherst   2001 — 2005
B.B.A, Finance and Operations Management

Foxboro High School
College Prep, some honors

Christopher Hermance, CFA Christopher Hermance, CFA Boston, Massachusetts Details
Christopher Hermance, CFA's Loomis Sayles Experience September 2011 - Present
Job VP, Institutional Services at Loomis Sayles
Industry Investment Management
Experience
Loomis Sayles   September 2011 - Present
Loomis, Sayles & Company   November 2009 - September 2011
Loomis, Sayles & Company   September 2006 - November 2009
The Ayco Company  June 2004 - September 2006

Education
Miami University   2000 — 2004
BS, Finance

Boston College High School (BC High)   1996 — 2000

Joe Jorge Joe Jorge Greater Boston Area Details
Joe Jorge's Loomis Sayles Experience January 1999 - January 2000
Job Hello
Industry Research
Experience
Citizen’s Disability  October 2012 - May 2013
DANA-FARBER CANCER INSTITUTE  June 2012 - August 2012
Dana Farber Cancer Institute  March 2007 - November 2010
Children's Hospital  January 2000 - March 2007
LOOMIS SAYLES   January 1999 - January 2000
ALL ENERGY MARKETING COMPANY   January 1998 - January 1999
Children's Hospital  January 1996 - January 1998

Education
University of Phoenix   2010 — 2012
Bachelor of Science, Global Business Management

University of Phoenix
Associate of Arts Degree, Foundation in Business

Calantha Lee, CFA Calantha Lee, CFA Boston, Massachusetts Details
Calantha Lee, CFA's Loomis Sayles Experience January 2013 - Present
Job Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management  January 2015 - Present
Loomis Sayles   January 2013 - Present
Loomis, Sayles & Company   May 2011 - December 2012
Loomis Sayles   2008 - June 2011
Financial Research Corporation (FRC)   2006 - 2008
UBS Wealth Management  January 2005 - December 2005

Skills
Fixed Income, Emerging Markets, Financial Modeling, Foreign Exchange, Investment Strategies, Investments, Derivatives, Asset Management, Portfolio Management, Trading, Mutual Funds, Bonds, Options, Credit Analysis, Credit Derivatives, Quantitative Research, Equities, Investment Management, Currency, Alternative Investments, High Yield

Education
Boston University   2002 — 2006
B.A., Economics and International Relations (Int'l Business & Economics, East Asia)

Julie Womack Julie Womack Greater Chicago Area Details
Julie Womack's Loomis Sayles Experience January 1993 - July 1995
Job Director, Account Management at Towers Watson
Industry Human Resources
Experience
Towers Watson  January 2010 - Present
Towers Perrin  July 1997 - January 2010
ExxonMobil  May 1996 - August 1996
Loomis Sayles   January 1993 - July 1995

Skills
Organizational Design, Executive Pay, Talent Management, Global Compensation, Incentive Programs, Human Capital, HR Transformation, Succession Planning, Organizational..., Employee Benefits, Benefits Administration, Employee Engagement, Deferred Compensation, Performance Management, HR Consulting, Management Consulting, Change Management

Education
Washington University in St. Louis - Olin Business School   1995 — 1997
MBA, Finance

University of Wisconsin-Madison   1990 — 1992
BBA, Finance

Texas Christian University   1988 — 1990

Emily Perdoni Emily Perdoni Dallas/Fort Worth Area Details
Emily Perdoni's Loomis Sayles Experience May 2004 - June 2005
Job Vice President Account Executive Workplace Investing at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  August 2011 - Present
Acceleration Retirement  January 2010 - August 2011
Fidelity Investments  September 2006 - February 2009
Fidelity Investments  June 2005 - September 2006
Loomis Sayles   May 2004 - June 2005
Capital Resource Partners  January 2003 - May 2004
Northeastern University  2001 - 2003

Skills
Investments, Equities, Pricing, Negotiation, Research, 401k, Asset Allocation, Retirement

Education
Georgia Institute of Technology   1995 — 2000
Bachelor's Degree, Finance

Georgia Institute of Technology - Georgia Tech College of Management   1995 — 2000
BS, Business Management

Stephen J. Cooke, CFA Stephen J. Cooke, CFA Dallas, Texas Details
Stephen J. Cooke, CFA's Loomis Sayles Experience 1998 - 2001
Job Financial Analyst / Consultant
Industry Investment Banking
Experience
SolomonEdwardsGroup  September 2012 - January 2013
Investment Banking  June 2010 - January 2013
Simran Capital Management   March 2009 - November 2009
SMH Capital Advisors, Inc.   January 2006 - April 2009
Arbitex Asset Management   October 2001 - May 2005
Loomis Sayles   1998 - 2001
Lehman Brothers  1995 - 1997
Westbrook Partners  1994 - 1995
Goldman Sachs  1993 - 1994

Skills
Entrepreneur, Leadership, Problem Solving, Creative Solutions, Board of Director..., Business Development, Business Strategy, Capital Budgeting, Marketing, Sales, Management, Accounting, Corporate Finance, Financial Analysis, Financial Modeling, Financial Statements, Financial Advisory, Financial Transactions, Mergers, Acquisitions, Investment Banking, Investments, Portfolio Management, Trading, Investment Strategies, Hedge Funds, High Yield Bonds, Loans, Convertible Bonds, Distressed Debt, Bankruptcy, Restructuring, Debt Restructuring, Loan Modifications, Capital Raising, Pension Funds, Foundations, High Net Worth..., Capital Markets, Credit Analysis, Creditors, Creditor Representation, Due Diligence, Liquidity Analysis, Liquidation, Communication, Public Speaking, Presentations, Relationship Management, Commercial Real Estate

Education
Georgetown University   1989 — 1993
BSBA, Finance

Brentwood High School   1985 — 1989
Brentwood, TN

Rocky Roland, CFA Rocky Roland, CFA Greater New York City Area Details
Rocky Roland, CFA's Loomis Sayles Experience March 2003 - August 2005
Job Alternative Asset Manager Principal | Apollo Global Management
Industry Investment Management
Experience
Apollo Global Management LLC  2009 - Present
Swiss Re  April 2008 - 2009
UBS Investment Bank  January 2006 - April 2008
Alternative Investment Services LLC   August 2005 - October 2006
Loomis Sayles   March 2003 - August 2005
Loomis Sayles   September 2001 - March 2003
Loomis Sayles   January 1994 - September 2001

Skills
Alternative Investments, Hedge Funds, Fixed Income, Derivatives, Insurance, Actuarial, Investment Banking, Investment Products, Investment Advisory, Fund Formation, Risk Management, Structured Products, Structured Finance, Private Equity, Equity Valuation, Fund Structuring, Fund Managers, Valuation, Portfolio Management, Equities

Education
University of Chicago GSB   1995 — 1999
MBA, Finance

Harvard University   2000 — 2001
Behavioral Finance & Decision Theory

The University of Connecticut   1989 — 1993
BS, Physics

University of Michigan   1988 — 1989
Physics

Lauren Cassidy Hill Lauren Cassidy Hill Greater New York City Area Details
Lauren Cassidy Hill's Loomis Sayles Experience June 2007 - August 2007
Job Analyst at Westwood Holdings Group, Inc.
Industry Investment Management
Experience
Westwood Holdings Group, Inc.   July 2015 - Present
Northern Border Investments   March 2011 - June 2015
JPMorgan Chase  February 2010 - March 2011
Principled Capital   December 2009 - February 2010
Cantillon Capital   July 2008 - June 2009
Loomis Sayles   June 2007 - August 2007
Sanford C. Bernstein  November 2003 - July 2006

Skills
Equity Research, Portfolio Management, Equities, Value Investing, Investment Management, Investments, Hedge Funds, Financial Modeling, Equity Valuation, Mutual Funds, Valuation, Capital Markets, Bloomberg, Due Diligence, Asset Management, Asset Allocation, Trading, Emerging Markets, Alternative Investments, Securities, Risk Management, Investment Banking, Asset Managment, Equity Trading, Financial Services

Education
Columbia University - Columbia Business School   2006 — 2008
MBA with Honors, Finance

Southern Methodist University - Cox School of Business   1998 — 2003
BBA with Honors, Finance & Accounting

Mike Sutton, JD, CFA Mike Sutton, JD, CFA Greater Philadelphia Area Details
Mike Sutton, JD, CFA's Loomis Sayles Experience September 1992 - September 1999
Job Actor at Independent Actor
Industry Financial Services
Experience
Independent Actor  August 2012 - Present
CFA Institute  June 2012 - Present
Sutton Asset Management   December 2005 - Present
Liberty Ridge Capital, Inc.   1999 - 2005
Loomis Sayles   September 1992 - September 1999
Stein Roe & Farnham  September 1987 - September 1992

Skills
Film Actor, Acting, Independent Film, Short Films, Commercials, Web Series, Feature Films, Character Actor, Stunts, Improvisation, Dark Comedy, Equities, Portfolio Management, Asset Allocation, Investment Management, Hedge Funds, Securities, Leadership, Mutual Funds, Equity Research, Options, Alternative Investments, Asset Management, Investment Strategies, Healthcare, Derivatives, Investments, Finance, Trading, Financial Analysis, Capital Markets

Education
Florida State University - College of Business   1984 — 1987
MBA, Finance

Florida State University College of Law   1984 — 1987
JD, Law

Florida State University - College of Business   1980 — 1984
BS, Finance

Isaac Green Isaac Green Durham, North Carolina Details
Isaac Green's Loomis Sayles Experience April 1993 - July 2000
Job Founder, Chief Executive Officer
Industry Investment Management
Experience
Piedmont Investment Advisors  August 2000 - Present
Loomis Sayles   April 1993 - July 2000
NCM Capital  August 1988 - March 1993
NCNB  August 1985 - August 1988

Skills
Investment Management, Portfolio Management, Investment Research, Quantitative Investing, Fundamental Analysis, Equities, Investments, Asset Managment, Asset Allocation, Equity Research, Financial Modeling, Fixed Income, Asset Management, Capital Markets, Equity Trading, Mutual Funds, Valuation, Due Diligence, Bonds, Investment Strategies, Equity Valuation

Education
Columbia University - Columbia Business School   1983 — 1985
MBA, Finance, Business Economics

Duke University   1979 — 1983
AB, Economics, History

Luisa Simeon Luisa Simeon Greater Boston Area Details
Luisa Simeon's Loomis Sayles Experience June 2010 - August 2010
Job Staff Accountant at Boston Capital
Industry Accounting
Experience
Boston Capital  May 2012 - June 2013
Loomis, Sayles & Company L.P.   January 2012 - May 2012
The Boston Foundation  September 2011 - February 2012
Ithaca College Dining Services  August 2009 - May 2011
Ithaca College Volunteer Income Tax Assistance Program   January 2011 - April 2011
Loomis Sayles   June 2010 - August 2010

Education
Ithaca College   2007 — 2011
BS, Accounting

Wes Golladay, CFA Wes Golladay, CFA Cleveland/Akron, Ohio Area Details
Wes Golladay, CFA's Loomis Sayles Experience June 2006 - August 2006
Job Equity Research at RBC Capital Markets
Industry Investment Management
Experience
Royal Bank of Canada  September 2007 - Present
Loomis Sayles   June 2006 - August 2006
Symphony Asset Management  August 2003 - August 2005
Robertson Stephens  September 1999 - July 2003

Skills
Financial Modeling, Excel, Financial Analysis, Equity Research, Investments, Equities, Valuation, Equity Valuation, Financial Markets, Securities, Real Estate, DCF, Capital Markets, Research, Forecasting

Education
Indiana University - Kelley School of Business   2005 — 2007
MBA, Finance - Accounting

University of California, Riverside   1998 — 1999
B.S., Finance

Alex Muromcew Alex Muromcew San Francisco Bay Area Details
Alex Muromcew's Loomis Sayles Experience 1999 - 2004
Job Managing Director at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  2004 - Present
Yellowberry   2014 - 2014
Brightbox Inc  2014 - 2014
Entrepreneur Society of Jackson Hole   2012 - 2012
San Francisco Parks Alliance  2011 - 2011
San Francisco Parks Trust  2000 - 2010
Keystone Natural Resources Inc.   2000 - 2010
Loomis Sayles   1999 - 2004
Nicholas-Applegate  1996 - 1999
Teton Partners LP   1993 - 1996

Skills
Equities, Asset Managment, Strategy, Equity Research, Emerging Markets, Hedge Funds, Portfolio Management, Capital Markets, Investments, Fixed Income, Securities, Alternative Investments, Private Equity, Mutual Funds, Valuation, Asset Allocation, Asset Management, Trading, Venture Capital, Financial Modeling

Education
Stanford University Graduate School of Business   1991 — 1993
MBA

Dartmouth College   1981 — 1985
BA, East Asian Studies

St Albans

Marc DiCosimo Marc DiCosimo Greater Boston Area Details
Marc DiCosimo's Loomis Sayles Experience November 2000 - December 2002
Job Senior Portfolio Manager, CFA, Vice President at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors  August 2013 - Present
Wellington Management  September 2004 - August 2013
Linedata Services  January 2003 - September 2004
Loomis Sayles   November 2000 - December 2002
Saxon Mortgage  May 1996 - October 2000

Skills
MBS, Fixed Income, ABS, Structured Products, Agency MBS, Hedge Funds, Equities, Derivatives, Bloomberg, Portfolio Management, Asset Managment, Capital Markets, Investment Management, Alternative Investments, Mutual Funds, Securities, Trading Systems, Electronic Trading, Investments, Bonds

Education
University of Richmond   1992 — 1996
Bachelor of Science (BS), Accounting

Aaron Burke Aaron Burke Greater Boston Area Details
Aaron Burke's Loomis Sayles Experience April 2003 - August 2006
Job Income Systems Manager at Eaton Vance
Industry Information Technology and Services
Experience
Eaton Vance  November 2014 - Present
Eaton Vance  November 2013 - October 2014
EATON VANCE  June 2010 - November 2013
Fidessa LatentZero  January 2009 - May 2010
Pioneer Investments  May 2008 - January 2009
Latentzero   September 2006 - April 2008
LOOMIS SAYLES   April 2003 - August 2006
Putnam Investments  January 2000 - March 2003

Skills
Bloomberg, Excel, SQL, Word, PowerPoint, CRD, Equities, FX, Fixed Income, Derivatives, Customer Relations, Business Analysis, SQL Server, Microsoft Office, Asset Management, Compliance, Operating Systems, Windows, Problem Solving, Trading Systems, Analysis, Order Management, .NET, Microsoft Excel, FX Options, Software Documentation, Databases, Data Analysis

Education
Endicott College   2002 — 2003
MBA

University of Massachusetts, Amherst   1996 — 2000
B.S

Thayer Academy   1990 — 1992

canton high

Chris Mahns Chris Mahns Greater Atlanta Area Details
Chris Mahns's Loomis Sayles Experience November 1995 - October 1996
Job Expert Middleware Infrastructure Engineer
Industry Information Services
Experience
Acxiom  October 2009 - Present
Computer Sciences Corp  August 2002 - October 2009
Dun & Bradstreet  1996 - August 2002
Loomis Sayles   November 1995 - October 1996
Electronic Data Systems  January 1994 - October 1995

Skills
Disaster Recovery, Apache, Tomcat, JBoss Application Server, IIS, Web Services, Open Source, Load Balancing, Windows, System Deployment, Solaris, High Availability, Infrastructure, Technical Architecture, Web Applications, System Administration, Red Hat Linux, JBoss, Perl, TCP/IP, Linux, Virtualization, Unix, Enterprise Architecture, Bash, Shell Scripting, DB2, F5 BigIP, Project Implementation, Project Coordination, Tivoli Access Manager, Unix Shell Scripting, Groovy, HTTP, HTTPS, SSL, DNS, HP-UX, Application Servers, Architecture, Middleware, TCL, Imperva

Education
Brookdale Community College   1988 — 1990
Associates of Arts, Liberal Arts

Berklee College of Music   1987 — 1990

Chad Lightfoot Chad Lightfoot Attleboro, Massachusetts Details
Chad Lightfoot's Loomis Sayles Experience July 1999 - August 2000
Job Mobility Solutions Specialist at Microsoft
Industry Information Technology and Services
Experience
Microsoft  August 2012 - Present
Citrix Systems  January 2010 - August 2012
Wellington Management  2009 - January 2010
Fidelity Investments  April 2007 - December 2008
DeVA Systems Group   October 2006 - April 2007
Renaissance Insurance Group  August 2000 - September 2006
Loomis Sayles   July 1999 - August 2000

Skills
Terminal Services, Hyper-V, App-V, Windows 8, RDS, XenApp, XenDesktop, Citrix, Systems Analysis, Citrix Metaframe, Solution Selling, Application..., Microsoft Technologies, SCCM, System Deployment, Systems Management, Windows 7, Pre-sales, IT Strategy, Windows, Infrastructure, Terminal Server, Cloud Computing

Education
Husson University   1998 — 2002
B.S., Computer Information Systems

Husson University   1995 — 1998
A.S., Public Accounting

William Camp William Camp Greater Detroit Area Details
William Camp's Loomis Sayles Experience May 2001 - April 2006
Job President, LS Investment Advisors, LLC
Industry Investment Management
Experience
LS Investment Advisors, LLC   October 2008 - Present
Loomis Sayles   May 2001 - April 2006

Education
Wayne State University   1986 — 1988
MBA, Finance

Michigan State University   1980 — 1984
BA, Accounting

Tracey Grazio Tracey Grazio Greater Boston Area Details
Tracey Grazio's Loomis Sayles Experience 1997 - 1999
Job Office Manager and Executive Assistant
Industry Executive Office
Experience
Zafgen, Incorporated   July 2011 - Present
Bink Inc.   February 2011 - March 2011
eZuce, Inc.   July 2010 - December 2010
Vertex Pharmaceuticals Incorporated  2005 - 2010
Bain Capital, LLC  2003 - 2005
Columbia Management  1999 - 2003
Loomis Sayles   1997 - 1999
Federated Investors  1993 - 1997

Skills
Outlook, Leadership, Management, Strategy, Human Resources, Marketing, Training, Budgets, Biotechnology, Customer Service

Education
Northeastern University   1993 — 1995
Management and Finance Administration

AIMR (CFA Institute)
Various Investment Related Classes

State Street Bank
Series 6, Management & Communication, Organizational

Michael Cuddy, PMP, CSM Michael Cuddy, PMP, CSM Greater Boston Area Details
Michael Cuddy, PMP, CSM's Loomis Sayles Experience September 2001 - July 2002
Job Project Manager/Business Analyst at GMO
Industry Financial Services
Experience
GMO  July 2010 - Present
Wellington Management  April 2010 - July 2010
Putnam Investments  July 2007 - December 2009
Putnam Investments  April 2003 - July 2007
Putnam Investments  July 2002 - April 2003
Loomis Sayles   September 2001 - July 2002
BlackRock  April 1999 - April 2001

Skills
Business Analysis, Fixed Income, Vendor Management, Equities, Asset Management, Analysis, Financial Services, Business Process..., Management, Derivatives, Investments, Barclays Point, Access, Microsoft Excel, Data Analysis, Data Warehousing, Bloomberg, Mutual Funds, SQL, Process Improvement, Trading, Market Data, Software Documentation, Investment Management, Asset Managment, Technology

Education
Syracuse University   1990 — 1996
BA, History

Archbishop Stepinac   1986 — 1990
High School

Harvard Law School   2009 — 2009
Certificate, Program on Negotiation

Anthony Generelli Anthony Generelli Greater Boston Area Details
Anthony Generelli's Loomis Sayles Experience July 2008 - March 2013
Job Vice President / Investment Operations at Loomis, Sayles & Company
Industry Information Technology and Services
Experience
Loomis, Sayles & Company   March 2013 - Present
Loomis Sayles   July 2008 - March 2013
State Street Corporation  November 2006 - July 2008
Fidelity Investments  August 2005 - November 2006
Fidelity Investments  July 2004 - August 2005

Skills
Business Intelligence, Business Process..., Microsoft SQL Server, SQL, Databases, Access

Education
Boston University   2011 — 2014
MS, Computer Information Systems: Database Management & Business Intelligence

University of Massachusetts Dartmouth   1999 — 2003
BA, Multidisciplinary Studies: Economic & Information Science

Chris Ingle, CFA Chris Ingle, CFA Boston, Massachusetts Details
Chris Ingle, CFA's Loomis Sayles Experience August 2005 - May 2009
Job
Industry Investment Management
Experience
State Street Global Advisors  April 2014 - Present
Wells Fargo Bank  May 2010 - March 2014
Morley Financial   May 2009 - June 2010
Loomis Sayles   August 2005 - May 2009
Invesco Funds Group  1999 - 2005
INVESCO  1999 - 2004

Skills
Equities, Fixed Income, Investments, Portfolio Management, Securities, Asset Management, High Yield, Alternative Investments

Education
The University of Texas at Austin - The Red McCombs School of Business   1997 — 1999
MBA

Texas Christian University - M.J. Neeley School of Business   1989 — 1993
BBA

Nicole Zalkin Nicole Zalkin Greater Boston Area Details
Nicole Zalkin's Loomis Sayles Experience September 2010 - Present
Job
Industry Marketing and Advertising
Experience
Loomis Sayles   September 2010 - Present
Feeley & Driscoll, P.C.   April 2004 - September 2010
Citigroup Alternative Investments  September 2000 - July 2004

Skills
Marketing, Social Media, Strategic Planning, Strategy, Competitive Analysis, Business Strategy, Email Marketing, Marketing Communications, Management, Finance, Sales

Education
Boston College - Wallace E. Carroll Graduate School of Management   2005 — 2008
MBA

University of Delaware - Lerner College of Business and Economics   1996 — 2000
BA

Daniel Alfred, CFA Daniel Alfred, CFA Greater Boston Area Details
Daniel Alfred, CFA's Loomis Sayles Experience November 2005 - July 2009
Job Vice President Strategic Client Acquisition Group at Citizens Financial Group, Inc.
Industry Investment Management
Experience
Citizens Financial Group, Inc.   March 2015 - Present
Opus Investment Management  September 2011 - March 2015
Liberty Mutual  May 2010 - July 2010
Loomis Sayles   November 2005 - July 2009
Mercantile Bankshares  2002 - 2005

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2009 — 2011
MBA

The Johns Hopkins University   1999 — 2003
BA

Sean Walton, CFA Sean Walton, CFA Greater Boston Area Details
Sean Walton, CFA's Loomis Sayles Experience January 2008 - Present
Job
Industry Investment Management
Experience
Loomis Sayles   January 2008 - Present
State Street Associates  January 2003 - July 2007
Investors Bank & Trust  September 1999 - December 2002

Skills
Fixed Income, Trading, FX Options, Financial Services, Currency, Management, Accounting, Bloomberg, Alternative Investments, Asset Allocation, Capital Markets, Derivatives, Asset Management, Investments, Financial Modeling, Valuation

Education
D'Amore-McKim School of Business at Northeastern University   2001 — 2003
MS

University of Maine   1995 — 1998
BS

Drew University   1994 — 1995

Dan Geary, CFA Dan Geary, CFA Greater New York City Area Details
Dan Geary, CFA's Loomis Sayles Experience May 2004 - December 2005
Job Experienced Equity Analyst seeking position in Northeast US
Industry Investment Management
Experience
Wintergreen Advisers, LLC   January 2006 - April 2015
Loomis Sayles   May 2004 - December 2005
Loomis, Sayles & Company   January 2003 - May 2004
Loomis, Sayles & Company   June 2001 - December 2002

Skills
Financial Analysis, Financial Modeling, Investment Management, Investments, Equities, Asset Management, Bloomberg, Bloomberg Terminal, Client Relations, Fixed Income, Mutual Funds, Capital Markets, Securities, Series 7, Hedge Funds, Equity Research, Alternative Investments, Portfolio Management

Education
Colby College   1997 — 2001
Bachelor’s Degree, Biology

Chatham

Noreen Drohan Noreen Drohan Greater Boston Area Details
Noreen Drohan's Loomis Sayles Experience March 2009 - March 2012
Job Vice President Equity Product Manager at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company   March 2012 - Present
Loomis Sayles   March 2009 - March 2012
Loomis, Sayles & Company   2006 - 2009
Loomis, Sayles & Company   2005 - 2006
Sheen Falls Lodge   November 2003 - April 2005
Pepe & Hazard LLP  2000 - 2002

Skills
Mutual Funds, Equities, Marketing Communications, RFP Generation, Product Management, Data Analysis, Trading System, Business Development, Asset Management

Education
University College Cork   2002 — 2004
MBA, Business

Northeastern University   1996 — 2000
Bachelor of Science, Criminal Justice

Columbia High School

Columbia High School

Brett Scheiner Brett Scheiner New York, New York Details
Brett Scheiner's Loomis Sayles Experience March 2002 - April 2004
Job Investor Relations Officer at Popular, Inc.
Industry Banking
Experience
Banco Popular de Puerto Rico  May 2013 - Present
FBR  June 2009 - 2012
Lehman Brothers  May 2004 - June 2005
Loomis Sayles   March 2002 - April 2004
Quickbrowse.com   May 2000 - September 2001

Skills
Hedge Funds, Financial Modeling, Equity Research, Valuation, Equities

Education
Columbia University - Columbia Business School   2006 — 2008
MBA

The Johns Hopkins University   1996 — 2000
BA, Economics

Ransom Everglades

Anne Tuttle Anne Tuttle San Francisco Bay Area Details
Anne Tuttle's Loomis Sayles Experience 2000 - 2003
Job General Counsel at Financial Engines
Industry Financial Services
Experience
Financial Engines  November 2003 - Present
Loomis Sayles   2000 - 2003
Loomis Sayles   1999 - 2003
Lane Altman & Owens   1999 - 2000
Springfield Financial Advisory   1993 - 1999
Morningside  1993 - 1999
Springfield Services   1993 - 1994
Hale and Dorr  1989 - 1992
Csaplar & Bok  September 1988 - 1989
Hebb & Gitlin  September 1986 - September 1988

Skills
Mergers & Acquisitions, FINRA, Mutual Funds, Risk Management, Litigation, Start-ups, Legal Writing, Privacy Law, Contract Negotiation, Series 7, Licensing

Education
Boston University School of Law   1983 — 1986
J.D.

Yale University   1979 — 1983
BA, Economics

Kathy Kellerman Kathy Kellerman Greater Boston Area Details
Kathy Kellerman's Loomis Sayles Experience 2007 - August 2011
Job VP, Director of Intermediary Distribution
Industry Financial Services
Experience
Loomis, Sayles & Company   VP, Director Strategic Accounts GroupLoomis SaylesAugust 2011 - Present
Loomis Sayles   2007 - August 2011
Loomis Sayles   2000 - 2007
Credit Suisse First Boston  1994 - 1999
Smith Barney  1992 - 1994
Bear Stearns  1989 - 1991

Skills
Series 7, Series 63, Series 26, Mutual Funds, Collective Trusts, Broker-Dealer, RIAs, DCIO, Series 3, Intermediary Development, Relationship Management

Education
Lesley University
Masters

University of Mississippi

Doug Lankow Doug Lankow Greater Boston Area Details
Doug Lankow's Loomis Sayles Experience March 2002 - July 2006
Job Senior Investment Product Specialist at ING US
Industry Financial Services
Experience
Voya Financial  July 2006 - Present
Loomis Sayles   March 2002 - July 2006
Putnam Investments  March 2001 - March 2002
Brown Brothers Harriman  1997 - 2000
Keystone Investments  1995 - 1997

Skills
Series 7, Series 63, Series 6, ING Financial Advisers,..., Mutual Funds, Investments, Securities, Asset Allocation, Equities, Alternative Investments, Financial Services, Portfolio Management, Asset Management, Fixed Income, Retirement Planning

Education
Babson College - Franklin W. Olin Graduate School of Business   1997 — 2001
MBA, Finance

Susquehanna University   1987 — 1991
BA, English

New Canaan High School, New Canaan, CT   1983 — 1987

Nicole De Pena Nicole De Pena Boston, Massachusetts Details
Nicole De Pena's Loomis Sayles Experience June 2008 - June 2013
Job Client Intake Specialist
Industry Investment Management
Experience
Loomis Sayles   June 2008 - June 2013
Thomas Weisel Partners  2007 - 2008
Investors Bank & Trust  2005 - 2007
Thomas Weisel Partners  2002 - 2003

Skills
Series 63, Series 7, Fixed Income, Mutual Funds, Capital Markets, Bloomberg, Equities, Equity Research, Hedge Funds, Options, Trading Systems, Securities, Relationship Management, Alternative Investments, Asset Allocation

Education
Saint Michael's College   1994 — 1998
Bachelor of Science (B.S.), Businesss Administration

saugus high school   1990 — 1994

Joe Slankas Joe Slankas Greater Boston Area Details
Joe Slankas's Loomis Sayles Experience June 2008 - Present
Job Fixed Income Trader at Loomis Sayles
Industry Financial Services
Experience
Loomis Sayles   June 2008 - Present
HVB  September 2001 - July 2005
Merrill Lynch  January 2000 - July 2001
Merrill Lynch  1996 - 1998

Skills
Credit Derivatives, Credit Trading, Bloomberg, Fixed Income, Capital Markets, Financial Modeling, Equities, Valuation, Investments, Derivatives, Hedge Funds, Alternative Investments, Financial Analysis, Corporate Finance, Asset Allocation

Education
Duke University - The Fuqua School of Business   2006 — 2008
MBA, Accounting and Finance

University of Notre Dame   1992 — 1996
BBA, Finance

David Weigner-Lodahl David Weigner-Lodahl Cambridge, Massachusetts Details
David Weigner-Lodahl's Loomis Sayles Experience January 2005 - July 2009
Job Director at Millward Brown Digital
Industry Market Research
Experience
Millward Brown Digital  February 2015 - Present
Millward Brown Digital  March 2014 - January 2015
Millward Brown Digital (formerly Compete, Inc.)   May 2011 - December 2013
Cogent Research  June 2010 - August 2010
Loomis Sayles   January 2005 - July 2009
Brown Brothers Harriman  January 2003 - January 2005

Skills
Business Strategy, Social Media, Marketing Research, Market Research, Data Analysis, Competitive Analysis, Analytics, Financial Analysis, Business Analysis, Analysis, Project Management, Microsoft Excel, SEO, Team Leadership, Product Development, Marketing Strategy, Management Consulting, Product Management, Blogging, Strategy, Entrepreneurship

Education
Boston University - School of Management   2009 — 2011
MS-MBA

Boston University   1998 — 2002
BA

Steven Hoppe Steven Hoppe Boston, Massachusetts Details
Steven Hoppe's Loomis Sayles Experience August 2004 - August 2014
Job VP, EM Trader at Loomis Sayles
Industry Investment Banking
Experience
Loomis, Sayles & Company   August 2014 - Present
Loomis Sayles   August 2004 - August 2014

Education
Suffolk University   2005 — 2008
Master of Business Administration (MBA)

Saint Anselm College   1999 — 2003

Heather Isenburg Heather Isenburg Greater Boston Area Details
Heather Isenburg's Loomis Sayles Experience October 2006 - Present
Job Product Marketing Analyst at Loomis Sayles
Industry Investment Management
Experience
Loomis Sayles   October 2006 - Present
Columbia Management  July 2000 - October 2006

Education
Boston University Questrom School of Business   2008 — 2009
MSIM, Investment Management

Northeastern University   2002 — 2005
BSBA, Finance

Bassel Agha Bassel Agha Greater Boston Area Details
Bassel Agha's Loomis Sayles Experience June 2005 - August 2006
Job VP, Trading Risk Analyst
Industry Financial Services
Experience
Loomis, Sayles & Company   November 2012 - Present
BNP Paribas Fortis  August 2006 - November 2012
Loomis Sayles   June 2005 - August 2006
State Street Bank  September 2003 - June 2005

Skills
Fixed Income, Bloomberg, Equities, Derivatives, Asset Managment, FX Options, Mutual Funds, Back Office, Capital Markets, Portfolio Management, Structured Products, Investments

Education
Suffolk University - Sawyer Business School   2007 — 2011
MBA, Finance

University of Massachusetts Boston   1998 — 2003
BA, Finance

James Lamb, CFA James Lamb, CFA Greater Boston Area Details
James Lamb, CFA's Loomis Sayles Experience January 2008 - Present
Job Equity Analyst at Loomis, Sayles & Co.
Industry Financial Services
Experience
Loomis Sayles   January 2008 - Present
Putnam Investments  July 2004 - January 2008

Education
Dartmouth College   2000 — 2004
A.B., Engineering, Economics, Italian

Raffaello Distefano, CFA Raffaello Distefano, CFA Greater Boston Area Details
Raffaello Distefano, CFA's Loomis Sayles Experience June 2006 - Present
Job Vice President Product Manager at Loomis Sayles
Industry Financial Services
Experience
Loomis Sayles   June 2006 - Present
Hasbro  1999 - 2006

Skills
Alternative Investments, Mutual Funds, Fixed Income, Portfolio Management, Financial Modeling, Bloomberg, Process Improvement, Hedge Funds, Asset Management, Investments

Education
D'Amore-McKim School of Business at Northeastern University   1992 — 1994

University of Connecticut   1987 — 1992
BS, Engineering

Melissa (Spas) Varone Melissa (Spas) Varone Greater Boston Area Details
Melissa (Spas) Varone's Loomis Sayles Experience January 2011 - June 2012
Job Corporate Bond Trading Assistant at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company   June 2012 - Present
Loomis Sayles   January 2011 - June 2012
State Street Bank  January 2007 - January 2011
Putnam Investments  2005 - 2007

Education
Merrimack College   2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Heather (Groat) Young, CFA Heather (Groat) Young, CFA Greater Boston Area Details
Heather (Groat) Young, CFA's Loomis Sayles Experience 2008 - 2012
Job Vice President | Senior Corporate Credit Analyst at Breckinridge Capital Advisors
Industry Investment Management
Experience
Breckinridge Capital Advisors  March 2015 - Present
CommonAngels Ventures  February 2013 - February 2015
Credit Suisse  June 2012 - August 2012
Loomis Sayles   2008 - 2012
Columbia Management  2006 - 2008
Bank of America  2005 - 2006

Skills
Investment Banking, Emerging Markets, Banking, Analysis, Bloomberg, Financial Modeling, Valuation, Fixed Income, Equity Research, Equities, Hedge Funds, Asset Management, Venture Capital, Entrepreneurship, Angel Investing, Private Equity, Capital Markets, Investments, Mergers, Finance, Financial Analysis, Bonds, Structured Finance, High Yield, Leveraged Finance, Financial Risk, Structured Products, LBO, Credit, Hedging, Alternative Investments, Investment Management, Due Diligence, Portfolio Management, Equity Valuation, Investment Strategies, Mutual Funds, Loans, Economics, Corporate Development, Securities, DCF, Market Research, Institutional..., Derivatives, Chartered Financial..., Capital IQ, Fixed Income Analysis, Financial Structuring, Mergers & Acquisitions

Education
Massachusetts Institute of Technology
Master of Business Administration (MBA)

Boston University
BA, Economics, Finance

Laura Beckner Laura Beckner Boston, Massachusetts Details
Laura Beckner's Loomis Sayles Experience July 2001 - Present
Job Vice President, Director of Consultant Relations at Loomis Sayles
Industry Investment Management
Experience
Loomis Sayles   July 2001 - Present
Safeco Asset Management   January 2000 - July 2001
Phoenix Investment Partners  June 1998 - September 1999
Devon Associates   April 1997 - June 1998

Skills
Alternative Investments, Hedge Funds, Fixed Income, Asset Managment, Asset Allocation, Investment Management, Investment Strategies, Equities, Mutual Funds, Investments, Series 7, Portfolio Management

Education
University of Virginia   1991 — 1994
Master’s Degree, International Relations

State University of New York College at Potsdam   1987 — 1991
Bachelor of Arts (B.A.), Political Science and English Writing

Erick Kuchar, CFA Erick Kuchar, CFA Greater Boston Area Details
Erick Kuchar, CFA's Loomis Sayles Experience January 2012 - Present
Job Director Client Service at Loomis Sayles
Industry Investment Management
Experience
Loomis Sayles   January 2012 - Present
Loomis Sayles   September 2007 - December 2011
MetLife  September 1996 - September 2007

Education
Boston University - School of Management   1991 — 1993
Master of Business Administration (MBA), Finance

Trinity College   1984 — 1987
Bachelor of Science (BS), Economics

Veronica Zolina Veronica Zolina Greater Boston Area Details
Veronica Zolina's Loomis Sayles Experience 2000 - 2002
Job Criminal Defense & Landlord/Tenant Attorney in Private Practice
Industry Law Practice
Experience
Law Office of Veronica Zolina   February 2008 - Present
David Burgess & Associates   October 2005 - February 2008
Conservation Law Foundation  May 2004 - August 2004
Massachusetts Superior Court  December 2002 - March 2003
Loomis Sayles   2000 - 2002
Hastings-Tapley Insurace   1994 - 1999
Jewish Vocational Service  1989 - 1993

Skills
Litigation, Criminal Defense, Dispute Resolution, Criminal Law, Public Speaking, Trials, Trial Practice, Defense, Nonprofits, Legal Advice, Residential..., Advocacy, Hearings, Legal Assistance, Alternative Dispute..., Legal Writing

Education
Northeastern University School of Law   2002 — 2005
JD

Harvard University   1983 — 1989
AB (BA), Linguistics/psychology

BLS   1977 — 1983

Steven Chittenden, CFA Steven Chittenden, CFA Greater Boston Area Details
Steven Chittenden, CFA's Loomis Sayles Experience April 2001 - Present
Job VP, Director of Investment Ops at Loomis Sayles
Industry Investment Management
Experience
Loomis Sayles   April 2001 - Present
Suffolk University  1985 - Present
Evergreen Investments  January 1997 - April 2001
Keystone Investments  1988 - 1997
Evergreen Investments  1988 - 1994

Skills
Investments, Management, Fixed Income, Asset Management, Bloomberg, Equities, Mutual Funds, Securities, Hedge Funds, Portfolio Management, Derivatives, Investment Management, Program Management, Asset Managment, Capital Markets, Alternative Investments, Asset Allocation, Series 7, Valuation, Financial Services, Financial Modeling, Financial Analysis, Private Equity, Investment Strategies, Bloomberg Terminal, Bonds, Series 63, Investment Advisory, Options, Financial Markets, Emerging Markets, Wealth Management, Risk Management, Trading Systems, Investment Banking, Fund Accounting, Relationship Management

Education
Suffolk University - Sawyer School of Management   1985 — 1995
MS, Finance

Suffolk University - Sawyer School of Management   1985 — 1995
BS, Business Administration

Nate Roberts Nate Roberts Greater Boston Area Details
Nate Roberts's Loomis Sayles Experience August 2007 - Present
Job Sr. Equity Analyst Small Cap Growth at Loomis Sayles
Industry Investment Management
Experience
Loomis Sayles   August 2007 - Present
J.L. Kaplan Associates, LLC   2005 - 2007
Putnam Investments  2000 - 2003
Cantor Fitzgerald  1999 - 2000

Skills
Equities, Investments, Asset Management, Financial Modeling, Portfolio Management, Valuation

Education
Massachusetts Institute of Technology - Sloan School of Management   2003 — 2005
MBA

Bucknell University   1995 — 1999
BA, Economics

Christopher O'Brien, CFA, CMT Christopher O'Brien, CFA, CMT Greater Boston Area Details
Christopher O'Brien, CFA, CMT's Loomis Sayles Experience September 2013 - Present
Job Small Cap Growth Equity Analyst at Loomis Sayles
Industry Investment Management
Experience
Loomis Sayles   September 2013 - Present
John Hancock Asset Management/ Manulife Asset Management   July 2004 - April 2013
State Street Research & Management (acquired by Blackrock)   February 2001 - April 2004
Baring Asset Management  October 1993 - February 2001

Skills
Investments, Equities, Bloomberg, Portfolio Management, Asset Management, Mutual Funds, Factset, Fundamental Research, Quantitative Analysis, Technical Analysis, Risk Management, Marketing, international equities, initial public offerings, Foreign Investment, IPO, Research, Investment Banking

Education
Babson College - Franklin W. Olin Graduate School of Business   2009 — 2012
MBA, Business Administration

Trinity College-Hartford   1989 — 1993
BA, Philosophy

Saint Mark's School   1985 — 1989
Diploma

Mary Ellen Logee Mary Ellen Logee Greater Boston Area Details
Mary Ellen Logee's Loomis Sayles Experience December 2002 - Present
Job VP, Senior Portfolio Compliance Manager Loomis Sayles
Industry Financial Services
Experience
Loomis Sayles   December 2002 - Present
John Hancock  1995 - 2002

Skills
Hedge Funds, Fixed Income, Securities

Education
Bentley College - Elkin B. McCallum Graduate School of Business

University of New Hampshire -- Peter T. Paul College of Business and Economics

Mikhail Iakoubovski Mikhail Iakoubovski Greater Boston Area Details
Mikhail Iakoubovski's Loomis Sayles Experience August 2012 - February 2014
Job Lead Software Engineer at Vistaprint
Industry Computer Software
Experience
Vistaprint  March 2014 - Present
Loomis Sayles   August 2012 - February 2014
Charles River Development  December 2007 - July 2012
AIR Worldwide  2005 - 2006

Skills
Agile Methodologies, Java, SQL, Web Services, Software Development, .NET, Eclipse, C#, Microsoft SQL Server, SOA, Design Patterns, Java Enterprise Edition, Object Oriented Design, XML, Software Design, Ant, Software Engineering, Spring

Education
University of Rhode Island   1994 — 1999
Ph.D., Mathematics

Dan Plofsky Dan Plofsky Greater Boston Area Details
Dan Plofsky's Loomis Sayles Experience April 2003 - Present
Job Fixed Income Portfolio Specialist at Loomis Sayles
Industry Investment Management
Experience
Loomis Sayles   April 2003 - Present
Loomis Sayles & Company  February 2002 - April 2003
Loomis Sayles & Company  September 2000 - February 2002

Education
Quinlan School of Business, Loyola University Chicago   1998 — 2002
MBA, Finance

University of Missouri-Columbia   1989 — 1993
BS, Accounting

Doug Keith Doug Keith Greater Boston Area Details
Doug Keith's Loomis Sayles Experience 2003 - 2006
Job Director, Business Development at GMO
Industry Investment Management
Experience
GMO  2006 - Present
Special Olympics Massachusetts  2006 - 2014
Loomis Sayles   2003 - 2006
CDC IXIS   1999 - 2003
Diversified Investment Advisors  1991 - 1998
Aetna  1987 - 1991

Skills
Alternative Investments, Hedge Funds, Asset Managment, Mutual Funds, Fixed Income, Equities, Investments, Asset Allocation, Series 7, Investment Strategies, Capital Markets, Venture Capital

Education
Dartmouth College   1983 — 1987
BA, Economics/Government

Minnechaug Regional High School   1980 — 1983

Ed Moore Ed Moore Greater Boston Area Details
Ed Moore's Loomis Sayles Experience 1998 - 2002
Job Portfolio Manager / Director of Equity Research at the Satuit Funds
Industry Financial Services
Experience
Satuit Capital Mangement, LLC   February 2008 - Present
Century Capital Management  2005 - 2008
Essex Investment Management  2002 - 2005
Loomis Sayles   1998 - 2002
Stone Securities   1997 - 1998
Boston Stock Exchange  1996 - 1997
Avid Technology  1995 - 1996

Skills
Equity Research, Alternative Investments, Bloomberg, Financial Modeling, Equities, Portfolio Management, Forecasting, Valuation, Hedge Funds, Investments, Private Equity, Investment Management, Venture Capital, Capital Markets, Series 7, Business Development, Equity Trading, Asset Management, Equity Valuation, Corporate Development, Mutual Funds, Investment Banking, Corporate Finance, Financial Analysis, Financial Statement...

Education
Massachusetts Institute of Technology
BSME, Mechanical Engineering

Diana Morin Diana Morin Greater Boston Area Details
Diana Morin's Loomis Sayles Experience September 2008 - Present
Job Pricing Specialist at Loomis Sayles
Industry Financial Services
Experience
Loomis Sayles   September 2008 - Present
JPMorgan Chase  June 2006 - August 2008

Education
Roger Williams University   2002 — 2006
BS, Financial Services and Business Management

Bethann Service Bethann Service Greater Boston Area Details
Bethann Service's Loomis Sayles Experience May 2008 - Present
Job Trading Assistant at Loomis Sayles
Industry Financial Services
Experience
Loomis Sayles   May 2008 - Present
Loomis Sayles   October 2006 - May 2008

Education
Boston University Questrom School of Business   2007 — 2010
MBA, Finance

Wheaton College   2000 — 2004
BA, Mathematics

Alex Patrick, CFA Alex Patrick, CFA Greater Boston Area Details
Alex Patrick, CFA's Loomis Sayles Experience 1993 - 2007
Job Sr. Investment Analyst Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management  2008 - 2015
NewStar Financial  2007 - 2008
Loomis Sayles   1993 - 2007

Skills
Fixed Income, Portfolio Management, Leveraged Finance, Capital Markets, Equities, Asset Management

Education
D'Amore-McKim School of Business at Northeastern University   1991 — 1993
Master of Business Administration (M.B.A.)

Fitchburg State University   1984 — 1988
Bachelor’s Degree, Mathematics

Peter Guzzi Peter Guzzi Greater Boston Area Details
Peter Guzzi's Loomis Sayles Experience October 1998 - Present
Job Vice President at Loomis Sayles
Industry Investment Management
Experience
Loomis Sayles   October 1998 - Present

Skills
Series 3

Education
Northeastern University - Graduate School of Business Administration   2005 — 2007
MBA, Finance

Siena College   1990 — 1994
BS, Economics

Charlene Richard Charlene Richard Greater Boston Area Details
Charlene Richard's Loomis Sayles Experience April 2007 - Present
Job VP at Loomis Sayles
Industry Financial Services
Experience
Loomis Sayles   April 2007 - Present
Loomis Sayles   2007 - Present
Scudder Investments  1981 - 1999
Scudder Investments  1981 - 1999

Education
Salem State University   1976 — 1980

Pam Czekanski, CFA Pam Czekanski, CFA Greater Boston Area Details
Pam Czekanski, CFA's Loomis Sayles Experience 1995 - Present
Job VP at Loomis Sayles
Industry Investment Management
Experience
Loomis Sayles   1995 - Present
Invesco Management and Research (Gardner and Preston, Moss)   1987 - 1995

Skills
Investment Management, Portfolio Management, Asset Management, CRM, Equities, Equity Research, Fixed Income, Investments, Hedge Funds, Mutual Funds, Bloomberg, Capital Markets, Asset Allocation, Product Management, Investment Strategies, Alternative Investments

Education
Middlebury College
BA, Economics

Eswar Menon Eswar Menon San Francisco Bay Area Details
Eswar Menon's Loomis Sayles Experience July 1999 - December 2004
Job Portfolio Manager at Geneva Investment Management
Industry Investment Management
Experience
Geneva Investment Management  January 2014 - Present
WHV Investment Management, Inc.   April 2010 - December 2013
GCA  January 2009 - March 2010
Denahi Global Investments   March 2005 - September 2008
Loomis Sayles   July 1999 - December 2004
Nicholas Applegate  June 1995 - July 1999
Integrated Device Technology  February 1989 - September 1993

Skills
Portfolio Management, Emerging Markets, Equities, Hedge Funds, Bloomberg, Investments, Start-ups, Equity Research, Asset Management

Education
University of Chicago   1993 — 1995
MBA, Finance & Marketing

University of California, Santa Barbara   1986 — 1989
MS, Electrical Engineering

Indian Institute of Technology, Madras   1982 — 1986
B.Tech, Electrical Engineering

Joe Gatz, CFA Joe Gatz, CFA Greater Detroit Area Details
Joe Gatz, CFA's Loomis Sayles Experience 1999 - Present
Job Portfolio Manager at Loomis Sayles
Industry Investment Management
Experience
Loomis Sayles   1999 - Present
Bank One Investment Advisors  1998 - 1999
First Chicago NBD  1993 - 1998
NBD  1986 - 1993

Skills
Portfolio Management, Alternative Investments, Strategy, Equity Research, Equities, Investments, Asset Allocation, Mutual Funds, Asset Managment, Bloomberg, Asset Management, Private Equity, Fixed Income, Hedge Funds, Financial Analysis

Education
Indiana University - Kelley School of Business   1984 — 1986
MBA

Michigan State University   1980 — 1984
BA

Edward O'Brien, CFA Edward O'Brien, CFA Washington D.C. Metro Area Details
Edward O'Brien, CFA's Loomis Sayles Experience 1996 - 1998
Job Balance Sheet Management at Capital One
Industry Banking
Experience
Capital One  April 2014 - Present
Fannie Mae  August 2009 - April 2014
Washington Mutual  January 2003 - January 2009
Bear Stearns  September 1999 - January 2003
Salomon Smith Barney  August 1998 - September 1999
Loomis Sayles   1996 - 1998
Investors Bank & Trust  1995 - 1996

Skills
Asset Management, Banking, Bloomberg, Capital Markets, Credit Risk, Derivatives, Financial Modeling, Valuation, Risk Management, Portfolio Management, MBS, Fixed Income

Education
College of the Holy Cross   1991 — 1995

Maria Cobb Maria Cobb Richmond, Virginia Area Details
Maria Cobb's Loomis Sayles Experience 1999 - 2004
Job Donor Relations Manager at Collegiate School
Industry Fund-Raising
Experience
Collegiate School  July 2015 - Present
Collegiate School  September 2005 - Present
Loomis Sayles   1999 - 2004
Deutsche Bank Securities  1992 - 1999

Skills
Donor Relations, Stewardship, Annual Giving, Fundraising, Alumni Relations, Prospect Research, Nonprofits, Volunteer Management, Philanthropy, Event Planning, Event Management, Non-profits, Leadership

Education
Ohio Wesleyan University   1987 — 1991
BA, Economics Management

Foxcroft School   1983 — 1987

Greg McCullough Greg McCullough Greater Boston Area Details
Greg McCullough's Loomis Sayles Experience June 2008 - Present
Job Senior Equity Analyst at Loomis Sayles
Industry Financial Services
Experience
Loomis Sayles   June 2008 - Present
Great American Group  2003 - 2006

Education
University of Virginia - Darden Graduate School of Business Administration   2006 — 2008
Master of Business Administration (MBA)

Davidson College   1996 — 2000
BA, Political Science

TJ Jurevic TJ Jurevic Greater Boston Area Details
TJ Jurevic's Loomis Sayles Experience July 2001 - August 2011
Job at Loomis, Sayles & Co.
Industry Investment Management
Experience
Loomis, Sayles & Company   December 2014 - Present
Maine Red Claws  October 2013 - Present
Maine Red Claws  October 2012 - May 2013
Washington Wizards  August 2011 - May 2012
Loomis Sayles   July 2001 - August 2011
Bloomberg  June 1998 - July 2001

Skills
Bloomberg, Research, Excel, Economics, Emerging Markets, Microsoft Excel, Team Management, PowerPoint, Investments, Fixed Income, Financial Modeling, Asset Management, Asset Allocation

Education
Georgetown University   2011 — 2012
Master of Professional Studies, Sports Industry Management

Villanova University   1994 — 1998
Bachelor of Science, Finance

Berwick Academy   1989 — 1994

Sunita Phulara Sunita Phulara Greater Boston Area Details
Sunita Phulara's Loomis Sayles Experience August 2010 - February 2014
Job Strategy Analyst at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company   May 2015 - Present
Loomis, Sayles & Company   March 2014 - Present
Loomis Sayles   August 2010 - February 2014
State Street  November 2009 - August 2010
State Street  October 2008 - August 2009
Fidelity Investments  August 2006 - December 2007
Evalueserve  January 2005 - July 2006

Skills
Financial Modeling, Fixed Income, Investment Banking, Valuation, Investments, Equity Research, Mutual Funds, Strategy

Education
Symbiosis institute of Management Studies   2003 — 2005
MBA, Finance & Marketing

University of Mumbai   1998 — 2001
Bachelor of Commerce, Commerce & Economics

Deborah Crockett Deborah Crockett Greater Chicago Area Details
Deborah Crockett's Loomis Sayles Experience October 1997 - June 2006
Job Vice President, Information Technology
Industry Financial Services
Experience
Ariel Investments  July 2006 - Present
Loomis Sayles   October 1997 - June 2006

Skills
Equities, Bloomberg, Business Analysis, Asset Managment, Asset Management, Microsoft Office, Portfolio Management, Financial Analysis, Investments, Securities

Education
Bradley University

Lindblom H.S.

Rod Leitzes Rod Leitzes Greater Boston Area Details
Rod Leitzes's Loomis Sayles Experience May 2008 - Present
Job Vice President, Bank Loan Trader at Loomis Sayles
Industry Financial Services
Experience
Loomis Sayles   May 2008 - Present
Sharpridge Capital, LP   March 2007 - April 2008
Deutsche Bank Securities  July 2002 - March 2007
Salomon Smith Barney  August 1999 - June 2001

Skills
Trading, Institutional Sales, Cash Management, Sales, Fixed Income, Financial Modeling, Equities, Mutual Funds, Portfolio Management, Financial Analysis, Capital Markets, Asset Managment, Investments, Valuation, Series 7, Series 63, Relationship Management, Hedge Funds, Bloomberg, Alternative Investments, Asset Allocation, Securities, Hedging

Education
Franklin & Marshall College   1995 — 1999
BA, Sociology

Milton Academy

Scott A. Darci, CFA Scott A. Darci, CFA Greater Boston Area Details
Scott A. Darci, CFA's Loomis Sayles Experience October 2008 - Present
Job Vice President, Senior Investment Analyst at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company   January 2014 - Present
Loomis Sayles   October 2008 - Present
Anglo Irish Bank  February 2006 - October 2008

Skills
Valuation, Bloomberg, Mutual Funds, Portfolio Management, Financial Modeling, Investments, Derivatives, Equity Research, Equities, Equity Derivatives, Fixed Income, Series 7, Alternative Investments, Capital Markets, Asset Allocation, Hedge Funds

Education
Dartmouth College   2001 — 2005

Phillips Academy   1997 — 2001
Highschool

Boston University - School of Management
Masters of Science - Investment Management

Bryce Carson Bryce Carson Greater Boston Area Details
Bryce Carson's Loomis Sayles Experience March 2008 - November 2014
Job Alternative Investments Accountant at Loomis Sayles
Industry Investment Management
Experience
Loomis, Sayles & Company   November 2014 - Present
Loomis Sayles   March 2008 - November 2014

Skills
Analysis, Data Analysis, Customer Service, Financial Analysis, Investments, Microsoft Excel, Microsoft Office, PowerPoint

Education
Suffolk University   2001 — 2005

Chrissy Landry Chrissy Landry Jupiter, Florida Details
Chrissy Landry's Loomis Sayles Experience July 2009 - September 2012
Job Organic Health & Wellness Coach at BAM! BAM! BODY
Industry Health, Wellness and Fitness
Experience
BAM! BAM! BODY   May 2015 - Present
Secret Physique   January 2010 - December 2014
Loomis Sayles   July 2009 - September 2012
Loomis Sayles   February 2008 - July 2009
Highfields Capital  March 2005 - December 2007
Boston Ballet  August 1999 - May 2003

Skills
Microsoft Excel, Financial Services, Mutual Funds, Bloomberg, Fixed Income, PowerPoint, Equities, Microsoft Word, Hedge Funds

Education
University of Massachusetts Boston
BS, Business Management and Marketing

Norwell High School   1994 — 1998

Judith Burns Judith Burns Greater Detroit Area Details
Judith Burns's Loomis Sayles Experience March 1998 - January 2000
Job Communication Specialist
Industry Executive Office
Experience
Michigan Men's Soccer LLC   January 2012 - Present
Michigan Men's Soccer LLC   January 2000 - January 2012
Loomis Sayles   March 1998 - January 2000
Beacon Investment Company   June 1993 - March 1998
Serendipity Adventures   June 1992 - May 1993
U Java   June 1991 - June 1992

Skills
Marketing, Business Development, Project Management

Education
University of Michigan   1985 — 1989
B.A., History

Ruben Urquidi Junior Ruben Urquidi Junior Greater Boston Area Details
Ruben Urquidi Junior's Loomis Sayles Experience March 1996 - May 1996
Job Treasury
Industry Media Production
Experience
State Street Corporation  January 2007 - March 2008
pacific grove partners llc   August 2004 - December 2006
Putnam Investments / PanAgora Advisory LLC   April 2006 - June 2006
Fidelity Investments / Fidelity Management Trust Co.   December 1998 - June 2004
Financial Management Advisors LLC   March 1997 - November 1998
Baring Asset Management  June 1996 - September 1996
Loomis Sayles   March 1996 - May 1996

Skills
Portfolio Management, Investments, Equities, Fixed Income, Financial Modeling, Investment Management, Asset Allocation, Mutual Funds, Private Equity, Valuation, Asset Management

Education
UCLA Anderson School of Management   1995 — 1997
MBA, General Management Finance

Cornell University   1989 — 1991
Master, Industrial and Labor Relations

Williams College   1985 — 1989
BA, Double Major: Economics and Spanish Literature.

Alisal High School   1981 — 1985
HS Diploma, General Education

Frank Sledjeski Frank Sledjeski Greater Boston Area Details
Frank Sledjeski's Loomis Sayles Experience 2000 - Present
Job VP, Fixed Income & Equity Risk @ Loomis Sayles
Industry Investment Management
Experience
Loomis Sayles   2000 - Present
Eagle Investment Systems  2004 - 2006
Prime Buchholz  1997 - 2000
Jefferson Pilot  1994 - 1996

Skills
Financial Risk

Education
Southern New Hampshire University   2000 — 2005
MBA

Plymouth State University   1992 — 1994
Economics

Wethersfield High School   1984 — 1988

Valerie Lubrano Valerie Lubrano Washington D.C. Metro Area Details
Valerie Lubrano's Loomis Sayles Experience July 2007 - July 2010
Job Director, Operational Risk Management at Overseas Private Investment Corporation
Industry Investment Management
Experience
Overseas Private Investment Corporation  February 2015 - Present
Dynamo Technologies, LLC   May 2014 - February 2015
Accion  May 2012 - August 2012
Calvert Social Investment Foundation, Inc  June 2011 - May 2012
Loomis Sayles   July 2007 - July 2010
Evergreen Investments  July 2006 - July 2007
MFS Investment Management  2005 - 2005
Wellington Management  2004 - 2004
Eaton Vance  2003 - 2004

Education
University of Maryland - Robert H. Smith School of Business
Master of Business Administration (MBA)

University of Maryland School of Public Policy
Master of Public Policy (MPP), International Security & Economic Policy

Northeastern University   2001 — 2006
BS, Mathematics & Finance

Walter 'Buzz' Thorman Walter 'Buzz' Thorman Greater New York City Area Details
Walter 'Buzz' Thorman's Loomis Sayles Experience January 2009 - February 2013
Job Managing Director Business Development
Industry Investment Management
Experience
Napier Park Global Capital  April 2013 - Present
Loomis Sayles   January 2009 - February 2013
Morgan Stanley Investment Management  April 2006 - June 2008
Morgan Stanley  June 1983 - April 2006
Arthur Young  June 1978 - May 1981

Skills
Hedge Funds, Investments, Institutional..., Alternative Investments, Equities, Asset Managment, Investment Management, Capital Markets, Asset Allocation, Series 7, Portfolio Management, Securities, Investment Strategies, Mutual Funds, Private Equity, Derivatives, Bloomberg, Bonds, High Yield, Emerging Markets, Fixed Income, Series 63, Electronic Trading, Asset Management

Education
Harvard Business School   1981 — 1983
MBA, General management

University at Albany, SUNY   1974 — 1978
BS, Accounting, Economics

Joyce Moss Joyce Moss Greater Chicago Area Details
Joyce Moss's Loomis Sayles Experience January 2001 - October 2003
Job Senior Administrative Assistant at Deloitte
Industry Human Resources
Experience
Deloitte  December 2014 - Present
National Association for Urban Debate Leagues  July 2013 - July 2014
Endeavors Association, LLC   January 2012 - June 2013
Mercer  September 2005 - November 2011
Lehman Brothers  July 2004 - September 2005
Loomis Sayles   January 2001 - October 2003
William Blair and Company  October 1994 - December 2000

Skills
Real Estate, Strategic Planning, Microsoft Excel, Leadership, Leadership Development, Management, Investments, Recruiting, Public Speaking, PowerPoint, Finance, Microsoft Office, Event Planning, Employee Relations, Employee Benefits, Human Resources, Marketing, Training

Education
Northeastern Illinois University
B.A., Human Services

Spertus College
M.S., Human Services Management

Matt Welch, CFA Matt Welch, CFA Greater Boston Area Details
Matt Welch, CFA's Loomis Sayles Experience 2001 - Present
Job Senior Credit Analyst
Industry Financial Services
Experience
Loomis Sayles   2001 - Present
United States Marine Corps  1991 - 1999

Skills
Emerging Markets, Portfolio Management, Bloomberg, Equities, Risk Management, Financial Modeling, Competitive Analysis, Credit Analysis, Management, High Yield, Investment Theory, Fixed Income, Capital Markets, Financial Analysis, Valuation, Bonds

Education
Northeastern University - Graduate School of Business Administration   1999 — 2001
Master of Business Administration (MBA), Finance, General

University of Rhode Island   1987 — 1991
BS, Accounting

Mike Dickson Mike Dickson Manchester, New Hampshire Details
Mike Dickson's Loomis Sayles Experience November 2009 - Present
Job VP, Operations Relationship Manager at Loomis Sayles
Industry Financial Services
Experience
Loomis Sayles   November 2009 - Present
Manning & Napier Advisors  2007 - 2009
ING Funds  2003 - 2006
OppenheimerFunds  1996 - 2001
Alliance Capital Management  1993 - 1996

Skills
Business Relationship..., Sales Management, Personal Finance, Public Speaking, Business Analysis, Mutual Funds, Alternative Investments, Investments, Sales, Process Improvement, Financial Services, Portfolio Management, Team Building, Banking, Budgets, Series 63, Management, Financial Analysis, Equities, Separately Managed..., Marketing, Series 7, Finance, Relationship Management, Leadership, Insurance, Research, Strategic Financial...

Education
Suffolk University   1989 — 1991
BS, Finance

Suffolk University - Sawyer Business School   1989 — 1991
BSBA, Finance

Jules Yasuna, PhD CFA CQF Jules Yasuna, PhD CFA CQF Greater Boston Area Details
Jules Yasuna, PhD CFA CQF's Loomis Sayles Experience January 2011 - July 2015
Job Partner at RDC Capital Partners
Industry Investment Management
Experience
RDC Capital Partners   July 2015 - Present
Loomis Sayles   January 2011 - July 2015
John Hancock  June 2010 - December 2010
Bookus-Boulet, Inc.   January 2010 - May 2010
John Hancock  October 2009 - December 2009
Harvard Management Company  May 2001 - July 2009
Kurzweil Technologies  May 2000 - May 2001
Coventor  April 1996 - April 2000
Advanced Visual Systems  June 1995 - April 1996
Bettis Atomic Power Laboratory  July 1993 - June 1995

Education
Carnegie Mellon University   1989 — 1992
PhD, Mechanical Engineering

Carnegie Mellon University   1988 — 1989
M.E., Mechanical Engineering

Florida Institute of Technology   1985 — 1987
BS, Mechanical Engineering

Rajeshwar Mann Rajeshwar Mann Greater Boston Area Details
Rajeshwar Mann's Loomis Sayles Experience August 2010 - December 2011
Job Manager at Avanade
Industry Financial Services
Experience
Avanade  January 2012 - Present
Loomis Sayles   August 2010 - December 2011
Advent Software  January 2010 - August 2010
Blue Cod Technologies  2009 - 2009
Veritude  2004 - 2007
One Source  2002 - 2004
Softricity  2001 - 2001
Eagle Investment Systems  1997 - 2001

Skills
Agile Methodologies, SDLC, Software Development, SQL, C#, Web Services, Microsoft SQL Server, SOA, XML, Java, .NET, Software Project..., Java Enterprise Edition, Enterprise Architecture, Requirements Analysis, Unix, JavaScript, ASP.NET, Linux, Business Analysis

Education
University of Bergen (UiB)   1990 — 1993
Masters, Computer Science

University of Bergen (UiB)   1987 — 1990
Bachelor, Computer Science

University of Agder (UiA)   1984 — 1987
Bachelor, Electonics and Telecommunication

Rita Aisner Rita Aisner Greater Boston Area Details
Rita Aisner's Loomis Sayles Experience 2006 - Present
Job VP, Manager Compliance at Loomis Sayles
Industry Financial Services
Experience
Loomis Sayles   2006 - Present
Fidelity Investments  1996 - 2006

Skills
Portfolio Management, Investments, Equities, Financial Services, Fixed Income, Mutual Funds, Asset Management, Financial Analysis, Securities, Finance, Advertising, marketing

Education
Babson College   1986 — 1988
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services

Boston University
Master's Degree, French Language and Literature

University of New Hampshire
Bachelor's Degree, French Language and Literature and Education

Megan Higgins Megan Higgins Greater Boston Area Details
Megan Higgins's Loomis Sayles Experience September 2009 - Present
Job Vice President/Alternative Investment Accountant at Loomis Sayles
Industry Financial Services
Experience
Loomis Sayles   September 2009 - Present
John Hancock  October 2007 - June 2008
Investors Bank & Trust  May 2005 - October 2007

Skills
Hedge Funds, Mutual Funds, Bloomberg, Equities, Financial Analysis, Investments, Asset Managment, Financial Modeling, Fixed Income, Alternative Investments, Valuation, Securities, Portfolio Management, Fund Accounting, Strategic Financial..., Asset Allocation, Fund Administration, Financial Services

Education
University of Florida - Warrington College of Business Administration   2008 — 2009
Master's of Business Administration, Finance

Northeastern University   2000 — 2005
Bachelors of Science in Business Administration, Finance

Ray LaPointe Ray LaPointe Greater Boston Area Details
Ray LaPointe's Loomis Sayles Experience November 2006 - August 2007
Job Financial Services Professional
Industry Financial Services
Experience
Verrazano Consulting Solutions   2011 - Present
Loomis Sayles   November 2006 - August 2007
MFS Investment Management  April 2001 - October 2006
MFS Investment Management  August 2000 - April 2001
Wellington Management  March 2000 - June 2000
Investors Bank & Trust  May 1998 - October 1999

Skills
Fixed Income, Equities, Back Office, Securities, Bloomberg, Trading, Process Improvement, Settlement, Software Documentation, User Acceptance Testing, SWIFT payments, Microsoft Office, Foreign Exchange, Hedge Funds, Derivatives, Alternative Investments, Business Analysis, Middle Office, Trading Systems, Fund Accounting, Vendor Management, Risk Management, Financial Services, Mutual Funds, Bonds

Education
Endicott College   1994 — 1998
Bachelor, Business Administration

Josh Palazola Josh Palazola Greater Boston Area Details
Josh Palazola's Loomis Sayles Experience October 2009 - March 2013
Job Credit Research Analyst at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company   March 2013 - Present
Loomis Sayles   October 2009 - March 2013
Loomis Sayles   May 2008 - December 2009
Loomis Sayles   August 2006 - May 2008

Education
Boston College - Wallace E. Carroll Graduate School of Management   2008 — 2011
MBA

Princeton University   2001 — 2006
BA, Economics

Emilie Leahy Emilie Leahy Greater Boston Area Details
Emilie Leahy's Loomis Sayles Experience 2007 - Present
Job Presentations Manager at Loomis Sayles
Industry Financial Services
Experience
Loomis Sayles   2007 - Present
Natixis Global Associates  2004 - 2006
Putnam Investments  2001 - 2004

Education
University of Arizona   1996 — 2000

MHS

Mark Ravanesi Mark Ravanesi Greater Boston Area Details
Mark Ravanesi's Loomis Sayles Experience April 2013 - Present
Job Vice President, Converts & Special Situations at Loomis Sayles
Industry Investment Management
Experience
Loomis Sayles   April 2013 - Present
Loomis Sayles   January 1998 - March 2013

Education
Babson College   2002 — 2004
Master of Business Administration (MBA)

Babson College   1995 — 1997
Bachelor of Science (BS), Finance, Investments, and Economics

Kent Lam, CFA Kent Lam, CFA Greater Boston Area Details
Kent Lam, CFA's Loomis Sayles Experience July 2010 - Present
Job Global Portfolio Analyst at Loomis Sayles
Industry Investment Management
Experience
Loomis Sayles   July 2010 - Present
Loomis, Sayles & Company   January 2006 - August 2010
State Street  July 2001 - August 2004

Skills
Bloomberg, Equities, Alternative Investments

Education
Brandeis University   1997 — 2001
BA, Economics

CFA Institute-Regular Member

Richard T. Farquharson Jr., CFA Richard T. Farquharson Jr., CFA New York, New York Details
Richard T. Farquharson Jr., CFA's Loomis Sayles Experience September 1997 - September 2000
Job Global CLevel Executive | Information Technology | Asset Management & Banking
Industry Financial Services
Experience
Braemar Advisors, LLC   January 2015 - Present
UBS  January 2014 - November 2014
UBS  February 2011 - January 2014
Braemar, LLC   October 2008 - February 2011
Babson Capital Management  October 2000 - September 2008
Loomis Sayles   September 1997 - September 2000
State Street Research  October 1986 - September 1997

Skills
IT Strategy, Vendor Management, Risk Management, Fixed Income, Business Intelligence, Investments, Securities, Financial Services, Portfolio Management, Equities, Business Analysis, Asset Management, Strategic Planning, Hedge Funds, Investment Banking, Derivatives, Capital Markets, Project Management

Education
Boston University Questrom School of Business
MS/MIS

University of Notre Dame
BBA

Heather Folino Heather Folino Greater Boston Area Details
Heather Folino's Loomis Sayles Experience July 1993 - Present
Job Vice President, Operations at Loomis Sayles
Industry Investment Management
Experience
Loomis Sayles   July 1993 - Present

Skills
Fixed Income, Asset Managment, Securities, Equities, Mutual Funds, Back Office, Financial Services, Investments, Derivatives, Corporate Actions, Bonds, Business Analysis, Portfolio Management, Hedge Funds, Bloomberg, Alternative Investments

Education
University of Massachusetts, Amherst   1989 — 1993
Bachelor's of Science, Biology

Carter Bacon Carter Bacon Greater Los Angeles Area Details
Carter Bacon's Loomis Sayles Experience July 2007 - May 2009
Job Relativity Media, LLC
Industry Entertainment
Experience
Relativity Media, LLC  October 2009 - Present
Loomis Sayles   July 2007 - May 2009
Albert, Righter & Tittmann Architects   June 2006 - June 2007
Leggat McCall Properties  December 2005 - June 2006

Skills
Microsoft Excel, PowerPoint, iRights, Rentrak, Film, FileMaker, Film Production, Final Cut Studio, Microsoft Word, Editing, Digital Media, Facebook, Management, Social Media Marketing, Television, Strategy, Entertainment, Social Networking, Marketing, Word, Film Track, Filemaker Pro, PC, Festival/Market Planning, Mac, Apple Logic, Social Media

Education
University of Colorado Boulder   2003 — 2004
History, Economics

Rollins College   2002 — 2003
History, Economics

Phillips Academy, Andover   1998 — 2001
High School

Mark Baribeau, C.F.A. Mark Baribeau, C.F.A. Greater Boston Area Details
Mark Baribeau, C.F.A.'s Loomis Sayles Experience July 1999 - June 2010
Job Managing Director, Head of Global Equity at Jennison Associates
Industry Investment Management
Experience
Jennison Associates  April 2011 - Present
Loomis Sayles & Co.   September 2004 - April 2011
Loomis Sayles   July 1999 - June 2010
Loomis, Sayles & Company   April 1992 - July 1999
Loomis, Sayles & Company   July 1989 - April 1992

Skills
Portfolio Management, Asset Allocation, Investment Strategies, Asset Managment, Bloomberg, Mutual Funds, Equity Research, Investment Management, Investments, Equities

Education
University of Maryland College Park   1982 — 1984
Master of Arts (M.A.), Economics

University of Vermont   1977 — 1981
Bachelor of Arts (BA), Economics

Terri Matthias Terri Matthias Greater Boston Area Details
Terri Matthias's Loomis Sayles Experience April 2001 - Present
Job Investment Operations Coordinator at Loomis Sayles
Industry Investment Management
Experience
Loomis Sayles   April 2001 - Present
Evergreen Investments  1988 - 2001

Education
Bay Path College   2012 — 2016
Student, Business Administration and Management, General

Ed D'Onofrio Ed D'Onofrio Philadelphia, Pennsylvania Details
Ed D'Onofrio's Loomis Sayles Experience January 1993 - March 1994
Job Hamilton Lane, Principal
Industry Financial Services
Experience
Hamilton Lane  March 2009 - Present
BlackRock Financial Management  March 2006 - November 2008
Deutsche Bank  April 2000 - March 2006
Brown Brothers Harriman  March 1994 - April 2000
Loomis Sayles   January 1993 - March 1994
Goldman Sachs  March 1980 - December 1992

Skills
Fixed Income, Risk Management, Equities, Portfolio Management, Bloomberg, Strategy, Investments, Trading, Financial Services, FX Options, Project Management, Operations Management, Financial Risk, Relationship Management, Hedge Funds, Management, Leadership, Alternative Investments, Asset Management, Securities, Capital Markets, Derivatives, Mutual Funds, Finance

Education
Pace University - Lubin School of Business   1986 — 1989
MBA, Finance

Pace University - Lubin School of Business   1986 — 1989
Master of Business Administration (M.B.A.), Finance

Pace University   1976 — 1980
Bachelor of Science, Accounting/Information Systems

Rich Cervone Rich Cervone Greater Boston Area Details
Rich Cervone's Loomis Sayles Experience 1997 - 1998
Job Investment Management Professional
Industry Investment Management
Experience
Putnam Investments  1998 - 2008
Loomis Sayles   1997 - 1998

Skills
Equity Research

Education
Columbia University - Columbia Business School   1995 — 1997
MBA

University of Florida   1988 — 1990
Master of Architecture, Architecture

University of Florida   1984 — 1988
Bachelor of Design, Architecture

Jamie Chui Jamie Chui San Francisco Bay Area Details
Jamie Chui's Loomis Sayles Experience 1995 - 1998
Job International Equity
Industry Investment Management
Experience
Sentinel Investments  April 2012 - Present
Newport  May 2010 - May 2012
Sentinel Investments  October 2006 - April 2010
Newport/Columbia   2001 - 2006
Putnam Investments  1997 - 2000
Loomis Sayles   1995 - 1998

Skills
Equity Research, Investments, Hedge Funds, Portfolio Management, Equities, Bloomberg, Asset Management, Capital Markets, Financial Modeling

Education
Smith College

Ben Iverson Ben Iverson Evanston, Illinois Details
Ben Iverson's Loomis Sayles Experience June 2005 - August 2005
Job Assistant Professor of Finance at Kellogg School of Management
Industry Research
Experience
Kellogg School of Management  July 2013 - Present
Federal Reserve Bank of New York  July 2006 - June 2008
Loomis Sayles   June 2005 - August 2005
Loomis Sayles   June 2004 - August 2004

Skills
Econometrics, Stata, Economics, Data Analysis, Spanish, Excel, Corporate Finance, Financial Modeling, Financial Analysis, Valuation, Research, Microsoft Excel, Portfolio Management, Emerging Markets, Entrepreneurship, Finance, Strategy, Statistics, Business Strategy, Economic Research, Macroeconomics, Microeconomics, Capital Markets, Time Series Analysis, Quantitative Analytics, Statistical Modeling, Banking, Analytics, Analysis, Monetary Policy, Policy Analysis

Education
Harvard Business School   2008 — 2013
PhD, Business Economics

Brigham Young University   2000 — 2006
BA, Economics

Chris Harms Chris Harms Greater Boston Area Details
Chris Harms's Loomis Sayles Experience August 2010 - Present
Job Portfolio Manager, CoHead Relative Return Group,Vice President at Loomis Sayles
Industry Investment Management
Experience
Loomis Sayles   August 2010 - Present
CapitalSource  July 2006 - February 2010
MacKay Shields  October 1991 - July 2006
Bear Stearns Asset Management  January 1986 - January 1991
Mellon Bank /Girard Bank   January 1981 - January 1986
Kidder Peabody  January 1980 - January 1981

Skills
Fixed Income, Portfolio Management

Education
Drexel University   1981 — 1983
MBA, International Business

Villanova University
BSBA, Finance

Steven Wharton Steven Wharton Greater New York City Area Details
Steven Wharton's Loomis Sayles Experience 1998 - 2004
Job Managing Director at JP Morgan Asset Management
Industry Capital Markets
Experience
JP Morgan Asset Management  March 2006 - Present
Morgan Stanley Investment Management  2004 - 2006
Loomis Sayles   1998 - 2004
Ohio Public Employees Retirement System  January 1996 - October 1998

Skills
Equities, Capital Markets, Securities, Mutual Funds, Banking

Education
Miami University   1993 — 1995
MBA, Finance

Ohio University   1989 — 1993
BBA, Economics

Neil McKenna, CFA Neil McKenna, CFA San Francisco Bay Area Details
Neil McKenna, CFA's Loomis Sayles Experience 2002 - Present
Job Vice President at Loomis Sayles
Industry Investment Management
Experience
Loomis Sayles   2002 - Present
Wilshire Associates  1993 - 2002

Skills
High Yield, Alternative Investments, Performance Attribution, Mergers, Fixed Income Analysis, Bloomberg, Economics, Series 63, Financial Services, Chartered Financial..., Institutional..., Wealth Management, Fund Of Funds, Asset Allocation, Asset Managment, Equity Derivatives, Financial Modeling, Equity Research, Portfolio Management, Emerging Markets, Fixed Income, Endowments, Securities, Bonds, Financial Markets, Equities, Valuation, Series 7, Mutual Funds, Finance, Capital Markets, Trading, Investment Strategies, Private Equity, Investment Advisory, Relationship Management, Competitive Analysis, Financial Analysis, Venture Capital, Investment Management, Investments, Due Diligence, Hedge Funds, Strategic Financial..., Derivatives, Investor Relations, Asset Management

Education
San Diego State University-California State University
BS, Finance

Tom Cyr Tom Cyr Greater Boston Area Details
Tom Cyr's Loomis Sayles Experience Lotus Notes ProgrammerEvergreen Investments1998 - 2000
Job Software Developer at Loomis Sayles
Industry Financial Services
Experience
Loomis Sayles   Lotus Notes ProgrammerEvergreen Investments1998 - 2000
Fidelity Investments  1994 - 2000
Lotus Development  1988 - 1992
GS Henchel Corp   1985 - 1988
Wang Laboratories  1983 - 1985
AMRAY   1980 - 1980

Education
Northeastern University   1978 — 1983
BSEE, Electrical Engineering

Somerville High School

Louis Salemy Louis Salemy Greater Boston Area Details
Louis Salemy's Loomis Sayles Experience 1989 - 1992
Job LecturerUndergraduate School of Management at Boston College, Finance
Industry Investment Management
Experience
Boston College  May 2013 - Present
MTS Capital   September 2005 - Present
Fidelity Investments  1992 - 2005
Loomis Sayles   1989 - 1992
Touche Ross  1984 - 1987

Education
New York University - Leonard N. Stern School of Business   1987 — 1989
MBA, Finance

Boston College   1980 — 1984
MS, Accounting

Charles M. Miller Charles M. Miller Greater New York City Area Details
Charles M. Miller's Loomis Sayles Experience 1990 - 1993
Job Senior Managing Director/Global Placement Agent at Tigress Financial Partners
Industry Investment Banking
Experience
Tigress Financial Partners  January 2014 - Present
Carlton House Capital Partners, LLC and Clean Energy Group, LLC.   October 2012 - January 2014
Clean Energy Capital, LLC.   January 2011 - October 2012
Clean Energy Capital, LLC.   January 2010 - January 2011
William Blair and Company  2007 - 2010
Credit Suisse First Boston  1996 - 2006
TSA Capital   1993 - 1995
Loomis Sayles   1990 - 1993
Merrill Lynch Capital Markets  1983 - 1989
Security Pacific Bank  1978 - 1982

Skills
Private Equity, Equities, Investment Banking, Investments, Hedge Funds, Venture Capital, Fixed Income, Mergers, Derivatives, Strategy, Finance, Financial Services, LBO, Financial Advisory, Alternative Investments, Strategic Planning, Valuation, Portfolio Management, New Business Development, Corporate Finance, Mergers & Acquisitions, Asset Management

Education
University of Southern California - Marshall School of Business   1973 — 1976
MBA, Finance

Loyola Marymount University   1965 — 1970
BA, English

Lynda Schweitzer Lynda Schweitzer Greater Boston Area Details
Lynda Schweitzer's Loomis Sayles Experience 2007 - Present
Job Global Bond Portfolio Manager at Loomis Sayles
Industry Investment Management
Experience
Loomis Sayles   2007 - Present
Loomis, Sayles & Company   2003 - 2006
Loomis, Sayles & Company   2001 - 2004
Putnam Investments  1994 - 2001
Putnam Investments  1993 - 1994
Putnam Investments  1991 - 1992
State Street Corporation  1986 - 1990

Education
Boston University Graduate School of Management
MBA

University of Rochester
BA, Economics

Corrine Mumford Corrine Mumford Greater Boston Area Details
Corrine Mumford's Loomis Sayles Experience October 2008 - Present
Job 3rd Shift Systems Operator at Loomis Sayles
Industry Financial Services
Experience
Loomis Sayles   October 2008 - Present
GE Healthcare  December 1987 - April 2008

Skills
Business Analysis, Visio, Networking, Software Documentation, Process Improvement, Unix, Disaster Recovery, Program Management, Vendor Management, ITIL, SDLC, Requirements Analysis, IT Management

Education
Northeastern University

Mari Shimokawa Mari Shimokawa Greater Boston Area Details
Mari Shimokawa's Loomis Sayles Experience 2002 - Present
Job Deputy Chief Compliance Officer at Loomis Sayles
Industry Investment Management
Experience
Loomis Sayles   2002 - Present
Morgan Stanley Investment Management  1999 - 2002
Schroder Capital Management   1996 - 1999
Prudential Mutual Fund Management   1995 - 1996

Education
Boston University Questrom School of Business   2004 — 2005
MBA

Binghamton University   1990 — 1994
BA

Lisa A. Ferris, CFA Lisa A. Ferris, CFA Greater Detroit Area Details
Lisa A. Ferris, CFA's Loomis Sayles Experience September 2000 - Present
Job Vice President, Small Cap Value Equities
Industry Investment Management
Experience
Loomis Sayles   September 2000 - Present
Pricewaterhouse Coopers  1999 - 2000
Bank One  1999 - 1999
First Chicago NBD  1995 - 1999
NBD  1984 - 1999
National Bank of Detroit  1984 - 1999

Skills
Asset Management, Alternative Investments, Capital Markets, Asset Managment, Equities, Portfolio Management, Hedge Funds, Strategic Financial..., Bloomberg, Investment Banking, Investments, Equity Research

Education
University of Pennsylvania - The Wharton School   1980 — 1984
Bachelor of Science in Economics, Concentration in Finance

Cranbrook Kingswood   1977 — 1980

Greg O'Hara Greg O'Hara San Francisco Bay Area Details
Greg O'Hara's Loomis Sayles Experience May 1998 - June 2009
Job Vice President, Client Portfolio Manager at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company   July 2009 - Present
Loomis Sayles   May 1998 - June 2009
Investment Advisors, Inc.   November 1995 - May 1998

Skills
Alternative Investments, Hedge Funds, Fixed Income, Asset Allocation, Equities, Asset Managment, Investment Management, Investment Strategies, Mutual Funds, Portfolio Management, Investments, Series 7, Investment Advisory, Securities, Capital Markets, Bonds, Private Equity, Valuation, Derivatives, Financial Markets, Options, Bloomberg, Institutional..., Financial Services, Equity Research, Emerging Markets, Equity Trading, Structured Products, ETFs, Investor Relations, Trading, Financial Modeling, High Yield, Fund Of Funds, Pension Funds, Asset Management, Wealth Management, Strategy, Equity Valuation

Education
Rutgers University-New Brunswick   1979 — 1981
MS, Industrial Relations & Human Resources

Syracuse University - Martin J. Whitman School of Management   1975 — 1979
BS, Industrial Relations and Marketing

Chris Cerbo Chris Cerbo Greater Boston Area Details
Chris Cerbo's Loomis Sayles Experience November 2007 - Present
Job Fixed Income Settlements Manager at Loomis Sayles
Industry Financial Services
Experience
Loomis Sayles   November 2007 - Present
Evergreen Investments  1987 - 2005

Education
Bryant University   1981 — 1985
BS, Business Management

Xaverian Brothers High School   1977 — 1981
Diploma

Joanne Mcintosh Joanne Mcintosh Greater Boston Area Details
Joanne Mcintosh's Loomis Sayles Experience September 1999 - Present
Job Senior Analyst at Loomis Sayles LP
Industry Investment Management
Experience
Loomis Sayles   September 1999 - Present
Loomis Sayles LP   September 1999 - Present
Putnam Investments  September 1994 - August 1999
Mark IV Industries  September 1991 - July 1993
Marine Midland Bank  July 1990 - September 1991

Education
State University of New York at Buffalo   1986 — 1990
BS, Business Administration/Concentration in Finance

Boston University
MBA, Finance

Boston University
Masters in Business Administration, Finance

David Rolley David Rolley Greater Boston Area Details
David Rolley's Loomis Sayles Experience
Job Senior Portfolio Manager at Loomis Sayles
Industry Investment Management
Experience
Loomis Sayles  

Skills
Fixed Income, Hedge Funds, Equities, Alternative Investments, Bloomberg, Asset Allocation, Bonds, Investment Management

Education
Occidental College   1970 — 1974
BA, Economics, Mathematics

Diana Linn, CPA Diana Linn, CPA Greater Boston Area Details
Diana Linn, CPA's Loomis Sayles Experience March 1988 - Present
Job Vice President & Assistant Controller
Industry Financial Services
Experience
Loomis Sayles   March 1988 - Present

Skills
Financial Analysis, Financial Modeling, Due Diligence, Asset Management, Corporate Finance, Accounting, Financial Reporting, Strategic Financial..., UK Accounting, IFRS

Education
Suffolk University - Sawyer School of Management   2001 — 2004
MBA, Accounting

SUNY Plattsburgh   1982 — 1986
Bachelor of Science (BS), Management Science

Peter Palfrey, CFA Peter Palfrey, CFA Greater Boston Area Details
Peter Palfrey, CFA's Loomis Sayles Experience June 2001 - Present
Job Vice President/Senior Portfolio Manager at Loomis Sayles
Industry Financial Services
Experience
Loomis Sayles   June 2001 - Present
Back Bay Advisors   March 1993 - June 2001
The MONY Group  1983 - 1993

Skills
Fixed Income, Portfolio Management, Asset Management, Alternative Investments, Hedge Funds, Investments, Equities, Bloomberg, Investment Management, Mutual Funds

Education
Colgate University   1978 — 1982
BA, Economics/Philosophy

Elisabeth Colleran Elisabeth Colleran Greater Boston Area Details
Elisabeth Colleran's Loomis Sayles Experience December 2003 - July 2012
Job Emerging Markets Portfolio Manager & Credit Strategist at Loomis Sayles
Industry Investment Management
Experience
Loomis, Sayles & Company   April 2014 - Present
Loomis, Sayles & Company   July 2012 - Present
Loomis Sayles   December 2003 - July 2012
Sun Life Financial  November 2001 - November 2003
Back Bay Advisors   September 2000 - June 2001
A.T. Kearney   1994 - 1996
DRI  July 1985 - June 1994

Skills
Fixed Income, Bonds, Emerging Markets, Credit, Economics, Interest Rate..., Competitive Analysis, Portfolio Management, Sell Side, Credit Analysis, Market Data, Bloomberg, CDS, Equities, Hedge Funds

Education
University of New Hampshire -- Peter T. Paul College of Business and Economics   1991 — 1993
MBA, Business

University of Rochester   1981 — 1985
BA, Economics

Ed Thaute Ed Thaute Greater Boston Area Details
Ed Thaute's Loomis Sayles Experience August 2007 - Present
Job Senior Global Credit Analyst at Loomis Sayles
Industry Investment Management
Experience
Loomis Sayles   August 2007 - Present
BlackRock  February 2005 - August 2007
State Street Bank  1999 - 2003

Skills
Asset Management, Credit, Loans, Fixed Income, Bloomberg, Equities

Education
University of Rhode Island - College of Business Administration   1985 — 1988
BS Finance

Janice Saul Janice Saul Greater Boston Area Details
Janice Saul's Loomis Sayles Experience June 1983 - June 1992
Job private teacher/vocalist and pianist at private piano studio
Industry Music
Experience
private piano studio  January 2002 - Present
CAPITAL GROWTH MGMT   July 1992 - June 2002
Loomis Sayles   June 1983 - June 1992

Skills
Bonds, Fixed Income, Keyboards, Management, Music, Music Education, Music Industry, Music Theory, Mutual Funds, Piano, Portfolio Management, Financial Analysis, Chamber Music

Education
Investment mgmt designation   1988 — 1988
C.I.C., insititutional and private investment mgmt

professional investment designation   1983 — 1986
C.F.A., Investments and financial analysis

University of New Hampshire   1973 — 1977
B.A., Music

University of New Hampshire   1973 — 1977
Bachelor of Arts (B.A.), Music Performance, General

School name:

School name:

Carol Gentile Carol Gentile Greater Boston Area Details
Carol Gentile's Loomis Sayles Experience VP, Portfolio Manager & Senior Credit Portfolio StrategistLoomis Sayles & CompanyOctober 2014 - Present
Job VP, Portfolio Manager & Senior Credit Portfolio Strategist at Loomis Sayles & Company
Industry Investment Management
Experience
Loomis Sayles   VP, Portfolio Manager & Senior Credit Portfolio StrategistLoomis Sayles & CompanyOctober 2014 - Present
Loomis Sayles & Company  June 2013 - Present
Loomis, Sayles & Company   August 1985 - May 2013

Skills
Fixed Income, Corporate Finance

Education
Bryant University   1981 — 1985
Bachelor's degree, Finance, General

School name:

Steven Corrado Steven Corrado Boston, Massachusetts Details
Steven Corrado's Loomis Sayles Experience March 2003 - Present
Job Senior Client Portfolio Analyst
Industry Investment Management
Experience
Loomis Sayles   March 2003 - Present
Credit Suisse  1999 - 2003
Starmet Corporation   March 1997 - March 1999

Skills
Fixed Income, Mutual Funds, Asset Managment, Portfolio Management, Investments, Investment Management, Investment Strategies, FactSet, Wealth Management, Relationship Management, Institutional..., Investment Advisory, Investment Banking, Equity Research, Equity Valuation, Bloomberg, Equities

Education
Salem State College   1991 — 1996
Bachelor of Arts (BA), Graphic Design

Dean Gulis Dean Gulis Greater Detroit Area Details
Dean Gulis's Loomis Sayles Experience October 1997 - Present
Job Vice President,Portfolio Manager at Loomis Sayles
Industry Financial Services
Experience
Loomis Sayles   October 1997 - Present
Roney & Company LLC   May 1982 - October 1997

Skills
Asset Allocation, Fixed Income, Investment Strategies, Equities, Portfolio Management, Industry Analysis, Asset Management, Investments, Series 7, Valuation, Financial Modeling, Equity Research, Alternative Investments, Investment Management, Hedge Funds, Asset Managment, Mutual Funds, Bloomberg, Competitive Analysis

Education
University of Michigan - Stephen M. Ross School of Business   1980 — 1982
MBA, Finance

Christopher Brigham, CFA Christopher Brigham, CFA Boston, Massachusetts Details
Christopher Brigham, CFA's Loomis Sayles Experience November 2007 - March 2011
Job Equity Analyst at Surveyor Capital
Industry Investment Management
Experience
Surveyor Capital  February 2011 - Present
Loomis Sayles   November 2007 - March 2011
Bain Capital  March 2006 - November 2007
U.S. Peace Corps   September 2003 - November 2005

Skills
Equity Research, Equities, Financial Modeling, Valuation, Hedge Funds, Bloomberg, Investments, Portfolio Management, Equity Valuation, Chartered Financial..., Alternative Investments, Financial Analysis, DCF, Investment Management

Education
Michigan State University   1999 — 2003
Bachelor of Arts, Finance

Kathleen Gaffney Kathleen Gaffney Boston, Massachusetts Details
Kathleen Gaffney's Loomis Sayles Experience February 1984 - October 2012
Job Vice President, CoDirector of Diversified Fixed Income at Eaton Vance
Industry Investment Management
Experience
Eaton Vance  October 2012 - Present
Loomis Sayles   February 1984 - October 2012

Education
University of Massachusetts, Amherst   1979 — 1983
B.A., Economics

Kimberly Shea Fernandes Kimberly Shea Fernandes Alpharetta, Georgia Details
Kimberly Shea Fernandes's Loomis Sayles Experience June 1999 - January 2001
Job Manager, Training Services at Colonial Pipeline Company
Industry Oil & Energy
Experience
Colonial Pipeline Company  July 2014 - Present
Colonial Pipeline  March 2013 - July 2014
Colonial Pipeline Company  October 2009 - March 2013
Colonial Pipeline  March 2009 - October 2009
Georgia-Pacific LLC  June 2008 - January 2009
Legacy Paddlesports   July 2004 - June 2008
Loomis Sayles   June 1999 - January 2001
Wellington Management  January 1997 - June 1999

Education
Boston College - Wallace E. Carroll Graduate School of Management   1997 — 2000
MBA

Regis College   1988 — 1992
Bachelor of Arts (B.A.)