Executives

WHO WE ARE
Portfolio Managers

Our investment managers offer deep domain expertise across equity, income, alternatives and ETFs.
 

All Boutiques
  • All Boutiques
  • CBRE Clarion Securities
  • Candriam
  • Cushing Asset Management
  • Epoch Investment Partners
  • Fiera Capital
  • MacKay Shields
  • Multi-Asset Solutions
  • NYL Investors
  • PineStone Asset Management
  • Wellington Management
  • Winslow Capital Management
All Strategies
  • All Strategies
  • Combating Inflation
  • ESG Investing
  • Generating Income
  • Longevity and Growth
  • Managing Volatility
  • Tax-Efficient Investing
  • Workplace and Retirement
Jeremy Anagnos

Jeremy Anagnos

Chief Investment Officer, Listed Infrastructure

Greg Barrato

Director, Senior Portfolio Manager, Trader

Steven Bleiberg

Steven Bleiberg

Managing DirectorPortfolio Manager

William Booth

William Booth

Managing DirectorCo-CIOPortfolio Manager

Robert Burke

Robert Burke, CFA

Managing DirectorPortfolio Manager

Patrick Burton

Patrick Burton

Senior Managing DirectorPortfolio Manager

Mark Campellone

Mark Campellone

Managing DirectorPortfolio Manager

Chris Carey

Managing Director, Head of North American Direct Origination

Peter Carpi

Managing DirectorEquity Portfolio Manager

Dohyun Cha

Managing Director

Andrew Chan

Portfolio ManagerHead of Research

Valentina Chen

Co-Head of the Emerging Market Debt Team

Won Choi

Managing Director

David Cook, CFA

Portfolio Manager & Equity Analyst

Michael DePalma

Senior Managing Director, Co-Head of Global Fixed IncomeSenior Portfolio Manager

Michael Denlinger

Michael Denlinger, CFA

Managing DirectorPortfolio Manager/Trader

Bob Dimella

Robert DiMella, CFA

Executive Managing DirectorCo-Head of MacKay Municipal Managers

Peter A. Dlugosch

Managing DirectorPortfolio Manager

David Dowden

David Dowden

Managing Director, Portfolio Manager

Matt Downs

Matthew Downs

Senior DirectorPortfolio Manager

David B. DuBard, CFA

Senior Managing Director, Partner, and Equity Portfolio Manager

Philip Fielding

Co-Head of Emerging Market Debt team

Edward Fitzgerald

Managing Director, Head of Structured Finance Group

Ian France

Director and portfolio manager

Betsy George

Managing Director and Equity Research Analyst

Ravi Gill

Managing Director and Equity Research Analyst

Matthew Hage

Director and Portfolio Manager

Steven M. Hamill, CFA

Senior Managing Director, Portfolio Manager

Adam Illfelder

Senior Managing DirectorEquity Portfolio Manager

Matt Jacob

Matt Jacob

Managing Director Senior Portfolio Manager

Rob Katz

Equity Research Analyst

Justin Kelly

Justin Kelly, CFA

Chief Executive OfficerChief Investment OfficerPortfolio Manager

Poul Kristensen

Poul Kristensen

Managing DirectorEconomistPortfolio Manager

John Lawlor

John Lawlor

Managing DirectorPortfolio Manager/Trader

Frances Lewis

Frances Lewis

Senior Managing DirectorPortfolio Manager

John Loffredo

John Loffredo, CFA

Vice ChairmanCo-Head of MacKay Municipal Managers

Christopher Mey

Christopher Mey

Head of Emerging Markets Debt Team

Jon Miniman

Jonathan Miniman

Principal, Global Portfolio Manager

Neil Moriarty

Neil Moriarty

Senior Managing Director, Co-Head of Global Fixed IncomeSenior Portfolio Manager

Tom Musmanno

Senior Managing Director

Francis Ok

Francis Ok

Managing DirectorHead of Equity Trading

Lesya Paisley

DirectorMacKay Shields, LLC

Michael Perilli, CFA

Director, Portfolio Manager and Trader

Glen Petraglia

Glen Petraglia

Managing DirectorPortfolio ManagerSenior Research Analyst

Nikolay Petrakov, CFA

Managing Director, Portfolio Manager and Equity Research Analyst

Mike Petty

Michael Petty

Senior Managing DirectorPortfolio Manager

Mary Pryshlak

Senior Managing DirectorPartnerHead of Investment Research

Sunil M. Reddy, CFA

Head of Growth Equity, Lead Portfolio Manager

Steve Repertinger

Steve Repertinger

Senior DirectorPortfolio Manager

Nadim Rizk

Lead Portfolio ManagerChief Executive Officer & Chief Investment Officer

Clark Shields

Managing Director and Equity Portfolio Manager

Wellington Management

Andrew Shilling

Senior Managing DirectorPartnerEquity Portfolio Manager

David Siino

David Siino

Managing DirectorPortfolio ManagerSenior Equity Research Analyst

Edward Silverstein

Edward Silverstein

Senior Managing DirectorHead of Convertibles

Ken Sommer

Kenneth Sommer

Managing Director, Head of Liquid Products Portfolio Management and Trading

Amit Soni

Amit Soni

Portfolio Manager

Scott Sprauer

Scott Sprauer

Senior Managing DirectorPortfolio Manager

Andrew Susser

Andrew Susser

Executive Managing DirectorHead of High Yield

Jon Swaney

Jonathan Swaney

Managing DirectorSenior Portfolio Manager

Shu-Yang Tang

Shu-Yang Tan

Managing DirectorSenior Portfolio Manager

John Tobin

John Tobin

Managing DirectorPortfolio ManagerSenior Equity Research Analyst

Arthur Torrey

Arthur Torrey

Managing Director, Head of Public Credit Portfolio Management and Trading

Kera Van Valen

Kera Van Valen

Managing DirectorPortfolio ManagerSenior Research Analyst

Kenneth Weinberg

Kenneth Weinberg

Chief Investment Officer – Listed Real Estate

Michael Welhoelter

Michael Welhoelter

Managing DirectorCo-CIOPortfolio ManagerHead of Risk Management

Mark Whitaker

Senior Managing DirectorPartnerEquity Portfolio Manager

Jonathan White

Managing DirectorDirector, Research Portfolios

Thomas Wynn

Managing Director, Convertible Portfolio Manager

Jae Yoon

Jae Yoon

Chief Investment Officer