|
|
|
| Mr. Robert J. Blanding CIC | | President & Chief Executive Officer |
| | Job Function: Senior Investment Officer, President / CEO |
| Year Hired: 1977 |
 |
| Ms. Lauriann Kloppenberg CFA | | Executive Vice President & Chief Investment Officer-Equities |
| | Job Function: Investment Officer, Tax-exempt Portfolio Manager, Taxable Portfolio Manager, Mutual Fund Portfolio Manager, Equity Portfolio Manager, Research Analyst |
| Year Hired: 1982 |
| Specialty: Equities |
|
| Mr. Jae Park | | Chief Investment Officer-Fixed Income |
| | Job Function: Investment Officer, Tax-exempt Portfolio Manager, Taxable Portfolio Manager, Mutual Fund Portfolio Manager, Fixed Income Portfolio Manager |
| Year Hired: 2002 |
| Specialty: Fixed Income, Mutual Funds |
|
| Mr. John Dean CFA | | Vice President & Director of Fixed Income Research |
| | Job Function: Director of Research, Research Analyst |
| Specialty: Director of Research, Fixed Income |
|
| Ms. Maureen Depp CFA | | Vice President & Co-Director of Equity Research |
| | Job Function: Director of Research, Equity Portfolio Manager, Research Analyst |
| Specialty: Director of Research, Equities |
|
| Mr. Brian S. James CFA | | Vice President & Co-Director of Equity Research |
| | Job Function: Director of Research, Equity Portfolio Manager, Research Analyst |
| Specialty: Director of Research, Equities |
|
| Mr. William Averill | | Vice President-Institutional Sales |
| 617 960-2019 | | Job Function: Client Contact / Marketing Officer |
| Year Hired: 2005 |
|
| Ms. Laurie Deaton | | Vice President-Institutional Sales |
| 415 364-5336 | | Job Function: Client Contact / Marketing Officer |
| Year Hired: 2008 |
|
| Mr. Jamison Gagnier | | Vice President-Institutional Sales |
| | Job Function: Client Contact / Marketing Officer |
| Year Hired: 1999 |
|
| Mr. John F. Gallagher III | | Director-New Business Development |
| | Job Function: Client Contact / Marketing Officer, In charge of Business Development |
| Year Hired: 1990 |
|
| Mr. Joseph Holmes | | Vice President-Institutional Sales |
| 202 463-6200 | | Job Function: Client Contact / Marketing Officer, Client Contact at Branch Offices |
| Year Hired: 1993 |
|
| Mr. Chuck Koeniger | | Vice President-Institutional Sales |
| 617 478-7465 | | Job Function: Client Contact / Marketing Officer |
| Year Hired: 2004 |
|
| Mr. Donald Moll | | Vice President-Institutional Sales |
| 248 646-3905 | | Job Function: Client Contact / Marketing Officer, Client Contact at Branch Offices |
| Year Hired: 1990 |
|
| Mr. Greg O'Hara | | Vice President-Institutional Sales |
| 415 956-2424 | | Job Function: Client Contact / Marketing Officer |
| Year Hired: 1998 |
|
| Mr. Jeff Seaver | | Vice President-Institutional Sales |
| 312 346-9750 | | Job Function: Client Contact / Marketing Officer |
| Year Hired: 2004 |
|
| Mr. Orr Shepherd | | Vice President-Institutional Sales |
| 617 310-3636 | | Job Function: Client Contact / Marketing Officer |
|
| Mr. Jonathan Siegel | | Vice President-Institutional Sales |
| 412 963-6130 | | Job Function: Client Contact / Marketing Officer |
| Year Hired: 2004 |
|
| Mr. Walter Thorman | | Vice President-Institutional Sales |
| 203 542-7233 | | Job Function: Client Contact / Marketing Officer |
| Year Hired: 2009 |
|
| Mr. Fred Sweeney | | Vice President & Director-Consultant Relations |
| | Job Function: Maintains Firm's Consultant Relationships |
| Email: fsweeney@loomissayles.com |
| Year Hired: 1995 |
|
| Mr. Donald Ryan | | Chief Compliance Officer |
| | Job Function: Compliance Officer |
| Year Hired: 2002 |
|
| Mr. Kevin Charleston | | Chief Financial Officer |
| | Job Function: Treasurer / Chief Financial Officer |
| Year Hired: 2000 |
|
| Ms. Jean Loewenburg | | Vice President & General Counsel |
| | Job Function: General Counsel |
|
| Mr. John R. Gidman | | Chief Information Officer |
| | Job Function: Director of Operations |
| Year Hired: 2000 |
|
| Mr. Mark B. Baribeau CFA | | Vice President & Portfolio Manager |
| | Job Function: Tax-exempt Portfolio Manager, Taxable Portfolio Manager, Equity Portfolio Manager |
|
| Mr. John Bell | | Vice President & Portfolio Manager |
| | Job Function: Tax-exempt Portfolio Manager, Taxable Portfolio Manager, Fixed Income Portfolio Manager |
|
| Mr. Kenneth Buntrock CFA, CIC | | Vice President & Portfolio Manager |
| | Job Function: Tax-exempt Portfolio Manager, Taxable Portfolio Manager, International Portfolio Manager |
| Specialty: Foreign Securities |
|
| Mr. James L. Carroll | | Vice President & Portfolio Manager |
| | Job Function: Tax-exempt Portfolio Manager, Taxable Portfolio Manager, Equity Portfolio Manager |
|
| Ms. Pamela Czekanski CFA | | Vice President & Portfolio Manager |
| | Job Function: Tax-exempt Portfolio Manager, Taxable Portfolio Manager, Equity Portfolio Manager |
|
| Mr. Matthew Eagan CFA | | Vice President & Portfolio Manager |
| | Job Function: Tax-exempt Portfolio Manager, Taxable Portfolio Manager, Fixed Income Portfolio Manager |
|
| Mr. Philip C. Fine CFA | | Vice President & Portfolio Manager |
| | Job Function: Tax-exempt Portfolio Manager, Taxable Portfolio Manager, Mutual Fund Portfolio Manager, Equity Portfolio Manager |
|
| Mr. Daniel J. Fuss CFA, CIC | | Vice Chairman & Portfolio Manager |
| | Job Function: Tax-exempt Portfolio Manager, Taxable Portfolio Manager, Mutual Fund Portfolio Manager, Fixed Income Portfolio Manager |
| Year Hired: 1976 |
| Specialty: Bonds, Mutual Funds |
|
| Ms. Kathleen C. Gaffney CFA, CIC | | Vice President & Portfolio Manager |
| | Job Function: Tax-exempt Portfolio Manager, Taxable Portfolio Manager, Mutual Fund Portfolio Manager, Fixed Income Portfolio Manager |
| Specialty: Bonds, Mutual Funds |
|
| Mr. Joe Gatz | | Vice President & Portfolio Manager |
| | Job Function: Tax-exempt Portfolio Manager, Taxable Portfolio Manager, Mutual Fund Portfolio Manager, Equity Portfolio Manager |
|
| Mr. Dean Gulis CFA | | Vice President & Equity Portfolio Manager |
| | Job Function: Tax-exempt Portfolio Manager, Taxable Portfolio Manager, Equity Portfolio Manager |
|
| Mr. John Hyll | | Vice President & Portfolio Manager |
| | Job Function: Tax-exempt Portfolio Manager, Taxable Portfolio Manager, Mutual Fund Portfolio Manager, Fixed Income Portfolio Manager |
| Specialty: Bonds, Mutual Funds |
|
| Mr. Warren N. Koontz Jr, CFA | | Vice President & Portfolio Manager |
| | Job Function: Tax-exempt Portfolio Manager, Taxable Portfolio Manager, Equity Portfolio Manager |
|
| Mr. Peter Palfrey CFA | | Vice President & Portfolio Manager |
| | Job Function: Tax-exempt Portfolio Manager, Taxable Portfolio Manager, Fixed Income Portfolio Manager |
|
| Mr. Kevin Perry | | Vice President & Portfolio Manager |
| | Job Function: Tax-exempt Portfolio Manager, Taxable Portfolio Manager, Fixed Income Portfolio Manager |
|
| Mr. Richard Raczkowski | | Vice President & Portfolio Manager |
| | Job Function: Tax-exempt Portfolio Manager, Taxable Portfolio Manager, Fixed Income Portfolio Manager |
|
| Mr. Richard D. Skaggs CFA | | Vice President & Portfolio Manager |
| | Job Function: Tax-exempt Portfolio Manager, Taxable Portfolio Manager, Equity Portfolio Manager |
|
| Ms. Darcie Z. Sunnerberg | | Vice President & Analyst |
| | Job Function: Tax-exempt Portfolio Manager, Fixed Income Portfolio Manager, Research Analyst |
| Specialty: Bonds, Foreign Securities, International Bonds |
|
| Mr. Dan G. Thelen CFA | | Vice President & Portfolio Manager |
| | Job Function: Tax-exempt Portfolio Manager, Taxable Portfolio Manager, Mutual Fund Portfolio Manager, Equity Portfolio Manager |
| Specialty: Equities, Mutual Funds |
|
| Mr. Kurt L. Wagner CFA, CIC | | Vice President & Portfolio Manager |
| | Job Function: Tax-exempt Portfolio Manager, Taxable Portfolio Manager, Fixed Income Portfolio Manager |
|
| Ms. Jan Sharp | | Vice President & Head of Fixed Income Trading |
| | Job Function: Manager of Trading Department, Trader |
| Specialty: Fixed Income, Manager-Trading Department, Bond Trader |
|
| Ms. Susan Short Green | | Vice President & Head of Equity Trading |
| | Job Function: Manager of Trading Department, Trader |
| Specialty: Equities, Manager-Trading Department |
|
| Mr. David Rolley CFA | | Vice President & Portfolio Manager |
| | Job Function: International Portfolio Manager, Research Analyst |
| Specialty: Foreign Securities |
|
| Mr. Arthur Barry CFA | | Vice President & Portfolio Manager |
| | Job Function: Equity Portfolio Manager |
|
| Mr. Mark Burns CFA | | Vice President & Research Analyst |
| | Job Function: Equity Portfolio Manager |
|
| Ms. Zu Cowperthwaite | | Vice President & Portfolio Manager |
| | Job Function: Equity Portfolio Manager |
|
| Mr. Tom Davis | | Vice President & Portfolio Manager |
| | Job Function: Equity Portfolio Manager |
|
| Mr. Ted Finch | | Vice President & Portfolio Manager |
| | Job Function: Equity Portfolio Manager |
|
| Mr. Ming Liu | | Vice President & Portfolio Manager |
| | Job Function: Equity Portfolio Manager |
|
| Mr. Larry Shaw | | Vice President & Portfolio Manager |
| | Job Function: Equity Portfolio Manager |
|
| Mr. John Slavik CFA | | Vice President & Portfolio Manager |
| | Job Function: Equity Portfolio Manager |
|
| Mr. Brian Worley | | Vice President & Portfolio Manager |
| | Job Function: Equity Portfolio Manager |
|
| Mr. Neil Burke | | Vice President & Portfolio Manager |
| | Job Function: Fixed Income Portfolio Manager |
|
| Mr. Clifton V. Rowe Jr | | Vice President & Portfolio Manager |
| | Job Function: Fixed Income Portfolio Manager |
|
| Ms. Lynda Schweitzer CFA | | Vice President & Portfolio Manager |
| | Job Function: Fixed Income Portfolio Manager |
| Specialty: Foreign Securities |
|
| Ms. Elaine Stokes | | Vice President & Portfolio Manager |
| | Job Function: Fixed Income Portfolio Manager |
|
| Mr. Steve Bocamazo | | Vice President & Analyst |
| | Job Function: Research Analyst |
| Specialty: Fixed Income, Municipal Bonds |
|
| Ms. Kathleen Bochman CFA | | Vice President & Equity Research Analyst |
| | Job Function: Research Analyst |
| Specialty: Equities |
|
| Ms. Elisabeth Colleran CFA | | Vice President & Analyst |
| | Job Function: Research Analyst |
| Specialty: Fixed Income |
|
| Mr. Richard Crable | | Vice President & Equity Research Analyst |
| | Job Function: Research Analyst |
| Specialty: Equities |
|
| Ms. Valerie Davisson | | Vice President & Equity Research Analyst |
| | Job Function: Research Analyst |
|
| Ms. Lisa A. Ferris CFA | | Vice President & Analyst |
| | Job Function: Research Analyst |
|
| Mr. Thomas Finucane | | Vice President & Equity Research Analyst |
| | Job Function: Research Analyst |
| Specialty: Equities |
|
| Mr. Kurt Fish | | Vice President & Analyst |
| | Job Function: Research Analyst |
| Specialty: Equities |
|
| Ms. Tara Gately CFA | | Vice President & Equity Research Analyst |
| | Job Function: Research Analyst |
| Specialty: Equities |
|
| Ms. Carol Gentile CFA | | Vice President & Equity Research Analyst |
| | Job Function: Research Analyst |
| Specialty: Equities |
|
| Ms. Jeanne Gilchrist CFA | | Vice President & Equity Research Analyst |
| | Job Function: Research Analyst |
| Specialty: Equities |
|
| Mr. Robert S. Goodof | | Vice President & Equity Research Analyst |
| | Job Function: Research Analyst |
| Specialty: Equities |
|
| Mr. Ken Heffner CFA | | Vice President & Analyst |
| | Job Function: Research Analyst |
| Specialty: Fixed Income |
|
| Mr. Brian Horrigan | | Vice President & Director-Economics |
| | Job Function: Research Analyst |
| Specialty: Economist |
|
| Mr. Chris Ingle CFA | | Vice President & Analyst |
| | Job Function: Research Analyst |
| Specialty: Fixed Income |
|
| Mr. Chris Keller CFA | | Vice President & Analyst |
| | Job Function: Research Analyst |
| Specialty: Fixed Income |
|
| Mr. Charles Kishpaugh | | Vice President & Analyst |
| | Job Function: Research Analyst |
| Year Hired: 2002 |
| Specialty: Fixed Income |
|
| Mr. Adam Liebhoff | | Vice President & Equity Research Analyst |
| | Job Function: Research Analyst |
| Specialty: Equities |
|
| Mr. Andrew Mackay | | Vice President & Analyst |
| | Job Function: Research Analyst |
| Specialty: Fixed Income |
|
| Ms. Teri Mason CFA, CIC | | Vice President & Associate Director of Fixed Income Research |
| | Job Function: Research Analyst |
| Specialty: Assistant Director of Research, Fixed Income, Investment Strategist |
|
| Ms. Joann McIntosh | | Vice President & Analyst |
| | Job Function: Research Analyst |
| Specialty: Fixed Income |
|
| Mr. Eric M. Meyers CFA | | Vice President & Equity Research Analyst |
| | Job Function: Research Analyst |
|
| Ms. Diane Montieth | | Vice President & Analyst |
| | Job Function: Research Analyst |
| Year Hired: 2002 |
| Specialty: Fixed Income |
|
| Mr. Joseph A. Murvar CFA | | Vice President & Analyst |
| | Job Function: Research Analyst |
|
| Ms. Shannon O'Mara | | Vice President & Fixed Income Research Analyst |
| | Job Function: Research Analyst |
| Specialty: Fixed Income |
|
| Mr. Mark Ravanesi | | Vice President & Analyst |
| | Job Function: Research Analyst |
| Specialty: Fixed Income |
|
| Ms. Paula Reiters CFA | | Vice President & Analyst |
| | Job Function: Research Analyst |
| Specialty: Fixed Income |
|
| Ms. Eileen Riley CFA | | Vice President & Equity Research Analyst |
| | Job Function: Research Analyst |
|
| Mr. Lee Rosenbaum | | Vice President & Equity Research Analyst |
| | Job Function: Research Analyst |
|
| Ms. Elizabeth Schroeder CFA | | Vice President & Analyst |
| | Job Function: Research Analyst |
| Specialty: Fixed Income |
|
| Ms. Janet Sung CFA | | Vice President & Analyst |
| | Job Function: Research Analyst |
| Specialty: Fixed Income |
|
| Mr. Edward Thaute | | Vice President & Analyst |
| | Job Function: Research Analyst |
| Specialty: Fixed Income |
|
| Mr. Tony Ursillo CFA | | Vice President & Equity Research Analyst |
| | Job Function: Research Analyst |
| Specialty: Equities |
|
| Mr. Matthew Welch | | Analyst |
| | Job Function: Research Analyst |
| Specialty: Fixed Income |
|
| Mr. Paul K. Wright CFA | | Vice President & Analyst |
| | Job Function: Research Analyst |
| Specialty: Equities |
|
| Mr. John Zaehringer CFA | | Vice President & Analyst |
| | Job Function: Research Analyst |
| Specialty: Fixed Income |
|
| Mr. Carlton Boutwell CFA | | Vice President & Fixed Income Trader |
| | Job Function: Trader |
| Specialty: Bond Trader |
|
| Ms. Dana Chamberlin | | Vice President & Equity Trader |
| | Job Function: Trader |
| Specialty: Equity Trader |
|
| Mr. Douglas Farina | | Vice President & Fixed Income Trader |
| | Job Function: Trader |
| Specialty: Fixed Income |
|
| Mr. Brian Kennedy | | Vice President & Fixed Income Trader |
| | Job Function: Trader |
| Specialty: Fixed Income |
|
| Ms. Christin Kenny | | Vice President & Fixed Income Trader |
| | Job Function: Trader |
| Specialty: Fixed Income |
|
| Ms. Jennifer Nelson | | Vice President & Equity Trader |
| | Job Function: Trader |
| Specialty: Equity Trader |
|
| Ms. Heather Norton | | Vice President & Senior Equity Trader |
| | Job Function: Trader |
| Specialty: Equity Trader |
|
| Mr. Thomas O'Brien | | Vice President & Fixed Income Trader |
| | Job Function: Trader |
| Specialty: Fixed Income |
|
| Ms. Lynn Parker | | Vice President & Fixed Income Trader |
| | Job Function: Trader |
| Specialty: Fixed Income |
|
| Ms. Charlene Richard | | Vice President & Fixed Income Trader |
| | Job Function: Trader |
| Specialty: Fixed Income |
|
| Mr. David Simmons | | Vice President & Fixed Income Trader |
| | Job Function: Trader |
| Specialty: Fixed Income |
|
| Mr. Todd Vandam | | Vice President & Fixed Income Trader |
| | Job Function: Trader |
| Specialty: Fixed Income |
|
| Ms. Marianne Winkelman | | Vice President & Fixed Income Trader |
| | Job Function: Trader |
| Specialty: Fixed Income |
|
| Mr. Timothy Zimmer | | Vice President & Equity Trader |
| | Job Function: Trader |
| Specialty: Equity Trader |
|
| Karen Combs | | |
| | Job Function: Client Contact at Branch Offices |
|
| Aileen Rappaport | | |
| | Job Function: Client Contact at Branch Offices |
|
| Jeffrey Seaver | | |
| | Job Function: Client Contact at Branch Offices |
|
