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Nome | Título | Desde | Até |
---|---|---|---|
David L. Waldman | Investment Officer | 2018 | Agora |
Biografia | David Waldman is deputy chief investment officer of Loomis, Sayles & Company. He is also director of the firm’s quantitative research risk analysis (QRRA) group. David is co-portfolio manager of the Loomis Sayles US Equity Research product. As deputy CIO, David works closely with the investment teams on the continual enhancement of their investment process across both fixed income and equity. In addition, he leads the QRRA group in developing quantitative solutions across multiple dimensions of the investment process including risk analysis, relative value identification, portfolio construction and product development. David has 25 years of experience in investment management. He spent his early career as a fixed income portfolio manager with Goldman Sachs Asset Management and Lazard Freres Asset Management. David later joined Putnam Investments, where he was a senior fixed income portfolio manager, and subsequently the director of fixed income quantitative research. David earned an undergraduate degree in economics from Stanford University and an MBA in finance from New York University. | ||
Arthur J. Barry | Vice President | 2012 | Agora |
Biografia | Barry is vice president and portfolio manager with Loomis Sayles, his employer since 2005. Prior to joining the firm, he was senior vice president and portfolio manager at State Street Research & Management Company from November 2003 to January 2005, senior portfolio manager at INVESCO Capital Management from April 2001 to May 2003, and portfolio manager at Federated Research Corp. from January 1997 to March 2001. He began his investment career with Federated Investors in 1994 as an investment analyst covering producer manufacturing, services and transportation. Art was named by Barron’s as one of the top 100 mutual fund managers in America last year. Barry has earned the designation of Chartered Financial Analyst. | ||
Adam C. Liebhoff | Co-Portfolio Manager | 2014 | 2017 |
Biografia | Adam Liebhoff is a vice president of Loomis, Sayles & Company and co-portfolio manager for the large cap value, focused value and dividend income strategies. He has co-managed the strategies, including the Loomis Sayles Value and the Loomis Sayles Dividend Income since September 2014. He joined Loomis Sayles in July 2007, and served as a senior equity analyst until July 2014. Prior to Loomis Sayles, Adam was a research analyst following large cap software companies at Cowen & Company from 2002 to 2005, and research associate there from 2000-2002. Throughout most of 2000, he was a research associate covering IT securities at Donaldson, Lufkin & Jenrette. Previously, he also worked as an equity research associate covering IT securities for both CIBC World Markets from 1999-2000 and Adams, Harkness & Hill from 1998-1999. Adam earned a BA from Hobart College and an MBA from Cornell University. | ||
Matthew J. Eagan | Vice President | 2014 | 2016 |
Biografia | Matthew Eagan is a Vice President of Loomis, Sayles & Company and a Portfolio Manager for the Loomis Sayles fixed-income group. He has over 26 years of investment industry experience as a portfolio manager and fixed-income analyst. Mr. Eagan started his investment career in 1989 and joined Loomis Sayles in 1997. Previously, he worked for Liberty Mutual Insurance Company as a senior fixed-income analyst and for BancBoston Financial Company as a senior credit analyst. Mr. Eagan received his BA from Northeastern University and his MBA from Boston University. He is a CFA® charterholder. | ||
Elaine M. Stokes | Vice President | 2014 | 2016 |
Biografia | Elaine Stokes is a vice president, portfolio manager and co-head of the full discretion team at Loomis, Sayles & Company. She has joined Loomis Sayles in 1988. Prior to becoming a portfolio manager in 2000, she had experience working in high yield, global and emerging markets, serving as a senior fixed-income trader and portfolio specialist. Ms. Stokes is co-head and founder of the Loomis Sayles Women's Network group and is on the executive board for the Strong Women, Strong Girls nonprofit organization. Ms. Stokes earned a BS from St. Michael's College. | ||
Daniel J. Fuss | Executive Vice President | 2012 | 2016 |
Biografia | Dan Fuss has been with Loomis, Sayles & Company since 1976. He is Vice Chairman of the firm and co-manager on numerous institutional accounts for the fixed-income group. In 2012, Mr. Fuss received the Institutional Investor Money Management Lifetime Achievement Award and the Lipper Excellence in Investing Award. In 2013, Mr. Fuss received the CFA Society of Milwaukee Lifetime Achievement Award. In 2000, he was named to the Fixed Income Analysts Society’s Hall of Fame. Mr. Fuss received his BS and his MBA from Marquette University, and is a CFA® charterholder. | ||
Warren N. Koontz | Portfolio Manager | 2012 | 2014 |
Biografia | Warren Koontz, Jr., CFA, is a managing director, the head of large cap value equity, and a large cap value portfolio manager. He joined Jennison Associates in September 2014. Prior to joining Jennison, Warren was a portfolio manager at Loomis, Sayles & Company for diversified and concentrated value strategies. Prior to joining Loomis, Sayles & Company in 1995, Warren was a senior portfolio manager at Comerica Bank. He also worked for three years as chief investment officer for The Jeffrey Company, a private investment firm. He began his investment career in 1984 at the Public Employees' Retirement System of Ohio as a securities analyst and later became an assistant investment officer. He received a BS in finance and an MBA from The Ohio State University. He is a Chartered Financial Analyst. | ||
Kathleen C. Gaffney | Vice President | 2012 | 2012 |
Biografia | Ms. Gaffney is a Vice President of Eaton Vance and BMR since October 2012. Prior to joining Eaton Vance in 2012, she was a vice president and portfolio manager at Loomis, Sayles & Company. Ms. Gaffney began her career at Loomis Sayles in 1984. From 1992 to 2012, she served as Vice President and Fixed Income Portfolio Manager. From 1988 - 1992 she held served as Vice President and Fixed Income Trader. From 1984 to 1988 she served as a Fixed Income and Equity Trader. Ms. Gaffney holds the designation of Chartered Financial Analyst. She received a B.A. from the University of Massachusetts at Amherst, and has been with the investment industry since 1984. |
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