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Name | Title | Since | Until |
---|---|---|---|
David Clott | Senior Vice President, Senior Portfolio Manager | 2017 | Now |
Biography | David serves as a Senior Portfolio Manager and leads the firm’s Global Convertible Securities team. Prior to joining Westwood, David spent fifteen years managing both the long only and absolute return global convertible securities strategies at Aviva Investors and co-founded their convertible funds in April 2002. Before this he was a Portfolio Manager and Equity Analyst at HSB Group for one year, and an Equity Analyst and later a Convertible Securities Analyst at Phoenix Investment Partners for seven years. David earned a BSc in Business Administration and Finance from Bryant University. He is a member of the CFA Institute and the Boston Security Analysts Society. | ||
Shawn Mato | Senior Vice President, Senior Portfolio Manager | 2017 | Now |
Biography | Shawn serves as a Senior Portfolio Manager and leads the firm’s Global Convertible Securities team. Prior to joining Westwood, Shawn co-managed both the long only and absolute return global convertible securities strategies and an equity analyst at Aviva Investors. Prior to 2002, he was a Research Associate at Dresdner Kleinwort Wasserstein, a Financial Consultant at Deloitte and Touché LLP, and held a variety of roles at Nomura Securities. Shawn earned a BSc in Business Administration from the University of New Hampshire and an MBA in Finance with Honors from Fordham University. He is a member of the CFA Institute and the Boston Security Analysts Society. | ||
Nicolas Schrameck | - | 2015 | 2016 |
Justin Craib-Cox | - | 2010 | 2016 |
Shawn Mato | Senior Vice President, Senior Portfolio Manager | 2002 | 2014 |
Biography | Shawn serves as a Senior Portfolio Manager and leads the firm’s Global Convertible Securities team. Prior to joining Westwood, Shawn co-managed both the long only and absolute return global convertible securities strategies and an equity analyst at Aviva Investors. Prior to 2002, he was a Research Associate at Dresdner Kleinwort Wasserstein, a Financial Consultant at Deloitte and Touché LLP, and held a variety of roles at Nomura Securities. Shawn earned a BSc in Business Administration from the University of New Hampshire and an MBA in Finance with Honors from Fordham University. He is a member of the CFA Institute and the Boston Security Analysts Society. | ||
David Clott | Senior Vice President, Senior Portfolio Manager | 2002 | 2014 |
Biography | David serves as a Senior Portfolio Manager and leads the firm’s Global Convertible Securities team. Prior to joining Westwood, David spent fifteen years managing both the long only and absolute return global convertible securities strategies at Aviva Investors and co-founded their convertible funds in April 2002. Before this he was a Portfolio Manager and Equity Analyst at HSB Group for one year, and an Equity Analyst and later a Convertible Securities Analyst at Phoenix Investment Partners for seven years. David earned a BSc in Business Administration and Finance from Bryant University. He is a member of the CFA Institute and the Boston Security Analysts Society. | ||
Tom Wills | Senior Analyst | 2002 | 2010 |
Biography | Tom is a portfolio manager of the Global Convertible Bond strategy. He joined Morgan Stanley in 2010 and has 16 years of investment experience. Prior to joining the firm, he was a senior fund manager of global convertibles at Aviva Investors. Tom received a B.Comm in finance from the University of Toronto, and an M.B.A. from Oxford University. Tom is also a Canadian Chartered Accountant and a Chartered Financial Analyst. |
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