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Name | Title | Since | Until |
---|---|---|---|
Justin Henne | Senior Portfolio Manager | 2019 | 2021 |
Biography | Justin Henne, CFA. Managing Director - Customized Exposure Management. Mr. Henne leads the investment team responsible for the implementation and enhancement of Parametric’s Customized Exposure Management product. Since joining Parametric in 2004, Justin has gained extensive experience trading a wide variety of derivative instruments in order to meet each client’s unique exposure and risk management objectives. Justin earned a BA in Financial Management from the University of St. Thomas. He is a CFA® charterholder and a member of the CFA Society of Minnesota. | ||
Richard Fong | Portfolio Manager | 2019 | 2021 |
Biography | Ricky Fong, CFA, Portfolio Manager, joined The Clifton Group in 2010, which was acquired by Parametric in 2012. Mr. Fong began managing Parametric’s allocated portion of the Fund’s portfolio in February 2015 | ||
Brandon Pizzurro | Portfolio Manager | 2019 | 2021 |
Biography | Brandon Pizzurro is the primary Portfolio Manager for all equity, fixed income, real asset, asset allocation and target date funds within the GuideStone Funds lineup of registered mutual funds. In this capacity, he directs manager research, selection, ongoing monitoring and due diligence and is responsible for leading the analyst research team and investment process of GuideStone Capital Management, LLC. Mr. Pizzurro joined GuideStone in 2017 as a Senior Investment Analyst, where he performed quantitative and qualitative analysis, including research and recommendations regarding fund structure and composition, on GuideStone’s non-U.S. equity, asset allocation and target date funds. Prior to assuming his responsibilities at GuideStone, Mr. Pizzurro served as Senior Investment Analyst at First Command Financial Services, where he chaired the Investment Strategy and Research Committee and worked on the team responsible for the firm’s $11 billion discretionary model portfolio flagship program. Prior to First Command, Mr. Pizzurro was Financial Consulting Director at 1st Global, where he helped to develop the firm’s discretionary model portfolio program and led the group’s research efforts for alternative investments, including private and public non-traded real estate investment trusts (REITs), hedge fund of funds and private equity fund of funds. Mr. Pizzurro holds a Bachelor of Business Administration degree with a double major in Finance and Real Estate from Baylor University. He is a CERTIFIED FINANCIAL PLANNER™ certificant and a member of both the CFA Institute and the CFA Society of Dallas/Fort Worth. | ||
Brian P. Kennedy | portfolio manager | 2016 | 2021 |
Biography | Brian Kennedy is a Vice President of Loomis, Sayles & Company and co-portfolio manager of the firm’s multisector institutional strategies and mutual funds. Mr. Kennedy joined Loomis Sayles in 1994 as a securitized and government bond trader. Mr. Kennedy first joined the full discretion investment team as product manager in 2009, was promoted in 2013 to co-portfolio manager of the investment grade bond products and again in 2016 to co-portfolio manager of the multisector suite of products. Mr. Kennedy earned a BS from Providence College and an MBA from Babson College. | ||
Matthew J. Eagan | Executive Vice President | 2016 | 2021 |
Biography | Matthew J. Eagan is an Executive Vice President and a member of the Board of Directors of Loomis Sayles. 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 | Executive Vice President | 2016 | 2021 |
Biography | Elaine M. Stokes is an Executive Vice President and a member of the Board of Directors of Loomis Sayles. 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. | ||
Lisa Hornby | Portfolio Manager | 2014 | 2021 |
Biography | Lisa Hornby is a Portfolio Manager at Schroders, on the US Multi-Sector Fixed Income team. She is involved in managing the following strategies: Short Duration, Core, Core Plus, Long Duration / LDI, as well as Tax-Sensitive. In her role, she focuses on asset selection and allocation across the various fixed income sectors, with a specialty in macro strategies. She joined Schroders in 2010 and is based in New York. Lisa was an Analyst at Barclays Capital from 2007 to 2010, in the Department of Finance. There she was responsible for the accounting, valuation and reporting of various Fixed Income products, primarily within the credit space. Lisa is a frequent contributor to various financial publications, including the Wall Street Journal and Investor's Business Daily, She is also a frequent guest on Bloomberg Television Qualifications: Series 3; CFA Charterholder; BA in Economics with Honors from Rutgers University. | ||
Julio C. Bonilla | Vice President | 2010 | 2021 |
Biography | Julio Bonilla is a Portfolio Manager at Schroders, which involves managing all Multi-Sector portfolios including the Value portfolios as a municipal bond specialist. He joined Schroders in 2013 and is based in New York. Julio was a Portfolio Manager at STW Fixed Income Management from 2010 to 2013, which involved managing $11 billion in Multi-Sector portfolios including Core, Long Duration and Tax-Aware strategies. He was a Senior Portfolio Manager at Wells Capital Management from 2000 to 2010, which involved cultivating an expertise in municipal fixed income management and was responsible for account activity from trading to portfolio strategy. He was an Associate at Wells Fargo Institutional Brokerage from 1997 to 2000, which involved sales and trading fixed income securities. Qualifications: CFA Charterholder; MBA in Finance from Pepperdine University; BA in Political Science from University of San Diego. | ||
Neil G. Sutherland | Portfolio Manager | 2008 | 2021 |
Biography | Neil Sutherland is an Investment Manager at Schroders, Neil Sutherland is a Fixed Income portfolio manager and a member of the team responsible for managing all Multi-Sector portfolios including the Value portfolios. •Neil is the lead portfolio manager for US Core Plus portfolios, which includes Schroder Total Return Fixed Income Fund and Schroder ISF USD Bond. •. He joined Schroders in 2013 and is based in New York. Neil was a Principal, Investment Manger at STW Fixed Income Management from 2008 to 2013, Neil joined Schroders in 2013 following the acquisition of STW Fixed Income Management, where he had worked since 2008. At STW, Neil was Principal, Portfolio Manager and a member of the team responsible for managing $11 billion. He was a Senior Fixed Income Manger at AXA investment Managers from 2001 to 2008, which involved here he was the Senior Fixed Income Manager responsible for Credit and Absolute Return strategies. He was a Portfolio Manager at Newton investment Management from 1997 to 2001, which involved Portfolio manager for the Newton Investment Group’s Global Fixed Income team, where he managed a broad range of multicurrency global fixed income portfolios. Qualifications: CFA Charterholder; MA in Politics and Economics from University of Dublin, Trinity College. | ||
Andrew B.J. Chorlton | Portfolio Manager | 2007 | 2021 |
Biography | Andrew Chorlton is the Head of US Multi-Sector, Fixed Income at Schroders, which involves leading the team responsible for all US Multi-Sector strategies, consisting of opportunistic, short duration, intermediate duration, core plus, long duration including LDI and tax-sensitive strategies across the duration spectrum. Andy joined Schroders in 2013 following the acquisition of STW Fixed Income Management. He joined Schroders in 2013 and is based in New York. Andrew was a Principal and Portfolio Manager at STW Fixed Income Management from 2007 to 2013, which involved managing Multi-sector and tax sensitive portfolios across the duration spectrum. He was a Senior Portfolio Manager at AXA Investment Managers from 2001 to 2007, which involved a focus on corporate bond strategies both traditional and liability benchmarked. He was a Portfolio Manager at Citigroup Asset Management from 1997 to 2001, which involved managing a variety of global fixed income strategies. Qualifications: CFA Charterholder; BSc in Economics with Spanish from University of Birmingham. |
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