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Name | Title | Since | Until |
---|---|---|---|
Lee M. Rosenbaum | Vice President | 2013 | Now |
Biography | Lee Rosenbaum is a portfolio manager and Co-Head of Global Equity Opportunities at Loomis, Sayles & Company. He joined Loomis Sayles in 2008 as a senior global equity analyst for the firm’s central research group, covering the industrial, materials and financial services sectors. Lee later joined the global equity team as a dedicated product analyst. He was promoted to portfolio manager in 2013. Previously, Lee covered the financial services sector for Putnam Investments. | ||
Eileen N. Riley | Vice President | 2013 | Now |
Biography | Eileen Riley is a portfolio manager and the Co-Head of Global Equity Opportunities at Loomis, Sayles & Company. She began her investment industry career at Loomis Sayles in 1998 as a member of the international equity team. After pursuing her MBA, Eileen returned to Loomis Sayles as a senior global equity analyst covering the consumer and technology services sectors for the firm’s central research group. She later joined the global equity team as a dedicated product analyst. | ||
Warren N. Koontz | Managing Director | 2013 | 2013 |
Biography | Warren Koontz is the head of value equity and a large cap value portfolio manager. He is responsible for overseeing the investment process, strategy implementation, and risk management for Jennison's value equity platform. He is also a member of the Jennison Management Team. Warren joined Jennison in 2014. Previously, he was with Loomis Sayles, where he managed diversified and concentrated value strategies. Before Loomis Sayles, Warren was a member of the investment policy committee at Comerica Bank, where he managed institutional and high net worth equity portfolios. Prior to that, he worked at the Jeffrey Company as chief investment officer and the Public Employees' Retirement System of Ohio as the primary portfolio manager for equity portfolios. Warren holds a BS in finance and an MBA from Ohio State University. He is a CFA charterholder. |
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