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İsim | Başlık | B.Tarihi | Bitiş |
---|---|---|---|
Daniel Conklin | Portfolio Manager | 2019 | Şimdi |
Biyografi | Dan Conklin is a portfolio manager for the relative return team at Loomis, Sayles & Company. He co-manages the Loomis Sayles Intermediate Duration Bond and Limited Term Government & Agency funds, as well as the Natixis Loomis Sayles Short Duration Income ETF. Dan also co-manages the Loomis Sayles Core Fixed Income, Short Duration Fixed Income and Intermediate Duration Fixed Income strategies. Dan has 13 years of investment industry experience and joined Loomis Sayles in 2012 as a fixed income client portfolio analyst. He moved to the relative return team in 2014 as an investment analyst and was promoted to senior investment analyst in 2018, and then to associate portfolio manager in 2019. Previously, Dan was a middle office analyst at Putnam Investments, supporting the firm’s derivative collateralization process. Dan earned a BS from the University of Massachusetts, Lowell and an MS in Finance from Northeastern University. | ||
Christopher T. Harms | Vice President | 2012 | Şimdi |
Biyografi | .Chris Harms is a portfolio manager and co-head of the relative return team at Loomis, Sayles & Company. He co-manages the Loomis Sayles Limited Term Government & Agency and Intermediate Duration Bond funds, in addition to the Natixis Loomis Sayles Short Duration Income ETF. Chris also co-manages the Loomis Sayles Core, Intermediate Duration and Short Duration strategies. He has 43 years of investment industry experience and joined Loomis Sayles in 2010. Previously, Chris was a senior vice president and managing director of an investment management team at CapitalSource Bank. Prior to CapitalSource, he was a managing director and senior fixed income portfolio manager at Mackay Shields. Chris earned a BSBA from Villanova University and an MBA from Drexel University. | ||
Clifton V. Rowe | Vice President | 2005 | Şimdi |
Biyografi | Cliff Rowe is a portfolio manager for the relative return team and mortgage and structured finance team at Loomis, Sayles & Company. He co-manages the Loomis Sayles Limited Term Government & Agency and Intermediate Duration Bond funds, in addition to the Natixis Loomis Sayles Short Duration Income ETF. Cliff also co-manages the Loomis Sayles Core, Short Duration and Intermediate Duration strategies. He has 31 years of investment industry experience that began when he joined Loomis Sayles in 1992. During his tenure, Cliff has held the successive positions of portfolio assistant, research analyst, mortgage trader and portfolio manager. He earned a BBA from James Madison University and an MBA from the University of Chicago. | ||
Kurt L. Wagner | Investment Analyst | 2012 | 2020 |
Biyografi | Kurt Wagner is a vice president of Loomis, Sayles & Company and portfolio manager for the Loomis Sayles Intermediate Duration Bond and Limited Term Government & Agency funds, in addition to the Natixis Loomis Sayles Short Duration Income ETF. He also co-manages the Loomis Sayles Short Duration, Intermediate Duration, Core and Corporate Bond strategies. Kurt joined Loomis Sayles in 1994 and has 40 years of investment industry experience. Prior to Loomis Sayles, he was a fixed income portfolio manager for Fiduciary Management Associates, and a senior pension investment analyst for Commonwealth Edison. Kurt earned a BA from Haverford College and an MBA from the University of Chicago. | ||
Richard G. Raczkowski | Portfolio Manager | 2005 | 2012 |
Biyografi | Rick Raczkowski is a portfolio manager and co-head of the relative return team at Loomis, Sayles & Company. He co-manages the Loomis Sayles Corporate Bond strategies and Core Plus Fixed Income strategy, which includes the Loomis Sayles Core Plus Bond Fund. Rick is also a member of the firm’s Board of Directors. He has 34 years of investment industry experience and joined Loomis Sayles in 2001. Prior to Loomis Sayles, Rick served as vice president for Back Bay Advisors and was a senior consultant at both Hagler Bailly Consulting and EDS Management Consulting/A.T. Kearney. He also worked as an economist and industry analyst for DRI McGraw-Hill. Rick earned a BA from the University of Massachusetts and an MBA from Northeastern University | ||
Neil A. Burke | Vice President | 2005 | 2012 |
Biyografi | Neil Burke is a portfolio manager for the relative return team at Loomis, Sayles & Company. He co-manages long duration portfolios, including the Loomis Sayles Long Duration Corporate Bond strategy, Long Duration Credit strategy, Long Duration Government/Credit strategy and customized LDI mandates. Neil is a voting member of the investment grade corporate sector team, which is a specialized group of portfolio managers, research analysts and traders working together to offer investment insights and identify opportunities. Neil has 32 years of investment industry experience and joined Loomis Sayles in 1997 as a fixed income portfolio specialist, responsible for trading, allocating and structuring institutional client portfolios. In 2002, he was promoted to portfolio manager. Prior to Loomis Sayles, he was an investment broker at UBS Painewebber, and an investment consultant at Scudder, Stevens & Clark and Citizens Investment Services. Neil earned a BA from Catholic University and an MBA from Boston College | ||
Anthony Wilkins | Vice President | 1998 | 2006 |
Biyografi | Wilkins is at Loomis Sayles, his employer since 1991. | ||
Steven Kaseta | Vice President | 2002 | 2005 |
Biyografi | Kaseta began his investment career in 1982 and has been at Loomis Sayles since 1994. Kaseta holds the Chartered Financial Analyst designation. |
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