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名称 | 标题 | 任期 | 至 |
---|---|---|---|
Daniel Conklin | Portfolio Manager | 2019 | now |
背景介紹 | 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 | now |
背景介紹 | .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 | 2001 | now |
背景介紹 | 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 |
背景介紹 | 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. | ||
John X. Hyll | Co-Portfolio Manager | 2003 | 2012 |
背景介紹 | John Hyll is a portfolio manager for the fixed income group at Loomis, Sayles & Company. John co-manages long duration portfolios, including the Loomis Sayles Long Duration Corporate Bond strategy, Long Duration Government/Credit strategy, and customized LDI mandates. John is also a voting member of the yield curve team which provides the firm’s interest rate forecast. He is a member of the US Government Sector team. He joined Loomis Sayles in 1987 and has 40 years of investment industry experience. Previously, John worked for National City Bank as an investment officer. He was responsible for managing a $200 million US Treasury, agency and corporate bond portfolio as well as a co-managing a $1.9 billion taxable bank holding company portfolio. John earned a BBA and an MBA from Baldwin Wallace College. | ||
Michael C. Harris | Portfolio Manager, Research Analyst | 2001 | 2003 |
背景介紹 | Mike Harris serves as a portfolio manager for the Fundamental Large and Large Select Growth portfolios at Wells Capital Management. He also serves as a research analyst with primary responsibilities covering the financial and energy sectors. He joined Wells Capital Management from Strong Capital Management where he held a similar role. Before joining Strong in 2000, Mike was responsible for assisting in the research and portfolio management effort for Conseco Capital Management equity portfolios. Prior to working for Conseco, Mike worked as an equity research assistant for the IU Foundation. Mike holds a bachelor’s degree in finance from Southeast Missouri State University and earned his master’s degree in business administration–finance from Indiana University where he was selected by faculty to participate in the Investment Management Academy. Mike has earned the right to use the CFA designation. | ||
James Welch | Portfolio Manager | 1997 | 2001 |
背景介紹 | James Welch - Portfolio Manager James is a portfolio manager at Principal Global Investors. He is responsible for managing tax exempt portfolios. James joined the firm in 2014. Prior to his current role, James served as a CIO-portfolio manager at Castleton Partners LLC. He received a bachelor's degree in economics from Pennsylvania State University. | ||
Scott A. Millimet | executive Vice President | 1997 | 2001 |
背景介紹 | Millimet currently works as an executive vice president at Back Bay Advisors, L.P. Prior to joining Back Bay in 1994, he was employed by BT Futures, Inc. as a vice president. Prior to that, Millimet served as a senior vice president at the Chicago Board of Trade with Carroll McEntee & McGinley. | ||
Eric N. Gutterson | Vice President | 1994 | 1997 |
背景介紹 | Gutterson is a vice president with Back Bay Advisors, his employer since February 1990. Previously, he spent four years in institutional sales with Bear Stearns and six years as a commercial lender with Bank of New England. Gutterson holds the Chartered Financial Analyst designation. | ||
Michael Martino | Senior Vice President | 1989 | 1994 |
背景介紹 | Martino is a senior vice president with Putnam Investments, his employer since 1994. Previously, he served as a portfolio manager, chief investment officer, executive vice president, and director with Back Bay Advisors from 1988 to 1994. Prior to that, he served as with The New England Mutual Life Insurance Company from 1982 to 1988. He has 12 years of investment experience. |
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