GW&K - Key Persons
Job Titles:
- Portfolio Manager for GW & K
- Principal, Equity Portfolio Manager
Aaron is a portfolio manager for GW&K's all-cap and dividend-focused strategies and is a member of the firm's Investment Committee. Overseeing two of GW&K's original equity strategies, Aaron applies his rigorous fundamental analysis to seek out high quality businesses across the market cap spectrum to help clients meet their personal goals for income and growth.
Job Titles:
- Client Service Associate
- Vice President, Regional Sales Director, Mid - Atlantic
- Vice President, Regional Sales Director, West Coast 310 - 363 - 5065
Job Titles:
- Member of Our Client
- Senior Client Service Associate
- Vice President, Wealth Advisor
Alex is a member of our client service team responsible for servicing GW&K's private clients. As a client service associate, he is responsible for supporting our clients with the implementation of their long-term investment strategy, and assuring that all aspects of account management run smoothly.
Job Titles:
- Relationship Manager
- Vice President
- Member of Our Global Equity Team
- Partner, Director, Institutional
- Principal, Global Equity Client Portfolio Manager
Andrea is a member of our global equity team working closely with portfolio managers and analysts to support the firm's client service and business development efforts. Andrea's investment career, spanning more than three decades, has provided her with a deep knowledge of global investment markets. She adds a valuable perspective to the team's research discussions and enjoys educating clients and prospects on the team's philosophy, process, and individual stock holdings. She is a member of the firm's Investment Committee.
Job Titles:
- Member of the Managed Accounts Team and Is Responsible
- Principal, Municipal Bond Client Portfolio Manager
- Vice President, Regional Sales Director, South Central 617 - 820 - 3689
Drew is a longstanding member of the managed accounts team and is responsible for new business development in the South Central region. He focuses on expanding relationships with our advisory partner firms by engaging with advisors to educate them on GW&K strategies, as well as maintaining GW&K's longtime clients in the region. Drew is based in Dallas, Texas.
Job Titles:
- Principal, Securitized Analyst / Government Bond Portfolio Manager
Job Titles:
- Assistant
- Client Service Manager
- National Sales Manager
- Partner
- Relationship Manager
- Vice President
- Partner, National Sales Manager 617 - 236 - 8900
Job Titles:
- Partner, Portfolio Manager / Trader
Job Titles:
- Client Service Associate
- Wealth Advisor
Chad is a member of our private wealth services team acting as a primary resource for clients, addressing all questions and concerns. His goal is to help clients meet their long-term objectives and ensure that all aspects of account management run smoothly.
Job Titles:
- Relationship Manager
- Vice President
- Member of GW & K
- Vice President, Taxable Bond Client Portfolio Manager
- Vice President, Wealth Strategist
Charlie is member of GW&K's national accounts team responsible for relationship management. He has extensive experience cultivating trusted partnerships and relationships with both advisors and clients across various business channels.
Job Titles:
- Business Development Manager
- Business Development Manager for GW & K
Chase is a business development manager for GW&K's private wealth services group. He is responsible for identifying and building long-term client relationships directly and through GW&K's partnerships.
Job Titles:
- Client Service Associate
- Principal, Global Equity Client Portfolio Manager
- Vice President, Regional Sales Director, Mid - Atlantic 617 - 721 - 1818
Job Titles:
- Senior Client Service Associate
- Vice President, Taxable Bond Client Portfolio Manager
Job Titles:
- Client Service Manager
- Principal
- Senior Client Service Associate
- Vice President, Regional Sales Director, Northeast
Job Titles:
- Vice President, Senior Credit Analyst
Job Titles:
- Client Service Associate
- Vice President, Regional Sales Director, West Coast
Job Titles:
- Partner, Director, Equities
Job Titles:
- Chief Compliance Officer
- Principal
Dave serves as Chief Compliance Officer with responsibility for managing the firm's Compliance Program and is involved with various firm-wide risk management efforts. Dave is a member of various Operating Committees at GW&K including the Investment, Brokerage, Cybersecurity/Business Continuity & Disaster Recovery, ESG, Proxy Voting and Valuation Committees.
Job Titles:
- Client Service Associate
- Member of Our Client
- Principal, Global Equity Client Portfolio Manager
Dylan is a member of our client services team. He serves as a primary resource for our private clients, addressing all questions and concerns and helping clients meet their long-term investment objectives.
Job Titles:
- Client Service Associate
- Member of Our Client
- Partner, Director Client Service
- Vice President, Institutional Business Development
Emily is a member of our client service team responsible for servicing GW&K's institutional clients. She serves as a primary resource for clients, addressing all questions and concerns, and helping clients meet their long-term objectives.
Job Titles:
- Partner, Equity Research Analyst
Job Titles:
- Founder - Chairman, Chief Investment Officer
Job Titles:
- Junior Municipal Research Analyst
Job Titles:
- Partner, Director Client Service
- Senior Client Service Associate
- Vice President, Institutional Business Development
Jim received his BS in Business and Finance from Marist College, and earned an MS in Finance from Boston College. He is a CFA® charterholder and is a member of the CFA Institute and the CFA Society Boston.
Job Titles:
- Principal, Equity Research Analyst
Job Titles:
- Partner, Equity Portfolio Manager
Job Titles:
- Principal, Municipal Bond Client Portfolio Manager
- Vice President, Regional Sales Director, Midwest
Job Titles:
- Vice President, Municipal Research Analyst
Job Titles:
- Partner, Equity Portfolio Manager
Job Titles:
- Client Service Associate
- Wealth Advisor
Job Titles:
- Partner, Director, Fixed Income
Job Titles:
- Director, Private Wealth Management
- Vice President, Regional Sales Director, Northeast 617 - 850 - 6355
- Vice President, Regional Sales Director, West Coast
Job Titles:
- National Sales Manager
- Partner
- Vice President, Regional Sales Director, New York Metro
- Vice President, Wealth Advisor
Job Titles:
- Partner, Equity Portfolio Manager
Job Titles:
- Assistant
- Client Service Manager
- Relationship Manager
- Vice President
- Vice President, Wealth Strategist
Job Titles:
- Vice President, Regional Sales Director, South Central
- Vice President, Wealth Advisor
Julie is a wealth advisor and long-time member of our private client service team responsible for supporting clients with the implementation of their long-term investment strategy, educating clients on our investment strategies and assuring that all aspects of account management run smoothly. Julie is also a member of the firm's Diversity & Inclusion Committee.
Job Titles:
- Client Service Manager, Institutional
- Principal, Global Equity Client Portfolio Manager
- Vice President, Regional Sales Director, Northeast
Job Titles:
- Principal, Municipal Bond Portfolio Manager
Job Titles:
- Partner, Equity Portfolio Manager
Job Titles:
- Client Service Manager
- Principal
Job Titles:
- Client Service Manager, Institutional
- Director, Private Wealth Management
Job Titles:
- Vice President, Municipal Research Analyst
Job Titles:
- Client Service Manager
- Principal
- Principal, Domestic Equity Client Portfolio Manager
- Vice President, Institutional Business Development
Job Titles:
- Principal, Director, Taxable Bond Research
Job Titles:
- Client Service Associate
- Vice President, Regional Sales Director, Southeast
Job Titles:
- Senior Client Service Associate
Job Titles:
- Partner, Municipal Bond Portfolio Manager
Job Titles:
- Partner, Taxable Bond Portfolio Manager
Job Titles:
- Client Service Associate
- Vice President, Regional Sales Director, Southeast
Job Titles:
- Relationship Manager / ESG Specialist
- Wealth Advisor
Job Titles:
- Associate Client Portfolio Manager
Job Titles:
- Principal, Equity Research Analyst
Job Titles:
- Vice President, Credit Analyst
Job Titles:
- Senior Client Service Associate
- Vice President, Taxable Bond Client Portfolio Manager
Job Titles:
- Relationship Manager
- Vice President
- Partner, Director, Institutional
- Principal, Institutional Relationship Manager
Job Titles:
- Principal, Municipal Bond Client Portfolio Manager
- Relationship Manager / ESG Specialist
- Vice President, Regional Sales Director, New York Metro
Job Titles:
- Vice President, Credit Analyst
Job Titles:
- Vice President, Regional Sales Director, South Central
- Wealth Advisor
Job Titles:
- Vice President, Municipal Research Analyst
Job Titles:
- Trustee of Hebrew Senior Life
Harold received a BS/BA from Babson College in 1965. He is a CFA® charterholder and a member of the CFA Institute and the CFA Society Boston.
Harold has been an active supporter of numerous philanthropic organizations throughout his life. Presently Harold serves as a trustee of Hebrew Senior Life and is a trustee emeritus of the Boch Center. Previously Harold was: a board member and served as chair of the board of trustees of Hebrew College; on the Advisory Board of the Cutler Center at Babson College; chairman of the board of the Jewish Memorial Hospital, president of Temple Beth Elohim in Wellesley, MA; board member and treasurer of the Jewish Big Brothers Big Sisters; trustee of Hebrew Union College; and board member of The Rashi School and Babson College.
Job Titles:
- Partner, Equity Portfolio Manager
Job Titles:
- Vice President, Equity Research Analyst
Job Titles:
- Vice President, Equity Research Analyst
Job Titles:
- Client Service Associate
- Partner, Director Client Service
Job Titles:
- Assistant
- Client Service Manager
- National Sales Manager
- Partner
Job Titles:
- Senior Client Service Associate
Job Titles:
- Principal, Director, Municipal Bond Research
Job Titles:
- Client Service Associate
- Wealth Advisor
Job Titles:
- Principal, Taxable Bond Portfolio Manager
Job Titles:
- Vice President, Equity Research Analyst
Job Titles:
- Client Service Manager
- Principal
- Vice President, Regional Sales Director, Northwest
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