CALIFORNIA CONSUMER - Key Persons
Job Titles:
- Equity Analyst With Boston Partners
Mr. DeCoste is an equity analyst with Boston Partners specializing in the energy, engineering & construction, and metal & mining sectors of the equity market. He joined the firm from Loomis Sayles where he was an equity analyst covering the energy and materials sectors. Prior to that, Mr. DeCoste was a senior director at Devonshire Investors, Fidelity Investments private equity investment arm, focusing on energy, transportation, construction and fintech investments. He began his career in audit at KPMG. Mr. DeCoste holds a B.S. degree in finance with a minor in mathematics from the Bentley University and an M.B.A. and M.S. finance degree from Boston College. He has sixteen years of investment experience.
Job Titles:
- Equity Analyst With Boston Partners
Mr. Hatem is an equity analyst with Boston Partners specializing in the healthcare sector of the equity market. He joined the firm from Adage Capital where he managed a long/short healthcare portfolio. Mr. Hatem began his career at Fidelity Management & Research Co., where he spent eighteen years in both an equity analyst and portfolio management role, and covered a variety of industries including consumer, financial services, industrials, and healthcare. While at Fidelity, he also managed the Select Air Transportation, the Select Defense and Aerospace, and the Select Medical Delivery Funds. Mr. Hatem holds a B.S. degree in marketing and english as well as an M.S. in finance from Boston College. He holds the Chartered Financial Analyst® designation. He has twenty-six years of experience.
Job Titles:
- Head of International Distribution
- International Sales & Distribution
Job Titles:
- Portfolio Analyst for Boston Partners
Mr. Smith is a portfolio analyst for Boston Partners and has extensive experience with all of the firm's strategies. Prior to this, Mr. Smith was a Vice President and senior investment analyst at Envestnet Asset Management. Before that, Mr. Smith held investment analyst roles within the fund of hedge funds groups at Gottex Fund Management and Columbia Partners Investment Management. Mr. Smith holds a B.A. degree in government from Dartmouth College. He holds the Chartered Financial Analyst® and Chartered Alternative Investment Analyst designations. Mr. Smith has fifteen years of industry experience.
Job Titles:
- Emerging Markets Industry Analyst With Boston Partners
Mr. Boyden is an emerging markets industry analyst with Boston Partners specializing in fundamental research of stocks held in our Emerging Markets Equity products. Prior to this, he was an equity analyst who specialized in property REITs and utilities sectors of the equity market. He joined the firm from Eaton Vance Management where he was an equity product manager responsible for supporting the institutional product development effort. Prior to that, Mr. Boyden worked at Meketa Investment Group, where he was responsible for investment manager research, and The Boston Company Asset Management where he held the positions of quantitative analyst and assistant portfolio manager. Mr. Boyden holds a B.A. degree in economics and a B.S. degree in finance from Stonehill College. He has also received his M.S. in finance from Bentley University. He holds the Chartered Financial Analyst®, Financial Risk Manager and Chartered Alternative Investment Analyst designations. He has twenty-three years of experience.
Job Titles:
- Analyst With Boston Partners
Ms. Wong is a quantitative analyst with Boston Partners specializing in quantitative strategies. She is also the Director of Portfolio Risk. She joined Boston Partners in 2001. Prior to assuming this role, she was a marketing associate in the firm's performance measurement group. Prior to that, she was a performance analyst at State Street Bank. Ms. Wong holds a B.S. degree in business administration from Boston University. She holds the Chartered Financial Analyst® designation and has twenty years of experience.
Job Titles:
- Senior Portfolio Analyst for Boston Partners
Ms. Margiotti is a senior portfolio analyst for Boston Partners and has extensive experience with all of the firm's strategies. Ms. Margiotti also serves as a member of the relationship management team managing a number of the firm's key relationships. Prior to joining the firm in 2005, Ms. Margiotti was the manager of investments for PG&E Corporation where she managed over $12 billion in pension, 401(k) and taxable trust assets. Her primary responsibilities included strategic asset allocation, investment strategy recommendations and investment manager selection and oversight. Ms. Margiotti is a former member of the Financial Women of San Francisco, served as Scholarship Committee team leader for many years. She has been an adjunct professor at the University of San Francisco and an instructor for the CFA review program. Ms. Margiotti holds a B.S. degree in industrial management and finance from Purdue University and an M.B.A. degree from the McLaren School of Business at the University of San Francisco. She holds the Chartered Financial Analyst® designation, FINRA licenses 7 and 63, and has twenty-seven years of industry experience.
Job Titles:
- Equity Analyst With Boston Partners
Mr. Clapp is an equity analyst with Boston Partners, specializing in Non-U.S. Industries with a focus in the consumer sector of the equity market. He joined the firm after spending three years at Fidelity Investments where he was a research associate specializing in the paper & packaging, business services, and publishing sectors across equity and high yield securities. Mr. Clapp holds a B.B.A degree in finance and risk management from the University of Wisconsin-Madison. He holds the Chartered Financial Analyst® designation and has six years of industry experience.
Job Titles:
- Global Markets Analyst for Boston Partners
Mr. Eagan is a global markets analyst for Boston Partners. He will be examining markets with a macro perspective. He joined the firm from Boenning & Scattergood Inc. where he was a managing director. Before that he was with Jessup & Lamont Securities and prior to that with Bank of America. He spent fifteen years with Fidelity Capital Markets as a vice president, supervising an equity trading desk. Mr. Eagan began his career in New York City at Prudential Securities before moving onto Nomura Securities. He holds a B.A. degree in economics from the College of the Holy Cross and has thirty-six years of investment experience.
Job Titles:
- Portfolio Manager for the Boston Partners Global Equity
Mr. Hart is a portfolio manager for the Boston Partners Global Equity and International Equity strategies. Prior to this, he was the portfolio manager for the Boston Partners International Small Cap Value product and before that, an assistant portfolio manager for the Boston Partners Small Cap Value products for three years. Previously, he was a research analyst and specialized in conglomerates, engineering and construction, building, machinery, aerospace & defense, and REITs sectors of the equity market. He joined the firm from Fidelity Investments where he was a research analyst. Mr. Hart holds a B.S. degree in finance, with a concentration in corporate finance from Clemson University. He holds the Chartered Financial Analyst® designation. He has thirty years of investment experience.
Job Titles:
- Equity Analyst With Boston Partners
Mr. Egan is an equity analyst with Boston Partners, specializing in Non-U.S. Industries with a focus in technology, media, and telecom sectors of the equity market. He joined the firm from Garelick Capital Partners where he was an equity associate focusing on global technology companies. Mr. Egan holds a B.S. degree in finance from Wake Forest University. He holds the Chartered Financial Analyst® designation. He has six years of investment experience.
Job Titles:
- Equity Analyst With Boston Partners
Mr. Hinton is an equity analyst with Boston Partners, specializing in the small capitalization sector of the equity market. He joined the firm from positions at Metcalf & Eddy, Inc. and LTV Steel Co. Inc. Mr. Hinton holds a B.S. degree in chemical engineering from Northwestern University and an M.B.A. degree from the Amos Tuck School of Business at Dartmouth College. He holds the Chartered Financial Analyst® designation. He has nineteen years of investment experience.
Job Titles:
- Portfolio Manager for the Boston Partners Large Cap Value
Mr. Pyle is a portfolio manager for the Boston Partners Large Cap Value strategy. Prior to assuming this role, he was a research analyst covering the utility, insurance, leisure & lodging, packaging, publishing, and computer equipment & services sectors. Mr. Pyle joined the firm from State Street Research where he was a research analyst and associate portfolio manager in their equity value group. Prior to that, he spent five years with Price Waterhouse. Mr. Pyle holds a B.S. degree in business administration from California State University, Chico, and an M.B.A. degree from the Kenan-Flagler School of Business at the University of North Carolina. Mr. Pyle holds the Chartered Financial Analyst® designation. He has twenty-six years of investment experience.
Job Titles:
- Co - Portfolio Manager for Boston Partners Emerging Markets
Mr. Kim is a co-portfolio manager for Boston Partners Emerging Markets strategies, including Boston Partners Emerging Markets Equity and Emerging Markets Dynamic Equity. Prior to this role, he was an emerging markets industry analyst with Boston Partners specializing in fundamental research of stocks held in our Emerging Markets Equity portfolios. Mr. Kim was previously at Great Hill Partners, where he was a private equity associate focused on technology companies. Mr. Kim holds a B.A. degree in economics from Amherst College, as well as an M.B.A. degree from Harvard Business School. He has six years of investment experience.
Job Titles:
- Senior Portfolio Manager for the Boston Partners Small Cap Value
Mr. Dabora is a senior portfolio manager for the Boston Partners Small Cap Value, Small Cap Value II, and Small/Mid Cap Value portfolios as well as the Alpha Blue Capital L.P. product. Prior to managing Boston Partners small cap value portfolios, he was an assistant portfolio manager for Boston Partners Premium Equity product. Additionally, he was a research analyst with responsibility for a wide variety of industries. He was one of the original partners of Boston Partners Asset Management in 1995. He joined the firm from The Boston Company Asset Management, Inc. where he was an equity analyst in their Los Angeles and Greenbrae, California offices. Mr. Dabora holds a B.S. degree in business administration from Pennsylvania State University and an M.B.A. degree from The Anderson School of Management at the University of California at Los Angeles. He holds the Chartered Financial Analyst® designation. He has thirty-four years of investment experience.
Job Titles:
- Portfolio Manager
- Portfolio Manager at Boston Partners
- Portfolio Manager for the Boston Partners Large Cap Value
Mr. Cohen is a portfolio manager for the Boston Partners Large Cap Value strategy. His experience at the firm included managing a portion of the Boston Partners Long/Short Research strategy focusing on security selection within the energy sector as well as the engineering & construction, and metals & mining industries. Prior to his current role, Mr. Cohen served as an equity analyst covering these same industries. He has deep experience analyzing and understanding capital intensive commodity-oriented businesses. He joined the firm from Loomis Sayles where he had over 8 years of experience as a portfolio manager for their Research Fund, as well as running a global energy hedge fund. As an equity analyst he covered the energy, materials, and industrials sectors. Prior to joining Loomis Sayles, Mr. Cohen was in consultant relations at MFS Investment Management. He received a B.A. degree from the University of Michigan and his M.S. in Finance from Brandeis University. He holds the Chartered Financial Analyst® designation. He has seventeen years of experience.
Job Titles:
- Senior Portfolio Manager for the Boston Partners Premium Equity
Mr. Ramallo is the senior portfolio manager for the Boston Partners Premium Equity product. Previously, Mr. Ramallo was the assistant portfolio manager for the Small Cap Value products. Prior to his portfolio management role, Mr. Ramallo was a research analyst for Boston Partners. He joined the firm from Deloitte & Touche L.L.P., where he spent three years, most recently in their Los Angeles office. Mr. Ramallo holds a B.A. degree in economics/business from the University of California at Los Angeles and an M.B.A. from the Anderson Graduate School of Management at UCLA. He holds the Chartered Financial Analyst® designation. He is also a Certified Public Accountant (inactive). He has twenty-six years of investment experience.
Job Titles:
- Equity Analyst With Boston Partners
Mr. Odre is an equity analyst with Boston Partners, specializing in the financial services and life insurance sectors of the equity market. He joined the firm from Macquarie Securities Group where he was a senior research associate with coverage of specialty finance. Mr. Odre holds a B.A. degree in economics from Hamilton College. He holds the Chartered Financial Analyst® designation. He has twelve years of industry experience.
Job Titles:
- Director of Quantitative Research for Boston Partners
Mr. Connerly is the director of quantitative research for Boston Partners. Prior to assuming this role, he was a research analyst covering the financial, electronics, defense, transportation, and energy sectors and managed a merger arbitrage portfolio. He joined the firm from John Hancock Mutual Funds where he was an analyst and assisted in the management of a small cap portfolio. Prior to that, he was a senior equity analyst at SEI Investments overseeing their small cap equity portfolios. Mr. Connerly holds a BSFS degree Cum Laude in development economics from Georgetown University and an MBA degree in security analysis and investment management, Beta Gamma Sigma, from Columbia Business School. He holds the Chartered Financial Analyst® designation. He has twenty-eight years of experience.
Job Titles:
- Portfolio Manager for the Boston Partners Small Cap Value
Mr. Gumpert is a portfolio manager for the Boston Partners Small Cap Value, Small Cap Value II, and Small/Mid Cap Value portfolios. Prior to managing Boston Partners small cap value portfolios, he was a research analyst and specialized in the small capitalization sectors of the equity market. Mr. Gumpert holds a B.A. degree in economics from Amherst College. He holds the Chartered Financial Analyst® designation. He has twenty-two years of investment experience.
Job Titles:
- Chief Financial Officer and Treasurer of Boston Partners
Mr. Varner is the Chief Financial Officer and Treasurer of Boston Partners. As Chief Financial Officer, he oversees Finance and Operational Risk Management. Mr. Varner joined the firm in 2006 as its Assistant Controller, became the Controller in 2008. In May 2017, he became the Chief Financial Officer and Treasurer. Prior to joining the firm, Mr. Varner spent seven years working for Lazard as a Senior Vice President. Before that, he worked as the Director of Financial Planning and Analysis at Caliber Learning Network, spent three years as a Financial Manager at USF&G, and two years as a Financial Analyst at Microbiological Associates, Inc. He began his career with Westinghouse Electric Company as an Accountant in the Controllers Department. Mr. Varner received his BBA in Finance with an Economics minor from James Madison University, and received his MBA and MSF from Loyola University Maryland. He has been in the financial services industry for over twenty-five years.
Job Titles:
- Senior Advisor for Boston Partners
Mr. Rosenbluth is a senior advisor for Boston Partners. Prior to this, he was the portfolio manager for Boston Partners Premium Equity Product and co-manager for our Mid Cap Value Equity product. He was one of the founding partners of Boston Partners Asset Management in 1995. Mr. Rosenbluth joined the firm following fourteen years with The Boston Company Asset Management, Inc. as Senior Vice President and the portfolio manager for the Dynamic Equity Fund. Mr. Rosenbluth was also a member of the Equity Policy Group of The Boston Company Asset Management, Inc. Before that, Mr. Rosenbluth was a consultant for Arthur Andersen & Company. Mr. Rosenbluth holds a B.A. degree in Economics from George Washington University and an M.B.A. from The Amos Tuck School of Business Administration at Dartmouth College. He holds the Chartered Financial Analyst® designation. He has forty years of investment experience.
Job Titles:
- Equity Analyst With Boston Partners
Ms. Hall is an equity analyst with Boston Partners specializing in the retail, restaurants, property and casualty insurance, and REITs sectors of the equity market. She joined the firm from First State Investments where she was an Investment Analyst for three years. Prior to that, she spent five years on the Global Property team at Wellington Management and one year on the US REIT Equity Research team at Morgan Stanley. Ms. Hall holds a B.S. degree in management science from MIT. She has thirteen years of investment experience.
Job Titles:
- Analyst With Boston Partners
Mr. Bartlett is a quantitative analyst with Boston Partners, specializing in quantitative strategies. Prior to this, he was an operations analyst in the firm's operations group. Mr. Bartlett joined the firm from Thomson Financial where he was an earnings assistant. Mr. Bartlett holds a B.S. degree in finance from Bentley College. He holds the Chartered Financial Analyst® designation. He has nineteen years of experience.
Job Titles:
- Director of Portfolio Research for Boston Partners
Mr. Forelli is the Director of Portfolio Research for Boston Partners. In this position, he directs our team of investment professionals in formulating, developing, and communicating the investment narrative for Boston Partners. Prior to this role, he was a senior portfolio analyst and has extensive experience with all of the firm's strategies. Mr. Forelli has 12 years of experience as a portfolio manager focused on large cap equities. He joined the firm from Independence Investments where he was large cap core portfolio manager, senior partner and member of the investment committee. Mr. Forelli was also a research analyst specializing in health care, chemical, capital goods and industrial companies. He began his career as an investment banker with Prudential Securities focusing on raising capital for emerging growth companies and merger and acquisition transactions. Mr. Forelli holds a B.A. degree in economics from Dartmouth College and an M.B.A. degree from the Tuck School of Business at Dartmouth College. He holds the Chartered Financial Analyst® designation and FINRA licenses 7 and 66. He has thirty-seven years of industry experience.
Job Titles:
- Research Analyst for the Boston Partners Sustainability
Mr. Corning is a Research Analyst for the Boston Partners Sustainability and Engagement Team. He is responsible for original ESG/Sustainability research on companies held in Boston Partners' portfolios. Prior to joining the team, he was a member of the compliance team, managing the proxy voting process on behalf of the Governance Committee, and preparing all engagement materials with issuers regarding proxy matters. Mr. Corning holds a B.A. degree in Economics from Wesleyan University, where he was recognized as a Scholar-Athlete as a member of the baseball team.
Job Titles:
- Analyst With Boston Partners
Mr. Urick is a quantitative analyst with Boston Partners, specializing in quantitative strategies. He joined the firm from Putnam Investments where he was a Vision database architect. Prior to that, he spent ten years at State Street Global Advisors. Mr. Urick holds a B.S. degree in computer science from Northeastern University. Mr. Urick has thirty-two years of industry experience, specializing in quantitative and fundamental software research.
Job Titles:
- Portfolio Manager for the Boston Partners Large Cap Value
Mr. White is a portfolio manager for the Boston Partners Large Cap Value strategy. His experience at the firm included managing a portion of the Boston Partners Long/Short Research strategy while covering multiple economic sectors including basic industries, consumer durables, and capital goods. Mr. White was also a portfolio manager on Boston Partners Global Equity and International Equity strategies and before that, he was a global generalist providing fundamental research on global equities. Mr. White holds a B.A. degree in mathematics from Middlebury College. He holds the Chartered Financial Analyst® designation and has fifteen years of industry experience.
Job Titles:
- Research Analyst for the Boston Partners Sustainability
Ms. Zona is a Research Analyst for the Boston Partners Sustainability and Engagement Team. She is responsible for original ESG/Sustainability research on companies held in Boston Partners' portfolios. Ms. Zona holds a B.A. degree in Communications from Boston College, with a double minor in Managing for Social Impact and the Public Good and Applied Psychology and Human Development. She has significant sustainability internship experience.
Job Titles:
- Equity Analyst With Boston Partners
Mr. Duggan is an equity analyst with Boston Partners, specializing in banks and money center sectors of the equity market. He joined the firm from Fidelity Investments where he held several positions, most recently as a complex securities analyst. Prior to that, he was with State Street where he was an accounting manager. Mr. Duggan holds a B.S. degree in business administration from Boston University. He holds the Chartered Financial Analyst® designation. He has twenty-six years of industry experience.
Job Titles:
- Analyst With Boston Partners
Ms. Pietropaolo is a quantitative analyst with Boston Partners, specializing in quantitative strategies. She joined the firm after spending four years with Putnam Investments, where she was an Assistant Vice President and quantitative analyst. Prior to that, she was a database analyst and program analyst at Wellington Management Company and Colonial Management. Ms. Pietropaolo holds a B.A. degree in economics from Cornell University and an M.B.A. degree from Boston University. She holds the Chartered Financial Analyst® designation. She has thirty-one years of experience.
Job Titles:
- Senior Compliance Manager and Counsel for Boston Partners
Ms. Rego is a Senior Compliance Manager and Counsel for Boston Partners and Chief Compliance Officer of Boston Partners Securities, LLC, our limited purpose broker/dealer, in June 2018. Ms. Rego is also a member of the Boston Partners Sustainability and Engagement team with primary responsibility for proxy voting and proxy voting engagement. Her primary compliance responsibilities are Sales and Marketing Compliance, and Broker/Dealer regulatory oversight. She is a member of the GIPS Committee and the Governance Committee. As part of the Sustainability and Engagement Team, Ms. Rego manages the proxy voting process on behalf of the Governance Committee, prepares all engagement materials with issuers regarding proxy matters and does original ESG research on issuers held in Boston Partners' portfolios. Prior to joining Boston Partners, she was a Compliance Analyst, Assistant Vice President, at State Street Global Advisors. She holds the series 7, 24, and 63 registrations. Marissa holds a B.S. degree from Providence College, where she graduated Magna Cum Laude, and a J.D. from Suffolk University Law School. Marissa is a member of the Massachusetts and Rhode Island State Bar. She has seven years of industry experience.
Job Titles:
- Chief Operating Officer for Boston Partners
Mr. Kuzminskas is the Chief Operating Officer for Boston Partners overseeing the trading, portfolio administration, IT & Enterprise Data Management functions. Prior to this role, he was the director of equity trading. Before joining the firm in 2000, Mr. Kuzminskas spent 10 years in various trading roles on both the buy-side and sell-side. These positions involved trading equities at Numeric Investors and The Boston Company; futures and options at Aetna; and running Listed Equity Block Trading at Wessels, Arnold and Henderson. Mr. Kuzminskas holds a B.S. degree in Finance from PennState University. Mr. Kuzminskas has over thirty-one years of investment experience.
Mr. MacDonnell is a research analyst specializing in quantitative strategies. Previously he was a portfolio manager for Boston Partners 130/30 Large Cap Value product. He joined the firm from ITS Associates, Inc., where he managed the installation of investment software systems. Prior to that, he spent three years at The Boston Company in the investors services group, as a senior performance consultant. Mr. MacDonnell holds a B.A. degree in economics from Fairfield University. He holds the Chartered Financial Analyst® designation. He has thirty years of investment experience.
Job Titles:
- Director of Global Markets Research for Boston Partners
Mr. Mullaney is the director of global markets research for Boston Partners. He rejoined the firm from Fiduciary Trust Company where he was chief investment officer with responsibilities that included setting the firms overall investment policy practices and establishing both strategic and tactical asset allocation targets for client portfolios. Prior to that, Mr. Mullaney was the director of fixed income with Boston Partners Asset Management. Prior to joining Boston Partners, Mr. Mullaney was managing director and senior investment strategist at Putnam Investments, specializing in portfolio strategy and key account portfolio management. Before that, he was a senior consultant with Chase Econometrics/ Interactive Data Corporation, focusing on quantitative methodologies in fixed income and equity management. Mr. Mullaney holds a B.S. degree (Cum Laude) in biological sciences from Boston University and an M.B.A. in Finance from Babson College. He has a total of forty years of investment experience.
Job Titles:
- Portfolio Analyst for Boston Partners
Mr. McCune is a portfolio analyst for Boston Partners and has extensive experience with all of the firm's strategies. He began his career at Boston Partners in 2003 as a quantitative analyst, and later became a portfolio manager with the WPG Partners' Quantitative Equity Group. Additionally, Mr. McCune has spent time as the U.S.-based Client Portfolio Manager for Robeco's fundamental Emerging Markets and quantitative strategies. Prior to joining Boston Partners, Mr. McCune was a quantitative analyst at Deutsche Asset Management. Mr. McCune holds a BSc degree in finance from Villanova University and an M.B.A. from New York University. He holds the Chartered Financial Analyst designation. Mr. McCune has twenty-seven years of industry experience.
Job Titles:
- Portfolio Manager for the Boston Partners Long / Short Equity
Mr. Regan is a portfolio manager for the Boston Partners Long/Short Equity strategy. Prior to this role, he was a long/short generalist with Boston Partners specializing in fundamental research of stocks held in Boston Partners' Long/Short Equity products. He rejoined the firm after spending nearly six years with Westfield Capital, where he managed the financial sector sleeves of Westfield Capital's small, small/mid, mid, large and all cap funds. He was also a voting member on the Westfield Investment Committee. Before that, Mr. Regan was a research analyst with Boston Partners Asset Management for ten years, where he managed a portion of the Boston Partners Long/Short Research strategy and covered numerous market sectors including the financial and consumer sectors as well as the software industry. He began his post-graduate career at Broadview International, LLC, where he was an associate specializing in technology mergers and acquisitions. Mr. Regan holds a B.A. degree in economics from Colby College, and an M.B.A. degree from The Wharton School at the University of Pennsylvania. He holds the Chartered Financial Analyst® designation. He has over twenty-six years of industry experience
Mr. Korngiebel is a portfolio manager on all Boston Partners Emerging Markets strategies, including Boston Partners Emerging Markets Equity and Emerging Markets Dynamic Equity. He also serves as a supporting member of the greater Global Equity team, providing input on idea generation for various international and global portfolios. Mr. Korngiebel joined the firm from Deccan Value Advisors, which he co-founded, and prior to that he worked at Brandes Investment Partners. Both firms are dedicated to global value investing. Mr. Korngiebel holds a B.A. from Bowdoin (Phi Beta Kappa), M.A. degrees from Harvard and St. Johns College, and an M.B.A. degree from Northwestern (Beta Gamma Sigma). He holds the Chartered Financial Analyst® designation and has twenty-one years of investment experience.
Job Titles:
- Analyst With Boston Partners
Mr. Cady is a quantitative analyst with Boston Partners, specializing in quantitative strategies. Prior to this, he was an intern in the firm's quantitative research group for two years. He holds a B.S. degree in business administration with concentrations in accounting and finance from Northeastern University. He holds the Chartered Financial Analyst® designation. He has six years of industry experience.
Job Titles:
- Analyst With Boston Partners
Ms. Moin is a quantitative analyst with Boston Partners, specializing in data analysis and data integrity. She joined the firm from SSgA where she worked exclusively with relational databases, data analysis, mapping, back testing and reporting. Before that, she was with Kuberre Systems, a data management and analytics company, where she was a senior database administrator/data analyst. Prior to that, Ms. Moin was with Ameriprise Financials, where she managed and maintained their VISION database for eleven years. Ms. Rubina holds a Master degree from UMass, Boston and a BSc in Biology from the University of Karachi, Pakistan. She also took many graduate level Computer science courses and has twenty-one years of industry experience.
Job Titles:
- Research Analyst With Boston Partners
Mr. O'Connor is a quantitative research analyst with Boston Partners, specializing in quantitative strategies, model factor development and data integrity. Prior to this, he was a student at Providence College where he earned a B.S degree in computer science along with minors in finance and mathematics.
Job Titles:
- Equity Analyst With Boston Partners
Mr. Burgess is an equity analyst with Boston Partners, specializing in the technology and electronics sectors of the equity market. He joined the firm after spending three years with Putnam Investments where he was a senior investment associate. Mr. Burgess holds a B.S. degree in economics and a B.S. degree in chemical engineering from The Wharton School and The School of Engineering and Applied Science, respectively, at the University of Pennsylvania. He also holds an M.B.A. degree from the University of Chicago Graduate School of Business. He holds the Chartered Financial Analyst® designation. He has twenty-two years of experience.
Job Titles:
- Portfolio Manager for the Boston Partners Large Cap Value
Ms. McGirr is a portfolio manager for the Boston Partners Large Cap Value strategy. Her experience at the firm included managing a portion of the Boston Partners Long/Short Research strategy focusing on security selection within the health care services sector as well as insurance, restaurant, retail, and apparel industries. Prior to her current role, Ms. McGirr served as an equity analyst covering these same industries. Over the course of her tenure at Boston Partners, Stephanie also covered the consumer staples and business services industries. She started with Boston Partners in 2002 as a research and quantitative associate in the firm's research group. She joined the firm from Arthur Andersen where she was an operations associate. Ms. McGirr holds a bachelor's degree in English from Colgate University. She has nineteen years of experience.
Job Titles:
- Portfolio Manager for the Boston Partners Mid Cap Value Equity
Mr. Pollack is a portfolio manager for the Boston Partners Mid Cap Value Equity product. He has been with Boston Partners since 2000. He joined the firm from Hughes Investments where he spent twelve years as an equity portfolio manager, managing value equity across the market capitalization spectrum. He also oversaw the outside investment managers who manage assets for Hughes' pension plan. He began his career at Hughes as an Investment Analyst where he spent four years covering a variety of industries and sectors. Prior to that, he was with Remington, Inc., and Arthur Anderson & Co. Mr. Pollack is a graduate from Georgia Institute of Technology and holds an M.B.A. from The Anderson School of Management at the University of California at Los Angeles. He holds the Chartered Financial Analyst® designation. He has thirty-seven years of investment experience.
Job Titles:
- Equity Analyst With Boston Partners
Mr. Collard is an equity analyst with Boston Partners, specializing in the aerospace & defense, transportation, housing and automobile sectors of the equity market. He joined the firm from Shellback Capital where he was a founding partner and equity analyst. Prior to that, Mr. Collard worked as a research analyst at Vinik Asset Management and Diamondback Capital Management. He began his career in investment banking, working for America's Growth Capital. Mr. Collard holds a B.A. degree in American Studies from Middlebury College. He has sixteen years of experience.
Job Titles:
- Equity Analyst With Boston Partners
Mr. Horan is an equity analyst with Boston Partners, specializing in industrials and manufacturing, home and office furnishings, and utilities sectors of the equity market. He rejoined the firm after spending two years at BNP Paribas Investment Partners as a senior equity portfolio manager. Prior to that, Mr. Horan spent nine years at Pioneer Investments as an equity portfolio manager. Before that, he was an equity analyst at Boston Partners and an associate portfolio manager with State Street Research. Mr. Horan holds a B.A. from the University of Massachusetts at Amherst and an M.B.A. from the Sawyer School of Business at Suffolk University. He has twenty-four years of experience.
Job Titles:
- Director of Fundamental Research for Boston Partners
Mr. Knightly is the director of fundamental research for Boston Partners. Prior to assuming this role, he was a research analyst covering the gaming, lodging and leisure sectors of the equity market. He joined the firm from Credit Suisse First Boston where he was a portfolio manager in the global proprietary trading group. In this role, he managed a long-short portfolio designed to achieve absolute returns using bottom-up security selection strategies. Prior to that, he worked as a market maker in Credit Suisse's international equity department. Before receiving his M.B.A., Mr. Knightly worked for Sumitomo Bank and Sumitomo Securities in fixed income sales. Mr. Knightly holds a B.B.A. in finance from the University of Massachusetts and holds an M.B.A. from Columbia University. He has thirty-two years of experience.
Job Titles:
- Emerging Markets Industry Analyst With Boston Partners
Mr. Frankel is an emerging markets industry analyst with Boston Partners specializing in fundamental research of stocks held in our Emerging Markets Equity products. Prior to joining the firm, he worked as a research analyst at Highfields Capital specializing in the energy and materials sectors. He began his career doing quantitative research for Federated Investors - MDT Advisers. Mr. Frankel holds an A.B. in economics with a secondary field in mathematical sciences from Harvard University and an M.B.A degree from the MIT Sloan School of Management. He holds the Chartered Financial Analyst® designation and has eleven years of industry experience.
Job Titles:
- Equity Analyst With Boston Partners
Mr. Gulen is an equity analyst with Boston Partners specializing in the consumer products, tobacco, agriculture, business services, media and advertising sectors of the equity market. He joined the firm from Fidelity Investments where he was a research analyst with coverage of the consumer sector with roles spanning equity and high yield securities. Mr. Gulen holds a B.B.A. degree in finance from the University of Massachusetts, Amherst. He holds the Chartered Financial Analyst® designation and has fifteen years of investment experience.
Job Titles:
- General Counsel and Director of Sustainability
Mr. Butterly is the General Counsel and Director of Sustainability and Engagement for Boston Partners. He joined the firm in 2005 as Boston Partners' General Counsel, responsible for the firm's legal and compliance matters. Mr. Butterly has recently taken on the role of Director of Sustainability and Engagement, focusing on Boston Partners implementation of the UN Principles for Responsible Investment. He has also previously served as the firm's Chief Operating Officer. Prior to joining Boston Partners, he served as Chief Compliance Officer at General Motors Asset Management. Mr. Butterly began his career with Shearman & Sterling in 1984 where he spent nine years as an Associate in the firm's Compensation and Benefits Group, which focused on all aspects of ERISA and employment law, particularly prohibited transaction issues, employment law issues and M&A activity. After nine years with the firm, he spent seven years with Lazard Asset Management as General Counsel and Chief Compliance Officer, with responsibility for development of compliance policies, compliance monitoring and GIPS® compliance, supervising a staff of 12. In 2000, he moved to Deutsche Asset Management Americas Institutional Group as General Counsel and a member of the firm's Investment and New Product Committees, with significant involvement in compliance issues. Mr. Butterly holds a B.A. degree from Connecticut College, where he graduated Magna Cum Laude and was elected to Phi Beta Kappa on the basis of junior standing, and a J.D. from Columbia Law School, where he was a Stone Scholar. He has thirty-seven years of industry experience.