PGIM QUANTITATIVE SOLUTIONS - Key Persons
Job Titles:
- Chief Financial Officer
- Chief Operating Officer
- Managing Director
Adam Kloczkowski, CFA, is a Managing Director, Chief Operating Officer and Chief Financial Officer for PGIM Quantitative Solutions LLC. In this capacity, he is responsible for operations and technology, corporate strategy and product development, and all aspects of finance. Prior to joining PGIM Quantitative Solutions, Adam was Senior Vice President and Head of Strategy and Corporate Development for BrightSphere Investment Group (formerly Old Mutual Asset Management). Previously, he advised asset managers on strategic initiatives at Grail Partners and served as a financial analyst at Fidelity Investments. He holds a BS in finance from Bentley University.
Job Titles:
- Managing Director
- Head of Strategic Relationships
Andy Wilmot is a Managing Director and the Head of Strategic Relationships for PGIM Quantitative Solutions. He manages multiple aspects of the firm's affiliate relationships and commercial opportunities with various third-party investment platforms.
Prior to joining PGIM Quant, Andy worked as Head of US Sub Advisory for Allianz Global Investors, where he led a team responsible for business development of Allianz's largest US client. Andy also held positions at Allianz including Head of Financial Institutions Group and Strategic Relationships.
Prior to joining Allianz, Andy was National Sales Manager, Strategic Relationships at Neuberger Berman.
Andy holds a BA in Management from Gettysburg College.
Job Titles:
- Managing Director and Head of North American Sales
Brad Zenz is a Managing Director and Head of North American Sales for PGIM Quantitative Solutions. In this capacity, he is responsible for institutional client relations and business development. Prior to joining PGIM Quantitative Solutions, he was a Director of Institutional Sales with RS Investments. Previously, Brad was with Goldman Sachs, where he worked with institutions, endowments, and foundations. Brad earned a BA from the University of Southern California and an MBA from the Northwestern University Kellogg School of Management.
Job Titles:
- Managing Director and Head of Global Distribution
Brian Carroll is a Managing Director and Head of Global Distribution for PGIM Quantitative Solutions. In this capacity, he is responsible for all client and business development activity globally, including sales, consultant relations, marketing and global client relationship management. Prior to joining PGIM Quantitative Solutions, Brian served as Senior Vice President and Head of Global Distribution at BrightSphere Investment Group ("BSIG") where he was responsible for executing BSIG's global distribution strategy on behalf of its institutional boutiques. Prior to BSIG, Brian developed the SMA wrap platform at FundQuest (now Envestnet) designed exclusively for HNW clients. Previously, he was a Vice President at Nvest (now NATIXIS) where he helped build their affiliate mutual fund distribution business targeting the professional buyer and intermediary channels. Brian earned a BA in psychology from Hobart College and an MBA from Babson College.
Job Titles:
- Head of International Distribution
Job Titles:
- Chief Technology Officer
- Managing Director
Dan Whelan is a Managing Director and Chief Technology Officer for PGIM Quantitative Solutions. In this capacity, he is responsible for all aspects of systems and technology oversight and implementation including strategy, architecture, software development, production support, quality assurance, and vendor management. Prior to joining PGIM Quantitative Solutions, Dan was the Head of Distribution and Finance Technology for Neuberger Berman. Previously, He served as the Chief Business Technologist at JPMorgan Asset Management, where he provided strategic direction and day-to-day support for sales, client service, and digital marketing organizations. Dan holds a BS in computing from the University of Central Lancashire in the UK.
Job Titles:
- Managing Director, Head of Equity Research
Gavin Smith, PhD, is a Managing Director, Head of Equity Research and Sustainable Investing for PGIM Quantitative Solutions. He is responsible for the research, oversight and incorporation of ESG in our investment platform. In addition, he oversees research and analysis for Quantitative Equity portfolios. Prior to his current role, Gavin was most recently a portfolio manager and before that was a key member of PGIM Quantitative Solutions' Research team where he focused on alpha and implementation research that could be applied across markets and strategies. Prior to joining PGIM Quantitative Solutions, Gavin led the North American Quantitative Research team at Macquarie Capital. Previously, Gavin served in quantitative research positions at Barclays Capital and Plato Investment Management in Sydney, Australia. He earned a BComm (Honors) in finance from the University of Wollongong and a PhD in finance from the University of New South Wales in Australia.
George N. Patterson - Chief Investment Officer, Managing Director
Job Titles:
- Chief Investment Officer
- Managing Director
George N. Patterson, PhD, CFA, CFP, is a Managing Director and the Chief Investment Officer for PGIM Quantitative Solutions. In this capacity, he oversees all portfolio management and research efforts for both the Quantitative Equity and Multi-Asset teams. Prior to his current role, George was the Co-Head of PGIM Quantitative Solutions' Quantitative Equity team, overseeing portfolio management, investment research and new product development. Before joining PGIM Quantitative Solutions, George was a Managing Director, Corporate Strategy, at Axioma, Inc., focusing on identifying buy-side trends and market opportunities. Previously, he was the Chief Investment Officer for Quantitative Investments at Bank of Montreal Global Asset Management, with responsibilities across global equities and multi-asset strategies spanning stand-alone asset allocation funds, FX overlays, retail fund of funds and ETF-based multi-asset solutions. In addition, George was a Co-Founder and Managing Partner at Menta Capital LLC, a California-based quantitative equity hedge fund, and a Senior Portfolio Manager in equity market neutral strategies at Barclays Global Investors. He began his career at NASA's Jet Propulsion Laboratory. George earned a BS in physics from the Massachusetts Institute of Technology and a PhD in physics from Boston University.
Job Titles:
- Portfolio Manager
- Vice President
John Hall, CFA, is a Vice President and Portfolio Manager for PGIM Quantitative Solutions working within the Multi-Asset team. He is responsible for investment strategy, portfolio design and multi-asset research. Prior to his current role, John was a Director with PGIM Global Partners, where he held portfolio management responsibilities. He earned a BS in economics (honors) with minors in mathematics, management, and political science from Purdue University. John also holds an MA in economics from New York University.
Job Titles:
- Chairman
- Chief Executive Officer
Linda Gibson is Chairman and Chief Executive Officer of PGIM Quantitative Solutions LLC. Linda was previously Managing Director and Chief Business Officer for PGIM Quantitative Solutions.
Linda Gibson is Chairman and Chief Executive Officer of PGIM Quantitative Solutions LLC. Linda was previously Managing Director and Chief Business Officer for PGIM Quant Solutions. In this capacity, she oversaw finance, business planning and management, strategic intelligence, project management, ESG governance, human resources, operational risk and cross-functional initiatives with the broader legal and compliance team under the PGIM umbrella. Prior to joining PGIM Quant Solutions, she served as Executive Vice President and Head of Global Distribution at OMAM, now Brightsphere Investment Group ("BSIG"). In prior roles at BSIG, she held various executive positions including Interim Chief Executive Officer, Chief Operating Officer, Head of Affiliate Management and General Counsel. Prior to working at BSIG, Linda served as Senior Vice President and Senior Counsel of Signature Financial Group, Inc. Linda holds a BA in mathematics from Bates College and a JD from Boston University School of Law. She is a graduate of the Advanced Management Program at Harvard Business School.
Job Titles:
- Managing Director
- Portfolio Manager
- Head of Multi - Asset Portfolio Design
Lorne Johnson, PhD, is a Managing Director and Portfolio Manager working within the Multi-Asset team. As Head of Multi-Asset Portfolio Design, he serves as a subject matter expert, and performs research and analysis of Multi-Asset portfolios. Prior to joining PGIM Quantitative Solutions, Lorne was a Senior Portfolio Manager at State Street Global Advisors' Investment Solutions Group with a focus on managing tactical asset allocation portfolios. Previously, Lorne was a Portfolio Manager at CalPERS and Numeric Investors, a Senior Portfolio Manager at ABP Investments, and an Economist at Caxton Associates. He earned a BA in both public administration and history at California State University, an MA in applied economics at San Jose State University and an MA and PhD in economics at the University of Washington.
Job Titles:
- Head
- Managing Director
- Head of Multi Asset
Marco Aiolfi, PhD, is a Managing Director and Head of PGIM Quantitative Solutions' Multi-Asset team. He spearheads the group's strategic initiatives and is responsible for portfolio management, research, product development of the multi-asset platform. Prior to his current role, Marco was the Head of Systematic Multi-Asset Strategies, overseeing research, development and portfolio management of systematic total and absolute return investment solutions. Before joining PGIM Quantitative Solutions, Marco was a Lead Portfolio Manager and Researcher for GTAA and volatility strategies for the Quantitative Investment Strategies team at Goldman Sachs Asset Management, and a Principal at Platinum Grove Asset Management. Previously, Marco was a research scholar at the University of California, San Diego, and a visiting scholar at the International Monetary Fund. Marco's articles have appeared in several journals including the Journal of Econometrics, Journal of Financial Econometrics, Journal of Development Economics, Journal of Forecasting, Journal of Investment Management and the Journal of Portfolio Management. He earned a BA in economics and a PhD in economics from Bocconi University in Italy.
Michael Dicks - Chief Investment Officer
Job Titles:
- Managing Director and Head of Global Consultant Relations
Pamela Clancy is a Managing Director and Head of Global Consultant Relations for PGIM Quantitative Solutions. In this capacity, she is responsible for coordinating all consultant activities and deepening relationships within the global consultant community. Prior to joining PGIM Quantitative Solutions, Pam served as a Managing Director, Consultant Relations for Man Investments, covering all investment disciplines. Previously, she served as a Senior Vice President, Consultant Relations for Fidelity Institutional Asset Management and as a Consultant Relations Manager at Russell Investment Group. Pam earned a BA in economics from Boston College.
Job Titles:
- Managing Director
- Portfolio Manager
Patrick McDonough is a Managing Director and Portfolio Manager for PGIM Quantitative Solutions working within the Quantitative Equity team. He is responsible for investment strategy as well as portfolio management, research and analysis for Quantitative Equity portfolios. Prior to joining PGIM Quantitative Solutions, Patrick was a Global Portfolio Strategist at State Street Global Advisors, with a focus on quantitative strategies. Previously, Patrick worked at Goldman Sachs, first as a Researcher on the Quantitative Investment Strategies team and then as Co-Head of Systematic Strategies at GSAM AIMS, providing solutions for OCIO and high net worth clients. Patrick was also a Quantitative Portfolio Manager and Researcher for the Multi-Asset Solutions team at AllianceBernstein. He earned a BA in history at the College of the Holy Cross and an MS in quantitative management from the New York University Stern School of Business.
PGIM Wadhwani is a London-based multi-asset macro specialist. PGIM Wadhwani seeks to generate superior absolute return performance with a focus on risk mitigation. We continually seek to improve our investment strategies through ongoing research into the latest market insights.
Job Titles:
- Head
- Managing Director and Head of Global Trading
Richard L. Crist is a Managing Director and Head of Global Trading for PGIM Quantitative Solutions. In this capacity, he manages all aspects of trading in US and international markets for institutional strategies, and oversees a team of traders. The team currently transacts in equities, derivatives and fixed income products. Prior to joining PGIM Quantitative Solutions, Richard held various roles in portfolio management, compliance and accounting within Prudential Financial. He earned a BS in accounting from Montclair State University.
Job Titles:
- Head
- Managing Director and Head of Quantitative Equity
Stacie L. Mintz, CFA, is a Managing Director and Head of Quantitative Equity for PGIM Quantitative Solutions. She leads the portfolio managers on the Quantitative Equity team and is responsible for enhancements to the Quantitative Equity models and portfolio analytic tools. Prior to her current role, she served as the Head of Equity Portfolio Management for PGIM Quantitative Solutions. Stacie has over two decades of portfolio management experience, focusing on long-only and long-short equity investing for more than 15 years at PGIM. Prior to that, she managed strategic and tactical asset allocation for several institutional and retail funds at PGIM. During that time, she was also responsible for managing the overall asset allocation for the Prudential Pension Plan. She earned a BA in economics from Rutgers University and an MBA in finance from the New York University Stern School of Business.
Job Titles:
- Head of Human Resources
- Vice President
Taylor Arnott is Vice President and Head of Human Resources for PGIM Quantitative Solutions. In this capacity, she develops strategic initiatives relating to areas such as employee experience, talent acquisition, and DEI. Prior to joining PGIM Quantitative Solutions, Taylor spent two years in Human Resources at M.Y. Safra Bank and held various other positions. Taylor earned BA in Economics from the University of Rhode Island.