ARISTOTLE CAPITAL BOSTON - Key Persons
Job Titles:
- Senior Trader, Credit Analyst
Aizaz Shaikh is responsible for trading the firm's non-investment grade fixed income strategies, and is also a member of the Aristotle Credit research team.
Aizaz previously managed high yield fundamental research and strategy at Goldman Sachs, London, within the firm's credit trading division. Prior to joining Goldman Sachs, Aizaz was the Director of High Yield Research at BNP Paribas, London, where he managed the firm's European sell-side research analyst team. During his tenure at BNP Paribas, Aizaz also served as a Senior Credit Analyst, covering Telecom, Media & Technology, achieved a #1 ranking by Institutional Investor in 2006, and was among the top 5 ranked High Yield analysts in Europe in previous years. Earlier in his career, Aizaz was an equity analyst at Dresdner Kleinwort Benson, London. Most recently, Aizaz was a portfolio manager at TwinRock Capital, a credit hedge fund.
Aizaz earned his Bachelor of Arts degree, with Honors, from the University of Pennsylvania and his MBA from INSEAD.
Job Titles:
- Co - Founder of the Wild Orchid Foundation
- Member of the Aristotle Capital Research Team
- Portfolio Manager, Senior Global Research Analyst
Alberto Jimenez Crespo is a member of the Aristotle Capital research team and a veteran of the investment industry. Prior to joining Aristotle Capital, Alberto was Equity Analyst and Portfolio Manager at Vinik Asset Management, LP; Managing Director at Tradewinds Global Investors, LLC; Equity Analyst at Merrill Lynch; and sell-side Equity Analyst at Salomon Smith Barney.
Alberto earned his Bachelor of Science and Master of Science degrees in Mining Engineering from Universidad Politécnica de Madrid, and his Master of Science degree in Mineral Economics from Colorado School of Mines. He is a CFA® charterholder and fluent in Spanish.
Outside of work, Alberto is the co-founder of the Wild Orchid Foundation, a 501(c)(3) charitable organization dedicated to breaking the cycle of poverty in Cebu, Philippines through arts and education. He is also the U.S. ambassador for Value School, a nonprofit organization with the goal to educate young people about financial literacy in Spain and Latin America. Alberto is also a member and mentor of the Blue Heron Foundation that provides an education to orphaned and abandoned children in Romania and Moldova.
Job Titles:
- Product Specialist at Aristotle Capital
Alex Warren is a Product Specialist at Aristotle Capital. Prior to joining Aristotle Capital, Alex worked in client service at Western Asset Management Company (WAMCO) supporting institutional insurance and corporate relationships. Alex has also held roles as a Derivative Overlay Services Analyst at Russell investment and Mutual Fund Compliance Analyst at Pacific Investment Management Company (PIMCO).
Alex earned his Bachelor of Science degree in Business Administration at Chapman University. He is a CFA® and CAIA® charterholder.
Andrea Denisevich is Chief Compliance Officer at Aristotle Credit Partners. She began in the investment industry in 1992. Prior to joining Aristotle Credit, Andrea was a Chief Accounting Officer at West Gate Horizons Advisors, LLC and was responsible for managing the Loan Administration department.
Prior to West Gate, Andrea was an Assistant Vice President at Bank of America and worked in mutual fund administration where she was responsible for providing financial oversight for the Bank's proprietary funds and financial modeling support to both the Sales and Marketing departments. Prior to working at Bank of America, she worked at The Boston Company in portfolio accounting.
Andrea earned her Bachelor of Science degree in Finance from the University of Massachusetts at Lowell and her MBA in Finance from Pepperdine University.
Job Titles:
- Portfolio Specialist at Aristotle Boston
Andrew (AJ) Treais is a Portfolio Specialist at Aristotle Boston. Prior to joining Aristotle Boston, AJ served as a Product Specialist at affiliate Aristotle Capital for two years. Before joining Aristotle Capital in 2019, AJ spent five years at investment consultant Wilshire in a field consulting group focused on plan level risk/return analysis and manager research for the firm's Pension, Endowment and Foundation clients.
AJ completed his undergraduate studies at the University of Michigan and served as captain for the Michigan Ice Hockey Team. He has successfully passed the CFA Level II examination.
Job Titles:
- Senior Vice President, Director of Trading
Andrew (Andy) Shapiro is a Director of Trading at Aristotle Capital and a veteran of securities trading. Having begun in the investment industry in 1986, Andy leads the trading team and is responsible for implementing the decisions of the investment team. Prior to joining Aristotle Capital, he was Head of Trading at Metropolitan West Capital Management, LLC. Andy's prior investment-related experience includes serving as Trading Manager at Palley-Needelman Asset Management, Inc.; Listed Equity Trader at Cantor Fitzgerald & Company; and Floor Broker at Lehman Brothers, Pacific Stock Exchange.
Job Titles:
- Vice President, Advisory Distribution at Aristotle Capital
Andrew Gotfried is a Vice President, Advisory Distribution at Aristotle Capital. Andrew's responsibilities include assisting with advisory sales and marketing efforts with special emphasis in the broker/dealer and national bank segment. He has over 25 years of financial services experience. Prior to joining Aristotle Capital, Andrew was Director of National Accounts and Institutional Sales at Crossmark Global Investments, where he developed and implemented the sales strategy for institutional and national accounts. Previously, Andrew was Director of National Accounts at Eagle Asset Management.
Andrew earned his Bachelor of Science degree in Finance from the University of Florida.
Job Titles:
- Assistant Vice President
- Assistant Vice President at Aristotle Capital
Anthony Cafarchia is an Assistant Vice President at Aristotle Capital. Prior to his role in the Institutional Services team, Anthony was a member of the Marketing Communications team at Aristotle Capital. Previously, Anthony held positions in Marketing and Client Service at institutional investment managers Lombardia Capital Partners and 300 North Capital, specializing in equity and alternative strategies.
Anthony earned his Bachelor of Science degree in Finance from California State Polytechnic University, Pomona. He is a CFA® charterholder and holds FINRA Series 7 and 66 licenses.
Job Titles:
- Client Portfolio Manager at Aristotle Capital
Aylon Ben-Shlomo is a Client Portfolio Manager at Aristotle Capital and a member of the investment team. Prior to joining Aristotle Capital, he was a Vice President, Portfolio Manager and Equity Research Analyst at Pacific Investment Management Company (PIMCO) and an Analyst at Ivory Investment Management. Previously, he worked in Audit, Financial Services at Deloitte and Touche.
Job Titles:
- Senior Managing Director, Portfolio Manager, Head of Credit Research
Bob is a senior managing director for Aristotle Pacific Capital. He is also head of Credit Research and a portfolio manager for the CLO, CLO Opportunity and High Yield Strategies. In addition, Bob has credit research responsibilities across select sectors. He joined Pacific Asset Management (now Aristotle Pacific Capital) in 2012. Previously, Bob was at PIMCO for 14 years, where he was a bank-loan portfolio manager and credit analyst. Bob has over 23years of investment experience, focused on leveraged finance, credit analysis and structured products. He holds a bachelor's degree from California State University, Long Beach and an MBA from the University of Southern California.
Job Titles:
- Director
- Portfolio Manager
- Senior Research Analyst
Brendan O'Neill is a Portfolio Manager and a Senior Research Analyst at Aristotle Atlantic. Prior to joining Aristotle Atlantic, Brendan worked as a Portfolio Manager and as a Research Analyst at Deutsche Asset Management.
Brendan earned his Bachelor of Arts degree in Economics from Queens College, CUNY and his Master of Science degree in Finance from Zicklin School of Business, Baruch College. He is a CFA® charterholder.
Job Titles:
- Portfolio Manager
- Senior Managing Director
Brian is a senior managing director for Aristotle Pacific Capital and also a portfolio manager for the Strategic Credit, High Yield, and Core Plus Strategies. In addition, Brian has credit research responsibilities across select sectors. Prior to being a founding member of Pacific Asset Management (now Aristotle Pacific Capital) in 2007, Brian was a member of Pacific Life's securities division, overseeing investments in corporate bonds, high-yield, and bank-loan securities from 2003 to 2006. Brian has over 18 years of investment experience. He holds a bachelor's degree from the University of Michigan. Brian is a CFA charterholder and member of the CFA Society of Orange County.
Job Titles:
- Director of Risk Management at Aristotle Capital
- Director, Risk Management
Carla Price is a Director of Risk Management at Aristotle Capital. Carla has over 20 years of experience in the financial services industry. Prior to joining Aristotle Capital, Carla was a Senior Director, Vice President with Equitable Investment Management Group, LLC where she was responsible for assessing asset management organizations' operational, compliance, trading, risk and technology infrastructures. Carla also served on various oversight committees. Previously, she was Assistant Controller, Vice President with AXA Equitable Investment Management Group, LLC.
Carla earned her Bachelor of Science in Finance from Bentley University.
Job Titles:
- Co - Chief Investment Officer of Aristotle Capital
Catalina Llinás is Co-Chief Investment Officer of Aristotle Capital. She heads the client portfolio management team, oversees the investment strategies, chairs the Investment Risk Committee and leads the firm's sustainability efforts. Catalina has worked with Aristotle Capital's founders since 2005. Prior to joining Aristotle Capital, Catalina was a Portfolio Manager at MetWest Capital, where she managed institutional client portfolios and served as primary liaison between the investment team and clients worldwide.
Catalina earned her MBA from Georgetown University's McDonough School of Business and her undergraduate degree in Economics from Universidad Europea de Madrid. She is a CFA® charterholder. Catalina grew up in Colombia and Spain, and has also lived in Switzerland and France. She is fluent in Spanish, and conversant in French and Italian. Outside of work, Catalina likes traveling with her husband and two children, playing the guitar and is attempting to learn how to play the piano.
Job Titles:
- Vice President, Advisory National Accounts / Credit Specialist
Christopher (Chris) DeGaetano is a Vice President, Advisory National Accounts at Aristotle Capital. Chris brings over 20 years of experience in investment management, primarily at Seix Investment Advisors, LLC, where he progressed from Portfolio Administrator to Senior Investment Grade Trader, and to his most recent role as Client Portfolio Manager and Director of the Investment Advisory SMA Platform. In that capacity, he was responsible for driving new business, understanding key competitors and industry trends and representing the investment team, its portfolios, products and strategies to clients and distribution channels, as well as improving product availability and placement across platforms, recommended lists and model portfolios.
Chris earned his Bachelor of Arts degree in International Relations and Economics from University of Delaware. He holds FINRA Series 7, 63 and 65 licenses. Outside of work, Chris has over 35 years of experience performing music, playing the guitar, bass guitar, piano and saxophone.
Job Titles:
- Assistant Vice President
- Assistant Vice President at Aristotle Capital
Connor Walsh is an Assistant Vice President at Aristotle Capital. Prior to joining Aristotle Capital, Connor served as Product Marketing Analyst at Loomis, Sayles and Company. Previously, Connor served as Associate Product Specialist (OCIO) at Northern Trust Asset Management and began his career as an RFP Analyst at MFS Investment Management.
Connor earned his Bachelor of Arts degree in Sociology from Colby College.
Job Titles:
- Regional Director
- Senior Vice President
- Senior Vice President, Regional Director at Aristotle Capital
Craig Maxwell is a Senior Vice President, Regional Director at Aristotle Capital. Prior to joining Aristotle Capital, Craig was a National Marketing Director - Financial Intermediaries at Cornerstone Investment Partners, LLC for five years. For the nearly twenty years prior to this, he worked at Franklin Templeton Investments where his role as Vice President, East Coast Regional Director included Advisory & Institutional New Business Development and Client Relationship Management. Previously, he was Assistant Vice President, Managed Money Coordinator for Prudential Securities.
Craig earned his Bachelor of Arts degree in Economics from Hobart College in Geneva, New York. He earned his MBA in International Business from the Fordham Graduate School of Business in New York, New York including a Rotary Scholarship to Dublin, Ireland. Craig is a CFP® professional. He lives in Atlanta, GA with his family and covers the Southeast Advisory business.
Job Titles:
- CEO
- Portfolio Manager
- Member of the Aristotle Boston Research Team
David (Dave) Adams is a member of the Aristotle Boston research team. Prior to joining Aristotle Boston, Dave was Managing Director, Co-Portfolio Manager at Eagle Boston Investment Management. Prior to this, he was Vice President and Portfolio Manager at Pioneer Investment Management, Inc.
Dave earned his Bachelor of Science degree in Finance and Economics and his Masters of Science degree in Finance from Boston College. He is a CFA® charterholder.
Job Titles:
- Senior Vice President, Regional Director Within the RIA Bank
David Olsen is Senior Vice President, Regional Director within the RIA Bank Group at Aristotle Capital. David is responsible for the execution of all sales, service and marketing-related activities in his region. He has over 20 years of high-level asset management sales experience. Prior to joining Aristotle Capital, David served as Director at Lazard Asset Management where he managed the Southeastern territory across multiple channels. Previously, David was Vice President at Northern Trust Investments where he was part of their inaugural sales team, managing territories focusing on RIA. David began his career in the industry with Rydex Investments.
David holds a Bachelor of Science degree in Finance from American University.
David Wajner is an Assistant Vice President at Aristotle Capital. Prior to joining Aristotle Capital, David was an Internal Wholesaler for Canadian Area Sales at Capital Group/American Funds, where he also held other roles including Advisor Marketing Client Services Specialist and Senior Shareholder Account Representative.
David earned his Bachelor of Arts degree in Sociology, with a minor in Business Management, from University of California, Irvine. He holds FINRA Series 6 and 63 licenses.
Job Titles:
- Portfolio Manager
- Senior Managing Director
David is a senior managing director for Aristotle Pacific Capital and also the lead portfolio manager for the Short Duration, Core Plus, and Investment Grade Strategies. David has credit research responsibilities across select sectors. Prior to being a founding member of Pacific Asset Management (now Aristotle Pacific Capital) in 2007, David was senior member of Pacific Life's credit research team, overseeing investments in corporate bonds, high-yield, and bank-loan securities from 2002 to 2006. Prior to joining Pacific Life, David was a commercial banking officer with Comerica responsible for investing in a portfolio of leveraged loans. He has over 24 years of investment and banking experience. He holds a bachelor's degree from the University of California, Santa Barbara and an MBA from the University of California, Irvine. David is a CFA charterholder and member of the CFA Society of Los Angeles.
Dominic is the CEO for Aristotle Pacific Capital and member of the firm's Executive Committee. He served in a senior role with Pacific Asset Management (now Aristotle Pacific Capital) for over a decade, primarily overseeing business development. Prior to that, he was a vice president at Lombardia Capital Partners and LM Capital Group, an institutional global fixed-income manager. Prior to LM Capital, Dominic worked at Fidelity Investments. He has over 22 years of industry and investment experience and holds a bachelor's degree in business from California State University, Fullerton and an MBA from the Anderson School of Management at UCLA. He is a CFA charterholder, a member of the CFA Society of Orange County, and serves on the Investment Committee of the CSU Fullerton Endowment.
Job Titles:
- Managing Director
- Member of the Aristotle Capital Private Client Group
Donn Conner is a member of the Aristotle Capital Private Client Group, which is the specialty wealth-management division of Aristotle Capital. His focus is helping independent-minded, high-net-worth investors achieve their financial objectives with comprehensive client service and support. Donn is a veteran analyst and Portfolio Manager, having spent the majority of his investment career co-managing Reed, Conner & Birdwell, LLC (RCB) before Aristotle Capital and RCB merged in January 2012. Prior to his tenure with RCB, he served as Portfolio Manager and Research Analyst at Security Pacific Bank, and as an account executive at Dean Witter Reynolds.
Donn earned his Bachelor of Science degree in Mechanical Engineering from the University of Michigan. He is a CFA® charterholder. Donn is currently on the Board of the Collins and Katz Family YMCA where he is a past President and a recipient of the Golden Book Award. He is also a past President of Hathaway Children's Services and a past President of The Beach Club. He was recognized by the University of Michigan, his alma mater, by dispensing diplomas to the Class of 2012 School of Mechanical Engineering.
Job Titles:
- Senior Associate
- Senior Associate, Client Service
Dou is a senior associate, Client Service for Aristotle Pacific Capital, where she is part of the business development and account management team. Prior to joining Pacific Asset Management (now Aristotle Pacific Capital), Dou partnered with institutional clients at Neuberger Berman and Advent Capital Management. Prior to this, she worked at GE as part of the corporate audit staff and within GE Capital's financing businesses. Dou holds a bachelor's degree in economics from University of Illinois at Urbana-Champaign.
Douglas (Doug) is the head of the firm's leveraged finance platform. In this capacity, he provides strategic oversight of high yield bond portfolio management activities as well as serving as senior portfolio manager for all leveraged loan portfolios. Having begun in the investment industry in 1989, Doug is a member of both the Executive Management Team and the Investment Committee responsible for the overall management and strategic direction of Aristotle Credit Partners and the investment process.
Prior to joining Aristotle Credit, Doug was Senior Portfolio Manager - Global Credit at Bradford & Marzec, LLC. He was a member of the Investment Policy and Strategy Committee and Portfolio Management Team. Doug served as the lead Portfolio Manager for the firm's high yield portfolios starting in 1995. Prior to his position as Portfolio Manager, Doug was the firm's Director of Research and managed the credit analyst team, while continuing to serve as the primary analyst for a number of industries. Over the course of his career, Doug has held primary sector research responsibilities for a majority of the sectors of the corporate fixed income market including investment grade, high yield, mortgage-backed and asset-backed securities. Prior to his tenure with Bradford & Marzec, he held positions with Barclays Global Investors (formerly Wells Fargo Investment Advisors) as an Assistant Portfolio Manager; Western Asset Management Company (WAMCO); and IBM Corporation.
Job Titles:
- Client Portfolio Manager at Aristotle Capital
Dustin Haygood is a Client Portfolio Manager at Aristotle Capital and a member of the investment team. Prior to joining Aristotle Capital, Dustin was Lead Analyst at Capital Alpha Partners where he performed political risk research for institutional investors. Additionally, during his master's program, he interned in client service at Pacific Investment Management Company (PIMCO). Beyond his experience in investment management, Dustin previously worked in politics as both a lobbyist and a Capitol Hill staffer.
Dustin earned his Bachelor of Arts degree in Political Science from the University of California, San Diego and his MBA in Analytical Finance and Economics from the University of Chicago Booth School of Business. He has completed Level II of the CFA® Program. Dustin is also an avid golfer, mediocre skier and a lifelong Los Angeles Dodgers fan.
Job Titles:
- Senior Vice President
- Senior Vice President, Institutional Services at Aristotle Capital
Edward Rozell is a Senior Vice President, Institutional Services at Aristotle Capital. Prior to joining Aristotle Capital, Edward was Managing Director and Co-Head of the Equity Division at Loop Capital Markets LLC, where he was responsible for leading the firm's equity research, global trading and sales efforts. Prior to joining Loop Capital, Edward served as Senior Vice President at M.R. Beal & Company where he was responsible for institutional equity sales and relationship management for institutional asset managers, consultants and U.S. public funds. He began his career at William Blair & Company within the Private Investment Group as a portfolio associate where he developed extensive experience in portfolio management, equity research, marketing and equity trading.
Edward earned his Bachelor of Business Administration degree in Economics and Marketing from the University of Iowa. He holds FINRA Series 7, 24 and 63 licenses.
Job Titles:
- Vice Chairman
- Vice Chairman of Aristotle Capital
Gary Lisenbee is Vice Chairman of Aristotle Capital. Having begun in the investment industry in 1974, Gary co-heads the firm. Prior to Aristotle Capital, Gary was co-founder, CEO and Chief Investment Officer at Metropolitan West Capital Management, LLC. Gary's prior investment-related experience includes serving as a Principal, Portfolio Manager and Investment Policy Committee member at Palley-Needelman Asset Management, Inc.; Senior Vice President, Portfolio Manager and Investment Policy Committee member at Van Deventer & Hoch, Investment Counsel; and Partner and Research Analyst at Phelps Investment Management.
Gary earned his Bachelor of Arts degree in Accounting and Master of Arts degree in Economics from California State University, Fullerton.
Job Titles:
- Director, Business Operations at Aristotle Capital
- Director, Client Operations
Geneviève Plourde is Director, Business Operations at Aristotle Capital. Prior to joining Aristotle Capital, Geneviève was Senior Vice President of Client Service at Aletheia Research and Management, Inc., a Los Angeles-based registered investment advisor offering domestic and foreign strategies to institutional and retail clients worldwide. In her role, Geneviève was the first point of contact between Aletheia's largest clients and the firm's investment and corporate management teams. Prior to this, Geneviève spent six years at CIBC Asset Management Inc., one of Canada's five largest banks, as Director of U.S. Equities and Alternative Investment Strategies focusing on manager research and due diligence for all of CIBC's sub-advised retail products. Prior to CIBC, Geneviève was a Senior Analyst of Pension and Strategic Investments with RBC Financial Group. Her responsibilities included the oversight of pension assets for RBC's employees globally, as well as other supplemental retirement investment portfolios. Geneviève began her career with Mercer Investment Consulting, where she was a Senior Analyst in their Toronto-based consulting practice.
Geneviève earned her Bachelor of Arts degree in Economics with Great Distinction from Concordia University (Montréal, Canada). Geneviève is the recipient of the Governor General of Canada's Academic Bronze Medal and the Concordia University Economics Medal. She is a CFA® charterholder, as well as a member of CFA Institute and Toronto Society of Financial Analysts (TSFA). Geneviève grew up in Montréal, Canada and lived in Toronto, Canada prior to relocating in the United States. She is fluent in French.
Job Titles:
- Member of the Aristotle Capital Research Team
- Portfolio Manager, Senior Global Research Analyst
Geoffrey Stewart is a member of the Aristotle Capital research team and a veteran of the investment industry. Geoffrey was an analyst and Portfolio Manager with Reed, Conner & Birdwell, LLC (RCB) for eight years, with responsibility for co-managing the International strategy. (RCB combined its business with Aristotle Capital in January 2012.) Prior to his tenure with RCB, Geoffrey served as an equity analyst at Oppenheimer & Company.
Geoffrey earned his Bachelor of Arts degree in History from Duke University. He is a CFA® charterholder.
Job Titles:
- Portfolio Manager, Senior Global Research Analyst
- Senior Member of the Research Team at Aristotle Capital
Gregory (Greg) Padilla is Portfolio Manager and a senior member of the research team at Aristotle Capital. He serves as a portfolio manager on the U.S. ("Value Equity") and Global Equity portfolios. Prior to joining the firm, Greg was Managing Director, Portfolio Manager and Analyst at Vinik Asset Management, LP and Tradewinds Global Investors, LLC.
Greg earned his Bachelor of Science degree in Finance from Arizona State University and his MBA with honors and concentration in investments and financial markets from the University of Southern California. He is a CFA® charterholder. Outside of work, Greg enjoys spending time with his wife and two daughters; his other passions include grilling (BBQ), traveling and most outdoor activities. In his early years, he was an accomplished junior/amateur golfer.
Howard Gleicher - CEO, Chief Investment Officer
Job Titles:
- Chief Executive Officer
- Chief Investment Officer
- CEO and Chief Investment Officer of Aristotle Capital
Howard Gleicher is CEO and Chief Investment Officer of Aristotle Capital. Having begun in the investment industry in 1985, Howard heads the firm and leads the investment effort. Prior to founding Aristotle Capital, Howard was co-founder, CEO and Chief Investment Officer at Metropolitan West Capital Management, LLC. Howard's prior investment-related experience includes serving as Principal, Portfolio Manager and Investment Policy Committee member at Palley-Needelman Asset Management, Inc., and Equity Portfolio Manager at Pacific Investment Management Company (PIMCO).
Howard earned his Bachelor of Science and Master of Science degrees in Electrical Engineering from Stanford University, and his MBA from Harvard University. He is a CFA® charterholder.
Job Titles:
- Portfolio Manager
- President
- Member of the Aristotle Boston Research Team
Jack McPherson is a member of the Aristotle Boston research team. Prior to joining Aristotle Boston, Jack served as Managing Director and Co-Portfolio Manager at Eagle Boston Investment Management; Vice President and Portfolio Manager at Pioneer Investment Management, Inc.; Security Analyst at Middleton & Company, Inc.; Vice President and Equity Analyst at Evergreen Investment Management Company, LLC; and Equity Analyst at Pell, Rudman & Company, Inc.
Jack earned his Bachelor of Science degree in Finance from Northeastern University and his MBA from Babson College. He is a CFA® charterholder.
Job Titles:
- Member of the Aristotle Capital Research Team
- Senior Global Research Analyst
Jake Gilden is a member of the Aristotle Capital research team and a veteran of the investment industry. Prior to joining Aristotle Capital, Jake worked at Wells Fargo Asset Management (MetWest Capital Equity Team) as an Associate Portfolio Manager on the Large Cap Intrinsic Value strategy and as a Senior Analyst covering all strategies. Prior to Wells Fargo Asset Management, Jake worked as an Investment Banking Associate at Cowen and Company.
Jake earned his Bachelor of Science degree in Business Administration from University of Colorado Boulder, Leeds School of Business and his MBA from University of California, Berkeley, Haas School of Business. He is a CFA® charterholder.
Job Titles:
- Global Research Analyst
- Member of the Aristotle Capital Research Team
Jake Wamala is a member of the Aristotle Capital research team. He is responsible for fundamental company research and valuation work. Before joining Aristotle Capital, Jake was a Principal at OVO Fund in Palo Alto and an independent financial consultant working with companies and investment firms, including Ascend Capital. During his master's program, he interned as an equity research analyst at Parnassus Investments and T. Rowe Price. Jake started his career in finance as an analyst at Morgan Stanley in New York and San Francisco in both the investment banking and growth equity investing divisions.
Jake earned his Bachelor of Science in Mechanical Engineering from the Massachusetts Institute of Technology and his MBA from the Haas School of Business at the University of California, Berkeley. Also, he is a former Massachusetts State Chess Champion. Outside of work, Jake enjoys rooting for Boston sports teams, teaching chess to underrepresented youth and studying Spanish.
Job Titles:
- Managing Director, Client Portfolio Manager
Job Titles:
- Regional Director
- Senior Vice President
Job Titles:
- Senior Global Research Analyst
Job Titles:
- Senior Credit Analyst / Investment Team
Job Titles:
- Associate Portfolio Manager
- Senior Research Analyst
Job Titles:
- Portfolio Manager
- Senior Managing Director
Job Titles:
- Senior Global Research Analyst
Job Titles:
- Managing Director, Operations & Trading
Job Titles:
- Managing Director, Client Portfolio Manager
Job Titles:
- Managing Director, Head of Trading
Job Titles:
- Portfolio Manager
- Senior Managing Director
Job Titles:
- Regional Director
- Senior Vice President
Job Titles:
- Senior Global Research Analyst
Job Titles:
- Director
- Senior Research Analyst
Job Titles:
- Managing Director, Lead Portfolio Manager
Job Titles:
- Regional Director
- Senior Vice President
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- Senior Vice President, Director of Trading
Job Titles:
- Regional Director
- Senior Vice President
Job Titles:
- Chief Financial Officer
- Chief Operating Officer
Job Titles:
- Senior Global Research Analyst
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- Assistant Vice President
- Product Specialist
Job Titles:
- Portfolio Manager, Senior Global Research Analyst
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- Chief Administrative Officer
Job Titles:
- Managing Director
- Portfolio Manager
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- Associate Portfolio Manager
- Senior Research Analyst
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- Director of Research, Senior Global Research Analyst
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- Director
- Senior Research Analyst
Job Titles:
- Senior Global Research Analyst
Ying Qiu - Managing Director
Job Titles:
- Managing Director
- Portfolio Manager