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What We Do

Collective Expertise

Diverse viewpoints debated within a framework of shared values brings the best insight to a common end goal – the client outcome.  

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Collective Expertise: Insight to Advantage

By building our organization and culture around collaboration and teamwork, we believe we make the best investment decisions for clients

 

The ability to turn information into insight is an analysis advantage — a key to delivering global investment opportunities to clients. We create an analysis advantage through our global research platform, with analysts in key markets around the world and uncompromised information sharing across geographies, asset classes, sectors and industries. What ties it together is collaboration, which we consider so critical to good decision-making that we link it directly to investment team compensation. We conduct 360 degree peer reviews to evaluate how team members work together and reward them for doing it well.


Meet Our People

Douglas

Douglas F. Bailey

Senior Managing Director, National Sales

Erik

Erik S. Weisman

Chief Economist, Fixed Income Portfolio Manager

James

James T. Swanson

Chief Investment Strategist

Jenine

Jenine G. Garrelick

Senior Managing Director of Internal Sales

Benjamin

Benjamin Stone

Equity Portfolio Manager

Ben

Ben Kottler

Institutional Equity Portfolio Manager

Brooks

Brooks A. Taylor

Equity Portfolio Manager

Camille

Camille Humphries Lee

Institutional Equity Portfolio Manager

Alexander

Alexander M. Mackey

Fixed Income Portfolio Manager

David

David P. Cole

Fixed Income Portfolio Manager

Edward

Edward L. O'Dette

Fixed Income Portfolio Manager

Erik

Erik S. Weisman

Chief Economist, Fixed Income Portfolio Manager

Benjamin

Benjamin R. Nastou

Portfolio Manager

James

James C. Fallon

Portfolio Manager

Jed

Jed Stocks

Portfolio Manager, Quantitative Risk Management

Jonathan

Jonathan W. Sage

Portfolio Manager

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