Boston Partners Investment Team

Executives

Mark E. Donovan, CFA

Mr. Donovan is Co-Chief Executive Officer of Boston Partners and lead portfolio manager for BP Large Cap Value portfolios. He is responsible for strategic and tactical operating decisions affecting the firm.  He was one of the founding partners of Boston Partners Asset Management in 1995. He joined the firm from The Boston Company where he was Senior Vice President and equity portfolio manager. He also spent five years as a consulting associate with Kaplan, Smith & Associates, and two years as a securities analyst for Value Line Inc. Mr. Donovan holds a B.S. degree in management from Rensselaer Polytechnic Institute. He holds the Chartered Financial Analyst® designation. He has thirty-six years of investment experience.

Joseph F. Feeney, Jr., CFA

Mr. Feeney is Co-Chief Executive Officer and Chief Investment Officer for Boston Partners.  He is responsible for the firm’s strategic, financial and operating decisions, and all aspects of investment management including the firm’s fundamental and quantitative research groups.  He was one of the original partners of Boston Partners Asset Management in 1995. Prior to assuming these roles, he was director of research.  Mr. Feeney joined the firm upon its inception in 1995 from Putnam Investments where he managed mortgage-backed securities portfolios.  He began his career at the Bank of Boston where he was a loan officer specializing on highly leveraged loan portfolios.  Mr. Feeney holds a B.S. degree in finance (Summa Cum Laude, Phi Beta Kappa) from the University of New Hampshire and an M.B.A. with High Honors from the University of Chicago.  He holds the Chartered Financial Analyst® designation and is past President of the Fixed Income Management Society of Boston.  He has thirty-two years of investment experience.

Portfolio Management

Mark E. Donovan, CFA

Mr. Donovan is Co-Chief Executive Officer of Boston Partners and lead portfolio manager for BP Large Cap Value portfolios. He is responsible for strategic and tactical operating decisions affecting the firm.  He was one of the founding partners of Boston Partners Asset Management in 1995. He joined the firm from The Boston Company where he was Senior Vice President and equity portfolio manager. He also spent five years as a consulting associate with Kaplan, Smith & Associates, and two years as a securities analyst for Value Line Inc. Mr. Donovan holds a B.S. degree in management from Rensselaer Polytechnic Institute. He holds the Chartered Financial Analyst® designation. He has thirty-six years of investment experience.

Joseph F. Feeney, Jr., CFA

Mr. Feeney is Co-Chief Executive Officer and Chief Investment Officer for Boston Partners.  He is responsible for the firm’s strategic, financial and operating decisions, and all aspects of investment management including the firm’s fundamental and quantitative research groups.  He was one of the original partners of Boston Partners Asset Management in 1995. Prior to assuming these roles, he was director of research.  Mr. Feeney joined the firm upon its inception in 1995 from Putnam Investments where he managed mortgage-backed securities portfolios.  He began his career at the Bank of Boston where he was a loan officer specializing on highly leveraged loan portfolios.  Mr. Feeney holds a B.S. degree in finance (Summa Cum Laude, Phi Beta Kappa) from the University of New Hampshire and an M.B.A. with High Honors from the University of Chicago.  He holds the Chartered Financial Analyst® designation and is past President of the Fixed Income Management Society of Boston.  He has thirty-two years of investment experience.

David M. Dabora, CFA

Mr. Dabora is a senior portfolio manager for 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 years of investment experience.

George Gumpert, CFA

Mr. Gumpert is a portfolio manager for Boston Partners Small Cap Value products. Previously, 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 eighteen years of investment experience.

Christopher K. Hart, CFA

Mr. Hart is a senior portfolio manager for Boston Partners Global Equity and International Equity products. 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 twenty-six years of investment experience.

Robert T. Jones, CFA

Mr. Jones is a senior portfolio manager for Boston Partners Long/Short Equity product.  Previously, he was the Director of Research and portfolio manager for the Large Cap Value and Large Cap Value Focused products. He was a founding Partner of Boston Partners Asset Management. He joined the firm from The Boston Company Asset Management, Inc. where he spent seven years as Vice President and equity portfolio manager. Mr. Jones holds a B.A. degree in philosophy from Denison University.  He holds the Chartered Financial Analyst® designation. He has twenty-nine years of investment experience.

Steven L. Pollack, CFA

Mr. Pollack is the portfolio manager for Boston Partners Mid Cap Value Equity product.  He is in his fifteenth year with the firm.  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-three years of investment experience.

David J. Pyle, CFA

Mr. Pyle is a portfolio manager for Boston Partners Large Cap Value portfolios. 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-two years of investment experience.

Duilio R. Ramallo, CFA

Mr. Ramallo is the senior portfolio manager for 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-two years of investment experience.

Harry J. Rosenbluth, CFA

Mr. Rosenbluth is a senior advisor for Boston Partners Global Equity and International Equity products. 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 thirty-six years of investment experience.

Martin P. MacDonnell, CFA

Mr. MacDonnell is a portfolio manager for Boston Partners 130/30 Large Cap Value product as well as a research analyst specializing in quantitative strategies. 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 twenty-six years of investment experience.

Joshua Jones, CFA

Mr. Jones is a portfolio manager on Boston Partners Global and International products. Prior to this role, he was a research analyst specializing in the energy, metals and mining sectors of the equity market and was a global generalist. He joined the firm from Cambridge Associates where he was a consulting associate specializing in hedge fund clients.  Mr. Jones holds a B.A. degree in economics from Bowdoin College. He holds the Chartered Financial Analyst® designation.  He has thirteen years of investment experience.

Portfolio Research

Paul Heathwood, CFA

Mr. Heathwood is the Director of Portfolio Research for Boston Partners. In this role he directs a team of investment professionals in formulating, developing, and communicating the investment narrative for Boston Partners. He also serves as the Director of Intermediary Sales. He also held a number of other roles, including product manager for alternative investments and institutional sales, client service, and consultant relations. Previous to his sales and client responsibilities, Mr. Heathwood spent five years on the investment team as an equity trader. He was also a founding partner of Boston Partners Asset Management, upon its inception in 1995. Mr. Heathwood began his investment career in 1993 as an equity trader with The Boston Company Asset Management, Inc. Mr. Heathwood holds a B.A. degree in economics from the University of Colorado at Boulder, and holds the Chartered Financial Analyst® designation. He has twenty-four years of industry experience.

Daniel J. Farren

Mr. Farren is a senior portfolio analyst for Boston Partners. He joined the firm from Alliance Bernstein in New York where he spent over three years in a sales capacity covering Hedge Funds and concentrating on Event Driven Research. Prior to that he was a product engineer for SSGA’s Fund of Funds product SSARIS, where he was responsible for client facing interactions with existing investors and potential allocators. Before that he spent four years at Tudor Investment Corporation working on the Raptor Fund as a fundamental analyst where he specialized in the restaurants, food and beverage companies, household products and miscellaneous consumer non-retail sectors of the equity market. He holds a B.A. in history and political science from Tufts University and an M.B.A. from the Kellogg School at Northwestern. He has twenty-three years of industry experience.

John C. Forelli, CFA

Mr. Forelli is a senior portfolio analyst for Boston Partners 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-three years of industry experience.

Mike McCune, CFA

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-three years of industry experience.

Carolyn M. Margiotti, CFA

Ms. Margiotti is a senior portfolio analyst for the Boston Partners Value Equity strategies and has extensive experience with all of the firm’s Value Equity disciplines.  Prior to joining the firm, she was the manager of investments for PG&E Corporation’s more than $12 billion in pension, 401(k), and taxable trust assets. Her primary responsibilities included strategic asset allocation, portfolio manager selection and investment strategy recommendations. Ms. Margiotti holds a B.S. degree from Purdue University and an M.B.A. degree from the University of San Francisco, McLaren School of Business. Ms. Margiotti is a member of the Financial Women’s Association of San Francisco and has served as an adjunct professor at the University of San Francisco and as an instructor for the CFA review program.  She holds the Chartered Financial Analyst® designation, FINRA licenses 7 and 63, and has twenty-three years of industry experience.

Brandon Smith, CFA, CAIA

Mr. Smith is a portfolio analyst and a member of Boston Partners’ Relationship Management team. 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 political science from Dartmouth College.   He holds the Chartered Financial Analyst® and Chartered Alternative Investment Analyst designations.  Mr. Smith has eleven years of industry experience.

Michael A. Mullaney

Mr. Mullaney is the director of global market 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 thirty-six years of investment experience.

Christopher Eagan

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-two years of investment experience.

Research

Eric S. Connerly, CFA

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-four years of experience.

Todd Knightly

Mr. Knightly is the director of fundamental research for Boston Partners. Prior to assuming this role, he was a research analyst covering in 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 twenty-eight years of experience.

Jessica Ballis, CFA

Ms. Ballis is an equity analyst with Boston Partners, specializing in the retail, apparel and textiles sectors of the equity market. Prior to this position, she was a MBS trader at Bank of America Merrill Lynch. Ms. Ballis holds a B.A. degree in economics from Cornell University. She holds the Chartered Financial Analyst® designation. She has six years of industry experience.

Jason Bartlett, CFA

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 fifteen years of experience.

Brian R. Boyden, CFA, FRM, CAIA

Mr. Boyden is an equity analyst with Boston Partners, specializing in healthcare therapeutics and property REITs 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 nineteen years of experience.

Scott E. Burgess, CFA

Mr. Burgess is an equity analyst with Boston Partners, specializing in the computer equipment and services, electronics manufacturers and distributors, computer software, semiconductors and semi cap equipment 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 eighteen years of experience.

Pete Cady

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 is a candidate for the Chartered Financial Analyst® designation. He has two years of industry experience.

Lawrence K. Chan, CFA

Mr. Chan is an equity analyst with Boston Partners, specializing in internet services, payment services and recreational products sectors of the equity market. He joined the firm from Foothill Capital (a division of Wells Fargo) where he was an assistant account executive. Mr. Chan holds a B.S. degree in business administration from the University of Southern California, with an emphasis in finance and business economics. He holds the Chartered Financial Analyst® designation. He has eighteen years of experience.

David T. Cohen, CFA

Mr. Cohen is an equity analyst with Boston Partners, specializing in the energy, engineering & construction sectors of the equity market. He joined the firm from Loomis Sayles where he was a portfolio manager for a global energy hedge fund and an equity analyst covering the energy, materials, and industrials sectors. Prior to joining Loomis Sayles, Mr. Cohen was a consultant relations coordinator at MFS Investment Management. He received a B.A. degree from the University of Michigan and his M.S. degree from Brandeis University. He holds the Chartered Financial Analyst® designation. He has thirteen years of experience.

Paul Donovan, CFA

Mr. Donovan is an equity analyst with Boston Partners, specializing in the basic industries sector of the equity market. Prior to this position, he was an associate on the Business Analytics and Strategy team at Sanford Bernstein in New York City. Mr. Donovan holds a B.S. degree in business administration with a concentration in finance from Loyola University Maryland. He holds the Chartered Financial Analyst® designation. He has six years of industry experience.

Kevin Duggan, CFA

Mr. Duggan is an equity analyst with Boston Partners, specializing in banks and thrifts, investment banks, brokers, specialty lenders, and transportation 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-two years of industry experience.

Leo Fochtman, Jr.

Mr. Fochtman is a quantitative analyst with Boston Partners, specializing in quantitative strategies. Prior to this position, he was a senior quantitative equity analyst and assistant portfolio manager with the Weiss Peck & Greer division. Before this, he spent eight years in a similar role at State Street Research & Management. Additional affiliations include one and a half years as a quantitative analyst at Moore Capital Management and almost eight years at Kidder, Peabody, first as a programmer analyst and then as a quantitative analyst in the equity research group. Mr. Fochtman began his career as an instructor and programmer with IBM.  He holds a B.S. degree in computer science from Pace University and an M.S. degree in finance from Boston College.  Mr. Fochtman has thirty-one years of investment experience.

Trevor Frankel, CFA

Mr. Frankel is an equity analyst with Boston Partners and is a global generalist. 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 Business. He holds the Chartered Financial Analyst® designation and has seven years of industry experience.

Volkan Gulen, CFA

Mr. Gulen is an equity analyst with Boston Partners specializing in the consumer staples, 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 eleven years of investment experience.

Andrew Hatem, CFA

Mr. Hatem is an equity analyst with Boston Partners.

David C. Hinton, CFA

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 fifteen years of investment experience.

Timothy J. Horan

Mr. Horan is an equity analyst with Boston Partners, specializing in industrials, homebuilders and construction, and autos and auto parts manufacturers. 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

Ross Klein, CFA

Mr. Klein is an equity analyst with Boston Partners, specializing in fundamental research of stocks held in our Long/Short Equity product.  Mr. Klein holds a B.S. degree in business management with a concentration in finance from Babson College.  He holds the Chartered Financial Analyst® designation.  He has seven years of industry experience.

Paul Korngiebel, CFA

Mr. Korngiebel is an equity analyst with Boston Partners dedicated to the Global Team.  He focuses on non-U.S. opportunities. 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 seventeen years of investment experience.

Stephanie McGirr

Ms. McGirr is an equity analyst with Boston Partners, specializing in health care services, insurance, and restaurants sectors of the equity market. Before assuming this role, she was a research and quantitative assistant 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 fifteen years of experience.

Rubina Moin

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 Masters 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 seventeen years of industry experience.

Edward Odre, CFA

Mr. Odre is an equity analyst with Boston Partners, specializing in the financial services sector 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 eight years of industry experience.

Maggy A. Pietropaolo, CFA

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 twenty-seven years of experience.

Patrick Regan, CFA

Mr. Regan is an equity analyst with Boston Partners, specializing in fundamental research of stocks held in our Long/Short Equity product. He rejoined the firm after spending nearly six years with Westfield Capital, where he managed the financial sector sleeves of their 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 for ten years where he covered numerous market sectors, including the financial, consumer, and software sectors. 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-two years of industry experience.

Joseph Urick

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 twenty-eight years of industry experience, specializing in quantitative and fundamental software research.

Joshua White, CFA

Mr. White is an equity analyst with Boston Partners specializing in the industrials sector of the equity market and is a global generalist. Mr. White holds a B.A. degree in mathematics from Middlebury College. He holds the Chartered Financial Analyst® designation and has eleven years of experience.

Bruce Wimberly

Mr. Wimberly is a long/short generalist with Boston Partners specializing in fundamental research of stocks held in our Long/Short Equity product.  He joined the firm from American Century Investments where he was a vice president and senior portfolio manager on their large cap growth fund.  Mr. Wimberly holds a B.A. degree from Middlebury College, an M.B.A. degree from Northwestern University and an M.E. degree from Rockhurst University.  He has twenty-five years of investment experience.

Carissa Wong, CFA

Ms. Wong is a quantitative analyst with Boston Partners specializing in quantitative strategies.  She joined Boston Partners thirteen years ago.  Prior to assuming this role, she was a marketing associate in the firm’s performance measurement group. She joined the firm from State Street Bank, where she was a performance analyst. Ms. Wong holds a B.S. degree in business administration from Boston University. She holds the Chartered Financial Analyst® designation and has sixteen years of experience.

Ronald Young, CFA, CPA

Mr. Young is an equity analyst with Boston Partners specializing in the aerospace and defense, asset managers and exchanges, gaming & lodging, telecommunications equipment and services, and cable sectors of the equity market.  He joined the firm from Fortis Investments where he covered the software industry.  Prior to that, Mr. Young was a research analyst with Evergreen Investments, covering telecommunications services and media and entertainment.  Mr. Young holds a B.S. degree in business administration/accounting from the University of Kansas.  He holds the Chartered Financial Analyst® designation. He has seventeen years of investment experience.