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For Boston Partners’ ADV, please go to www.adviserinfo.sec.gov. Select “Firm.” Then type “Boston Partners 124982.”
Mr. Watson earned a B.A. degree in economics from the College of the Holy Cross. He holds FINRA Series 3, 7, and 63 licenses, and the Chartered Financial Analyst® designation. He began his career in the industry in 2012.
Mr. Watson is responsible for relationship management and business development for the firm’s Public Fund and Taft-Hartley clients across the U.S. He joined Boston Partners after nine years at BNY Mellon Investment Management where he was a Vice President in the North American Distribution group with responsibility for multi-employer, public and other clients. In prior roles, Mr. Watson was with The Boston Company Asset Management as a Client Service Analyst, and he started his career at State Street Global Services.
Mr. Odre holds a B.A. degree in economics from Hamilton College. He holds the Chartered Financial Analyst® designation. Mr. Odre began his career in the investment industry in 2009.
Mr. Odre is an equity analyst with Boston Partners, specializing in the aerospace & defense, home builders & building products, consumer & business services, household durables, and EM financials sectors of the equity market. He joined the firm in June 2015 from Macquarie Securities Group where he was a senior research associate with coverage of specialty finance.
Mr. Pawson holds a B.A. Hons in Spanish and Business Management Administration from the University of Leeds and the IMC qualification. He he began his career in the industry in 2000.
Mr. Pawson is a product specialist and business development manager for the Boston Partners Value Equity strategies based in the London office. Mr. Pawson began his career in financial services with Singer & Friedlander Investment Funds in UK sales and more latterly held positions of investment director for Southern Europe at Standard Life Investments and Country Head for Spain and Portugal with Aviva Investors.
Mr. Farren holds a B.A. in history and political science from Tufts University and an M.B.A. from the Kellogg School at Northwestern. Mr. Farren began his career in the investment industry in 1994.
Mr. Farren is a global markets analyst for Boston Partners. Prior to this role, Mr. Farren was a senior relationship manager and senior portfolio analyst, where he worked with the research analysts and portfolio managers as a liaison to clients. He was also involved in portfolio analysis and in writing white papers for our firm. He joined the firm in October 2015 from Alliance Bernstein in New York where he spent over three years in a sales capacity covering Hedge Funds and curating Event Driven Research. Before that he spent four years at Tudor Investment Corporation working on the Raptor Fund as a fundamental analyst where his coverage focused on restaurants, food and beverage companies, household products and miscellaneous consumer non-retail sectors of the equity market. Mr. Farren was formerly a member of Teamsters Local 653 in Brockton, MA, and worked as a union ironworker from Local 7 in Boston. He sat on both the conservation commission and the board of economic development in his hometown of Easton, MA for 3 years. He has been a Big Brother through Boston’s Laboure Center Big Brother program for six years and helps direct the Tufts Men’s Basketball Alumni Group.
Mr. Supple holds a B.A. degree (Cum Laude) from the College of the Holy Cross, an M.B.A. degree in finance from New York University, and FINRA licenses 7 and 63. Mr. Supple began his career in the industry in 1981.
Mr. Supple is the Head of Taft-Hartley & Public Funds and has national Marketing and Relationship Management oversight responsibility for all Taft-Hartley and Public Sector clients. He joined the firm in March 2002 from Mellon Institutional Asset Management, where he was a Vice President with responsibility for Taft-Hartley clients in the Northeast and Midwest. Previously, he was Managing Director and Chief Operating Officer of the Leveraged Finance and Fixed Income Groups, and was also National Sales Manager, with BankBoston. Prior to his thirteen years at BankBoston, Mr. Supple was with Chase in New York City for six years. Mr. Supple is a former member of the Amalgamated Meatcutters and Butcher Workmen of North America, Local 2, AFL-CIO and the Service Employees International Union, Local 254 (Fenway Park Ushers). He served for seven years as a founding Trustee of the Commonwealth of Massachusetts Health Care Security Trust (Tobacco Settlement Funds). He has been elected to public office six times in Needham, MA, serving two terms as Chairman of the Trust Funds Commission, and served twelve years as an elected Town Meeting Member. Mr. Supple is a Member of the Sponsor Council of the Christian Brothers Institute of Massachusetts and is a past Chair of the Board of Directors at Catholic Memorial School. He is a Trustee of Newton Country Day School of the Sacred Heart and also served on the Finance Committee for the Jesuit’s USA Northeast Province. He is a member of the Board of Advisors of the College of the Holy Cross, past Chair of the President’s Council, and served as a member of the Institutional Advancement Committee of the Holy Cross Board of Trustees.
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. Mr. Hinton began his career in the investment industry in 2002.
Mr. Hinton is an equity analyst with Boston Partners, specializing in the small capitalization sector of the equity market. He joined the firm in November 2002 from positions at Metcalf & Eddy, Inc. and LTV Steel Co. Inc.
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 began his career in the investment industry in 1997.
Mr. Horan is an equity analyst with Boston Partners, specializing in the industrials utilities, and autos sectors of the equity market. He rejoined the firm in May 2016 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.
8 Years of Investment Experience
5 Years at Boston Partners
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 began his career in the investment industry in 2015.
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 joined the firm in September 2018 from Great Hill Partners, where he was a private equity associate focused on technology companies.
Ms. Mace holds a B.A. degree in economics and a finance sequence with data science concentration from Claremont McKenna College. She holds the Chartered Financial Analyst® designation. Ms. Mace began her career in the investment industry in 2019.
Ms. Mace is an equity analyst with Boston Partners specializing in the restaurants, food, beverage & tobacco, and consumer products sectors of the equity market. She joined the firm in August 2019.
Ms. Moin 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 began her career in the investment industry in 2000.
Ms. Moin is a quantitative analyst with Boston Partners, specializing in data analysis and data integrity. She joined the firm in December 2015 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. 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. Ms. Pietropaolo began her career in the investment industry in 1990.
Ms. Pietropaolo is a quantitative analyst with Boston Partners, specializing in quantitative strategies. She joined the firm in December 1997 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.
Mr. Samet holds a Bachelor of Business Administration in finance from the University of Miami. He holds securities licenses 7 and 63 and began his career in the industry in 2000.
Mr. Samet is a member of the Investor Relations team at Boston Partners. In this capacity, he has business development responsibilities for distribution of Boston Partners products to financial intermediary channels which include: Registered Investment Advisors, Financial Advisors, Broker/Dealer and Wirehouse Platforms, Turnkey Asset Management Platforms, Bank Trust, Insurance Subadvisory, DCIO and Record-keepers. Mr. Samet joined the firm in March 2003. He has spent his entire career in marketing and business development roles focusing on both traditional and alternative investments. Mr. Samet began his investment management career at J.P. Morgan Investment Management where he was a marketing analyst.
18 Years of Investment Experience
4 Years at Boston Partners
Mr. Song holds an M.B.A. degree from Harvard Business School, an M.Sc. in clinical medicine from Oxford University, and an A.B. in biochemical sciences from Harvard College. Mr. Song began his career in the investment industry in 2005.
Mr. Song is a portfolio manager on the Boston Partners Global Sustainability team. He also serves as an equity analyst, specializing in developed non-U.S. Industrials, materials and transportation sectors of the equity market. Before coming to Boston Partners in April of 2019, he was a managing director at ThornTree Capital with responsibility for its global industrials long/short portfolio. Prior to that, Mr. Song was a managing director at Bain Capital’s Brookside Fund where he co-managed its global industrials long/short portfolio. He began his investing career at Bain Capital in its North American private equity practice. Before transitioning to a career in investments, he was a consultant at McKinsey & Company.
Mr. Urick holds a B.S. degree in computer science from Northeastern University. Mr. Urick began is career in industry in 1989, specializing in quantitative and fundamental software research.
Mr. Urick is a quantitative analyst with Boston Partners, specializing in quantitative strategies. He joined the firm in August 2005 from Putnam Investments where he was a Vision database architect. Prior to that, he spent ten years at State Street Global Advisors.
Ms. Wong holds a B.S. degree in business administration from Boston University. She holds the Chartered Financial Analyst® designation and began her career in the investment industry in 2001.
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 October 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.
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.
Mr. Hatem is an equity analyst with Boston Partners specializing in the U.S. healthcare sector of the equity market. He joined the firm in December 2017 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. 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 began his career in the investment industry in 1994.
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 March 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. 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. Mr. Forelli began his career in the investment industry in 1984.
Mr. Forelli is the Head of Portfolio Research Group 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 in May 2010 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.
17 Years of Investment Experience
17 Years at Boston Partners
Mr. White joined Boston Partners in November 2006. Mr. White holds a B.A. degree in mathematics from Middlebury College. He holds the Chartered Financial Analyst® designation and began his career in the investment industry in 2006.
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.
42 Years of Investment Experience
23 Years at Boston Partners
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. Mr. Rosenbluth began his career in the investment industry in 1981.
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.
28 Years of Investment Experience
28 Years at Boston Partners
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). Mr. Ramallo began his career in the investment industry in 1995.
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 in December 1995 from Deloitte & Touche L.L.P., where he spent three years, most recently in their Los Angeles office.
Mr. Brezinski holds a B.S. degree in business administration majoring in finance from Stonehill College, an AACSB Accredited Business Institution. He began his career in the industry in 2008.
Mr. Brezinski is the Head of International Investor Relations & Distribution responsible for the business development and marketing strategy outside North America. Prior to this role, he was responsible for international business development as a product specialist for Boston Partners, Robeco’s U.S. asset management subsidiary. He rejoined the firm in March 2019, after a brief period with Tenor Capital Management in 2013 as an operations and investor relations associate. Before that, Mr. Brezinski had joined the firm in 2010 as an RFP writer in the Marketing department, which supported all of the firm’s equity strategies. Previously, he also worked in the wealth management department at Merrill Lynch where he supported an advisory team that served high net worth clients.
32 Years of Investment Experience
21 Years at Boston Partners
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.
Mr. Hart is a portfolio manager for the Boston Partners Global Equity and International Equity strategies, with primary responsibility for managing the firm’s Global Equity long portfolios. 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 in July 2002 from Fidelity Investments where he was a research analyst.
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 began his career in the industry in 1984.
Mr. Butterly is the General Counsel and Director of Sustainability and Engagement for Boston Partners. He joined the firm in March 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. Dwinell holds a B.A. degree from the Hobart College. He began his career in the industry in 1990.
Mr. Dwinell is the Head of Relationship Management and Product Management for Boston Partners. In this role he has management responsibility for the broader client relationship functions including relationship managers, client service associates, the proposal team and the marketing materials group. On the product management front he is responsible for assessing the Firm’s product strategy in the context of client requirements, building marketplace awareness and understanding of proprietary investment attributes, prioritizing internal procedures to deliver solutions to clients, and, importantly, working with cross functional teams to manage the development, roll-out and growth of an expanding set of global investment strategies. Prior to joining the firm in May 2017, Mr. Dwinell spent more than ten years at Pyramis Global Advisors, Fidelity’s institutional subsidiary. There he served as an institutional portfolio manager as well as headed the product management team. Prior to that he served as a Managing Director, heading Babson Capital’s equity product management efforts, and as an investment specialist for Putnam Institutional Management.
Mr. Heathwood holds a B.A. degree in economics from the University of Colorado at Boulder, and holds the Chartered Financial Analyst® designation.
Mr. Heathwood is the Head of North American Investor Relations & Distribution for Boston Partners. In this role, he oversees the firms distribution efforts in North America. He has held a number of other roles at the firm, including product manager for alternative investments, intermediary sales, 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.
Ms. Ansbro holds a B.B.A. degree in business management from Iona College, an M.B.A. degree from Clemson University and FINRA licenses 3, 7 and 63. Ms. Ansbro began her career in the industry in 1994.
Ms. Ansbro joined Boston Partners in September 2002. She is a member of the firm’s sales and relationship management team, responsible for distribution and service for the Boston Partners Transtrend clients. Prior to joining the firm, Ms. Ansbro spent four years with U.S. Trust Company where she held several positions, including product specialist, portfolio manager and relationship manager for the firm’s traditional products. From 1995 to 1998, Ms. Ansbro was with Lazard Frères Asset Management in the firm’s Private Client Asset Management division.
Mr. Atwood holds a B.A. degree in international politics and economics from Middlebury College. He also holds the FINRA Series 7 and 63 licenses and began his career in the industry in 2001.
Mr. Atwood is a Consultant Relations Director, with distribution and relationship management responsibilities for consultants and investors in North America. He joined the firm in March 2006 from Deutsche Asset Management, where he was responsible for sales and marketing to corporate plans, and endowments and foundations. Prior to this, Mr. Atwood was an analyst with Barra Strategic Consulting Group (currently known as Casey Quirk).
Ms. Correa holds a B.A. degree from Colby College, an M.B.A. degree in Finance from Boston College, and FINRA licenses 7 and 63. She began her career in the industry in 1995.
Ms. Correa is a senior member of Boston Partners’ Relationship Management team, managing a number of the firm’s key relationships. Her clients include public funds, health care organizations, and corporate DB and DC plans, with a focus in the Northeast and Midwest. Prior to joining the Relationship Management team in 1999, she worked in various capacities at the firm, most recently as the account transition manager. Ms. Correa has been with the firm since the year of its inception, 1995. Prior to joining Boston Partners, Ms. Correa, after completing the Management Training Program at CVS Caremark, managed several stores in their network.
33 Years Investment Experience
15 Years at Boston Partners
Mr. Clayson holds a B.A. degree in organizational behavior and business management from Brown University. He is a member of the CFA Institute and the Boston Security Analysts Society and began his career in the investment industry in 1988, which includes roles in portfolio management, sales and client service.