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Boston Partners Investment Team

Management Team

Mr. Feeney is 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 Boston Partners 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 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-four years of investment experience.
Mr. Kuzminskas is the Chief Operating Officer for Boston Partners overseeing the trading, portfolio administration, IT & Enterprise Data Management functions. Prior to this role, he was the director of equity trading. Before joining the firm in 2000, Mr. Kuzminskas spent 10 years in various trading roles on both the buy-side and sell-side. These positions involved trading equities at Numeric Investors and The Boston Company; futures and options at Aetna; and running Listed Equity Block Trading at Wessels, Arnold and Henderson. Mr. Kuzminskas holds a B.S. degree in finance from PennState University. Mr. Kuzminskas has over twenty-nine years of investment experience.
Mr. Varner is the Chief Financial Officer and Treasurer of Boston Partners. As Chief Financial Officer, he oversees Finance and Operational Risk Management. Mr. Varner joined the firm in 2006 as its Assistant Controller, became the Controller in 2008. In May 2017, he became the Chief Financial Officer and Treasurer. Prior to joining the firm, Mr. Varner spent seven years working for Lazard as a Senior Vice President. Before that, he worked as the Director of Financial Planning and Analysis at Caliber Learning Network, spent three years as a Financial Manager at USF&G, and two years as a Financial Analyst at Microbiological Associates, Inc. He began his career with Westinghouse Electric Company as an Accountant in the Controllers Department. Mr. Varner received his BBA in Finance with an Economics minor from James Madison University, and received his MBA and MSF from Loyola University Maryland. He has been in the financial services industry for over twenty-three years.

Portfolio Management

Mr. Feeney is 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 Boston Partners 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 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-four years of investment experience.
Mr. Cohen is a portfolio manager for the Boston Partners Large Cap Value strategy. In addition to managing the Large Cap Value strategy, experience at the firm includes managing a portion of the Boston Partners Long/Short Research strategy focusing on security selection within the energy sector as well as the engineering & construction, and metals & mining industries. Prior to his current role, Mr. Cohen served as an equity analyst covering these same industries. He has deep experience analyzing and understanding capital intensive commodity-oriented businesses. He joined the firm from Loomis Sayles where he had over 8 years of experience as a portfolio manager for their Research Fund, as well as running a global energy hedge fund. As an equity analyst he covered the energy, materials, and industrials sectors. Prior to joining Loomis Sayles, Mr. Cohen was in consultant relations at MFS Investment Management. He received a B.A. degree from the University of Michigan and his M.S. in Finance from Brandeis University. He holds the Chartered Financial Analyst® designation. He has sixteen years of experience.
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-two years of investment experience.
Mr. Donovan is a senior portfolio manager for Boston Partners Large Cap Value portfolios. Previously, he was Co-Chief Executive Officer, 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-eight years of investment experience.
Mr. Gumpert is a portfolio manager for Boston Partners Small Cap Value, Small Cap Value II, and Small/Mid Cap Value portfolios. Prior to managing Boston Partners small cap value portfolios, 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 twenty years of investment experience.
Mr. Hart is a 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-eight years of investment experience.
Mr. Jones is a portfolio manager on Boston Partners Global Equity and International Equity 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 fifteen years of investment experience.
Mr. Jones is a 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 thirty-one years of investment experience.
Mr. Korngiebel is a portfolio manager on all Boston Partners Emerging Markets strategies, including Boston Partners Emerging Markets Equity and Emerging Markets Long/Short Equity. He also serves as a supporting member of the greater Global Equity team, providing input on idea generation for various international and global portfolios. 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 nineteen years of investment experience.
Ms. McGirr is a portfolio manager for the Boston Partners Large Cap Value strategy. Previous experience includes managing a portion of the Boston Partners Long/Short Research strategy and as a fundamental equity analyst specializing in the health care services, insurance, restaurant, retail, and apparel industries. Over the course of her tenure at Boston Partners, Stephanie also covered the consumer staples and business services industries. She started with Boston Partners in 2002 as 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 seventeen years of experience.
Mr. Pollack is a portfolio manager for Boston Partners Mid Cap Value Equity product. He has been with Boston Partners since 2000. 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-five years of investment experience.
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-four years of investment experience.
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-four years of investment experience.
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-eight years of investment experience.
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-eight years of investment experience.
Mr. Regan is a portfolio manager for the Boston Partners Long/Short Equity strategy. Prior to this role, he was a long/short generalist with Boston Partners specializing in fundamental research of stocks held in Boston Partners’ Long/Short Equity products. He rejoined the firm after spending nearly six years with Westfield Capital, where he managed the financial sector sleeves of Westfield Capital’s 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 Asset Management for ten years, where he managed a portion of the Boston Partners Long/Short Research strategy and covered numerous market sectors including the financial and consumer sectors as well as the software industry. 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-four years of industry experience.
Mr. White is a portfolio manager on Boston Partners Global and International strategies. Prior to this role, he was a global generalist providing fundamental research on global equities. Prior to this, Mr. White, managed 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 holds a B.A. degree in mathematics from Middlebury College. He holds the Chartered Financial Analyst® designation and has thirteen years of industry experience.

Equity Research

Mr. Knightly is the director of fundamental research for Boston Partners. Prior to assuming this role, he was a research analyst covering 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 thirty years of experience.
Mr. Boyden is an equity analyst with Boston Partners, specializing in property REITs and utilities 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 twenty-one years of experience.
Mr. Burgess is an equity analyst with Boston Partners, specializing in the technology and electronics 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 twenty years of experience.
Mr. Clapp is a global equity analyst with Boston Partners, specializing primarily in the Non-U.S. consumer sector of the equity market. He joined the firm after spending three years at Fidelity Investments where he was a research associate specializing in the paper & packaging, business services, and publishing sectors across equity and high yield securities. Mr. Clapp holds a B.B.A degree in finance and risk management from the University of Wisconsin-Madison. He holds the Chartered Financial Analyst® designation and has four years of industry experience.
Mr. Collard is an equity analyst with Boston Partners, specializing in the aerospace & defense, transportation, housing and automobile sectors of the equity market. He joined the firm from Shellback Capital where he was a founding partner and equity analyst. Prior to that, Mr. Collard worked as a research analyst at Vinik Asset Management and Diamondback Capital Management. He began his career in investment banking, working for America’s Growth Capital. Mr. Collard holds a B.A. degree in American Studies from Middlebury College. He has fourteen years of experience.
Mr. DeCoste is an equity analyst with Boston Partners specializing in the energy, engineering & construction, and metal & mining sectors of the equity market. He joined the firm from Loomis Sayles where he was an equity analyst covering the energy and materials sectors. Prior to that, Mr. DeCoste was a senior director at Devonshire Investors, Fidelity Investments private equity investment arm, focusing on energy, transportation, construction and fintech investments. He began his career in audit at KPMG. Mr. DeCoste holds a B.S. degree in finance with a minor in mathematics from the Bentley University and an M.B.A. and M.S. finance degree from Boston College. He has fourteen years of investment experience.
Mr. Donovan is an equity analyst with Boston Partners, specializing in the paper & packaging, cable & telecom, gaming & lodging and chemicals 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 eight years of industry experience.
Mr. Duggan is an equity analyst with Boston Partners, specializing in banks and money center 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-four years of industry experience.
Mr. Egan is an equity analyst with Boston Partners, specializing in Non-U.S. Industries with a focus in technology, media, and telecom sectors of the equity market. He joined the firm from Garelick Capital Partners where he was an equity associate focusing on global technology companies. Mr. Egan holds a B.S. degree in finance from Wake Forest University. He holds the Chartered Financial Analyst® designation. He has four years of investment experience.
Mr. Frankel is an equity analyst with Boston Partners and is an emerging markets long/short 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 Management. He holds the Chartered Financial Analyst® designation and has nine years of industry experience.
Mr. Gulen is an equity analyst with Boston Partners specializing in the consumer products, tobacco, agriculture, 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 thirteen years of investment experience.
Ms. Hall is an equity analyst with Boston Partners specializing in the retail and restaurants sectors of the equity market. She joined the firm from First State Investments where she was an Investment Analyst for three years. Prior to that, she spent five years on the Global Property team at Wellington Management and one year on the US REIT Equity Research team at Morgan Stanley. Ms. Hall holds a B.S. degree in management science from MIT. She has eleven years of investment experience.
Mr. Hatem is an equity analyst with Boston Partners specializing in the healthcare sector of the equity market. He joined the firm from Adage Capital where he managed a long/short healthcare portfolio. Mr. Hatem began his career at Fidelity Investments where he spent eighteen years with the firm 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. 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. He has twenty-four years of experience.
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 seventeen years of investment experience.
Mr. Horan is an equity analyst with Boston Partners, specializing in industrials and manufacturing, home & office furnishings sectors of the equity market. 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 Business at Suffolk University. He has twenty-two years of experience.
Mr. Kim is an emerging markets generalist with Boston Partners specializing in fundamental research of stocks held in our Emerging Markets Equity products. He was previously at Great Hill Partners, where he was a private equity associate focused on technology companies. 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 has four years of investment experience.
Mr. Odre is an equity analyst with Boston Partners, specializing in the financial services and life insurance sectors 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 ten years of industry experience.
Mr. Song is an equity analyst with Boston Partners, specializing in Non-U.S. Industries with a focus in industrial and material sectors of the equity market. He joined the firm from ThornTree Capital where he was a managing director 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 that, he was a consultant at McKinsey & Company. 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. He has fourteen years of investment experience.

Quantitative Research

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-six years of experience.
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 seventeen years of experience.
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 four years of industry experience.
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-three years of investment experience.
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 Master 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 nineteen years of industry experience.
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-nine years of experience.
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 thirty years of industry experience, specializing in quantitative and fundamental software research.
Ms. Wong is a quantitative analyst with Boston Partners specializing in quantitative strategies. She joined Boston Partners seventeen 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 eighteen years of experience.

ESG

Mr. Butterly is the General Counsel and Director of Sustainability and Engagement for Boston Partners. He joined the firm in 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. 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 has thirty-five years of industry experience.
Ms. Marissa Marandola, Esq. is a Senior Compliance Manager and Counsel for Boston Partners and Chief Compliance Officer of Boston Partners Securities, LLC, our limited purpose broker/dealer. She joined the firm in June 2018. Ms. Marandola is also a member of the Boston Partners Sustainability and Engagement team with primary responsibility for proxy voting and proxy voting engagement. Her primary compliance responsibilities are Sales and Marketing Compliance, Broker/Dealer regulatory oversight and employee training. She is a member of the GIPS Committee and the Governance Committee. As part of the Sustainability and Engagement Team, Ms. Marandola manages the proxy voting process on behalf of the Governance Committee, prepares all engagement materials with issuers regarding proxy matters and does original ESG research on issuers held in Boston Partners’ portfolios. Prior to joining Boston Partners, she was a Compliance Analyst, Assistant Vice President, at State Street Global Advisors. She holds the series 7, 24, and 63 registrations. Marissa holds a B.S. degree from Providence College, where she graduated Magna Cum Laude, and a J.D. from Suffolk University Law School. Marissa is a member of the Massachusetts and Rhode Island State Bar. She has five years of industry experience.
Ms. Haley Shaw is a Research Analyst for the Boston Partners Sustainability and Engagement Team. Ms. Shaw is responsible for original ESG/Sustainability research on issuers held in Boston Partners’ portfolios. Prior to joining Boston Partners, Ms. Shaw spent two years with Chatham Partners as a Senior Research Analyst. She is a magna cum laude graduate from Dartmouth College with a degree in History and a member of Phi Beta Kappa. She has four years of industry experience.

Portfolio Research

Mr. Forelli is the Director of Portfolio Research 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 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-five years of industry experience.
Ms. Margiotti is a senior portfolio analyst for Boston Partners and has extensive experience with all of the firm’s strategies. Ms. Margiotti also serves as a member of the relationship management team managing a number of the firm’s key relationships. Prior to joining the firm in 2005, Ms. Margiotti was the manager of investments for PG&E Corporation where she managed over $12 billion in pension, 401(k) and taxable trust assets. Her primary responsibilities included strategic asset allocation, investment strategy recommendations and investment manager selection and oversight. Ms. Margiotti is a former member of the Financial Women of San Francisco, served as Scholarship Committee team leader for many years. She has been an adjunct professor at the University of San Francisco and an instructor for the CFA review program. Ms. Margiotti holds a B.S. degree in industrial management and finance from Purdue University and an M.B.A. degree from the McLaren School of Business at the University of San Francisco. She holds the Chartered Financial Analyst® designation, FINRA licenses 7 and 63, and has twenty-five years of industry experience.
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-five years of industry experience.
Mr. Smith is a portfolio analyst for Boston Partners and has extensive experience with all of the firm's strategies. 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 government from Dartmouth College. He holds the Chartered Financial Analyst® and Chartered Alternative Investment Analyst designations. Mr. Smith has thirteen years of industry experience.
Mr. Mullaney is the director of global markets 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-eight years of investment experience.
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-four years of investment experience.