4 Years of Investment Experience
4 Years at Boston Partners
Mr. Birmingham holds a B.A. degree in Political Science from Hobart College.
Mr. Birmingham is a Product Specialist for the Boston Partners Value Equity strategies based in the Boston office, responsible for clients, consultants and prospects outside of North America. Prior to this role, Mr. Birmingham joined the firm as an RFP Writer and Database Coordinator in the Marketing Department, where he supported all of the firm’s equity strategies.
4 Years of Investment Experience
3 Years at Boston Partners
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 is a fundamental equity analyst with Boston Partners and has generalist coverage responsibilities. She holds a B.A. degree in economics and a finance sequence with data science concentration from Claremont McKenna College.
21 Years of Investment Experience
18 Years at Boston Partners
Mr. Samet holds a Bachelor of Business Administration in finance from the University of Miami. He holds securities licenses 7 and 63.
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. 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.
22 Years Investment Experience
Mr. Pawson holds a B.A. Hons in Spanish and Business Management Administration from the University of Leeds and the IMC qualification.
Mr. Pawson is a Product Specialist and Relationship 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.
28 Years Investment Experience
7 Years at Boston Partners
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 is a senior relationship manager for Boston Partners. Prior to this role, he spent two years as a 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 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. 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. 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 sits on both the conservation commission and the board of economic development in his hometown of Easton, MA. He is active with Boston’s Laboure Center Big Brother program as well as youth softball coaching.
41 Years of Investment Experience
17 Years at Boston Partners
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 is in his twentieth year with the firm, and has national Marketing and Relationship Management oversight responsibility for all Taft-Hartley and Public Sector clients. He joined the firm 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.
20 Years of Investment Experience
20 Years at Boston Partners
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 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.
25 Years of Investment Experience
7 Years at Boston Partners
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.
Mr. Horan is an equity analyst with Boston Partners, specializing in industrials and manufacturing, home and office furnishings, and utilities 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.
7 Years of Investment Experience
4 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.
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 was previously at Great Hill Partners, where he was a private equity associate focused on technology companies.
31 Years of Investment Experience
27 Years at Boston Partners
Mr. MacDonnell holds a B.A. degree in economics from Fairfield University. He holds the Chartered Financial Analyst® designation.
Mr. MacDonnell is a research analyst specializing in quantitative strategies. Previously he was a portfolio manager for Boston Partners 130/30 Large Cap Value product. 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.
22 Years of Investment Experience
7 Years at Boston Partners
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.
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.
30 Years of Investment Experience
15 Years at Boston Partners
Mr. Tagg holds a B.A. degree in economics from Rollins College and a Masters in Applied Economics from University of Central Florida. He is a candidate for the Chartered Financial Analyst® designation.
Mr. Tagg is a member of the Investor Relations team at Boston Partners and joined the firm in 2007. Prior to this, Mr. Tagg was head of the wealth advisory-high net worth client group at Contango Capital Advisors, LLC., the wealth management division of Zions Bancorp. He was responsible for managing a team of a fourteen-member regional advisor team that covered eleven states. Mr. Tagg began his career in 1993 with Charles Schwab & Company. He held a number of positions during the twelve years that he was with the firm, most recently as a Vice President in the firm’s strategic trading group, responsible for the management of the OTC derivatives group, venture capital service group and alternative investment sales group. Other positions include: client service manager for the firm’s high net worth clients, project manager for the firm’s structured products group and director of structured products and alternative investment sales.
13 Years of Investment Experience
8 Years at Boston Partners
Mr. Odre holds a B.A. degree in economics from Hamilton College. He holds the Chartered Financial Analyst® designation.
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.
32 Years of Investment Experience
27 Years at Boston Partners
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 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.
17 Years of Investment Experience
3 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 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.
33 Years of investment Experience
17 Years at Boston Partners
Mr. Urick holds a B.S. degree in computer science from Northeastern University. Mr. Urick has thirty-two years of industry experience, specializing in quantitative and fundamental software research.
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.
21 Years of Investment Experience
21 Years at Boston Partners
Ms. Wong holds a B.S. degree in business administration from Boston University. She holds the Chartered Financial Analyst® designation.
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 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.
27 Years of Investment Experience
5 Years at Boston Partners
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 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 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.
20 Years of Investment Experience
20 Years at Boston Partners
Ms. McGirr holds a bachelor’s degree in English from Colgate University.
Ms. McGirr is a portfolio manager for the Boston Partners Large Cap Value strategy. Her experience at the firm included managing a portion of the Boston Partners Long/Short Research strategy focusing on security selection within the health care services sector as well as insurance, restaurant, retail, and apparel industries. Prior to her current role, Ms. McGirr served as an equity analyst covering these same 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 associate in the firm’s research group. She joined the firm from Arthur Andersen where she was an operations associate.
28 Years of Investment Experience
19 Years at Boston Partners
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 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.
28 Years of Investment Experience
17 Years at Boston Partners
Ms. Margiotti holds a B.S. 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.
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.
32 Years Investment Experience
Mr. Schrader received his M.B.A. from McGill University and a B.B.A. from James Madison University. He has over thirty-two years of experience in the asset management industry in various senior distribution roles.
Mr. Schrader is a Senior Business Development Manager for the Boston Partners Value Equity strategies based in the London office. He joins Boston Partners from the Robeco Group, where he was based at the Head Office in Rotterdam. Mr. Schrader spent six years in Key Account Management. Prior to that, he ran the global financial institutions team at BNY Mellon Asset Management in London. Before that, he was responsible for Eaton Vance’s business in Europe and the Middle East.
15 Years of Investment Experience
12 Years at Boston Partners
Mr Villalba holds a B.B.A. degree in finance from Pace University and FINRA licenses series 7, 66, and 3.
Mr. Villalba is a member of the Investor Relations team at Boston Partners and joined the firm in 2010. In this capacity, his responsibilities include sales and relationship management of Boston Partners products within financial intermediary channels. Prior to joining the firm, Mr. Villalba was a regional private banker with Wells Fargo Bank, N.A. Before that, Mr. Villalba held the role of investment associate at Morgan Stanley in the firm’s Global Wealth Management division.
16 Years of Investment Experience
16 Years at Boston Partners
Mr. White holds a B.A. degree in mathematics from Middlebury College. He holds the Chartered Financial Analyst® designation.
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.
21 Years of Investment Experience
16 Years at Boston Partners
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.
Mr. Atwood is a member of the Investor Relations team, with distribution and relationship management responsibilities for consultants and investors in North America. He joined the firm 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).
8 Years of Investment Experience
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.
Ms. Rego is a Senior Compliance Manager and Counsel for Boston Partners and Chief Compliance Officer of Boston Partners Securities, LLC, our limited purpose broker/dealer, in June 2018. Ms. Rego 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, and Broker/Dealer regulatory oversight. She is a member of the GIPS Committee and the Governance Committee. As part of the Sustainability and Engagement Team, Ms. Rego 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.
9 Years of Investment Experience
Mr. Spaziani holds a B.S. degree in economics-finance from Bentley University. He holds the Chartered Financial Analyst® designation.
Mr. Spaziani is an equity trading assistant for Boston Partners. Prior to assuming this role, he worked as an RFP writer/database coordinator in the firm’s marketing services department.
31 Years of Investment Experience
20 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. 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.
38 Years Investment Experience
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.
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.
9 Years of Investment Experience
Mr. Spaziani holds a B.S. degree in economics-finance from Bentley University. He holds the Chartered Financial Analyst® designation.
Mr. Spaziani is an equity trading assistant for Boston Partners. Prior to assuming this role, he worked as an RFP writer/database coordinator in the firm’s marketing services department.
32 Years of Investment Experience
5 Years at Boston Partners
Mr. Dwinell holds a B.A. degree from the Hobart College.
