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Mr. Ferrara holds a B.S. degree in business management from Suffolk University. He began his career in the investment industry in 2014.
Mr. Ferrara is an equity trader for Boston Partners. Prior to joining the firm in June 2023, he held the position of senior trader at Man Group.
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 an assistant portfolio manager on the Boston Partners Global Equity and International Equity strategies and the lead portfolio manager on the Global Sustainability strategy. 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. 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.
10 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 2011.
Mr. Kim is the 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. Mr. Kim spent three years at Great Hill Partners, where he was a private equity associate focused on technology companies and before that, two years at Morgan Stanley Investment Banking.
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, consumer products, transportation, and payment services 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.
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 aerospace & defense, home builders & building products, engineering & construction, and consumer/business/IT services 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.
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. 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 began his career in the investment industry in 1995.
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.
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
18 Years at Boston Partners
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. Mr. Regan began his career in the investment industry in 1995.
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 in October 2015 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.
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.
28 Years of Investment Experience
23 Years at Boston Partners
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 began his career in the investment industry in 1995.
Mr. Pyle is a portfolio manager for the Boston Partners Large Cap Value strategy. 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 in January 2000 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. 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. 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.
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 began his career in the investment industry in 2006.
Mr. Smith is a portfolio analyst for Boston Partners and has extensive experience with all of the firm’s strategies. He joined the firm in January of 2014. 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. 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 investment industry in 2008.
Mr. Brezinski is the Head of International Distribution and Investor Relations, responsible for the business development and marketing strategy outside of North America. Prior to this role, he was responsible for international business development as a product specialist for Boston Partners, supporting Robeco’s global distribution efforts of the strategies and funds managed by Boston Partners. He rejoined the firm after a brief period in 2013 with Tenor Capital Management 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.
Mr. Clayson is the Chief Revenue Officer of Boston Partners and also serves as the firm’s Director of Business Strategy. Prior to re-joining Boston Partners in December 2017, he was a Managing Director at Bain Capital where he ran Investor Relations for Bain’s Public Equity group. Prior to his ten years at Bain Capital, Mr. Clayson was the Head of Relationship Management for Boston Partners from 1997 to 2007.
Mr. Davis holds a B.A. degree from University of California, Santa Barbara. He holds the FINRA Series 7, 53, 55 and 63 licenses and began his career in the industry in 1995.
Mr. Davis is a member of the Investor Relations Team. In this capacity, Mr. Davis has business development responsibilities for distribution of Boston Partners products to financial intermediary channels which include Consultants, Registered Investment Advisors, Financial Advisors, Wealth Management Platforms, Subadvisory, DCIO and Record-keepers. Prior to joining the firm in March 2011, Mr. Davis was director of Strategic Relationships at HighMark Funds, and Mr. Davis worked at TIAA-CREF where he was Director of Institutional Asset Management Business Development.
Ms. DeMartino joined Boston Partners in June 1995 and is currently pursuing a B.A. degree in business management at Northeastern University. Ms. DeMartino began her career in the industry in 1993.
Ms. DeMartino is a relationship manager for Investor Relations at Boston Partners, managing several key relationships for the firm. Prior to that, she managed the RFP Team, overseeing the written proposals process. Before that, she held various positions in the firm’s Client Service, Fixed Income, Operations, and Equity Trading groups.
Mr. Dolan holds a B.S. from Northeastern University in business administration with a concentration in finance and accounting and an M.B.A. from the Kelley School of Business at Indiana University. He holds the Chartered Financial Analyst® designation and the Chartered Alternative Investment Analyst designations as well as FINRA licenses 7 and 66. Mr. Dolan began his career in the industry in 2008.
Mr. Dolan is a member of the Investor Relations team at Boston Partners. He joined the firm in June 2010 and works as the primary point of contact for a number of investment consulting firms, registered investment advisors and existing institutional investors. Mr. Dolan started with Boston Partners as a Client Service Associate before covering a wide variety of accounts as a Relationship Manager for the firm. Prior to his positions with Boston Partners, he held several longer-term internships within the financial services industry including working on Goldman Sachs’ Securities Lending desk, tax preparation for Ercolini & Company LLP, and working with an advisor at Ameriprise Financial. He holds a B.S. from Northeastern University in business administration with a concentration in finance and accounting and an M.B.A. from the Kelley School of Business at Indiana University.
Mr. Gullen holds the Chartered Financial Analyst® and the Chartered Alternative Investment Analyst designations as well as FINRA licenses 7 and 63. He began his career in the industry in 1998.
Mr. Gullen is a member of the Investor Relations team at Boston Partners. David has extensive experience with all of the firm’s Value Equity disciplines and served as senior portfolio analyst and senior relationship manager for the Boston Partners Value Equity strategies . He joined the firm in October 2000 from Decision Analytics, a registered investment advisor consulting institutions on investing balance sheet cash. Prior to this, he had been a risk management consultant for Wells Fargo Bank. Mr. Gullen holds a B.A. degree in history from Georgetown University, where he also received a Master’s Degree in public policy.
Mr. Ender joined the firm in March of 2011. Mr. Ender holds a B.S. degree in finance from Northeastern University. He began his career in the investment industry in 2009.
Mr. Ender is an equity trader for Boston Partners. Prior to assuming this role, he held several positions in trading including a junior equity trader and an equity trading assistant and before that as an analyst in the firm’s compliance department.
Mr. Walsh holds a B.A. degree in economics from Tufts University and an M.S. in Finance from the Sawyer School of Business at Suffolk University. Mr. Walsh holds the Chartered Market Technician designation. He began his career in the investment industry in 1994.
Mr. Walsh is a senior equity trader for Boston Partners. He joined the firm from Fleet Investment Advisors where he was an equity trader. Prior to joining the firm in April 2001, he held positions with Salomon Smith Barney, The Boston Company Asset Management, and Mellon Trust.
Mr. Bowker holds a B.A. degree in economics from Stonehill College. He began his career in the investment industry in 1999.
Mr. Bowker is the director of equity trading for Boston Partners. His responsibilities include overseeing the trading desk in Boston; managing the technological and regulatory change as it impacts trading and the investment process; and heading up the Trade Management Oversight Committee which is charged with ensuring that Trading complies with the firm’s best execution practices. Previously, he had numerous positions on the trading desk including senior equity trader and equity trading assistant. Before joining the desk, he worked as an associate in the firm’s Operations department. He joined the organization in July 2000 from Putnam Investments where he was a corporate actions analyst. He is a member of NOIP (National Organization of Investment Professionals), CBOE IAC (Institutional Advisory Council) and NASDAQ ITAC (Institutional Trade Advisory Council).
Mr. Villalba holds a B.B.A. degree in finance from Pace University and FINRA licenses series 7, 66, and 3. Mr. Villalba began his career in the industry in 2007.
Mr. Villalba is a member of the Investor Relations team at Boston Partners and joined the firm in July 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.
39 Years of Investment Experience
23 Years at Boston Partners
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. Mr. Pollack began his career in the investment industry in 1984.
Mr. Pollack is a portfolio manager for the Boston Partners Mid Cap Value Equity product. He has been with Boston Partners since May of 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. 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. Mr. Connerly began his career in the investment industry in 1993.
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 in June 1998 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.
18 Years of Investment Experience
5 Years at Boston Partners
Mr. Collard holds a B.A. degree in American Studies from Middlebury College. He began his career in the investment industry in 2005.
Mr. Collard is an assistant portfolio manager for the Boston Partners Mid Cap Value strategy. Prior to this, he was an equity analyst with Boston Partners, specializing in the aerospace & defense, transportation, housing and automobile sectors of the equity market. He joined the firm in April 2018 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.
35 Years of Investment Experience
Mr. Connolly holds a B.A. degree in English from Dartmouth College, where he was a three-year varsity letterman and a member of two Ivy League Football championship teams. Bill also holds an M.B.A. from the Amos Tuck School of Business Administration at Dartmouth and holds the Chartered Financial Analyst® designation. He began his career in the industry in 1987.
Mr. Connolly is the Head of Global Distribution for Boston Partners. In this role, he oversees the firms Distribution efforts in North America and Internationally as well as Relationship Management. Before joining the firm in October 2022, Mr. Connolly spent 20 years at Putnam Investments in a variety of roles, including National Sales Manager, President of Putnam Retail Management, and Head of Global Distribution. He reported directly to Putnam’s CEO as a member of the Operating Committee. Prior to that, Mr. Connolly was Managing Director, Head of Boston Fixed Income Group and Head of Relationship Management at Merrill Lynch.
Mr. Ferrara holds a B.S. degree in business management from Suffolk University. He began his career in the investment industry in 2014.
Mr. Ferrara is an equity trader for Boston Partners. Prior to joining the firm in June 2023, he held the position of senior trader at Man Group.
Ms. Zona holds a B.A. degree in Communications from Boston College, with a double minor in Managing for Social Impact and the Public Good and Applied Psychology and Human Development. She began her career in 2021.
Ms. Zona joined Boston Partners in 2021 where she began her career in the investment industry. She is a Research Analyst for the Boston Partners Sustainability and Engagement Team. She is responsible for original ESG/Sustainability research on companies held in Boston Partners’ portfolios. Ms. Zona is also responsible for engaging with issuers on sustainability, governance, executive compensation, and more. Ms. Zona also manages the proxy voting process and prepares all engagement materials with issuers regarding proxy matters. Ms. Zona leads all Governance Committee meetings and is a member of the CRM Committee.
Mr. Corning holds a B.A. degree in Economics from Wesleyan University, with a minor in Data Analysis. He began his career in the industry in 2021.
Mr. Corning is a Research Analyst for the Boston Partners Sustainability and Engagement Team. He is responsible for original ESG/Sustainability research on companies held in Boston Partners’ portfolios. Mr. Corning is also responsible for engaging with issuers on sustainability, governance, executive compensation, proxy voting, and more. Prior to joining the team, he was a member of the compliance team, managing the proxy voting process on behalf of the Governance Committee, and preparing all engagement materials with issuers regarding proxy matters. He joined Boston Partners in March 2021.
Mr. Eagan holds a B.A. degree in economics from the College of the Holy Cross and began his career in the investment industry in 1985.
Mr. Eagan is a global markets analyst for Boston Partners. He will be examining markets with a macro perspective. He joined the firm in June 2015 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.
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 began his career in the investment industry in 1981.
Mr. Mullaney is the director of global markets research for Boston Partners. He rejoined the firm in September 2016 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.
35 Years of Investment Experience
28 Years at Boston Partners
Mr. Jones holds the Chartered Financial Analyst® designation. Mr. Jones began his career in the investment industry in 1988.
Mr. Jones is a Senior Advisor for Boston Partners. Previously, he was a portfolio manager for the Boston Partners Long/Short Equity product. Before that, 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 in April 1995 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.
Mr. Knightly holds a B.B.A. in finance from the University of Massachusetts and holds an M.B.A. from Columbia Business School. He began his career in the investment industry in 1989.
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 in November 2005 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. Anton holds a B.S. degree in business administration with concentrations in finance and management from Elon University. He holds the Chartered Financial Analyst® designation. Mr. Anton began his career in the investment industry in 2018.
Mr. Anton is a long/short generalist with Boston Partners, specializing in fundamental research of stocks held in our Long/Short portfolio. Prior to this, he was an analyst in the firm’s compliance group. He joined the firm in October 2018.
Mr. Bartlett holds a B.S. degree in finance from Bentley College. He holds the Chartered Financial Analyst® designation. Mr. Bartlett began his career in the investment industry in 2002.
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 in November 2002 from Thomson Financial where he was an earnings assistant.
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. Mr. Boyden began his career in the investment industry in 1999.
Mr. Boyden is an equity analyst with Boston Partners specializing in emerging markets industrials, retail, transportation, REITs and utilities. He joined the firm in March 2010 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. 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. Mr. Burgess began his career in the investment industry in 1999.
Mr. Burgess is an equity analyst with Boston Partners, specializing in the technology sector of the equity market. He joined the firm in March 2005 after spending three years with Putnam Investments where he was a senior investment associate.
19 Years of Investment Experience
7 Years at Boston Partners
Mr. Cohen 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. Mr. Cohen began his career in the investment industry in 2004.
Mr. Cohen 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 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 in June 2016 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.
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 began his career in the investment industry in 2015.
Mr. Clapp is an equity analyst with Boston Partners, specializing in developed non-U.S. consumer and business services, paper & packaging, home builders & building products, and consumer staples sectors of the equity market. He joined the firm in March 2018 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.
27 Years of Investment Experience
17 Years at Boston Partners
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 began his career in the financial services industry in 1996.
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 June 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.
23 Years of Investment Experience
23 Years at Boston Partners
Mr. Gumpert joined the firm in May of 2000. Mr. Gumpert holds a B.A. degree in economics from Amherst College. He holds the Chartered Financial Analyst® designation. Mr. Gumpert began his career in the investment industry in 1999.
Mr. Gumpert is a senior portfolio manager for the 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.
42 Years of Investment Experience
28 Years at Boston Partners
He holds a B.S. degree in management from Rensselaer Polytechnic Institute and the Chartered Financial Analyst® designation. Mr. Donovan began his career in the investment industry in 1981.
Mr. Donovan is a senior portfolio manager for the Boston Partners Large Cap Value strategy, a role he has held since the firm’s inception in 1995. Previously, he had served eleven years as Co-Chief Executive Officer, where he was responsible for strategic and tactical operating decisions affecting the firm. Mr. Donovan was one of the founding partners of Boston Partners Asset Management. 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. For ten years, Mr. Donovan was a trustee at St. Sebastian’s School, where he served on the Investment and Long Range Planning Committees.
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. Mr. Donovan began his career in the investment industry in 2011.
Mr. Donovan is an equity analyst with Boston Partners, specializing in the cable & telecom, gaming & lodging media & advertising, and interactive media sectors of the equity market. He joined Boston Partners in August 2014. Prior to this position, he was an associate on the Business Analytics and Strategy team at Sanford Bernstein in New York City.
38 Years of Investment Experience
28 Years at Boston Partners
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. Mr. Feeney began his career in the investment industry in 1985.
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. Kuzminskas holds a B.S. degree in Finance from PennState University. He began his career in the investment industry in 1990.
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 January 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. Cady holds a B.S. degree in business administration with concentrations in accounting and finance from Northeastern University. He holds the Chartered Financial Analyst® designation. Mr. Cady began his career in the investment industry in 2015.
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. Mr. Cady joined Boston Partners in May 2015.
Ms. Hall holds a B.S. degree in management science from MIT. She began her career in the investment industry in 2008.
Ms. Hall is an equity analyst with Boston Partners specializing in the retail, property & casualty insurance, REITs, and internet retail sectors of the equity market. She joined the firm in November 2018 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.
Mr. Gulen holds a B.B.A. degree in finance from the University of Massachusetts, Amherst. He holds the Chartered Financial Analyst® designation and began his career in the investment industry in 2006.
Mr. Gulen is an equity analyst with Boston Partners, specializing in the small capitalization sector of the equity market. Prior to this, he specialized in the consumer products, tobacco, agriculture, business services, energy, media and advertising sectors of the equity market. He joined the firm in December 2013 from Fidelity Investments where he was a research analyst with coverage of the consumer, industrials, media and advertising sectors with roles spanning equity and high yield securities.
Mr. Egan holds a B.S. degree in finance from Wake Forest University. He holds the Chartered Financial Analyst® designation. Mr. Egan began his career in the investment industry in 2015.
Mr. Egan is an equity analyst with Boston Partners, specializing in developed non-U.S. technology, media, telecom and autos sectors of the equity market. He joined the firm in April 2019 from Garelick Capital Partners where he was an equity associate focusing on global technology companies.
Mr. Duggan holds a B.S. degree in business administration from Boston University. He holds the Chartered Financial Analyst® designation. Mr. Duggan began his career in the investment industry in 1995.
Mr. Duggan is an equity analyst with Boston Partners, specializing in banks, financial services and life insurance sectors of the equity market. He joined the firm in April 2006 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.
19 Years of Investment Experience
17 Years at Boston Partners
Mr. Jones holds a B.A. degree in economics from Bowdoin College. He holds the Chartered Financial Analyst® designation. Mr. Jones began his career in the investment industry in 2004.
Mr. Jones is a portfolio manager on the Boston Partners Global Equity, Global Long/Short Equity and International Equity strategies, with primary responsibility for managing the firm’s International Equity as well as Global Long/Short offerings. 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 in January 2006 from Cambridge Associates where he was a consulting associate specializing in hedge fund clients.
Mr. Strakosch holds a B.A. degree in finance from the Carroll School of Management at Boston College and holds the FINRA securities licenses 7 and 63. He began his career in the industry in 2013.
Mr. Strakosch is responsible for business development and relationship management of the firm’s Public Fund and Taft-Hartley clients. He joined the firm in 2023 from AllianceBernstein where he was a vice president in the Institutional Client Group with responsibility for Public Fund and Taft-Hartley clients throughout North America. Previously, he was at Putnam Investments responsible for marketing Putnam Investment solutions to Financial Advisors at the wire house firms. Mr. Strakosch is a member of the Leadership Advisory Council at The Cristo Rey Boston High School and a team captain for the Pan-Mass Challenge. He serves on the Gold Leadership Council at Boston College and is a Class Agent at The Belmont Hill School.
Mr. Cole holds a B.S. degree in finance from Syracuse University. He also holds the FINRA Series 7 and 63 licenses and began his career in the industry in 1990.
Mr. Cole is a Consultant Relations Director, with distribution and relationship management responsibilities for consultants and investors in North America. He joined the firm in January 2023 from Intech, where he was a member of the consultant relations team. Prior to this, Newcomb was in a similar role at The Boston Company.
Ms. Burke holds a M.A. in East Asian Studies from Duke University and a B.A. degree in Asian Studies from Dartmouth College. Ms. Burke holds FINRA licenses 7 and 63. She has seventeen years of industry experience.
Ms. Burke is the Head of Client Service for Boston Partners. In this role she has management responsibility for the firm’s client service associates and proposal team helping to ensure the client’s needs are met with world class service and satisfaction while driving new business initiatives to develop and enhance relationships in our Institutional and Sub advisory businesses. She joined the firm in February of 2023. Prior to that, Ms. Burke spent fifteen years at Putnam Investments as Director of Client Service managing day-to-day oversight of their Japanese and North American clients, and before that, two years as an Account Executive and Proposal Writer at Fidelity Investments in their institutional division.
Mr. Ferrara holds a B.S. degree in business management from Suffolk University. He began his career in the investment industry in 2014.
Mr. Ferrara is an equity trader for Boston Partners. Prior to joining the firm in June 2023, he held the position of senior trader at Man Group.
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.
Ms. Kelliher holds a B.S. in business administration from the University of Richmond and is currently pursuing an M.B.A. at Babson College. She holds the FINRA Series 7, 24, 63, and 66 licenses and began her career in the industry in 2014.
Ms. Kelliher is a member of the Investor Relations team and joined the firm in March 2023. In this capacity, Ms. Kelliher has business development and relationship management responsibilities of the firm’s financial intermediary relationships. Prior to this, Ms. Kelliher was a Director of Platform Distribution at John Hancock Investment Management. In this role she supported the Investment Research and Due Diligence efforts of the gatekeeper and professional buyer clientele within broker-dealer platforms and financial institutions. Additionally, she managed a team of internal sales professionals supporting the Broker-Dealer/Platform and DCIO channels. Before that, Ms. Kelliher held various sales roles across channels including RIAs, Family Offices, and Bank/Trusts.
Mr. Dziama holds a B.S. degree in business administration with a concentration in finance and a minor in economics from Boston University. Mr. Dziama began his career in the investment industry in 2023.
Mr. Dziama is an equity analyst with Boston Partners. Mr. Dziama is focusing his analytical efforts on banks and the financial services sector of the equity market. He joined Boston Partners in August 2023.
Mr. Birmingham holds a B.A. degree in political science from Hobart College. He began his career in the industry in 2018.
Mr. Birmingham is 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, he joined the firm in June 2018 as an RFP Writer and Database Coordinator in the Marketing Department, where he supported all of the firm’s equity strategies.
Jason holds a B.S. degree from Fitchburg State University as well. He began his career in the industry in 2004.
Mr. Reid is a Senior Compliance Manager for Boston Partners and Chief Compliance Officer of Boston Partners Securities, LLC, our limited purpose Broker/Dealer. He joined the firm in August 2022. His primary responsibilities are Sales and Marketing Compliance, and Broker/Dealer regula-tory oversight. He is a member of the GIPS Committee and the Governance Committee. Previously, Mr. Reid was a member of the Boston Partners Sustainability and Engagement team where he managed the proxy voting process on behalf of the Governance Committee, pre-pared all engagement materials with issuers regarding proxy matters and did original ESG research on issuers held in Boston Partners’ portfolio. Prior to joining Boston Partners, he was a Compliance Manager, Assistant Vice President, at Natixis Investment Managers. He holds the series 7, 24 registrations and has successfully passed the Chief Compliance Officers Qualifying Examination.
Mr. Lieberman holds a B.S. degree from Northeastern University and the FINRA series 7, 22, 63 and 65 licenses. He began his career in the industry in 1989.
Mr. Lieberman is a Client Advisor at Boston Partners. In this capacity, he is responsible for delivering Boston Partners investment solutions to premier financial advisors at the major wealth management firms. Prior to joining the firm in 2024, Mr. Lieberman held similar roles at Angel Oak Capital and Putnam Investments.
Mr. Donovan holds a B.A. in Economics from the University of Pennsylvania. Mr. Donovan began his career in the investment industry in 2022.
Mr. Donovan is an equity analyst with Boston Partners specializing in emerging markets financials, telecommunications, food, beverage & tobacco, restaurants, hotels and personal products. Prior to this, he was a Research Analyst for the Boston Partners Sustainability and Engagement Team. He was responsible for original ESG/Sustainability research on companies held in Boston Partners’ portfolios. Mr. Donovan joined Boston Partners in February 2022.
Mr. Zhao holds a Bachelor of Arts degree from the Richard Ivey School of Business at Western University and an MBA from Harvard Business School. He began his career in the investment industry in 2015.
Mr. Zhao is an emerging markets industry analyst with Boston Partners specializing in the emerging markets technology sector of the equity market. He joined the firm in November 2021. Prior to his role at Boston Partners, Mr. Zhao worked as a Private Equity Associate in Salt Lake City and an Investment Banking Associate in Hong Kong.
Mr. Frank was a student at Boston University where he earned a B.S. degree in business administration with a concentration in finance and management information systems. Mr. Frank began his career in the investment industry in 2021.
Mr. Frank is an equity research analyst with Boston Partners specializing in emerging markets energy and materials sectors of the equity market.
Mr. Stansky holds a B.S. degree in economics from Duke University and a M.B.A. from NYU’s Stern School of Business. He began his career in the investment industry in 2016.
Mr. Stansky is an equity research analyst with Boston Partners specializing in the energy, metals & mining sectors of the equity market. He joined the firm in September 2021. Prior to this role, he worked as a high yield and leveraged loan analyst at DDJ Capital and as an investment banking analyst in debt advisory at BofA Merrill Lynch.
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Mr. Thompson holds a B.S. degree in finance from Boston College. He began his career in the investment industry in 2011.
Mr. Thompson is an equity trading assistant for Boston Partners. Prior to assuming this role, he worked as a portfolio operations analyst. Before joining the firm in May 2021, Mr. Thompson held several roles including Vice President of Operations at Benefit Street Partners LLC and positions at International Fund Services (IFS) and Pioneer Investments.
Ms. Pattipati holds an M.A. in International Relations from the University of St. Andrews. She holds the Chartered Financial Analyst® designation. Ms. Pattipati began her career in the industry in 2012.
Ms. Pattipati is a member of the Relationship Management team at Boston Partners. She works with many of our key domestic and international clients in a client service and relationship manager capacity. Prior to joining Boston Partners in November 2016, she was a business development associate at Geode Capital Management.
Ms. Sheerin holds a B.S. degree in business management from Babson College. Ms. Sheerin began her career in the industry in 2009.
Ms. Sheerin is a member of the Relationship Management team at Boston Partners and she joined this team in 2011. She works with many of our key domestic and international clients in a client service and relationship manager capacity. Prior to joining our firm in June 2011, she was a Client Service Representative at Putnam Investments. She also held several financial services related internships including working for Merrill Lynch Global Wealth Management and State Street Global Advisors.
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Ms. Clements holds dual B.A. degrees in Economics and Psychology from Hobart and William Smith Colleges. Ms. Clements began her career in the industry in 2024.
Ms. Clements is a Research Analyst for Boston Partners, serving on the Sustainability and Engagement team. She joined the firm in January 2024. Ms. Clements is responsible for original ESG/sustainability research on companies held in Boston Partners’ portfolios.