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.
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 Japan and North American clients, and before that, two years as an Account Executive and Proposal Writer at Fidelity Investments in their institutional division.
Mr. Cole holds a B.S. degree in finance from Syracuse University. He also holds the FINRA Series 7 and 63 licenses and has thirty-three years of industry experience.
Mr. Cole is a Consultant Relations Director, with distribution and relationship management responsibilities for consultants and investors in North America. He joined the firm 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.
18 Years of Investment Experience
Jason holds a B.S. degree from Fitchburg State University.
Mr. Jason Reid is a Senior Compliance Manager for Boston Partners and Chief Compliance Officer of Boston Partners Securities, LLC, our limited purpose Broker/Dealer, in August 2022. Mr. Reid is also a member of the Boston Partners Sustainability and Engagement team with primary responsibility for proxy voting and proxy voting engagement. His primary responsibilities are Sales and Marketing Compliance, and Broker/Dealer regulatory oversight. He is a member of the GIPS Committee and the Governance Committee. As part of the Sustainability and Engagement Team, Mr. Reid 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’ 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.
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 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 as an RFP Writer and Database Coordinator in the Marketing Department, where he supported all of the firm’s equity strategies.
Mr. Donovan holds a B.A. in Economics from the University of Pennsylvania.
Mr. Donovan is an equity analyst with Boston Partners. Mr. Donovan is focusing his analytical efforts on Emerging Markets equities. 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. Donovan began his career in the investment industry in 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 fundamental research of stocks held in our Emerging Markets Equity products. 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 is an equity research analyst with Boston Partners. Mr. Frank is focusing his analytical efforts on equities within a variety of cyclical industries.
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 IT services, data processors, and transportation 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.
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 has ten years of industry experience.
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 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 has thirteen years of industry experience
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, 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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