A closer look at our time-tested, Three Circles approach to investing
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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. 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. Reid is Senior Compliance Manager for Boston Partners and Chief Compliance Officer of Boston Partners Securities, LLC, the firm’s limited purpose broker/dealer. He joined Boston Partners in August 2022. His primary responsibilities are sales and marketing compliance and broker/dealer regulatory oversight. Mr. Reid is a member of the GIPS® Committee and the Governance Committee. Previously, he was a member of the Boston Partners Sustainability and Engagement team where he managed the proxy voting process on behalf of the Governance Committee, prepared all engagement materials with issuers regarding proxy matters, and conducted original ESG research on issuers held in the firm’s portfolio. Prior to joining the firm, Mr. Reid was Compliance Manager, Assistant Vice President, at Natixis Investment Managers. He holds the FINRA Series 7 and 24 licenses and has successfully passed the Chief Compliance Officer Qualification Exam. Mr. Reid holds a B.S. from Fitchburg State University. He began his career in the industry in 2004.
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. He holds a B.A. degree in political science from Hobart College. He began his career in the industry in 2018.
Investing since 2011
At Boston Partners since 2021
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. Mr. Thompson holds a B.S. in Finance from Boston College.
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. She 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. 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.
Mr. Atwood is the Director of Consultant Relations for Boston Partners. In this role, he leads the team responsible for managing the firm’s Consultant Relations efforts globally. Mr. Atwood also oversees many of Boston Partners’ largest consultant relationships by shared client AUM. He joined the firm in March 2006 from Deutsche Asset Management, where he was responsible for sales and marketing to corporate retirement plans, endowments and foundations. Prior to this, Mr. Atwood was an analyst with Barra Strategic Consulting Group (currently known as Casey Quirk). 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.
Ms. Zona is a Research Analyst for Boston Partners, serving on the Sustainability and Engagement team. She joined the firm in 2021. Ms. Zona is responsible for original ESG/sustainability research on companies held in Boston Partners’ portfolios. Her tasks include engaging with issuers on sustainability, governance, executive compensation, and more. She 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. She holds a B.A. in Communications from Boston College, with a double minor in Managing for Social Impact and Public Good and in Applied Psychology and Human Development. Ms. Zona began her career in the industry in 2021.
Mr. Corning is a Research Analyst for Boston Partners, serving on the 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. Mr. Corning joined Boston Partners in March 2021. He holds a B.A. in Economics from Wesleyan University, with a minor in Data Analysis. Mr. Corning began his career in the industry in 2021.
Investing since 1981
At Boston Partners since 2016
Mr. Mullaney is Director of Global Markets Research for Boston Partners. He rejoined the firm in September 2016 from Fiduciary Trust Company where he served as the chief investment officer. His responsibilities there included setting the firm’s overall investment policy practices and establishing both strategic and tactical asset allocation targets for client portfolios. Prior to this role, Mr. Mullaney was the director of fixed income at Boston Partners and, before that, a managing director and senior investment strategist at Putnam Investments, specializing in portfolio strategy and key account portfolio management. Earlier in his career, he was a senior consultant with Chase Econometrics/Interactive Data Corporation, focusing on quantitative methodologies in fixed income and equity management. Mr. Mullaney graduated cum laude from Boston University with a B.S. in Biological Sciences and holds an M.B.A. in Finance from Babson College.
Investing since 1989
At Boston Partners since 2005
Mr. Knightly is Director of Fundamental Research for Boston Partners. Prior to assuming this role, he was a research analyst covering the gaming, lodging, and leisure sector of the equity market. Mr. Knightly 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 and, before that, for Sumitomo Bank and Sumitomo Securities in fixed income sales. Mr. Knightly holds a B.B.A. in Finance from the University of Massachusetts and an M.B.A. from Columbia Business School.
Investing since 2018
At Boston Partners since 2018
Mr. Anton is a Long/Short Generalist for Boston Partners, specializing in fundamental research of stocks held in the firm’s long/short portfolio. Prior to assuming this role, he was an analyst in the firm’s compliance group. Mr. Anton joined the firm in October 2018. He holds a B.S. in Business Administration with concentrations in Finance and Management from Elon University and the Chartered Financial Analyst® designation.
Investing since 2002
At Boston Partners since 2002
Mr. Bartlett is a Quantitative Analyst for 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. Bartlett holds a B.S. in Finance from Bentley College and the Chartered Financial Analyst® designation.
Investing since 1999
At Boston Partners since 2005
Mr. Burgess is an Equity Analyst for 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. Mr. Burgess earned a B.S. in Economics and a B.S. 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. from the University of Chicago Graduate School of Business and the Chartered Financial Analyst® designation.
18 Years of Investment Experience
6 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 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 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.
Investing since 2015
At Boston Partners since 2018
Mr. Clapp is an Equity Analyst for Boston Partners, specializing in developed non-U.S. consumer and business services, paper and packaging, home builders and 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 and packaging, business services, and publishing sectors across equity and high-yield securities. Mr. Clapp holds a B.B.A. in Finance and Risk Management from the University of Wisconsin-Madison and the Chartered Financial Analyst® designation.
Investing since 2005
At Boston Partners since 2018
Mr. Collard is an Assistant Portfolio Manager of 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. Mr. Collard joined the firm in April 2018 from Shellback Capital where he was a founding partner and equity analyst. Prior to that, he worked as a research analyst at Vinik Asset Management and Diamondback Capital Management. He began his career as an associate at the investment bank America’s Growth Capital. Mr. Collard holds a B.A. in American Studies from Middlebury College.
Investing since 2011
At Boston Partners since 2014
Mr. Donovan is an Equity Analyst for Boston Partners, specializing in the cable & telecom, gaming & lodging, media & advertising, interactive media, chemicals, and paper & packaging sectors of the equity market. He joined the firm in August 2014. Prior to this, he was an associate on the Business Analytics and Strategy team at Sanford Bernstein in New York City. Mr. Donovan holds a B.S. in Business Administration with a concentration in Finance from Loyola University Maryland and the Chartered Financial Analyst® designation.
Investing since 1995
At Boston Partners since 2006
Mr. Duggan is an Equity Analyst for 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. Mr. Duggan holds a B.S. in Business Administration from Boston University and the Chartered Financial Analyst® designation.
Investing since 2015
At Boston Partners since 2019
Mr. Egan is an Equity Analyst for Boston Partners, specializing in developed non-U.S. technology, media, telecom, and automobiles 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. Egan holds a B.S. in Finance from Wake Forest University and the Chartered Financial Analyst® designation.
Investing since 2006
At Boston Partners since 2013
Mr. Gulen is an Equity Analyst for 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 covering the consumer, industrials, media, and advertising sectors with roles spanning equity and high-yield securities. Mr. Gulen holds a B.B.A. in Finance from the University of Massachusetts at Amherst and the Chartered Financial Analyst® designation.
Investing since 2008
At Boston Partners since 2018
Ms. Hall is an Equity Analyst for 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 U.S. REIT Equity Research team at Morgan Stanley. Ms. Hall holds a B.S. in Management Science from MIT.
Investing since 2015
At Boston Partners since 2015
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Mr. Cady is a Quantitative Analyst for Boston Partners, specializing in quantitative strategies. Prior to assuming this role, he was an intern in the firm’s quantitative research group for two years. Mr. Cady joined Boston Partners in May 2015. He holds a B.S. in Business Administration with concentrations in Accounting and Finance from Northeastern University and the Chartered Financial Analyst® designation.
Investing since 1989.
At Boston Partners since 2000.
Mr. Kuzminskas is Chief Operating Officer for Boston Partners, overseeing the trading, portfolio administration, IT, and enterprise data management functions. Prior to this role, he was 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. He holds a B.S. in Finance from Penn State University.
Mr. Varner is Chief Financial Officer and Treasurer for Boston Partners and has served in this capacity since May 2017. As Chief Financial Officer, he oversees the finance and operational risk management functions. Mr. Varner joined the firm in June 2006 as Assistant Controller and became Controller in 2008. Prior to joining the firm, he spent seven years working for Lazard as Senior Vice President. Before that, he worked as Director of Financial Planning and Analysis at Caliber Learning Network, served as a financial manager at USF&G for three years, and spent two years as a financial analyst at Microbiological Associates, Inc. Mr. Varner began his career with Westinghouse Electric Company as an accountant in the Controllers Department. He received his B.B.A. in Finance with a minor in Economics from James Madison University and an M.B.A. and M.S.F. from Loyola University Maryland. Mr. Varner began his career in the financial services industry in 1996.
Investing since 1985
At Boston Partners since 1995
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. Prior to assuming these roles, he was Director of Research. Mr. Feeney was one of the original partners of the firm in 1995, joining 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 in highly leveraged loan portfolios. Mr. Feeney earned a B.S. 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.
Investing since 1981
At Boston Partners since 1995
Mr. Donovan is a Senior Portfolio Manager of the Boston Partners Large Cap Value strategy, a role he has held since the firm’s inception in 1995. During his tenure, he served 11 years as Co-Chief Executive Officer, responsible for strategic and tactical operating decisions affecting the firm. Mr. Donovan was one of the founding partners of the firm, joining from The Boston Company where he was Senior Vice President and an equity portfolio manager. Before this, he spent five years as a consulting associate with Kaplan, Smith & Associates and two years as a securities analyst for Value Line, Inc. For 10 years, Mr. Donovan was a trustee at St. Sebastian’s School where he served on the Investment and Long Range Planning Committees. He holds a B.S. in Management from Rensselaer Polytechnic Institute and the Chartered Financial Analyst® designation.
Investing since 1999
At Boston Partners since 2000
p class=”p2″>Mr. Gumpert is a Senior Portfolio Manager of the Boston Partners Small Cap Value, Boston Partners Small Cap Value II, and Boston Partners Small/Mid Cap Value strategies. Prior to managing Boston Partners’ small-cap value portfolios, he was a research analyst specializing in the small-cap sectors of the equity market. Mr. Gumpert joined the firm in May 2000. He holds a B.A. in Economics from Amherst College and the Chartered Financial Analyst® designation.
Investing since 2004
At Boston Partners since 2006
Mr. Jones is a Portfolio Manager of the Boston Partners Global Equity, Boston Partners Global Long/Short Equity, and Boston Partners International Equity strategies, with primary responsibility for managing the firm’s International Equity and Global Long/Short Equity offerings. Prior to this role, he was a research analyst specializing in the energy and metals and mining sectors of the equity market and was a global generalist. Mr. Jones joined the firm in January 2006 from Cambridge Associates where he was a consulting associate focused on hedge fund clients. He holds a B.A. in Economics from Bowdoin College and the Chartered Financial Analyst® designation.
Investing since 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. Jones holds the Chartered Financial Analyst® designation.
Investing since 2006
At Boston Partners since 2014
Mr. Smith is a Portfolio Analyst for Boston Partners and has extensive experience with all of the firm’s strategies. Prior to joining the firm in January 2014, he 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, L.L.C. Investment Management. He holds a B.A. in Government from Dartmouth College and the Chartered Financial Analyst® and Chartered Alternative Investment Analyst designations.
Investing since 1984
At Boston Partners since 2000
Mr. Pollack is a Portfolio Manager of the Boston Partners Mid Cap Value Equity strategy. He joined Boston Partners in May 2000 from Hughes Investments where he spent 12 years as an equity portfolio manager, managing value equity across the market-cap spectrum. He also oversaw the outside investment managers who managed assets for Hughes’ pension plan. Prior to assuming this role, he served as an investment analyst covering a variety of industries and sectors. Before that, he was with Remington, Inc., and Arthur Andersen & Co. Mr. Pollack is a graduate of Georgia Institute of Technology and earned 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.
Investing since 1995
At Boston Partners since 1995
Mr. Ramallo is the Senior Portfolio Manager of the Boston Partners Premium Equity strategy. Previously, he was the assistant portfolio manager of the Boston Partners Small Cap Value strategies. Prior to his portfolio management roles, 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 at its Los Angeles office. Mr. Ramallo earned a B.A. 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).
Investing since 1995
At Boston Partners since 2005
Mr. Regan is a Portfolio Manager of 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 the firm’s 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 firm’s Investment Committee. Before that, Mr. Regan was a research analyst with Boston Partners for 10 years. In this role, he managed a portion of the Boston Partners Long/Short Research strategy and covered numerous market sectors including the financial and consumer sectors and the software industry. He began his post-graduate career at Broadview International, LLC, where he was an associate specializing in technology mergers and acquisitions. Mr. Regan earned a B.A. in Economics from Colby College and an M.B.A. from The Wharton School of the University of Pennsylvania. He holds the Chartered Financial Analyst® designation.
Investing since 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. 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.
Investing since 2006
At Boston Partners since 2006
Mr. White is a Portfolio Manager of the Boston Partners Large Cap Value strategy. His experience at the firm includes 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 of the Boston Partners Global Equity and Boston Partners International Equity strategies and, before that, he was a global generalist providing fundamental research on global equities. He joined the firm in November 2006. Mr. White holds a B.A. in Mathematics from Middlebury College and the Chartered Financial Analyst® designation.
Investing since 1984
At Boston Partners since 2010
Mr. Forelli is Head of Portfolio Research for Boston Partners where he directs a team of investment professionals in formulating, developing, and communicating the firm’s investment narrative. Prior to this role, he was a senior portfolio analyst at the firm. Mr. Forelli has extensive experience with all of the firm’s strategies and 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 a large-cap core portfolio manager, senior partner, and member of the Investment Committee. Mr. Forelli was also a research analyst specializing in health care, chemical, capital goods, and industrial companies. He began his career as an investment banker with Prudential Securities focusing on raising capital for emerging growth companies and merger and acquisition transactions. Mr. Forelli earned a B.A. in Economics from Dartmouth College and an M.B.A. from the Tuck School of Business at Dartmouth College. He holds the Chartered Financial Analyst® designation and FINRA Series 7 and 66 licenses.
Investing since 1994
At Boston Partners since 2003
Mr. McCune is a Portfolio Analyst for Boston Partners and has extensive experience with all of the firm’s strategies. He joined the firm in March 2003 as a quantitative analyst and later became a portfolio manager with 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. He earned a B.Sc. in Finance from Villanova University and an M.B.A. from New York University. He holds the Chartered Financial Analyst® designation.
Investing since 2017
At Boston Partners since 1995
Mr. Hatem is an Equity Analyst for 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 18 years in both an equity analyst and portfolio management role, covering a variety of industries including consumer, financial services, industrials, and healthcare. While at Fidelity, he also managed the Select Air Transportation, the Select Defense and Aerospace, and the Select Medical Delivery Funds. Mr. Hatem earned a B.S. in Marketing and English as well as an M.S. in Finance from Boston College. He holds the Chartered Financial Analyst® designation.
Investing since 2001
At Boston Partners since 2001
Ms. Wong is a Quantitative Analyst for Boston Partners, specializing in quantitative strategies, and is also Director of Portfolio Risk. She joined the firm in October 2001. Prior to assuming these roles, she was a marketing associate in the firm’s performance measurement group. Before that, she was a performance analyst at State Street Bank. Ms. Wong holds a B.S. in Business Administration from Boston University and the Chartered Financial Analyst® designation.
Investing since 1989
At Boston Partners since 2005
Mr. Urick is a Quantitative Analyst for 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 10 years at State Street Global Advisors. Mr. Urick holds a B.S. in Computer Science from Northeastern University. Mr. Urick began his career in the industry in 1989, specializing in quantitative and fundamental software research.
Investing since 2005
At Boston Partners since 2019
Mr. Song is an Assistant Portfolio Manager of the Boston Partners Global Equity and Boston Partners International Equity strategies as well as the lead Portfolio Manager of the Boston Partners 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 joining Boston Partners in April 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. Song earned an M.B.A. from Harvard Business School, an M.Sc. in Clinical Medicine from Oxford University, and an A.B. in Biochemical Sciences from Harvard College, where he graduated summa cum laude.
Investing since 1990
At Boston Partners since 1997
Ms. Pietropaolo is a Quantitative Analyst for 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. Ms. Pietropaolo earned a B.A. in Economics from Cornell University and an M.B.A. degree from Boston University. She holds the Chartered Financial Analyst® designation.
Investing since 2009
At Boston Partners since 2015
Mr. Odre is an Equity Analyst for Boston Partners, specializing in the aerospace and defense, home builders and building products, engineering and 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. Mr. Odre holds a B.A. in Economics from Hamilton College and the Chartered Financial Analyst® designation.
Investing since 2000
At Boston Partners since 2015
Ms. Moin is a Quantitative Analyst for Boston Partners, specializing in data analysis and data integrity. She joined the firm in December 2015 from State Street Global Advisors 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 Financial, where she managed and maintained its Vision database for 11 years. She holds a master’s degree from the University of Massachusetts Boston and a B.Sc. in Biology from the University of Karachi, Pakistan, and completed many graduate-level computer science courses.
Investing since 2019
At Boston Partners since 2019
Ms. Mace is an Equity Analyst for 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. Mace earned a B.A. in Economics and a Finance sequence with a Data Science concentration from Claremont McKenna College. She holds the Chartered Financial Analyst® designation.
Investing since 2011
At Boston Partners since 2018
Mr. Kim is the Portfolio Manager of Boston Partners Emerging Markets strategies, including Boston Partners Emerging Markets Equity and Boston Partners Emerging Markets Dynamic Equity. Prior to this role, he was an emerging markets industry analyst specializing in fundamental research of stocks held in the firm’s emerging markets equity portfolios. Mr. Kim joined the firm in September 2018. Previously, he 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. Mr. Kim holds a B.A. in Economics from Amherst College and an M.B.A. from Harvard Business School.
Investing since 1997
At Boston Partners since 2016
Mr. Horan is an Equity Analyst for Boston Partners, specializing in the industrials, utilities, and automobiles 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. Mr. Horan holds a B.A. from the University of Massachusetts at Amherst and an M.B.A. from Sawyer Business School at Suffolk University.
Investing since 2002
At Boston Partners since 2002
Mr. Hinton is an Equity Analyst for 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. Hinton earned a B.S. in Chemical Engineering from Northwestern University and an M.B.A. from the Tuck School of Business at Dartmouth College. He holds the Chartered Financial Analyst® designation.
Mr. Supple is Director of Public & Taft-Hartley Funds and has Relationship Management oversight responsibility for all Public and Taft-Hartley 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. 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.
Investing since 1994
At Boston Partners since 2015
Mr. Farren is a Global Markets Analyst for Boston Partners. Prior to assuming this role, he was a senior relationship manager and senior portfolio analyst who served as a liaison between clients and the firm’s research analysts and portfolio managers. He was also involved in portfolio analysis and in writing white papers for the 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 covering restaurants, food and beverage companies, household products, and miscellaneous non-retail consumer sectors of the equity market. Mr. Farren was formerly a member of Teamsters Local 653 in Brockton, Massachusetts, 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, Massachusetts, for three years. He served as a Big Brother for six years through Boston’s Laboure Center Big Brother program and helps direct the Tufts Men’s Basketball Alumni Group. He holds a B.A. in History and Political Science from Tufts University and an M.B.A. from the Kellogg School of Management at Northwestern University.
Mr. Pawson is a member of the International Investor Relations team at Boston Partners, 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. Pawson holds a B.A. Hons in Spanish and Business Management Administration from the University of Leeds and the IMC qualification. He began his career in the industry in 2000.
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.
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. He 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. Walsh is a senior Equity Trader for Boston Partners. He joined the firm in April 2001 from Fleet Investment Advisors where he was an equity trader. Prior to that, he held positions with Salomon Smith Barney, The Boston Company Asset Management, and Mellon Trust. Mr. Walsh earned a B.A. in Economics from Tufts University and an M.S. in Finance from Sawyer Business School at Suffolk University. Mr. Walsh holds the Chartered Market Technician® designation.
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 that, he held positions with Salomon Smith Barney, The Boston Company Asset Management, and Mellon Trust.
Investing since 2009
At Boston Partners since 2011
Mr. Ender is an Equity Trader for Boston Partners. Prior to assuming this role, he held several positions in trading at the firm, including as a junior equity trader and an equity trading assistant and, before that, was an analyst in the compliance department. He joined the firm in March 2011. Mr. Ender holds a B.S. in Finance from Northeastern University.
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. He 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. 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. 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.
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. She 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.
26 Years of Investment Experience
10 Years at Boston Partners
Mr. Davis holds a B.A. degree in law and society from University of California, Santa Barbara. He holds the FINRA Series 7, 53, 55 and 63 licenses.
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 Registered Investment Advisors, Financial Advisors, Broker/Dealer and Wirehouse Platforms, Turnkey Asset Management Platforms, Bank Trust, Insurance Subadvisory, DCIO and Record-keepers. Prior to this, Mr. Davis was director of strategic relationships at HighMark Funds. Prior to HighMark Funds, Mr. Davis worked at TIAA-CREF where he was director, institutional asset management business development.
Mr. Clayson is Chief Revenue Officer for Boston Partners and also serves as the firm’s Director of Business Strategy. Before rejoining the firm in December 2017, he was Managing Director at Bain Capital where he ran investor relations for the firm’s public equity group. Prior to his 10 years at Bain Capital, Mr. Clayson was Head of Relationship Management for Boston Partners from 1997 to 2007. Mr. Clayson holds a B.A. in Organizational Behavior and Business Management from Brown University and the Chartered Financial Analyst® designation. He is a member of the Boston Security Analysts Society. Mr. Clayson began his career in the investment industry in 1988, which includes roles in portfolio management, sales, and client service.
27 Years of Investment Experience
26 Years at Boston Partners
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.
Ms. Correa is a Senior Relationship Manager 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.
Mr. Brezinski is the Head of International Investor Relations & Distribution responsible for the business development and marketing strategy outside North America. Prior to this role, he was responsible for international business development as a product specialist for Boston Partners, Robeco’s U.S. asset management subsidiary. He rejoined the firm in March 2019, after a brief period with Tenor Capital Management in 2013 as an operations and investor relations associate. Before that, Mr. Brezinski had joined the firm in 2010 as an RFP writer in the Marketing department, which supported all of the firm’s equity strategies. Previously, he also worked in the wealth management department at Merrill Lynch where he supported an advisory team that served high net worth clients. Mr. Brezinski holds a B.S. degree in business administration majoring in finance from Stonehill College, an AACSB Accredited Business Institution. He began his career in the industry in 2008.
Mr. Atwood is the Director of Consultant Relations for Boston Partners. In this role, he leads the team responsible for managing the firm’s Consultant Relations efforts globally. Mr. Atwood also oversees many of Boston Partners’ largest consultant relationships by shared client AUM. He joined the firm in March 2006 from Deutsche Asset Management, where he was responsible for sales and marketing to corporate retirement plans, endowments and foundations. Prior to this, Mr. Atwood was an analyst with Barra Strategic Consulting Group (currently known as Casey Quirk). 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. 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. Mr. Heathwood holds a B.A. degree in economics from the University of Colorado at Boulder, and holds the Chartered Financial Analyst® designation.
32 Years of Investment Experience
4 Years at Boston Partners
Mr. Dwinell holds a B.A. degree from the Hobart College.
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 his current role, 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. Butterly is General Counsel and Director of Sustainability and Engagement for Boston Partners. He joined the firm in March 2005 as General Counsel, responsible for the firm’s legal and compliance matters. Mr. Butterly also serves as Director of Sustainability and Engagement, focusing on firm implementation of the UN Principles for Responsible Investment. He has also previously served as the firm’s Chief Operating Officer. Prior to joining the firm, Mr. Butterly served as Chief Compliance Officer at General Motors Asset Management. He began his career in 1984 with Shearman & Sterling 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 mergers and acquisitions activity. After this, he spent seven years with Lazard Asset Management as General Counsel and Chief Compliance Officer, with responsibility for the development of compliance policies, compliance monitoring, and GIPS® compliance, supervising a staff of 12. In 2000, Mr. Butterly moved to Deutsche Asset Management Americas Institutional Group as General Counsel and served as a member of the firm’s Investment and New Product Committees, with significant involvement in compliance issues. He holds a B.A. 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 began his career in the industry in 1984.
Investing since 1991
At Boston Partners since 2002
Mr. Hart is a Portfolio Manager of the Boston Partners Global Equity and Boston Partners International Equity strategies, with primary responsibility for managing the firm’s Global Equity long portfolios. Prior to this, he was the portfolio manager of the Boston Partners International Small Cap Value product and, before that, an assistant portfolio manager of the Boston Partners Small Cap Value products for three years. Previously, he was a research analyst specializing in the 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. Hart holds a B.S. in Finance with a concentration in Corporate Finance from Clemson University and the Chartered Financial Analyst® designation.
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. She 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.
Investing since 2014.
At Boston Partners since 2023.
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. Ferrara holds a B.S. in Business Management from Suffolk University.
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In our third quarter portfolio manager presentations, we dive into the latest quarterly performance-drivers and share our thoughts on the market environment.
Click the link below each video for access to the corresponding presentation.
In our third quarter portfolio manager presentations, we dive into the latest quarterly performance-drivers and share our thoughts on the market environment.
Click the link below each video for access to the corresponding presentation.
In our third quarter portfolio manager presentations, we dive into the latest quarterly performance-drivers and share our thoughts on the market environment.
Click the link below each video for access to the corresponding presentation.
