Investor Profile

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Institutional Plan Sponsors

Loomis Sayles has been managing plan assets for public funds, corporations, endowments, foundations, Taft-Hartley plans and other institutions for more than 80 years. Backed by deep proprietary research, our dedicated teams of portfolio managers take an opportunistic, high-conviction approach to investing in a quest to produce consistent, solid investment performance for clients.

Corporate, Healthcare & Insurance Plans

David Beach
VP, Institutional Sales
Western Region
(415) 364-5336

Chris Hermance, CFA
VP, Institutional Sales
Eastern Region
(617) 346-9844

John Trydahl
VP, Institutional Sales
Central Region
(312) 339-2726

Endowments & Foundations

David Beach
VP, Institutional Sales
Western Region
(415) 364-5336

Chad Gross
VP, Institutional Sales
Western Region
(720) 943-8665

Emily Hannum, CAIA
VP, Institutional Sales
Eastern Region
(610) 952-4850

Public Funds

Orr Shepherd, CFA, CAIA
VP, Director of Public Funds, Alternatives and Custom Strategies
(617) 310-3636

Chad Gross
VP, Institutional Sales
Western Region
(720) 943-8665

John Meyer, CFA, CAIA
VP, Institutional Sales
Eastern Region
(617) 346-9753

John Trydahl, CFA
VP, Institutional Sales
Central Region
(312) 339-2726

Taft-Hartley Plans

Michael Raub
VP, Institutional Sales
Western Region
(503) 720-4225

Jonathan Siegel
VP, Director of Taft-Hartley
Eastern & Central Regions
(412) 963-6130