Biography

Kelly Cruse is the Director of Municipal Research at Loomis, Sayles & Company. She has 34 years of investment industry experience and joined Loomis Sayles in 2019 as part of the firm’s acquisition of McDonnell Investment Management, where she had most recently served as managing director and senior fixed income analyst covering municipal bonds. She was promoted to head of the Municipal Bond Research Group in 2021. Previously, Kelly was at Allstate Investments, where she performed analysis in the higher education, housing, special tax and general obligation municipal bond sectors. In this role, she analyzed and evaluated financial data, credit fundamentals and legal structure to determine internal ratings and outlooks. Additionally, Kelly worked closely with portfolio managers to provide buy/sell recommendations and other critical information. She is a member of the Chicago Municipal Analysts Society and the National Association of Municipal Analysts. Kelly earned a BA in Finance from DePaul University.

About the Municipal Bond Team

Investors on the Municipal Bond team

Dawn Mangerson
Portfolio Manager, Head of Municipal Portfolio Management
Pramila Agrawal, PhD, CFA
Portfolio Manager, Head of Custom Income Strategies
Michael Skurka, CFA
Investment Director
Ryan Friend
Senior Investment Analyst
Lawrence Jones
Municipal Bond Trader
Brian Fahrman
Municipal Bond Trader
John Ward
Portfolio Specialist
Agnes Choi
Portfolio Specialist
Thomas O'Connell
Portfolio Management & Implementation Services Analyst
Mark Muskievicz
Portfolio Management & Implementation Services Analyst
Bedford Lydon, III
Senior Credit Research Analyst
Derek Endsley
Senior Credit Research Analyst
Allison Bretz
Senior Credit Research Analyst
Joe Prestamer
Senior Credit Research Associate
Michael Grygo
Senior Credit Research Analyst
Vas Karanxha
Credit Research Associate

About the Credit Research Team

Investors on the Credit Research team

Shannon O'Mara, CFA
Head of Credit Research
Derek Endsley
Senior Credit Research Analyst
Michael Grygo
Senior Credit Research Analyst
Bedford Lydon, III
Senior Credit Research Analyst
Allison Bretz
Senior Credit Research Analyst
Joe Prestamer
Senior Credit Research Associate
Vas Karanxha
Credit Research Associate
Catherine Ferri, CFA
Senior Credit Research Associate
Kristen Moldovan
Credit Research Analyst
Jamal Pulley
Senior Credit Research Analyst
Senior Credit Research Analyst
James Davie, CFA
Senior Credit Research Analyst
Tim Lambert, CFA
Credit Research Analyst
Kathyrn Coburn
Credit Research Analyst
Credit Research Analyst
Will Jessiman, CFA
Credit Research Analyst
Kenny Vallace, CFA
Credit Research Analyst
Credit Research Analyst
Syed Ahsan Ali Kazmi
Senior Credit Research Associate
Kathy Raphael
Senior Credit Research Analyst
Jessica Brenek
Senior Credit Research Associate
Saahit Valiveti, CFA
Credit Research Analyst
Alfred Parker
Senior Credit Research Associate
Megan Giambanco
Senior Credit Research Associate
Credit Research Analyst
Senior Credit Research Associate
Matt Welch, CFA
Senior Credit Research Analyst & Business Manager
Joanne McIntosh
Director of Investment Grade Credit Research
Ryan McGrail
Director of Leveraged Finance Credit Research
Ken Heffner, CFA
Senior Credit Research Analyst
Alex Tran
Senior Credit Research Analyst
Paul Batterton, CFA
Senior Credit Research Analyst
Shelly McNulty
Senior Credit Research Analyst
David Lapierre, CFA, CAIA
Senior Credit Research Analyst
Greg Schantz, CFA
Senior Credit Research Analyst
Nada Oulidi, CFA
Senior Credit Research Analyst
Senior Credit Research Analyst
Julian Wellesley, CFA
Senior Credit Research Analyst
Senior Credit Research Analyst
Senior Credit Research Analyst
Colin Wilson Murphy
Senior Credit Research Analyst
Senior Credit Research Analyst
Senior Credit Research Analyst
Ksenia Edwards, CFA
Senior Credit Research Analyst
David Xia
Senior Credit Research Analyst
Paul Hanson
Senior Credit Research Analyst
Senior Credit Research Analyst
James Barr, CFA
Senior Credit Research Analyst