Financial Advisors
Our dedicated team empowers financial intermediaries to achieve extraordinary results for their clients. We are committed to delivering strong long-term investment outcomes for clients and proudly offer a dynamic suite of mutual funds, managed accounts, and ETFs that evolve alongside the changing needs of investors. With a comprehensive array of investment objectives and strategies – including both fixed income and equity – we strive to inspire confidence and help knowledgeable investors realize their greatest ambitions.
$100B
Equity Assets Under Management
150
Equity Investment professionals
60+
Years managing equity assets
Numbers as of 6/30/2025
How we work with Financial Advisors
We provide initial and ongoing product support to due diligence gatekeepers and professional buyers across wealth managers and affiliated service providers. Our dedicated approach aims to deliver exceptional services including access to our wide array of investment strategies.
Meet the Financial Advisors Team
Pramila Agrawal, PhD, CFA
Head of Custom Income Strategies, Portfolio Manager
View Pramila’s Bio
Alessandro Pagani, CFA
Head of the Mortgage and Structured Finance Team, Portfolio Manager
View Alessandro’s Bio
Annie Schneidman Coleman, CFA
Head of Global Strategic Relationships Business Development
View Annie’s Bio
Bernardo Aumond, PhD
Co-Director of Applied Integrated Quant
View Bernardo’s Bio
Aziz Hamzaogullari, CFA
Founder, Chief Investment Officer and Portfolio Manager of the Growth Equity Strategies Team
View Aziz’s Bio
Bobby Bakshi, CFA
Co-Director of Applied Integrated Quant
View Bobby’s Bio
Joshua Bogen, CIMC
Director of Advisory Distribution
View Joshua’s BioThe latest insights from Loomis Sayles
It’s not just what we own – it’s how we’ve owned it.
True long-term investing isn’t about avoiding volatility—it’s about owning great companies through it. Learn about the Loomis Sayles Growth Equity Strategies Team's[…]
Loomis Sayles Core Plus Full Discretion: A Differentiated Approach
After an extended period of low interest rates, the yield reset in 2022 has investors re-thinking their approach to “core” fixed income[…]
Navigating Euro Credit: Fundamentals, Valuations & Technicals
Pim van Mourik Broekman discusses overweight and underweight sectors, geopolitical risks and why diverging central‑bank actions may steepen the curve.
Contact the Financial Advisors team
Reach out, we’re happy to start the conversation on how to best serve our shared clients.
Joshua Bogen, CIMC
Director, Advisory Distribution
