Strategic Relationships
With a disciplined and consultative approach, the Loomis Sayles Strategic Relationship Team leverages decades of experience to address the evolving investment requirements of global banks, insurance companies, and asset management firms. With more than $50 billion in assets for sub-advisory clients, including major financial institutions worldwide, we proudly offer a comprehensive range of differentiated investment strategies, each grounded in a sound investment philosophy. Drawing upon our expertise in developing highly customized portfolios, we target specific objectives and profiles tailored to client goals.
$55.7B
Assets Under Management
10
Dedicated Team Members
Numbers as of 9/30/2025
Our Philosophy
We take a disciplined and consultative approach to delivering the full suite of Loomis Sayles’ investment capabilities and resources to our sub-advisory partners.
Consultative Approach
- Liaison-Investment Perspective
- Customized Distributions
- Marketing Support
- Full-Suite Capabilities
Institutional Focus
- Investment Advisor / Sub-Advisor
- Variable Annuities Capabilities
- Mutual Funds Specialty
- Stable Value Product Expertise
- OCIO Investment Solutions Experience
Responsible Partnership
- Growth Strategy
- Service-Focused
- Business Strategy Facilitator
- Disciplined / Long-Term Approach
- Specialized Business Dev / Relationship Management Model
Our Approach to Sub-Advisory Clients
We serve as dedicated and proactive liaisons to our investment teams, delivering thought leadership and strategic guidance on the structuring and marketing of new products. Through tailored distribution support, we employ a consultative approach to address each client’s unique requirements, offering individualized portfolios, multi-manager product sleeves, and bespoke investment solutions.
Meet the Strategic Relationships Team
Annie Schneidman Coleman, CFA
Head of Global Strategic Relationships Business Development
View Annie’s Bio
Michael Finocchi, CAIA
Director of Intermediary Distribution
View Michael’s Bio
George Cupo, CFA
Director, Strategic Relationships
View George’s Bio
Sean Kennedy
Director, Strategic Relationships Manager
View Sean’s Bio
Ken Johnson
Head of US Relationship Management
View Ken’s Bio
Emily Hannum, CAIA
Director, Strategic Relationships Manager
View Emily’s Bio
Katie Phillips, CFA
Director, Strategic Relationships Manager
View Katie’s Bio
Jennifer Schrader
Director, Strategic Relationships Manager
View Jennifer’s BioThe Latest Insights from Loomis Sayles
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Contact the Strategic Relationships Team
The Strategic Relationships Team is looking forward to working with you—reach out with questions or inquiries on how to get started with us.
Annie Schneidman Coleman, CFA
Head of Global Strategic Relationships Business Development
Important Disclosure
Investing involves risk including possible loss of principal.
This marketing communication is provided for informational purposes only and should not be construed as investment advice. Investment decisions should consider the individual circumstances of the particular investor. Any opinions or forecasts contained herein, reflect the subjective judgments and assumptions of the authors only, and do not necessarily reflect the views of Loomis, Sayles & Company, L.P. Investment recommendations may be inconsistent with these opinions. There is no assurance that developments will transpire as forecasted and actual results will be different. Data and analysis does not represent the actual, or expected future performance of any investment product. Information, including that obtained from outside sources, is believed to be correct, but we cannot guarantee its accuracy. This information is subject to change at any time without notice.