When it comes to investing, one size doesn’t fit all. That’s why we partner with clients to address complex and evolving investment needs though a highly consultative and customized approach.
We connect clients to the full breadth of Loomis Sayles’ investment capabilities while providing dedicated distribution, field engagement, and strategic support to create true end-to-end partnerships designed for long-term success.
$55.0B
Assets Under Management
11
Dedicated Team Members
Numbers as of 6/30/2026
We believe strong partnerships are built on alignment, transparency, and long term thinking. By working closely with our clients and understanding their strategic priorities, we aim to be a trusted partner in navigating complexity and supporting sustainable growth over time.
Product Expertise & Education
- Enable distribution partners through ongoing investment strategy training, timely insights, and in-field support—spanning client/prospect meetings, conferences, and sales meetings
- Differentiated market insights from our central research teams including Macro Strategies, Credit Research
- Customized educational content for sales teams and advisors
Field & Operational Support
- Access to portfolio managers and investment directors for prospect and client meetings
- Assistance with investment strategy due diligence, RFIs, etc.
- Wholesaler-to-wholesaler introductions and networking via our distribution partner Natixis Investment Managers
- Sponsorship of keynote speakers in a variety of fields via both Natixis and Loomis Sayles
Marketing & Sales Enablement
- Collaboration on campaigns, events, and ad-hoc materials
- Co-branded marketing materials and presentations
- Speakers and marketing collateral for advisor events and webinars
- Loomis Sayles’ intermediary and consultant relations team endorsement of client vehicles to key partners
Relationship Management
- Dedicated relationship management team in place to assist with portfolio reviews, board presentations, reporting, and all portfolio ad-hoc requests
- Introductions and networking across Loomis Sayles’ business channels to maximize effectiveness in the field
- Legal and compliance support, including but not limited to annual 15(c) reviews, prospectus commentary, etc.
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
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
Emily Hannum, CAIA
Head of Sub-Advisory Relationship Management
View Emily’s Bio
Jennifer Schrader
Director, Strategic Relationships Manager
View Jennifer’s Bio
Jason Kirby
Director, Strategic Relationships
View Jason’s Bio
Megan Giambanco
Strategic Client Advisor
View Megan’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
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.
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