contact us

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

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

Advisors

Kathy Kellerman
VP, Director of Intermediary Distribution
(617) 346-9847

Registered Investment Advisors

Lisa Fellini
VP, RIA Relationship Manager
Intermediary Distribution
(617) 960-2561

Join our RIA e-mail list.

Alternatives

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

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

Consultant Relations

Laura Beckner
VP, Director of US Consultant Relations
(617) 535-5387

Chris Yiannakou
Managing Director
011 44 20 3194 6506

Lynsey Fitzgerald
VP, Consultant Relations
(617) 960-2556

Molly Giffen
VP, Consultant Relations
(617) 310-3658

Neil McKenna, CFA
VP, Consultant Relations
(415) 364-5351

Chris Perkin
Head of Strategic Relationships
(617) 310-3686

Brian Hobin
VP, Defined Contribution Client Portfolio Manager
(617) 346-9730

Anne Schneidman Coleman, CFA
VP, Strategic Relationship Manager
(617) 603-7201

Intermediary Gatekeepers/Due Diligence Analysts

Kathy Kellerman
VP, Director of Intermediary Distribution
(617) 346-9847

Media Relations

Erin Heard
VP, Director, Corporate Communications
(617) 960-2029

Orla O'Brien
Media Specialist
(617) 478-7480

Multi-Employer/Taft-Hartley Trust

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

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

Non-US

Public Funds

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

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

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