Investor Profile



Today’s complex, ever evolving markets call for an investment partner with the products designed to meet your needs.

When you choose Loomis Sayles as your investment manager, you are putting your trust in a firm that has navigated challenging financial markets since 1926. We deeply value our relationships and partnerships with wealth advisors and other financial intermediaries. Through our long term experience and dedicated resources, the Advisor Solutions group strives to help deliver exceptional services to investors.

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

Josh Bogen
VP, Intermediary Distribution
(617) 960-2072

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

Jessica Hill
VP, Intermediary Distribution
(949) 275-1727

Matthew Quinlan
VP, Intermediary Distribution
(617) 478-7457