Corporates, Endowments & Foundations
Public Funds
Insurance
Taft-Hartley Plans
Managed Accounts

Contact Us

Corporates, Endowments & Foundations

David Beach

Director, Institutional Strategy and Development

Western US

(415) 364-5336

Contact

Chris Hermance, CFA

Director, Institutional Strategy and Development

Eastern US

(617) 346-9844

Contact

Rachel Madsen, CFA,

Director, Institutional Strategy and Development

Central US

(630) 684-9769

Contact

Public Funds

John Meyer, CFA, CAIA

Director, Institutional Strategy and Development

(617) 346-9753

Contact

Insurance

Colin Dowdall, CFA

Head of Insurance Solutions

617-449-8782

Contact

Lauren McDermott

Director, Insurance Solutions

617-603-7207

Contact

Taft-Hartley Plans

Jonathan Siegel

Head of Taft-Hartley

Eastern & Central US

(412) 963-6130

Contact

Chris Morris

Director, Taft-Hartley

Western US

(617) 960-4539

Contact

Managed Accounts

Joshua Bogen, CFA

Director, Managed Account Strategies

(617) 960-2072

Contact

Jessica Hill

Private Wealth Advisor

(949) 275-1727

Contact

Andrew Scheirer

Managed Accounts Portfolio Specialist

(630) 684-8671

Contact