UAT Institutional Plan Sponsors

Loomis Sayles has been managing plan assets for public funds, corporations, endowments, foundations, Taft-Hartley plans and other institutions for more than 80 years. Backed by deep proprietary research, our dedicated teams of portfolio managers take an opportunistic, high-conviction approach to investing in a quest to produce consistent, solid investment performance for clients.

Corporate, Healthcare & Insurance Plans

David Beach
VP, Institutional Sales
Western Region
(415) 364-5336

Chris Hermance, CFA
VP, Institutional Sales
Eastern Region
(617) 346-9844

Endowments & Foundations

David Beach
VP, Institutional Sales
Western Region
(415) 364-5336

Public Funds

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

Taft-Hartley Plans

Chris Morris
VP, Institutional Sales
Western Region
(617) 960-4539

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