Our Approach

Annie Schneidman Coleman, CFA

Head of Strategic Relationships Business Development

(617) 603-7201

Sub-Advisory Channels

Advisory Solutions
Mutual Funds
Variable Annuities
OCIO
Stable Value

Sub-Advisory Assets by Investment Strategy

$ 64.5 Billion as of 12/31/2023

Funds and their amounts
color in donut fund amount
Large Cap Growth$11.5B

Investment Grade Intermediate Corporate Bond$3.1B

Core Plus Full Discretion$7.9B

Core Disciplined Alpha$3.5B

Core Fixed Income$5.7B

Global Bond$2.6B

Intermediate Duration Fixed Income$5.1B

Global Equity Opportunities$6.2B

All Cap Growth$2.0B

Global Credit Strategy$2.6B

Multisector Full Discretion$2.5B

Short Duration Fixed Income$1.8B

Core Plus Fixed Income$1.6B

Other**$8.4B

**Other bucket is comprised of 21 Loomis Sayles strategies, each representing 1% or less of Loomis Sayles Sub-Advisory assets under management.

Our Approach

Circles showing a continuous flow between Business Strategy, Relationship Management, and Distribution Support that combine into the Loomis Sayles Servicing Model.

The Team

Relationship Management, Business Strategy and Development

Annie Schneidman Coleman, CFA

Head of Strategic Relationships Business Development

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Michael Finocchi, CAIA

Director, Strategic Relationships

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George Cupo, CFA

Director, Strategic Relationships

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Sean Kennedy

Strategic Relationships Manager

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Colleen Kane

Strategic Relationships Senior Administrative Assistant

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Relationship Management and Distribution Support

Ken Johnson

Head of US Relationships Management

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Pam Czekanski, CFA

Strategic Relationships Manager

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Katie Phillips, CFA

Strategic Relationships Manager

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Emily Hannum, CAIA

Strategic Relationships Manager

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Jennifer Schrader

Strategic Relationships Manager

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Oxana Tkachenko

Strategic Relationships Senior Administrative Assistant

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