Loomis, Sayles & Company offers global investment capabilities across traditional asset classes and alternative investments - mutual funds, institutional composites, collective investment trusts.

Finance

Loomis Sayles

Kevin Charleston

Rayon K. Ward

Susan Sieker

Don Ryan

James Lombardo

David Waldman

Christian Dietz

John Gidman

Chris Y.

Debbie Lewis

Margaret Caswell

Jean Loewenberg

Daniel J. Fuss

The Investment Analysis Team at Loomis Sayles conducts comprehensive evaluations of various asset classes, including credit, equity, and structured finance, to inform investment strategies and portfolio management. Team members collaborate to analyze market trends, assess risk, and provide insights that guide investment decisions for both institutional and retail clients. They leverage their specialized expertise in areas such as high-yield credit, fixed income, and equity research to optimize client portfolios and drive performance.

Investment Analysis Team

The Leadership Team at Loomis Sayles is responsible for shaping the strategic direction of the firm and overseeing its diverse investment activities across various asset classes. This team, composed of senior executives, portfolio managers, and analysts, collaborates to set investment strategies, manage risk, ensure compliance, and drive the company's operational efficiency, all while actively engaging with clients to meet their investment needs.

Leadership Team

This department focuses on managing client investment portfolios and ensuring optimal asset allocation.

Portfolio Management

The Portfolio Administration Team at Loomis Sayles is responsible for managing and overseeing all aspects of portfolio operations, ensuring the accurate processing of transactions and compliance with regulatory standards. They play a critical role in maintaining detailed records, coordinating with other teams to facilitate client reporting, and enhancing operational efficiency within the firm’s investment strategies. Their expertise supports the seamless administration of both traditional and alternative investment products.

Portfolio Administration Team

This department oversees investment strategies, operations, and performance analysis to support financial growth and investment opportunities.

Investment Management

The Trading Specialists Team at Loomis Sayles is responsible for executing and managing trades across various fixed income and credit markets, including emerging markets, high yield, and structured finance. This team employs strategic expertise in navigating complex trading environments to optimize portfolio performance and manage risk, leveraging their diverse backgrounds in financial markets to respond effectively to market dynamics. The team collaborates closely with portfolio managers and strategists to align trading activities with investment strategies and objectives.

Loomis Sayles

Org chart

Board & advisors

Teams

Investment Analysis Team

Leadership Team

Portfolio Management

Portfolio Administration Team

Investment Management

Trading Specialists Team

Offices

Loomis Sayles

Org chart

Board & advisors

Teams

Investment Analysis Team

Leadership Team

Portfolio Management

Portfolio Administration Team

Investment Management

Trading Specialists Team

Offices

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