Edward Tateosian

Edward Tateosian, CFA has a diverse work experience in the field of investment management. Edward currently holds the position of Investment Director at Loomis, Sayles & Company since September 2016. In this role, they are a key member of the investment team and serves as a strategy expert for various product teams, including Short Duration, Intermediate Duration, Core Fixed Income, and Custom Income Solutions. Edward is responsible for presenting investment strategies to prospects, consultants, and clients, while also assisting portfolio managers in managing client assets.

Prior to their current role, Edward held the position of Institutional Portfolio Manager at Fidelity Investments from September 2014 to August 2016. During this time, they focused on global asset allocation for institutional clients.

From June 2011 to June 2014, Edward worked as a Portfolio Manager at The Flatley Company, a single family office for a prominent commercial real estate development company in New England. In this role, they managed fixed income portfolios and collaborated with equity investors to drive platform returns. Edward successfully utilized asset allocation and duration management strategies to outperform income hurdles while preserving capital and maximizing total returns.

Edward's earlier experiences include working at Wellington Management from September 1996 to June 2011 in various roles. As a Fixed Income Portfolio Manager Associate, they managed asset-backed portfolios and provided strategy for consumer asset-backed securities across all fixed income groups. Edward also served as a Fixed Income Structured Credit Analyst, responsible for investment recommendations and surveillance on various types of asset-backed securities. Additionally, Edward worked as a Fixed Income Portfolio Analyst, managing multiple investment grade portfolios and adhering to client guidelines and investment objectives with zero compliance failures or trading errors in five years. Edward started their career at Wellington Management as a Research Assistant, conducting research on high yield companies and market trends, and as a Settlements Specialist.

Before their tenure at Wellington Management, Edward briefly worked at State Street Bank as an Advisor Representative and a Portfolio Accountant.

Overall, Edward Tateosian, CFA has a strong background in investment management, with expertise in fixed income portfolios, asset allocation, and strategy development.

Edward Tateosian, CFA completed a Bachelor of Arts (BA) degree in Economics and Russian Area Studies from Hobart and William Smith Colleges, where they studied from 1991 to 1995. Edward then pursued further education in Investment Analysis and Portfolio Management, earning a CFA (Chartered Financial Analyst) designation from the Association for Investment Management and Research. This program was undertaken from 2001 to 2003.