Nicole Pytlak

Nicole Pytlak, CFA has over 20 years of work experience in the financial industry. Nicole is currently serving as Vice President and Senior Relationship Manager at Loomis, Sayles & Company since November 2019. Prior to that, they worked at Mercer Investments (OCIO) for 9 years as a Partner and Client Portfolio Director.

Nicole also has experience at PanAgora Asset Management, where they served as Director of Relationship Management from November 2009 to September 2010, and as Director of Client Portfolio Specialist from January 2008 to November 2009. Before joining PanAgora Asset Management, they worked at Putnam Investments as a Senior Vice President and Investment Product Manager from 2001 to 2007.

Nicole began their career at Fidelity Management and Research as a Research Associate from June 1998 to March 2001. Nicole holds the Chartered Financial Analyst (CFA) designation.

Nicole Pytlak, CFA, attended Northeastern University from 1993 to 1998. Nicole obtained a degree in an unspecified field of study. In addition to their education, Nicole holds several certifications, including the Chartered Financial Analyst Charterholder from the CFA Institute, and the Series 3, Series 63, and Series 7 certifications from FINRA. The specific months and years of when they obtained these certifications are not provided.