In our latest Quarterly Investment Perspective, Chief Investment Officer Holly H. MacDonald and members of the investment team discuss our year-ahead outlook for growth, inflation, the Federal Reserve, and global financial markets, and how we are adjusting our investment approach and portfolio positioning.
Holly H. MacDonald
Holly is responsible for overseeing the firm’s investment research, asset allocation, and portfolio management.
Bree Sterne
Senior Vice President, Investment Strategist
Bree is responsible for performing in-depth macroeconomic research and financial market analysis as well as delivering customized asset allocation and investment recommendations to clients.
Anthony M. Wile
Senior Vice President and Associate Portfolio Manager
Anthony is responsible for idea and strategy generation as well as portfolio construction to manage our Credit Income portfolio.
Jared Olivenstein
Principal and Co-Portfolio Manager
In this role, Jared leverages the firm’s best thinking and works collaboratively with a team of highly experienced analysts and researchers to manage our Credit Income portfolio.
Dartagnan Howell
Investment Strategies Analyst
Dartagnan is responsible for performing in-depth macroeconomic research and financial market analysis as well as delivering highly customized asset allocation and investment recommendations to clients.
Kenneth Grimes
Senior Investment Strategist
Kenneth is responsible for performing macroeconomic research and financial market analysis in order to deliver customized asset allocation and investment recommendations to clients.
Calvin C. Huang
Senior Vice President and Senior Investment Strategist
Calvin performs macroeconomic research and financial market analysis to deliver customized asset allocation and investment recommendations to clients.
Peter J. Langas
Chief Portfolio Strategist
Peter is responsible for developing policies on asset allocation, customized portfolio strategies, and implementation.
