CAIA Member since 2013
John is a Vice President at Loomis, Sayles & Company where he is responsible for developing marketing strategy for Loomis Sayles’s absolute return investment products. In this role he gathers market intelligence, partners with portfolio management teams in crafting product messaging, acts as a subject matter expert within the Institutional Services group and collaborates on new product development. Prior to Loomis Sayles, John was the primary investment risk specialist on the fixed income and absolute return portfolios at Pioneer Investments. In this role he focused on developing ex-ante risk volatility projections, scenario analyses, and ex-post risk and return attributions. John’s career began at State Street Global Advisors where he was a Portfolio Manager for multi-asset class portfolios for institutional non-profit clients. His responsibilities included daily portfolio management and managing investment focused client relationships. In this role, John designed, documented, implemented and reviewed customized asset allocations for national non-profit organizations.
John is a CFA charterholder, CAIA charterholder and has earned the Financial Risk Manager designation. He sits on the Alternative Investments sub-committee of the Boston Security Analyst Society and the CAIA Executive Committee. He graduated from Trinity College with a Bachelor of Science degree in Neuroscience and is co-president of the Trinity Club of Boston.