Team
Aristotle is backed by expert investment management teams, supported by an integrated shared services platform.
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A
B
Mark Babka, CFA
Senior Research Analyst
Investment Team
Whitney Bell
Senior Vice President, Head of Fund Marketing
Shared Service,
Marketing
Aylon Ben-Shlomo, CFA
Managing Director, Client Portfolio Manager
Investment Team, Client Service
Raymond Bertrand
Senior Vice President, Regional Director
Distribution,
Wealth Management
Robert Bexton, CFA
Senior Global Research Analyst
Investment Team
James Birdwell, Jr.
Managing Director
Private Client Group
Partha Bose, CFA
Senior Research Analyst
Investment Team
Bob Boyd
Senior Managing Director, Portfolio Manager
Investment Team
John Brueggemann
Portfolio Manager, Senior Research Analyst
Investment Team
C
Michael Carroll, CIMA
Senior Vice President, Regional Director
Distribution,
Wealth Management
Matthew Cecil
Managing Director, Client Portfolio Manager
Investment Team, Client Service
Sona Chandwani
Chief Administrative Officer
Shared Service
Valerie Chang, CFA
Trading Analyst
Investment Team
James Chu
Vice President, Portfolio Specialist
Client Service
Donn Conner, CFA
Managing Director
Private Client Group
Ric Costa
Managing Director
Distribution,
Aristotle Funds
William Cram, CFA
Senior Global Research Analyst
Investment Team
Jay Cunningham, CFA
Senior Global Research Analyst
Investment Team
Alberto Jimenez Crespo, CFA
Portfolio Manager, Senior Global Research Analyst
Investment Team
F
Peter Farmer, CFA
Senior Vice President, RIA Bank Group
Distribution,
RIA | Bank Group
Nicholas Feinberg
Assistant Vice President
Distribution,
Institutional Services
Owen Fitzpatrick, CFA
Managing Director, Lead Portfolio Manager
Investment Team,
Executive Leadership
Thomas Fuccillo
Chief Legal Officer
Shared Service
Thomas Fuccillo
Managing Director, Legal and Risk
Shared Service
G
Carl Gee
Counsel
Shared Service
Miguel Giaconi, CFA
Senior Global Research Analyst
Investment Team
Jake Gilden, CFA
Senior Global Research Analyst
Investment Team
Megan Gilroy
Assistant Vice President
Client Service
Howard Gleicher, CFA
Chief Executive Officer, Chief Investment Officer
Investment Team,
Board of Managers
Scott Goldberg, CIMA, CAIA
Senior Vice President
Distribution,
National Accounts
Michelle Gosom, IACCP
Chief Compliance Officer
Shared Service
Michelle Gosom, IACCP
Chief Compliance Officer
Shared Service
Andrew Gotfried, CIMA
Senior Vice President
Distribution,
National Accounts
Mike Graveline
Senior Vice President
Distribution,
RIA | Bank Group
H
Victor Hawley, CFA
Director of Research, Senior Global Research Analyst
Investment Team
Dustin Haygood, CFA
Client Portfolio Manager
Investment Team, Client Service
James Healy
Research Analyst
Investment Team
James Henderson, CFA
Managing Director, Client Portfolio Manager
Investment Team, Client Service
Keri Hepburn
Managing Director
Distribution,
Institutional Services
Kim St. Hilaire
Managing Director, Operations & Trading
Shared Service
Richard Hollander
Chairman of the Board
Board of Managers
Walter Holman, CFA
Director, Senior Research Analyst
Investment Team
Ryan Horan, CFA
Vice President, Product Specialist
Product, Marketing
James Huennekens
Senior Vice President, Regional Director
Distribution,
Wealth Management
Thomas Hynes, Jr., CFA
Managing Director, Portfolio Manager
Investment Team
K
Brandon Lee
Senior Credit Analyst, Head of Special Situations
Investment Team
Kathy Kuhl
Director, Human Resources
Shared Service
Abre Kaizar
Senior Research Analyst
Investment Team
Maria Katsileros, CIMC, CSRIC
Client Portfolio Manager
Investment Team, Client Service
Alison Keogh
Product Specialist
Product, Marketing
Jeff Klingelhofer, CFA
Managing Director, Portfolio Manager
Investment Team
L
Brandon Lee
Senior Credit Analyst, Head of Special Situations
Investment Team
Justin Lim, CFA
Senior Equity Research Associate
Investment Team
JG Lallande
General Counsel & Secretary
Shared Service
JP Leasure
Senior Managing Director, Portfolio Manager
Leadership, Investment Team
Kristie Leslie, CIMA
Director
Distribution,
National Accounts
Catalina Llinás, CFA
Co-Chief Investment Officer, Managing Partner
Investment Team, Client Service,
Board of Managers
Michael Long
Senior Research Analyst
Investment Team
Michael Lonia
Managing Director, Head of Trading
Investment Team
Douglas Lopez, CFA
Managing Director, Portfolio Manager
Investment Team
Douglas Lopez, CFA
Portfolio Manager
Investment Team,
Executive Leadership
M
David C. McNeil
Vice President, Client Reporting
Shared Service
Raji Manasseh, CFA
Managing Director, Client Portfolio Manager
Investment Team, Client Service
John Manley, CFA
Managing Director
Distribution,
Institutional Services
Michael Marzouk, CFA
Senior Managing Director, Portfolio Manager
Investment Team
Sam Masemer, CFA, CFP
Senior Vice President
Distribution,
Aristotle Funds
Craig Maxwell, CFP
Senior Vice President, Regional Director
Distribution,
Wealth Management
Jack McPherson, CFA
President, Portfolio Manager
Investment Team,
Executive Leadership
N
O
P
Q
R
Ronald Rangel, CFA
Research Analyst
Investment Team
Terence Reidt, CFA
Portfolio Manager
Client Service,
Private Client Group
Terence Reidt, CFA
Portfolio Manager
Investment Team
Brian Robertson, CFA
Senior Managing Director, Portfolio Manager
Investment Team
Alex Roitz, CFA
Senior Vice President, Client Portfolio Manager
Distribution,
Aristotle Funds
Andrew Ross, CFA, FRM, CAIA
Managing Director, Portfolio Manager, Head of CLO Structuring, Head of Investment Risk Management
Investment Team
Edward Rozell
Senior Vice President
Distribution,
Institutional Services
Carol Rumsey
Chief Compliance Officer
Shared Service,
TEST
Carol Rumsey
Chief Compliance Officer
Shared Service
S
Angela Saez
Senior Research Analyst
Investment Team
Tejas Shirguppi, CIMA
Vice President
Distribution,
RIA | Bank Group
Nancy Scarlett
Chief of Staff
Shared Service
Joshua Schwab, CFA, CPA
Chief Financial Officer & Chief Operating Officer
Leadership, Shared Service
Ivor Schucking
Managing Director, Head of Credit Research
Investment Team
Richard Schweitzer, CFA
Chief Financial Officer, Chief Operating Officer, Managing Partner
Executive Leadership
Richard Schweitzer, CFA
Chief Financial Officer, Chief Operating Officer, Managing Partner
Board of Managers
Andrew Shapiro
Senior Vice President, Director of Trading
Shared Service
Michael Sindici, CFA
Managing Director
Distribution,
RIA | Bank Group
Peter Slattery, CAIA
Senior Vice President
Distribution,
Institutional Services
Jeffrey Smith, CFA
Senior Research Analyst
Investment Team
Rebecca Smith, CFA
Senior Vice President
Distribution,
Aristotle Funds
Ian Spetner, CFA
Product Analyst
Product, Marketing
Michael Spitler, CFA
Managing Director
Distribution,
Institutional Services
Michael Stevens
Senior Vice President, Regional Director
Distribution,
RIA | Bank Group
Geoffrey Stewart, CFA
Portfolio Manager, Senior Global Research Analyst
Investment Team
Ranjit Sufi
Managing Director
Distribution,
Institutional Services
Peter Sykes
Senior Vice President, Regional Director
Distribution,
Wealth Management
T
W
David Wajner
Assistant Vice President
Distribution,
Wealth Management
Connor Walsh
Vice President
Distribution,
Institutional Services
Jake Wamala
Global Research Analyst
Investment Team
Alex Warren, CFA, CAIA
Vice President, Client Service
Client Service
Robert Weeks
Product Specialist
Client Service,
Client Relationship Management
David Weismiller, CFA
Senior Managing Director, Portfolio Manager
Investment Team
Robert Womack, Jr.
Chief Innovation Officer
Shared Service
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