Thomas White
Head of Research; Emerging Markets
| Thomas J. White
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| Executive Vice President, Head of Credit Research
- BA Union College
- MBA University of Chicago
- Joined the company in 2002
- 30 years financial services experience
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| Tom leads Dwight's Credit Research Team that is responsible for fundamental analysis of over 600 individual credits. He also analyzes and makes recommendations to buy and sell bonds in emerging markets. His previous experience includes risk and portfolio management with Metropolitan Life Insurance Co., JP Morgan & Co., and FMC Corporation. He is a founding member and has served on the Board of Directors for the Emerging Markets Creditors Association. Tom is a member of Dwight's Fixed Income Strategy Group, as well as the Investment, Risk Management, and Management Committees. Tom is also a member of the Vermont CFA Society.
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Kenneth Frey, CFA
Energy, Chemicals, Forest Products, REITS
| Kenneth J. Frey, CFA
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| Senior Vice President, Credit Research Team Leader
- BA Heidelberg College
- MPS Cornell University
- MBA New York University
- Joined the company in 2006
- 23 years financial services experience
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| As Credit Research Team Leader, Ken is responsible for the oversight of financial services and structured product sectors. As an analyst, Ken evaluates and makes recommendations to buy and sell energy, REIT, chemical, and paper bonds. Prior to joining Dwight, he served as Director of Corporate Research at Nationwide, Credit Analyst and Manager at State Street Research and The Boston Company, and Senior Investment Officer, Fixed Income Private Placements at New England Mutual Life Insurance. Ken is a member of the Vermont CFA Society.
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Kevin Kuzio, CFA
Media, Cable, Pharmaceuticals, Transportation, Distressed
| Kevin M. Kuzio, CFA
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| Senior Vice President, Credit Research Team Leader
- BM Susquehanna University
- MBA University of Pittsburgh
- Joined the company in 2003
- 16 years financial services experience
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| As Credit Research Team leader, Kevin is responsible for the oversight of consumer, cyclical, and utility sectors. As an analyst, Kevin evaluates and makes recommendations to buy and sell bonds of airline, cable, drug distribution, media, non-computer-aided medical equipment, pharmaceutical, and publishing companies. He is also responsible for analyzing distressed bonds and special situations across industry categories. He is experienced in investment banking, corporate finance, and high-yield fixed income research from his previous associations with KDP Investment Advisors, Inc., Duff & Phelps Fixed Income Research, and Central Vermont Public Service Group. Kevin is a member of the Vermont CFA Society.
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Stefanie Bachhuber, CFA
Retail, Consumer, Food/Beverage, Agriculture, Environment, Textiles, Tobacco
| Stefanie L. Bachhuber, CFA
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| Senior Vice President, Credit Analyst
- BS Tulane University
- MBA Duke University
- Joined the company in 2001
- 19 years financial services experience
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| Stefanie analyzes and makes recommendations to buy and sell bonds of companies in the retail, consumer products, food and beverage, agriculture, environmental services, textiles, and tobacco businesses. She was formerly in portfolio management and credit research for Mt. Washington Investment Group, Friedman, Billings, Ramsey & Co., and Federated Investors. Stefanie is a member of the Baltimore Securities Analysts Society, Inc.
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Janet Braggs, CFA
ABS
| Janet S. Braggs, CFA
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| Senior Vice President, Credit Analyst
- BA University of California, Los Angeles
- Joined the company in 2004
- 24 years financial services experience
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| Janet analyzes and makes recommendations to buy and sell auto, credit card, home equity, and other types of asset-backed securities. She was formerly a Senior Credit Analyst for Structured Finance and Corporate Credit at Grantham, Mayo, Van Otterloo, Director of Asset-Backed and Commercial Mortgage-Backed Securities at Scudder, Kemper Investments, and Senior Strategist for the Structured Finance Portfolio at First Interstate Bancorp. Janet is a member of the Vermont CFA Society.
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Phyllis Gray
Pipelines, Utilities
| Phyllis N. Gray
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| Vice President, Credit Analyst
- BS University of Maine
- MBA University of Vermont
- Joined the company in 2002
- 6 years financial services experience
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| Phyllis analyzes and makes recommendations to buy and sell bonds of pipeline companies, power generators and utilities. She was formerly Director of Business Development for Northern Power Systems and Vice President of Operations for Fresh Connections. She has held several positions with Green Mountain Power. Phyllis is a member of the Vermont CFA Society.
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Jane Haugh, CFA
Gaming/Lodging, Homebuilders, Conglomerates, Capital Goods, Mining, Steel
| Jane A. Haugh, CFA
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| Senior Vice President, Credit Analyst
- BA University of Wisconsin
- MBA University of Vermont
- Joined the company in 2001
- 18 years financial services experience
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| Jane analyzes and recommends the purchase or sale of bonds specific to capital goods, conglomerates, gaming/lodging, homebuilders, manufacturing/machinery, metals/mining, industrial services, and steel. Jane was formerly a high-yield fixed income analyst with Duff and Phelps and KDP Investment Advisors, where she published credit opinions on companies in various industries. Prior to that, Jane was the Senior Financial Analyst at Green Mountain Power. Jane is a member of the Vermont CFA Society.
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Laurance Ring
Banking, Thrifts, Broker-Dealers, & Specialty Finance
| Laurance M. Ring
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| Vice President, Credit Analyst
- BS University of Illinois
- MBA Wharton School, University of Pennsylvania
- Joined the company in 2007
- 23 years financial services experience
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| Larry analyzes and makes recommendations to buy and sell financial institutions bonds, which include U.S. and foreign banks, thrifts, finance companies, and broker-dealers. Prior to joining Dwight, he was with Fidelity Investments, The Vanguard Group, Fitch Investors Services, A.M. Best Company, Price Waterhouse Consulting, and CIGNA Insurance.
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Gordon Russo
Insurance, Hospitals
| Gordon M. Russo
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| Senior Vice President, Credit Analyst
- BA Rutgers College
- MSF Bentley College Graduate School
- Joined the company in 2000
- 20 years financial services experience
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| Gordon analyzes and makes recommendations for the insurance, deathcare, and hospital sectors. His former experience includes positions as Managing Director at Sandler O'Neill Partners LP and Bank Examiner for the Office of Thrift Supervision for the U.S. Department of the Treasury.
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Jeff Sadler
Telecommunications, Technology, Autos, Aerospace/Defense
| Jeff L. Sadler
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| Senior Vice President, Credit Analyst
- BA University of Washington
- Executive Program - Graduate School of Business, Stanford University
- Joined the company in 2002
- 23 years financial services experience
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| Jeff analyzes and makes recommendations on corporate bonds in the aerospace/defense, automotive, computer-aided medical equipment, technology, and telecommunications. He has been an analyst in the fixed income and equity sectors, working on the buy and sell side of Wall Street. He was formerly a Managing Partner with Sope Creek Strategy, Senior Vice President of Credit Research for FAC/Equities, and First Vice President at SunTrust Robinson-Humphrey. He is a member of the Boston Security Analysts Society and the Vermont CFA Society.
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Eric Forand
CMBS
| Eric J. Forand
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| Vice President, Surveillance Analyst
- BS Northeastern University
- Joined the company in 2002
- 12 years financial services experience
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| Eric is responsible for the surveillance and analysis of all holdings within the commercial mortgage-backed securities sector. Prior to joining the Credit Research Team, Eric specialized in securities lending and Treasuries, and performed quantitative analysis for Dwight's Investment Team. He was formerly with NASDAQ and Fidelity Investments.
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Peter Hassler
RMBS
| Peter C. R. Hassler
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| Surveillance Analyst
- BA Gordon College
- Joined the company in 2006
- 2 years financial services experience
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| Peter is responsible for the surveillance and analysis of all holdings within the residential mortgage-backed securities sector. Previously, Peter assisted the Credit Research Team in analyzing bonds in the asset-backed and mortgage-backed securities sectors. Prior to joining the Credit Research Team, Peter served as Operations Specialist, covering swaps, securities lending, corporate actions, and global/foreign exchange trades.
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Joseph Larkin
Junior Credit Analyst
| Joseph F. Larkin
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| Junior Credit Analyst
- BA Amherst College
- Joined the company in 2007
- 3 years financial services experience
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| Joe assists Dwight's Credit Research Team in analyzing bonds in various industries. Prior to joining Dwight, Joe served as an Analyst/Finance Officer at Larkin Realty and as a Leveraged Finance Analyst at Credit Suisse First Boston. He is also currently a 2nd Lieutenant in the Vermont Air National Guard.
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