Laura Dagan, CFA
Chief Executive Officer
| Laura P. Dagan, CFA
|
| Chief Executive Officer & Chairman of the Board
- BS Bucknell University
- AMP Harvard Business School
- Joined the company in 1987
- 28 years financial services experience
|
| Laura is responsible for the general management, supervision, and control of the business and affairs of the firm. Previously Laura served as the firm's President, Chief Operating Officer, and a Stable Value Portfolio Manager. She is a member of Old Mutual plc's Top Leadership Group, the Vermont Business Roundtable, and is a Trustee of Champlain College. She is a member of the CFA Institute, and a founding member and past president of the Vermont CFA Society.
|
Jeffrey Norris, CLU
Chief Operating Officer
| Jeffrey B. Norris, CLU
|
| Managing Director, Chief Operating Officer
- BA College of the Holy Cross
- Joined the company in 2001
- 29 years financial services experience
|
| Jeff is the firm's Chief Operating Officer, responsible for day-to-day operations and planning as well as leading a number of committees and firm initiatives. Jeff brings 21 years of experience from Metropolitan Life Insurance where he was Vice President, Retirement & Savings. Jeff is a member of the firm's Board of Directors, and he chairs the firm's Management Committee.
|
William Braunegg, CPA
Chief Financial Officer
| William T. Braunegg, CPA
|
| Managing Director, Chief Financial Officer
- BA Indiana University of Pennsylvania
- MBA Norwich University
- Joined the company in 1994
- 29 years of finance experience
|
| Bill is responsible for the management of financial and budgeting processes as well as the cash and banking functions. He is also responsible for insurance management and facilities management at the firm. Before joining Dwight, Bill was the Budget Director with the American Red Cross Blood Services for the Vermont/New Hampshire region. Prior to that, he was Director of Finance for the Marlin Management Services. He is a member of the firm's Board of Directors.
|
David Kilborn, CFA
Co-Chief Investment Officer
| David T. Kilborn, CFA
|
| Managing Director, Co-Chief Investment Officer
- BA Trinity College
- Joined the company in 1995
- 18 years financial services experience
|
| David oversees the management of the firm's total return fixed income strategies, including those underlying stable value client portfolios. He also co-chairs Dwight's Investment Strategy Group. Previously, David worked in fixed income trading at NationsBanc Capital Markets as well as trading and sales at Midland Global Markets and Chemical Bank. David is a member of the firm's Board of Directors and a member of the Vermont CFA Society.
|
David Thompson, CFA
President & Co-Chief Investment Officer
| David J. Thompson, CFA
|
| President & Co-Chief Investment Officer
- BS Manhattan College
- Joined the company in 2000
- 20 years financial services experience
|
| In his role as President, Dave is responsible for enhancing the competitiveness of the firm through long-term planning of strategic initiatives. As Co-CIO, he also oversees the management of the firm's stable value and liability-driven strategies, including its insurance portfolios. Before joining Dwight, Dave was Senior Portfolio Manager for Dewey Square Investors Corporation. Previously he had been with Lord Abbett & Company. He is a member of the Vermont CFA Society.
|
David Starr
Head of Client Portfolio Mgmt
| David W. Starr
|
| Managing Director, Client Portfolio Management
- BA Duke University
- Joined the company in 1989
- 28 years financial services experience
|
| Dave has firm-wide responsibility for client relationships as leader of the firm's Client Portfolio Management Team. Prior to joining Dwight, Dave spent 10 years in the banking industry, including a stint at Brown Brothers Harriman & Company. He is a member of the Stable Value Investment Association's Board of Directors, Dwight's Board of Directors, and the Vermont CFA Society.
|
David Richardson, CFA
Head of Business Development
| David W. Richardson, CFA
|
| Managing Director, Business Development
- BS University of California
- Joined the company in 1987
- 21 years financial services experience
|
| David is responsible for leading the firm's Business Development initiatives and also serves as the Client Portfolio Manager for several of the firm's larger stable value clients. He was previously a Nuclear Engineer and licensed as a Civil Engineer. David is a founding member and member of the Board of Directors of the Vermont CFA Society. David is also a member of Dwight's Board of Directors.
|
James Burns
General Counsel
| James J. Burns
|
| Managing Director, General Counsel, Chief Compliance Officer
- BA Indiana University
- JD New York University
- Joined the company in 2000
- 20 years of experience
|
| Jim is General Counsel and Chief Compliance Officer of the firm and is responsible for legal and regulatory matters affecting the firm's business and also for oversight of the firm's legal team. He was formerly Senior Counsel with Simpson Thacher & Bartlett in New York City. He is a member of the New York and Vermont State Bars. Jim is a member of the firm's Board of Directors, its Management Committee, and its Risk Management Committee.
|
David Kilborn, CFA
Co-Chief Investment Officer
| David T. Kilborn, CFA
|
| Managing Director, Co-Chief Investment Officer
- BA Trinity College
- Joined the company in 1995
- 18 years financial services experience
|
| David oversees the management of the firm's total return fixed income strategies, including those underlying stable value client portfolios. He also co-chairs Dwight's Investment Strategy Group. Previously, David worked in fixed income trading at NationsBanc Capital Markets as well as trading and sales at Midland Global Markets and Chemical Bank. David is a member of the firm's Board of Directors and a member of the Vermont CFA Society.
|
David Thompson, CFA
President & Co-Chief Investment Officer
| David J. Thompson, CFA
|
| President & Co-Chief Investment Officer
- BS Manhattan College
- Joined the company in 2000
- 20 years financial services experience
|
| In his role as President, Dave is responsible for enhancing the competitiveness of the firm through long-term planning of strategic initiatives. As Co-CIO, he also oversees the management of the firm's stable value and liability-driven strategies, including its insurance portfolios. Before joining Dwight, Dave was Senior Portfolio Manager for Dewey Square Investors Corporation. Previously he had been with Lord Abbett & Company. He is a member of the Vermont CFA Society.
|
Joshua Kruk, CPA, CFA
MBS
| Joshua M. Kruk, CPA, CFA
|
| Executive Vice President, Portfolio Manager
- BS University of Vermont
- Joined the company in 1999
- 13 years financial services experience
|
| Josh specializes in the mortgage-backed securities sector. Prior to becoming a Portfolio Manager, Mr. Kruk performed quantitative analysis for the Fixed Income Investment Team. Before joining Dwight, he was a Senior Auditor for Price Waterhouse LLP and a Senior Accountant for Bain Capital. He is a member of the firm's Management Committee, and a member of the Vermont CFA Society.
|
Steven Clancy
MBS
| Steven J. Clancy
|
| Vice President, Portfolio Manager
- BA Cornell University
- Joined the company in 2007
- 4 years financial services experience
|
| Steve specializes in mortgage-backed securities. Prior to joining Dwight, Steve was a Trader on the CMO Trading Desk at Nomura Securities Inc.
|
Robert Clancy, FSA
Derivatives
| Robert P. Clancy, FSA
|
| Senior Vice President, Portfolio Manager
- BS Brown University
- Joined the company in 2001
- 37 years financial services experience
|
| Bob specializes in derivatives and LDI solutions for fixed income portfolios. He was formerly at Dewey Square Investors Corporation and Standish, Ayer & Wood where he managed immunized as well as actively managed portfolios. Bob is well versed in asset/liability management and was one of three faculty members in the first insurance company asset/liability management seminar sponsored by the Society of Actuaries. Bob is a Fellow of the Society of Actuaries and is a Halmstad prize winner.
|
Derrick Wulf, CFA
CMBS
| Derrick M. Wulf, CFA
|
| Senior Vice President, Portfolio Manager
- BS University of Vermont
- Joined the company in 1998
- 10 years financial services experience
|
| Derrick specializes in commercial mortgage-backed securities and is the author of the weekly Market News feature appearing on www.Dwight.com. He was formerly at First Union Capital Markets. Derrick is a member of the Vermont CFA Society. Derrick is also a member of the firm's Risk Management Committee.
|
Peter Milne
ABS
| Peter M. Milne
|
| Senior Vice President, Portfolio Manager
- BS University of Vermont
- Joined the company in 1999
- 9 years financial services experience
|
| Peter specializes in asset-backed securities. Prior to assuming portfolio management duties, Mr. Milne served as a Portfolio Analyst at Dwight.
|
Jason Golder
MBS, CMBS, ABS
| Jason M. Golder
|
| Vice President, Portfolio Manager
- BA Middlebury College
- Joined the company in 2002
- 6 years financial services experience
|
| Jason specializes in structured products, covering mortgage-backed securities, commercial mortgage-backed securities, and asset-backed securities. Prior to becoming a Portfolio Manager, Jason performed quantitative analysis for the Dwight Fixed Income Investment Team.
|
Eric Forand
MBS
| Eric J. Forand
|
| Assistant Vice President
- BS Northeastern University
- Joined the company in 2000
- 11 years financial services experience
|
| Eric specializes in mortgage-backed securities. Prior to becoming a member of the Portfolio Management Team, he performed quantitative analysis for Dwight. He was formerly with NASDAQ and Fidelity Investments.
|
Kati Tatro
MBS, CMBS, ABS
| Kati L. Tatro
|
|
- BS Saint Michael's College
- Joined the company in 2004
- 4 years financial services experience
|
| Kati specializes in structured products, covering asset-backed securities, commercial mortgage-backed securities, and mortgage-backed securities. Prior to joining Dwight, Kati served as a Portfolio Administrator and Fund Accountant at State Street Bank and Trust.
|
Keith McCarthy
Municipals
| Keith C. McCarthy
|
| Vice President, Portfolio Manager
- BS Western Connecticut State University
- Joined the company in 2007
- 14 years financial services experience
|
| Keith specializes in municipal bonds. Keith's previous experience with municipal bonds includes serving as a Municipal Portfolio Manager for Weiss, Peck, & Greer and as an Assistant on the Municipal Trading Desk at Gruntal &Co. Prior to joining Dwight, Keith served as a Principal with RJ Murphy & Associates, LLC.
|
Scott McIntyre, CFA
Investment-Grade Corporates
| Scott M. McIntyre, CFA
|
| Vice President, Portfolio Manager
- BA Union College
- MBA Union University
- Joined the company in 2004
- 12 years financial services experience
|
| Scott specializes in investment-grade corporate bonds. Prior to becoming a Portfolio Manager, Scott was a member of Dwight's Credit Research team. He was formerly a Taxable Fixed Income Analyst at Gannett Welsh & Kotler and a Fixed Income Research Assistant at Loomis Sayles & Company, L.P. He is a member of the Boston Security Analysts Society and the Vermont CFA Society.
|
John Bisset, CFA
Investment-Grade Corporates
| John E. Bisset, CFA
|
| Vice President, Portfolio Manager
- BS University of Vermont
- Joined the company in 2000
- 8 years financial services experience
|
| John specializes in investment-grade corporate bonds. He was previously with Salomon Smith Barney Citibank Asset Management Group. John is a member of the Vermont CFA Society.
|
Todd Henry
Investment-Grade Corporates
| Todd L. Henry
|
| Assistant Vice President, Portfolio Manager
- BA University of Vermont
- Joined the company in 2007
- 3 years financial services experience
|
| Todd specializes in investment-grade corporate bonds. Prior to joining Dwight, Todd served as a Fixed Income Operations Analyst at BlackRock Asset Management.
|
Edward Meigs, CFA
High-Yield Corporates
| Edward B. Meigs, CFA
|
| Senior Vice President, Portfolio Manager
- AB Occidental College
- MBA Northwestern University
- Joined the company in 2001
- 18 years financial services experience
|
| Ed specializes in below-investment-grade corporate bonds. He was formerly with Mt. Washington Investment Group, Falcon Asset Management, and Wheat First Securities, with responsibilities in portfolio management and credit research. Ed is a member of the Baltimore Securities Analyst Society, Inc.
|
Sean Slein, CFA
High-Yield Corporates
| Sean M. Slein, CFA
|
| Vice President, Portfolio Manager
- BS University of Notre Dame
- MBA University of Chicago
- Joined the company in 2001
- 18 years financial services experience
|
| Sean specializes in below-investment-grade corporate bonds. Prior to joining Dwight, Sean was a Credit Analyst for the Mt. Washington Investment Group and an Options Strategist for the Chicago Mercantile Exchange. He is a member of the Baltimore Securities Analyst Society, Inc.
|
Peter Vutz
International and Non-Dollar
| Peter Vutz
|
| Senior Vice President, Portfolio Manager
- BA Mercator Business School, Germany
- Joined the company in 2007
- 28 years financial services experience
|
| Peter specializes in non-dollar securities and foreign markets. Prior to joining Dwight, he served as Senior International Portfolio Manager for Mellon Equity Associates LLP and Head of Global Trading at Federated Global Investment Management. Peter also served as Head of Fixed Income Sales for Commerzbank Capital Markets Corporation in New York and Director of Fixed Income Sales at HSBC Trinkaus & Burkhardt in New York, London, and Duesseldorf.
|
Thomas White
Head of Research
Emerging Markets
| Thomas J. White
|
| Executive Vice President, Head of Credit Research
- BA Union College
- MBA University of Chicago
- Joined the company in 2002
- 29 years financial services experience
|
| Tom leads Dwight's ten-person 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 the firm's Investment and Risk Management Committee and its Management Committee. He is also a member of the Vermont CFA Society.
|
Stefanie Bachhuber, CFA
Retail, Consumer, Food/Beverage, Agriculture, Environment, Textiles, Tobacco
| Stefanie L. Bachhuber, CFA
|
| Senior Vice President, Credit Analyst
- BS Tulane University
- MBA Duke University
- Joined the company in 2001
- 18 years financial services experience
|
| 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.
|
Janet Braggs, CFA
ABS
| Janet S. Braggs, CFA
|
| Senior Vice President, Credit Analyst
- BA University of California, Los Angeles
- Joined the company in 2004
- 23 years financial services experience
|
| 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.
|
Kenneth Frey, CFA
Chemicals, Energy, Forest Products, REIT
| Kenneth J. Frey, CFA
|
| Senior Vice President, Credit Analyst
- BA Heidelberg College
- MPS Cornell University
- MBA New York University
- Joined the company in 2006
- 23 years financial services experience
|
| Ken analyzes and makes recommendations to buy and sell chemical, energy, forest products, and REIT bonds. Prior to joining Dwight, he served as Director of Fixed Income Research at Nationwide, Credit Analyst 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 Boston Security Analysts Society.
|
Phyllis Gray
Pipelines, Utilities
| Phyllis N. Gray
|
| Vice President, Credit Analyst
- BS University of Maine
- MBA University of Vermont
- Joined the company in 2002
- 5 years financial services experience
|
| 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.
|
Jane Haugh, CFA
Gaming/Lodging, Homebuilders, Conglomerates, Capital Goods, Mining, Steel
| Jane A. Haugh, CFA
|
| Senior Vice President, Credit Analyst
- BA University of Wisconsin
- MBA University of Vermont
- Joined the company in 2001
- 17 years financial services experience
|
| 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.
|
Kevin Kuzio, CFA
Airlines, Cable, Drug Distribution, Media, Medical Equipment, Pharmaceuticals, Publishing
| Kevin M. Kuzio, CFA
|
| Senior Vice President, Credit Analyst
- BM Susquehanna University
- MBA University of Pittsburgh
- Joined the company in 2003
- 15 years financial services experience
|
| Kevin analyzes 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 association 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.
|
Laurance Ring
Banking, Thrifts, Broker-Dealers, & Specialty Finance
| Laurance M. Ring
|
| Vice President, Credit Analyst
- BS University of Illinois
- MBA Wharton School, University of Pennsylvania
- Joined the company in 2007
- 24 years financial services experience
|
| 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.
|
Gordon Russo
Insurance, Hospitals
| Gordon M. Russo
|
| Senior Vice President, Credit Analyst
- BA Rutgers College
- MSF Bentley College Graduate School
- Joined the company in 2000
- 19 years financial services experience
|
| 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.
|
Jeff Sadler
Telecommunications, Technology, Autos, Aerospace/Defense
| Jeff L. Sadler
|
| 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
|
| 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.
|
Joseph Larkin
Junior Credit Analyst
| Joseph F. Larkin
|
| Junior Credit Analyst
- BA Amherst College
- Joined the company in 2007
- 2 years financial services experience
|
| 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.
|
Edwin Martin, CFA, FSA, MAAA
Head of Quantitative Analysis
| Edwin A. Martin, CFA, FSA, MAAA
|
| Senior Vice President, Quantitative Analyst
- BS University of Nebraska
- Joined the company in 2003
- 20 years financial services experience
|
| Ed leads the team's quantitative analysis effort. He was formerly a Senior Quantitative Analyst for Aeltus Investment Management, a consultant for Tillinghast-Towers Perrin, and an actuary for CIGNA. Ed is a member of the Vermont CFA Society, a Fellow of the Society of Actuaries, and a Member of the American Academy of Actuaries. He is also a member of the firm's Risk Management Committee.
|
George Lee, CFA
Quantitative Analyst
| George E. Lee, CFA
|
| Vice President, Quantitative Analyst
- BA Stanford University
- MA New York University
- Joined the company in 2005
- 19 years financial services experience
|
| George is responsible for quantitative analysis for the Fixed Income Investment Team, including performance attribution analysis. He was formerly a Quantitative Analyst and a High-Yield Bond Analyst for KDP Investment Advisors. George is a member of the Vermont CFA Society.
|
Tsana Nobles, FSA, MAAA
Quantitative Analyst
| Tsana W. Nobles, FSA, MAAA
|
| Assistant Vice President, Quantitative Analyst
- BA University of Vermont
- MS University of Vermont
- Joined the company in 2006
- 8 years financial services experience
|
| Tsana is responsible for quantitative analysis for Dwight's insurance clients. She was formerly an Actuary for National Life Insurance Company. Tsana is a Fellow of the Society of Actuaries and a Member of the American Academy of Actuaries.
|
Adam White
Quantitative Analyst
| Adam A. White
|
| Assistant Vice President, Quantitative Analyst
- BA University of Texas, Austin
- Joined the company in 2007
- 11 years financial services experience
|
| Adam is responsible for quantitative analysis for Dwight's insurance clients. Prior to joining Dwight, he served as a Senior Investment Actuarial Analyst at Old Mutual Financial Network and as an Actuarial Analyst for PennCorp Financial Group.
|
Jason Wyman, Ph.D.
Quantitative Analyst
| Jason L. Wyman, Ph.D.
|
| Assistant Vice President, Quantitative Analyst
- BA Middlebury College
- MS University of Chicago
- Ph.D. University of Chicago
- Joined the company in 2007
- First year of financial services experience
|
| Jason is responsible for quantitative analysis for the Fixed Income Investment Team. Jason's Ph.D. research focused on condensed matter physics, fluids, and biophysics. He led an interdisciplinary research team and analyzed time-series data measurements of a chaotic fluid system. Jason is also the first inventor of U.S. patent for a process of microencapsulating particles in polymer coats.
|
Scott Mildrum
Quantitative Analyst
| Scott R. Mildrum
|
| Quantitative Analyst
- BA University of Vermont
- Joined the company in 2007
- 1 year financial services experience
|
| Scott is responsible for quantitative analysis for the Fixed Income Investment Team. Prior to joining Dwight, he served as a Data Analyst at Princeton University.
|
Strategy & Research
Jane Caron, CFA
Chief Economic Strategist
| Jane L. Caron, CFA
|
| Senior Vice President, Chief Economic Strategist
- BA, MA University of Maine
- Joined the company in 1999
- 16 years financial services experience
|
| Jane is the firm's Chief Economic Strategist and also serves as a portfolio strategist. Jane is responsible for establishing Dwight's macro-economic framework for the Investment Team and formulating interest rate and yield curve investment strategies. Jane is the author of the Economic View appearing on www.Dwight.com. She was formerly at Credit Suisse Asset Management and Merrill Lynch. Jane is a member of the Vermont CFA Society.
|
David Starr
Head of Client Portfolio Management
| David W. Starr
|
| Managing Director, Client Portfolio Management
- BA Duke University
- Joined the company in 1989
- 28 years financial services experience
|
| Dave has firm-wide responsibility for client relationships as leader of the firm's Client Portfolio Management Team. Prior to joining Dwight, Dave spent 10 years in the banking industry, including a stint at Brown Brothers Harriman & Company. He is a member of the Stable Value Investment Association's Board of Directors, Dwight's Board of Directors, and the Vermont CFA Society.
|
Client Portfolio Managers
Andrew Apostol
Portfolio Manager
| Andrew C. Apostol
|
| Senior Vice President, Client Portfolio Manager
- BS University of Oregon
- Joined the company in 2007
- 17 years financial services experience
|
| Andy oversees stable value and fixed income portfolios. Prior to joining Dwight, Andy served as a Senior Account Manager for INVESCO's stable value and fixed income business. Andy began his investment career at Wyatt Asset Services where he worked as a consultant on stable value investments, pension plan liability transfers, and annuities. Andy is a member of the Portland Oregon Society of Financial Analysts.
|
Jeffrey Clark
Portfolio Manager
| Jeffrey P. Clark
|
| Vice President, Client Portfolio Manager
- BS, MSA Saint Michael's College
- Joined the company in 1995
- 19 years financial services experience
|
| Jeff oversees stable value separate accounts and commingled portfolios. Jeff served as a Client Portfolio Analyst prior to assuming his current duties. He was formerly with the stable value areas of Putnam and Travelers.
|
William Gardner
Portfolio Manager
| William F. Gardner
|
| Senior Vice President, Client Portfolio Manager
- BS, MBA University of Oregon
- Joined the company in 1998
- 23 years financial services experience
|
| Bill oversees stable value and fixed income portfolios. Bill is the former President of Laughlin Stable Asset Management. He held positions with Oregon Bank and Republic National Bank of New York prior to joining Dwight. He is a former chairperson of the Stable Value Investment Association.
|
Matthew Gleason
Portfolio Manager
| Matthew G. Gleason
|
| Executive Vice President, Client Portfolio Manager
- BS Cornell University
- MBA University of Notre Dame
- Joined the company in 1999
- 15 years financial services experience
|
| Matt oversees stable value and fixed income portfolios. Prior to joining Dwight, Matt was an Investment Officer with Merchants Trust Company, a Performance Analyst at UBS Asset Management, and a Project Engineer with Perini Corporation. He is a member of the firm's Management Committee.
|
Ronald Heath
Portfolio Manager
| Ronald W. Heath
|
| Senior Vice President, Client Portfolio Manager
- BS, MBA University of Oregon
- Joined the company in 2001
- 18 years financial services experience
|
| Ron oversees stable value and fixed income portfolios. Prior to joining Dwight, Ron was a Portfolio Manager at Morley Capital Management as well as a Consultant with Anderson Consulting.
|
Fred Meltzer, Ph.D.
Portfolio Manager
| Fred C. Meltzer, Ph.D.
|
| Senior Vice President, Client Portfolio Manager
- BA, Ph.D. University of Virginia
- MA Johns Hopkins University
- Joined the company in 2001
- 34 years financial services experience
|
| Fred oversees fixed income portfolios. Formerly, Fred served as a Sector Portfolio Manager on the Dwight Investment Team specializing in investment-grade corporate bonds and agencies. Prior to joining Dwight, he was at Dewey Square Investors Corporation and World Asset Management.
|
Sean Saia, CFA
Portfolio Manager
| Sean M. Saia, CFA
|
| Senior Vice President, Client Portfolio Manager
- BS University of Vermont
- Joined the company in 1991
- 19 years financial services experience
|
| Sean oversees stable value and fixed income portfolios. Sean was formerly President of Dwight Analytics, where he specialized in retirement plan and investment consulting. Prior to joining the firm, Sean was at Metropolitan Life for three years. He is a founding member of the Vermont CFA Society.
|
Dawn Silvia
Portfolio Manager
| Dawn S. Silvia
|
| Senior Vice President, Insurance Accounts
- BS Quinnipiac University
- MBA University of Hartford
- Joined the company in 2006
- 14 years financial services experience
|
| Dawn specializes in insurance company portfolio management. Prior to joining Dwight, she served as a Portfolio Manager specializing in insurance company assets at Conning Asset Management.
|
David Westbrook, CFA
Portfolio Manager
| David J. Westbrook, CFA
|
| Vice President, Client Portfolio Manager
- BS University of Vermont
- Joined the company in 2002
- 11 years financial services experience
|
| David oversees stable value and fixed income portfolios. David came to Dwight from Deutsche Asset Management, where he provided research for global equity products. Prior to that, he was with the Tax Department of State Street Bank. David is a member of the Vermont CFA Society.
|
Client Portfolio Analysts
Andrew Beaumier
Portfolio Analyst
| Andrew D. Beaumier
|
| Vice President, Client Portfolio Analyst
- BS Lyndon State College
- Joined the company in 1998
- 14 years financial services experience
|
| Andrew is responsible for the day-to-day management of client accounts and for supporting all aspects of client relationships. Andrew worked in corporate and trust tax compliance and commingled investment trust accounting at Banknorth Group, Inc., prior to joining Dwight.
|
Sharon Hoppel
Portfolio Analyst
| Sharon L. Hoppel
|
| Vice President, Senior Client Portfolio Analyst
- Attended Portland State University
- Joined the company in 1998
- 23 years financial services experience
|
| Sharon is responsible for assisting bank clients with the management of their collective investment trusts. She supports all aspects of client relationships. Sharon was formerly Senior Vice President at Laughlin Stable Asset Management and Operations Officer at Pacific Northwest Life Insurance Company.
|
Erik Karpinski, CPA
Portfolio Analyst
| Erik S. Karpinski, CPA
|
| Assistant Vice President, Client Portfolio Analyst
- BS Binghamton University
- Joined the company in 2006
- 10 years financial services experience
|
| Erik is responsible for the day-to-day management of client accounts and for supporting all aspects of client relationships. Erik was formerly a Senior Accountant with Gallagher Flynn & Company. Prior to that, he was a Vice President in the Prime Brokerage Client Services Group at Goldman Sachs and was a Senior Accountant with Ernst & Young.
|
Wendy Krygier
Portfolio Analyst
| Wendy L. Krygier
|
| Client Portfolio Analyst
- BA University of Vermont
- Joined the company in 2007
- 1 year financial services experience
|
| Wendy is responsible for supporting all aspects of client relationships. Previously Wendy worked in the Derivative Operations Group at Wellington Management Company LLP.
|
Marie Mastro
Portfolio Analyst
| Marie L. Mastro
|
| Vice President, Senior Client Portfolio Analyst
- BS University of Vermont
- Joined the company in 1993
- 15 years financial services experience
|
| Marie is responsible for the day-to-day management of client accounts and for supporting all aspects of client relationships. She has experience in fund accounting and stable value investment management.
|
Cathy Neff
Portfolio Analyst
| Cathy L. Neff
|
| Assistant Vice President, Client Portfolio Analyst
- BS University of Vermont
- Joined the company in 1997
- 12 years financial services experience
|
| Cathy is responsible for the day-to-day management of client accounts and for supporting all aspects of client relationships. Cathy served in the operations area prior to assuming her current responsibilities, and she worked in investor relations at Eastern Bancorp prior to joining Dwight.
|
Sandi Prescott
Portfolio Analyst
| Sandi M. Prescott
|
| Vice President, Senior Client Portfolio Analyst
- BS University of Vermont
- Joined the company in 2001
- 11 years financial services experience
|
| Sandi is responsible for the day-to-day management of client accounts and for supporting all aspects of client relationships. Sandi was formerly Senior Auditor in the Investment Management Group at PricewaterhouseCoopers and Corporate Accounting Manager at Fidelity Investments.
|
Ted Sisson
Portfolio Analyst
| Ted R. Sisson
|
| Assistant Vice President, Client Portfolio Analyst
- BS University of Massachusetts at Dartmouth
- Joined the company in 2004
- 14 years financial services experience
|
| Ted is responsible for the day-to-day management of client accounts and for supporting all aspects of client relationships. Prior to joining Dwight, he spent ten years with MFS Retirement Services, Inc., most recently as a Senior Relationship Manager. He has a CFP certificate from Boston University.
|