Robert L. Gray, James M. McCarthy and Brian T. Moreland named partners of the firm
BOSTON, MA - February 28, 2017 - GW&K Investment Management (GW&K), a dynamic investment management firm offering active equity and fixed income investment solutions to meet the needs of a diverse client base, today announced it has named Robert L. Gray, James M. McCarthy, and Brian T. Moreland as partners of GW&K.
Harold G. Kotler, chief executive officer and chief investment officer of GW&K, said, "We are very pleased to have Bob, Jim and Brian as partners of the firm. In an investment environment that continues to change and present new challenges, we are happy to have professionals of their caliber help us provide a broad spectrum of top-tier investment solutions and resources for our clients. We look forward to their continued success."
As head of national accounts, Gray has been responsible for developing and managing many of GW&K's most important strategic distribution relationships. Since joining the firm in 2001, he has attracted a significant amount of assets to the firm and will continue to leverage his distribution knowledge to expand existing and new business relationships for GW&K. Gray graduated from Denison University with a Bachelor of Arts degree.
McCarthy, who joined the firm in 2003, is director of GW&K's client service group and has played a central role in managing key relationships in the firm's Private Client business. McCarthy received a Bachelor of Science from Marist College, and earned a Master of Science in finance from Boston College. He has also earned the CFA designation and is active in industry organizations, including the CFA Institute and the CFA Society Boston.
Moreland has been with the firm since 1998, and is an integral member of GW&K's municipal bond team as a portfolio manager and member of GW&K's Investment Committee. Moreland graduated from Boston College with a Bachelor of Science in finance and earned the CFA designation. He participates in many industry organizations, including the Boston Municipal Analysts Forum, the National Federation of Municipal Analysts and the CFA Institute.
About GW&K Investment ManagementGW&K was founded in 1974 to offer innovative investment solutions consistent with its clients' objectives. The firm first achieved recognition for its municipal bond portfolio management and it remains one of the cornerstones of its investment offerings. Through the years, the firm has successfully introduced a range of equity and taxable bond strategies for individual investors and, more recently, for the institutional space where the firm continues to successfully expand its footprint.
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