Our People

GW&K has always been a people-based firm. We select our professionals carefully and reward them for exceptional client service.

Our people work together in teams in order to optimize professional performance and offer service continuity. Clients benefit from the collective best thinking of our investment teams. And someone who is familiar with your account is available to you when you call.

GW&K welcomes client participation. We're always ready to listen to your ideas, explain our strategies, and develop a plan that suits your goals and tolerance for risk.

Working together works best. That's our philosophy, that's our practice.

Executive Committee

Harold G. Kotler, CFA Chief Executive Officer, Chief Investment Officer

Harold Kotler Harold is a Partner and Chief Executive Officer of GW&K.  He is also the firm's Chief Investment Officer, chairs the Investment Committee and is a member of the Management Committee.  He joined GW&K in 1975 as Executive Vice President and Chief Strategist of the firm's innovative fixed income investments.  Prior to joining GW&K, Harold was a Vice President of the U.S. Trust Co., Boston.  He previously served as President of Barclay Asset Management Co., an advisory affiliate of U.S. Trust, Vice President of Studley Shupert & Co., Inc., Boston, and as an investment officer with the Newton Waltham Bank.  Harold received a BS/BA from Babson College in 1965.  He earned the CFA designation in 1973 and is a member of the CFA Institute and the CFA Society Boston.  Harold currently serves as a Trustee of Hebrew Senior Life, a Board member of Hebrew College, on the Advisory Board of the Cutler Center at Babson College, and is a Trustee Emeritus of the Boch Center.  In the past, Harold held positions of Chair of the Board of Trustees of Hebrew College, Chairman of the Board of the Jewish Memorial Hospital, President of Temple Beth Elohim in Wellesley, MA, Board Member and Treasurer of the Jewish Big Brothers Big Sisters, Trustee of Hebrew Union College and Board Member of The Rashi School and Babson College.

Thomas F.X. Powers Co-President

Thomas Powers

Tom is a Partner in the firm and oversees GW&K's Sales, Marketing and Client Service departments. He also is a member of the firm's Management and Investment Committees. Tom joined GW&K in 1996 as the Director of Sales and Marketing. He was successful in establishing relationship with institutions, consultants, RIAs and family offices on a national scale. As the company and assets under management grew, he helped to transform our company's sales team, marketing department and relationship management to meet the demands of a diversified firm. In 2006 Tom was appointed Co-President of the firm responsible for establishing GW&K's strategic plan and managing the firm's business. Tom's career in financial services began at The Boston Company in 1987. He received his BA in Economics from Boston College and he sits on the Investment and Development Committee of the Capuchin Franciscans.

T. Williams Roberts III Co-President

T. Williams Roberts III

Bill is a Partner in the firm and oversees GW&K's Finance, Compliance, Information Technology, Operations, Human Resource and Administration departments. He also serves as the Chief Compliance Officer for GW&K and is a member of the firm's Management and Investment Committees. Bill has been employed by GW&K since 1994. He received his BA in Political Science from Denison University and currently serves as the Vice Chairman of the Board of Trustees at the Salisbury School in Connecticut.

Senior Management

Harold G. Kotler, CFA Chief Executive Officer, Chief Investment Officer

Harold Kotler Harold is a Partner and Chief Executive Officer of GW&K.  He is also the firm's Chief Investment Officer, chairs the Investment Committee and is a member of the Management Committee.  He joined GW&K in 1975 as Executive Vice President and Chief Strategist of the firm's innovative fixed income investments.  Prior to joining GW&K, Harold was a Vice President of the U.S. Trust Co., Boston.  He previously served as President of Barclay Asset Management Co., an advisory affiliate of U.S. Trust, Vice President of Studley Shupert & Co., Inc., Boston, and as an investment officer with the Newton Waltham Bank.  Harold received a BS/BA from Babson College in 1965.  He earned the CFA designation in 1973 and is a member of the CFA Institute and the CFA Society Boston.  Harold currently serves as a Trustee of Hebrew Senior Life, a Board member of Hebrew College, on the Advisory Board of the Cutler Center at Babson College, and is a Trustee Emeritus of the Boch Center.  In the past, Harold held positions of Chair of the Board of Trustees of Hebrew College, Chairman of the Board of the Jewish Memorial Hospital, President of Temple Beth Elohim in Wellesley, MA, Board Member and Treasurer of the Jewish Big Brothers Big Sisters, Trustee of Hebrew Union College and Board Member of The Rashi School and Babson College.

Thomas F.X. Powers Co-President

Thomas  Powers

Tom is a Partner in the firm and oversees GW&K's Sales, Marketing and Client Service departments. He also is a member of the firm's Management and Investment Committees. Tom joined GW&K in 1996 as the Director of Sales and Marketing. He was successful in establishing relationship with institutions, consultants, RIAs and family offices on a national scale. As the company and assets under management grew, he helped to transform our company's sales team, marketing department and relationship management to meet the demands of a diversified firm. In 2006 Tom was appointed Co-President of the firm responsible for establishing GW&K's strategic plan and managing the firm's business. Tom's career in financial services began at The Boston Company in 1987. He received his BA in Economics from Boston College and he sits on the Investment and Development Committee of the Capuchin Franciscans.

T. Williams Roberts III Co-President

T. Williams Roberts III

Bill is a Partner in the firm and oversees GW&K's Finance, Compliance, Information Technology, Operations, Human Resource and Administration departments. He also serves as the Chief Compliance Officer for GW&K and is a member of the firm's Management and Investment Committees. Bill has been employed by GW&K since 1994. He received his BA in Political Science from Denison University and currently serves as the Vice Chairman of the Board of Trustees at the Salisbury School in Connecticut.

Nancy G. Angell, CFA Partner, Co-Director, Fixed Income

Nancy Angell

Nancy began her career at GW&K in 1984 and quickly became an integral member of the firm's Municipal Bond team. She was appointed Co-Director of Fixed Income in 2001, responsible for overseeing all aspects of our management of fixed income assets, including portfolio management, research, and trading. Nancy continues in her role as portfolio manager for all of the firm's municipal bond strategies. Nancy is a member of the firm's Investment Committee and Management Committee. Nancy graduated cum laude from Duke University in 1983 where she received an AB in Economics, and received her MBA with high honors in Finance from Boston University in 1989. She is a member of the CFA Institute, the CFA Society Boston, the Boston Municipal Analysts Forum and the National Federation of Municipal Analysts. Nancy sits on the Executive Board of Challenge Unlimited at Ironstone Farm.

John B. Fox, CFA Partner, Co-Director, Fixed Income

John Fox

John joined GW&K as a member of our Municipal Bond team in 1990 after graduating college and was promoted to portfolio manager in 1995. John was appointed Co-Director of Fixed Income in 2001, responsible for overseeing all aspects of our fixed income operation, including portfolio management, research, and trading. John continues in his role as portfolio manager for all of the firm's municipal bond strategies. John is a partner in the firm and is also a member of the firm's Management Committee and Investment Committee. John received a BA in Economics from Boston College and an MBA from Boston University. He is a CFA charterholder and is a member of the CFA Institute, the CFA Society Boston, the Boston Municipal Analysts Forum and the National Federation of Municipal Analysts.

Daniel L. Miller, CFA Partner, Director, Equities

Daniel Miller

Dan is responsible for overseeing all aspects of our equity group, including portfolio management, research, and trading. He also is a member of the firm's Management and Investment Committees. Dan brings more than three decades of industry experience to GW&K. Prior to joining the firm, Dan worked with various companies in the Boston area as an Investment and Financial Consultant. Previously he spent 21 years at Putnam Investments in Boston, where he was Chief Investment Officer for the Specialty Growth Group overseeing a team of twenty and up to $100 billion in assets under management. He was a portfolio management team member of several small and mid cap growth funds, and the lead manager for the Putnam New Opportunities Fund since its inception in 1990. Dan was also a member of Putnam's Management Committee and Partners Group. He began his career as an Analyst at Morgan Stanley. Dan graduated from the University of California, Berkeley and received his MBA from Stanford University Graduate School of Business. He earned the CFA designation and is a member of the CFA Institute and the CFA Society Boston.

Martin R. Tourigny, CFA Partner, Municipal Bond Portfolio Manager

Martin Tourigny

Marty is a senior member of the Municipal Bond team at GW&K responsible for portfolio management. He is also a member of the firm's Investment and Management Committees. Prior to joining GW&K in 1994, he was employed by Mutual Fund Services Company as a Senior Fund Accountant. Marty received his BA in Economics from Boston College in 1991, and Masters in International Economics from Suffolk University in 2002. He is a CFA charterholder and is a member of the CFA Institute, the CFA Society Boston, the Boston Security Analysts Society, the Boston Municipal Analysts Forum and the National Federation of Municipal Analysts.

Lewis Collins General Counsel

Lewis Collins

Lewis joined GW&K in 2017 as General Counsel with responsibility for managing the firm's legal, regulatory compliance, and risk matters. Prior to joining GW&K, Lewis served as Senior Vice President and Senior Counsel at Affiliated Managers Group, Inc. (AMG) overseeing U.S. legal and regulatory compliance for AMG Affiliates across a broad range of areas, including investment management, employment, regulatory, real estate, and licensing. Previously he was an attorney in the corporate department of Ropes & Gray where he represented a diverse group of clients including investment management firms, mutual funds and sports organizations. Lewis received a J.D. from the University of Michigan Law School and a B.A. from Williams College. He is a member of the Massachusetts Bar Association and is active in investment management industry organizations, including the Investment Adviser Association and the Investment Company Institute.

Investment Management

Equity Team

Daniel L. Miller, CFA Partner, Director, Equities

Daniel Miller

Dan is responsible for overseeing all aspects of our equity group, including portfolio management, research, and trading. He also is a member of the firm's Management and Investment Committees. Dan brings more than three decades of industry experience to GW&K. Prior to joining the firm, Dan worked with various companies in the Boston area as an Investment and Financial Consultant. Previously he spent 21 years at Putnam Investments in Boston, where he was Chief Investment Officer for the Specialty Growth Group overseeing a team of twenty and up to $100 billion in assets under management. He was a portfolio management team member of several small and mid cap growth funds, and the lead manager for the Putnam New Opportunities Fund since its inception in 1990. Dan was also a member of Putnam's Management Committee and Partners Group. He began his career as an Analyst at Morgan Stanley. Dan graduated from the University of California, Berkeley and received his MBA from Stanford University Graduate School of Business. He earned the CFA designation and is a member of the CFA Institute and the CFA Society Boston.

Joseph C. Craigen, CFA Partner, Equity Portfolio Manager/Research Analyst

Joseph Craigen

Joe serves as a Portfolio Manager for GW&K's Small Cap Growth Strategy and is a member of the firm's Investment Committee. He is also a research analyst focused on our Small Cap and Small/Mid Cap Core Strategies. Joe is a seasoned analyst with expertise in a number of industries including extensive experience in the Technology sector. Prior to joining GW&K in 2008, he held research analyst positions at Citizens Funds and Needham & Company and was a research associate at Tucker Anthony. Joe received an AB in Economics from Harvard College. He has earned the CFA designation and is a member of the CFA Institute and the CFA Society Boston.

Jeffrey W. Thibault, CFA Partner, Equity Portfolio Manager

Jeffrey  Thibault

Jeff is the Portfolio Manager for our Small Cap Core and Small/Mid Cap Core Strategies. He also directs GW&K's research effort for small and mid cap stocks and is a member of the firm's Investment Committee. He started his investment career in 1998 working for BNY Asset Management first as an associate analyst and then as an analyst on their successful Small Cap Growth investment team. Jeff joined GW&K's Equity team in 2004. He earned a BS from the University of Vermont and an MBA from the University of North Carolina, Chapel Hill. Jeff earned the CFA designation and is a member of the CFA Institute and the CFA Society Boston.

Jeffrey O. Whitney, CFA Partner, Equity Portfolio Manager/Research Analyst

Jeffrey Whitney

Jeff is a Portfolio Manager for the GW&K Small Cap Value Strategy and is a member of the firm's Investment Committee. Jeff also provides research support for our other equity strategies. As a seasoned analyst with extensive experience covering the Financials and Real Estate sectors, he identifies investment opportunities and analyzes companies with a greater focus on the small and mid cap market segments. Prior to joining the firm he was an Assistant Portfolio Manager at ING Investment Management and a Vice President and Equity Analyst at J.P. Morgan Fleming Asset Management. He started his investment career in 1992 working for Dean Witter Intercapital as an Investment Management Associate. Jeff earned a BS in Finance from Central Connecticut State University and an MBA from Vanderbilt University. He also earned the CFA designation and is a member of the CFA Institute and the CFA Society Boston.

Aaron C. Clark, CFA Principal, Equity Portfolio Manager

Aaron Clark

Aaron is a Portfolio Manager for GW&K's all-cap and dividend equity strategies and is a member of the firm's Investment Committee. Aaron began his investment career in 1992. Prior to joining GW&K, Aaron was a Principal and Portfolio Manager at Tetrem Capital Management with responsibility for U.S. Value and U.S. Dividend mandates as well as a Canadian Dividend Fund. He also served as a portfolio manager at Pioneer Investments as part of their value equities team, and at Morgan Stanley Investment Company, where he co-managed a Dividend Growth Fund. Before becoming a portfolio manager, Aaron was an equity analyst at Prudential Securities and Gerard Klauer Mattison with a primary focus on companies in the financial services sector. Aaron received a BA in Economics from Trinity College. He has earned the CFA designation and is a member of the CFA Institute and the CFA Society Boston.

Reid Galas, CFA Principal, Equity Portfolio Manager

Reid Galas Reid joined GW&K in 2014 to lead the development of our small cap international investment capability, building upon GW&K's established track record in domestic small cap equity management. Reid is a member of our Equity team and our Investment Committee, lending an important global perspective to our economic and investment strategy discussions. He spent his early career working as a supply chain consultant for two different technology companies before joining Deloitte Consulting. At Deloitte he managed consulting assignments that included creating models and developing/implementing business solutions for forecasting, new product introductions, manufacturing and distribution processes for domestic and international companies across industries. In 2008 Reid leveraged his deep knowledge of global business operations and finance and transitioned to the investment industry becoming a member of the Global Small Cap Equity team at Deutsche Asset Management. Most recently he was the Portfolio Manager for the Small Cap sleeve of the Deutsche Global Growth Fund and also served as a Senior Analyst for the Deutsche Global Small Cap Equity Fund. Reid received a BS in Engineering from Cornell University, an MBA from the University of Michigan and is a CFA charterholder.

Karl M. Kyriss, CFA Principal, Equity Portfolio Manager, Research Analyst

Karl Kyriss

Karl joined GW&K in 2014 and is a member of our International Equity team. He is a Portfolio Manager for GW&K's Global Small Cap Strategy and is a member of the firm's investment committee. Karl is also a Research Analyst for our International Small Cap Strategy. He is a sector generalist primarily covering Europe and Canada. Prior to joining GW&K, Karl spent six years as a research analyst at GTP LLC and Deutsche Asset Management. There he performed company research across several industries to identify investment ideas for global equity funds. He rose to the position of Vice President and held substantial responsibility for management, research and client service. Karl began his career in financial services in 1999 at Morgan Stanley & Co., Inc. Working in sales and trading roles on the fixed income side of the business, Karl analyzed and identified inefficiencies in regional bond markets and constructed diversified multi-sector fixed income portfolios. He then became a Vice President in Merrill Lynch's Global Markets and Investment Banking division trading fixed income securities. Karl received a BS in Neuroscience from the University of Scranton, and an MBA from the University of Michigan. He is a CFA charterholder and is a member of the CFA Institute and the CFA Society Boston.

Gabriela L. Greenman Vice President, Equity Research Analyst

Gabriela Greenman As an analyst on GW&K's Equity team, Gaby is responsible for discovering and analyzing companies primarily within the Consumer Discretionary and Consumer Staples sectors in the small and mid cap market segments. She is a member of the firm's Investment Committee. Prior to joining GW&K in 2010, Gaby was a Research Analyst on the Small/Mid Cap team at Putnam Investments. She began her investment career in 2003 at Putnam in their General Management Rotation Program where she worked as an analyst in the investment, marketing and operations groups. She also spent three years as a consultant with Accenture where her focus was developing analytical systems for major pharmaceutical and biotech companies. Gaby graduated from the University of Miami in 1998 with a BS and earned her MBA at the MIT Sloan School of Management in 2003.

Leigh Shapiro Williamson, CFA Vice President, Client Portfolio Manager

Leigh Shapiro Williamson

Leigh is an integral member of our Equity team and works closely with our equity Portfolio Managers and Analysts to support the firm's client service and business development efforts. Leigh's experience on the sell side of the investment industry, her past focus on small and mid cap stocks across multiple sectors, and her in-depth knowledge of the health care industry adds a valuable perspective to the team's research discussions and enhances her ability to educate clients on the team's philosophy, process and stock holdings. Prior to joining GW&K, Leigh worked for SunTrust Robinson Humphrey in Institutional Equity Sales. With a focus on communicating equity research ideas to institutional clients, Leigh covered domestic small and mid cap stocks across several sectors including Consumer, Energy, Financials, Health Care and Technology. She began her investment career at Leerink Swann where she served as a Senior Consultant Liaison for MEDACorp, a proprietary healthcare consultant network for the firm's institutional, corporate and investment banking clients. Her responsibilities included marketing and delivery of MEDACorp products and services to key institutional clients in both New York and Boston. Leigh graduated Magna Cum Laude from Boston College. She is a CFA charterholder and is a member of the CFA Institute and the CFA Society Boston. Leigh also holds Series 7 and 63 licenses with FINRA. 

Jacqueline W. Williams, CFA Vice President, Equity Research Analyst

Jacqueline Williams

Jackie is responsible for discovering and analyzing companies primarily within the Health Care and Industrials sectors in the small and mid cap market segments. She is also a member of the firm's Investment Committee. Jackie's investment career has focused on small cap fundamental equity research since 2001. She joined GW&K in 2013 from AlphaOne Capital Partners where she was a Senior Research Analyst recommending health care and industrial stocks for long-only small cap portfolios. Prior to that she held similar research roles at OFI Institutional Asset Management, a subsidiary of Oppenheimer Funds, and Jesup & Lamont Securities Corporation. Jackie's knowledge of the health care industry began while working at KPMG LLP as an accountant for health care clients. She later became an associate in their Corporate Finance Group before moving on to the investment industry. Jackie graduated from Colgate University and earned an MBA from New York University Stern School of Business. She is a CFA charterholder and is a member of the CFA Institute and the CFA Society Boston.

Jay A. Hedstrom, CFA Equity Research Analyst

Jay Hedstrom Jay is responsible for discovering and analyzing companies for the all-cap and dividend equity strategies, and is a member of our Investment Committee. He is a generalist and assists the Equity team in all aspects of the research process. Jay began his investment career in 2007. Prior to joining GW&K, he was an Investment Analyst at Tetrem Capital Management covering U.S. and Canadian Financials, U.S. Consumer Discretionary and Industrial sub-sectors. Previously he was a Research Associate in the Fixed Income Division at Fidelity Management & Research Company focusing on the investment grade sector. Jay graduated Cum Laude from Boston College and earned an MBA with honors, with a focus on Finance and Value Investing, from Columbia Business School. He has earned the CFA designation and is a member of the CFA Institute and the CFA Society Boston.

Matthew V. Spiegel, CFA Equity Research Analyst

Matthew Spiegel Matt is responsible for discovering and analyzing companies in support of our international and global small cap equity strategies.  He started his investment career in 2003.  Prior to joining GW&K, Matt was a Senior Analyst at Loomis Sayles & Co. covering small, mid and large cap companies in the energy and consumer discretionary sectors.  Previously he was a Senior Analyst and Partner at Evermore Global Advisors where he was a global generalist with a particular emphasis on small cap companies based in the United States and Europe.  Matt also gained research experience covering markets around the globe at K Capital Partners, Deutsche Asset Management, and Arrowstreet Capital, L.P.  Matt received a Bachelor of Science in Economics from Boston College and an MBA from MIT Sloan School of Management.  He is a CFA charterholder and is a member of the CFA Institute.

Taxable Bond Team

Nancy G. Angell, CFA Partner, Co-Director, Fixed Income

Nancy  Angell

Nancy began her career at GW&K in 1984 and quickly became an integral member of the firm's Municipal Bond team. She was appointed Co-Director of Fixed Income in 2001, responsible for overseeing all aspects of our management of fixed income assets, including portfolio management, research, and trading. Nancy continues in her role as portfolio manager for all of the firm's municipal bond strategies. Nancy is a member of the firm's Investment Committee and Management Committee. Nancy graduated cum laude from Duke University in 1983 where she received an AB in Economics, and received her MBA with high honors in Finance from Boston University in 1989. She is a member of the CFA Institute, the CFA Society Boston, the Boston Municipal Analysts Forum and the National Federation of Municipal Analysts. Nancy sits on the Executive Board of Challenge Unlimited at Ironstone Farm.

John B. Fox, CFA Partner, Co-Director, Fixed Income

John Fox

John joined GW&K as a member of our Municipal Bond team in 1990 after graduating college and was promoted to portfolio manager in 1995. John was appointed Co-Director of Fixed Income in 2001, responsible for overseeing all aspects of our fixed income operation, including portfolio management, research, and trading. John continues in his role as portfolio manager for all of the firm's municipal bond strategies. John is a partner in the firm and is also a member of the firm's Management Committee and Investment Committee. John received a BA in Economics from Boston College and an MBA from Boston University. He is a CFA charterholder and is a member of the CFA Institute, the CFA Society Boston, the Boston Municipal Analysts Forum and the National Federation of Municipal Analysts.

Mary F. Kane, CFA Partner, Taxable Bond Portfolio Manager

Mary Kane

Mary is a Portfolio Manager for our Taxable Fixed Income Strategies and is a member of the firm's Investment Committee. Prior to joining GW&K in 2005, she was a Managing Director and Portfolio Manager with Fortis Investments and a Vice President and Portfolio Manager with Invesco. She started her investment career as a Fixed Income Trader at Gardner and Preston Moss. Mary graduated cum laude from Wheaton College where she received an AB in Economics. She received her MBA from Boston University and is a CFA charterholder. Mary is a member of the CFA Institute and the CFA Society Boston.

Benjamin Klaas, CFA Principal, Taxable Bond Senior Credit Analyst

Benjamin Klaas

Ben is responsible for analyzing corporate credits in both the investment grade and high yield universe across numerous sectors. His main focus is in the Communications and Financials sectors. He is a member of the firm's Investment Committee. Prior to joining GW&K in 2006, he worked as a Credit Analyst at Butterfield Asset Management in Bermuda and at Nuveen Investments covering the high yield bank loan market. He received a BA in Economics from Northwestern University in 1997. He earned the CFA designation and is a member of the CFA Institute and the CFA Society Boston.

Cristina G. DeCotis Vice President, Taxable Bond Senior Credit Analyst

Cristina DeCotis Cristi is responsible for analyzing investment grade and high yield corporate credits in the Consumer Cyclical and Consumer Non-Cyclical sectors. She is a member of the firm's Investment Committee. Prior to joining GW&K in 2010, she worked as a Credit Analyst in the Global Loans division at Fortis Investments. She began her investment career at Citizens Bank in the Middle Markets Lending Division and Corporate Loan Syndications Group, and later moved on to RBS Securities as an Associate in the Loan and High Yield Markets Group. She received an AB from Brown University and an MBA from Babson College, F. W. Olin Graduate School of Business.

Brendan Doucette Vice President, Taxable Bond Portfolio Manager/Trader

Brendan Doucette Brendan is responsible for managing GW&K's government bond portfolios as well as trading mortgage-backed securities across all taxable bond Strategies. He is also a member of the firm's Investment Committee.  Brendan began his investment career in 2001. Most recently he was an Assistant Portfolio Manager at Federal Home Loan Bank of Boston responsible for trading Agency mortgage-backed securities and managing a $3.5 billion whole loan mortgage portfolio. Previously he was a Vice President with Newfleet Asset Management, where he built proprietary analytical tools to improve the management of MBS. Brendan also spent seven years at Securities Finance and Trust Company where he was responsible for a $10 billion portfolio mainly consisting of non-agency residential MBS. Brendan earned a BS from Quinnipiac University in 2001 and an MBA, with distinction, from Cornell University, S.C. Johnson Graduate School of Management.

Christopher Iovanna, CFA Vice President, Client Portfolio Manager

Christopher  Iovanna

Chris is a member of our Taxable Bond team and works closely with Portfolio Managers and Analysts to support the firm's client service and business development efforts. Chris has extensive experience in the financial services industry with a focus on taxable fixed income products and markets. Most recently he was a Vice President at Fidelity Management & Research in their Investment Capability Management division with responsibilities covering product development, product management, communications and strategic positioning. Previously Chris was a Fixed Income Product Manager at Pioneer Investments covering a broad range of fixed income strategies with assets of over $28 billion. He also served as a Senior Investment Analyst at LPL Financial Services. Chris received a BA in Economics from Boston University and is a CFA charterholder and member of the CFA Institute.

Stephen Repoff, CFA Vice President, Taxable Bond Senior Credit Analyst

Stephen Repoff

Steve is a credit analyst with a focus on credits in the Auto, Energy, and Home Building sectors for both the investment grade and high yield market segments. Steve joined GW&K in 2013. He is a member of the firm's Investment Committee. He began his investment career at Fidelity Management and Research in 2004 as a Mutual Fund Accountant. In 2007, Steve joined the High Yield Group as a Collateralized Loan Obligation Specialist and High Yield Trading Assistant and was most recently High Yield Research Associate. He has a BS/BA from Boston University and Masters of Science in Finance from Boston College. Steve earned the CFA designation and is a member of the CFA Institute and the CFA Society Boston.

M. Seamus Ryan, CFA Vice President, Taxable Bond Senior Credit Analyst

M. Seamus  Ryan

Seamus is responsible for analyzing credits in the Capital Goods, Basic Industry, and Technology sectors for both the investment grade and high yield market segments. Seamus joined GW&K in 2015 and is a member of the firm's Investment Committee. Most recently Seamus was a Director at Standard & Poor's covering investment grade and speculative grade rated issuers in the Chemical, Oils and Gas sector. Previously, he served as an analyst for Financial Engines, Inc., Detwiler Fenton & Co., and The United States Department of Energy. Seamus received an AB from Harvard College, and an MBA with Distinction from the Leonard N. Stern School of Business at New York University. He is a CFA charterholder and a member of the CFA Institute and the CFA Society Boston.

Municipal Bond Team

Nancy G. Angell, CFA Partner, Co-Director, Fixed Income

Nancy Angell

Nancy began her career at GW&K in 1984 and quickly became an integral member of the firm's Municipal Bond team. She was appointed Co-Director of Fixed Income in 2001, responsible for overseeing all aspects of our management of fixed income assets, including portfolio management, research, and trading. Nancy continues in her role as portfolio manager for all of the firm's municipal bond strategies. Nancy is a member of the firm's Investment Committee and Management Committee. Nancy graduated cum laude from Duke University in 1983 where she received an AB in Economics, and received her MBA with high honors in Finance from Boston University in 1989. She is a member of the CFA Institute, the CFA Society Boston, the Boston Municipal Analysts Forum and the National Federation of Municipal Analysts. Nancy sits on the Executive Board of Challenge Unlimited at Ironstone Farm.

John B. Fox, CFA Partner, Co-Director, Fixed Income

John Fox

John joined GW&K as a member of our Municipal Bond team in 1990 after graduating college and was promoted to portfolio manager in 1995. John was appointed Co-Director of Fixed Income in 2001, responsible for overseeing all aspects of our fixed income operation, including portfolio management, research, and trading. John continues in his role as portfolio manager for all of the firm's municipal bond strategies. John is a partner in the firm and is also a member of the firm's Management Committee and Investment Committee. John received a BA in Economics from Boston College and an MBA from Boston University. He is a CFA charterholder and is a member of the CFA Institute, the CFA Society Boston, the Boston Municipal Analysts Forum and the National Federation of Municipal Analysts.

Brian T. Moreland, CFA Partner, Municipal Bond Portfolio Manager

Brian Moreland Brian is a Portfolio Manager on the Municipal Bond team and is also a member of the firm's Investment Committee. Prior to joining GW&K in 1998 as an Operations Specialist, he was employed by First Data Corporation as a Senior Fund Accountant. Brian received his BS in Finance from Boston College in 1997. He earned the CFA designation, is a member of the Boston Municipal Analysts Forum, the National Federation of Municipal Analysts and the CFA Institute.

Martin R. Tourigny, CFA Partner, Municipal Bond Portfolio Manager

Martin Tourigny

Marty is a senior member of the Municipal Bond team at GW&K responsible for portfolio management. He is also a member of the firm's Investment and Management Committees. Prior to joining GW&K in 1994, he was employed by Mutual Fund Services Company as a Senior Fund Accountant. Marty received his BA in Economics from Boston College in 1991, and Masters in International Economics from Suffolk University in 2002. He is a CFA charterholder and is a member of the CFA Institute, the CFA Society Boston, the Boston Security Analysts Society, the Boston Municipal Analysts Forum and the National Federation of Municipal Analysts.

Sheila R. May, CFA Principal, Director, Municipal Bond Research

Sheila  May

Sheila manages the credit research function within the Municipal Bond team at GW&K. She is responsible for analyzing municipal bond credits and incorporating the credit function into the firm's portfolio management and trading strategies. Sheila is also a member of the firm's Investment Committee. She began her investment career in 1986 and has accumulated over 25 years experience evaluating municipal credits across nearly all sectors of public finance and developing formal credit and sector research processes. She started out as a Municipal Bond Analyst at Moody's Investors Service and then became an Assistant Vice President at Fleet/Norstar Investment Advisors. She later moved to Standish Mellon Asset Management where she was a Vice President and Bond Analyst specializing in general obligation, lease, essential-service revenue, higher education and tobacco securitization bonds. Most recently, Sheila was an Associate Partner and Senior Bond Analyst at Wellington Management Company where she was assigned to institutional portfolios in excess of $10 billion. Sheila has a BS from Providence College and Master's degree in Public Administration from Suffolk University. She earned the CFA designation and is a member of the CFA Institute, the CFA Society Boston and the National Federation of Municipal Analysts.

Michael J. Kane, CFA Vice President, Municipal Research Analyst

Michael Kane

Mike is a member of our Municipal Bond team responsible for analyzing municipal credits. Prior to joining GW&K, Mike was a research analyst at Deutsche Asset & Wealth Management. His sector coverage responsibilities included Health Care and Transportation as well as tax-backed debt. His research supported seven municipal bond mutual funds and insurance portfolios with combined assets of $27 billion. Mike began his investment career at State Street Corporation in the Securities Lending Division. He became the Canadian Operations Manager responsible for the operations of a $31 billion collateral portfolio. Mike received a BS in Management with a concentration in Finance from Boston College, and an MBA and MS in Finance from the Carroll School of Management at Boston College. He is a CFA charterholder and a member of the Boston Municipal Analysts Forum, the CFA Institute and the CFA Society Boston.

Michael V. Rabuffo, CFA Vice President, Client Portfolio Manager

Michael Rabuffo

Mike is a member of our Municipal Bond team and works closely with Portfolio Managers and Analysts to support the firm's client service and business development efforts. Mike has extensive investment experience with deep knowledge of municipal bond strategies and markets. Most recently, Mike served as GW&K's Regional Sales Director for the Northeast region focusing on new business development for the advisory channel. He joined GW&K in 1999 in a client service role, and was later promoted to Assistant Relationship Manager. Prior to joining the firm, he worked at Mellon Private Asset Management as a Senior Trust Specialist and at Invesco Management and Research as a Portfolio Administrator. Mike received his BS in Finance and Marketing in 1996, and his MBA in 2001, both from Boston College. He earned the CFA designation and is a member of the CFA Institute and the CFA Society Boston.

Kyle A. Bush, CFA Municipal Research Analyst

Kyle Bush, CFA Kyle is responsible for researching and analyzing municipal bonds covering a broad range of sectors. Kyle joined GW&K in 2010 as a member of our Operations group and became a member of the Municipal Bond Team in 2014 as a Research Associate. He started his career at State Street Corporation as a Portfolio and Fund Accountant. Kyle received his BS in Business Administration from the University of New Hampshire and an MBA from Boston College. He is a CFA charterholder and a member of the Boston Municipal Analysts Forum, the National Federation of Municipal Analysts, the CFA Institute and CFA Society Boston.

Relationship Management

Private Client Services

Harold G. Kotler, CFA Chief Executive Officer, Chief Investment Officer

Harold  Kotler Harold is a Partner and Chief Executive Officer of GW&K.  He is also the firm's Chief Investment Officer, chairs the Investment Committee and is a member of the Management Committee.  He joined GW&K in 1975 as Executive Vice President and Chief Strategist of the firm's innovative fixed income investments.  Prior to joining GW&K, Harold was a Vice President of the U.S. Trust Co., Boston.  He previously served as President of Barclay Asset Management Co., an advisory affiliate of U.S. Trust, Vice President of Studley Shupert & Co., Inc., Boston, and as an investment officer with the Newton Waltham Bank.  Harold received a BS/BA from Babson College in 1965.  He earned the CFA designation in 1973 and is a member of the CFA Institute and the CFA Society Boston.  Harold currently serves as a Trustee of Hebrew Senior Life, a Board member of Hebrew College, on the Advisory Board of the Cutler Center at Babson College, and is a Trustee Emeritus of the Boch Center.  In the past, Harold held positions of Chair of the Board of Trustees of Hebrew College, Chairman of the Board of the Jewish Memorial Hospital, President of Temple Beth Elohim in Wellesley, MA, Board Member and Treasurer of the Jewish Big Brothers Big Sisters, Trustee of Hebrew Union College and Board Member of The Rashi School and Babson College.

James M. McCarthy, CFA Partner, Director, Client Service

James McCarthy Jim manages the overall client service effort for the firm's private client channel and serves as a Relationship Manager. He is also a member of the firm's Investment Committee. Prior to joining GW&K in 2003, Jim was a Vice President and Portfolio Analyst at Putnam Investments working with Institutional clients and within the International Equity division. Jim started his career at Mellon Private Asset Management and held positions as a Sales Officer and Assistant Portfolio Manager. Jim received his BS in Business and Finance from Marist College, and earned an MS in Finance from Boston College. He has also earned the CFA designation and is a member of the Boston Security Analysts Society and the CFA Institute.

Scott F. Baughman Vice President, Relationship Management

Scott Baughman Scott is a Relationship Manager responsible for client servicing. Prior to joining GW&K in 2011, Scott was a Portfolio Manager at BNY Mellon Wealth Management where he managed assets for high net worth individuals. He began his career in 1999 as a research associate at Primark Corporation, a Thomson Financial Company. Scott then moved to State Street Corporation where he served as a Senior Fund Accountant. Scott received his BS in International Business from Georgetown University and earned his MBA from the University of Pittsburgh.

Mark Lewis, CFA Relationship Manager

Mark Lewis

Mark is a Relationship Manager responsible for client servicing. Mark joined GW&K in 2013 as a Client Service Associate on GW&K's Private Asset Management team and was quickly promoted to a Senior Client Service Associate. Mark started his career in 2009 as a Corporate Actions Global Custody Specialist at the Bank of New York Mellon Financial Corporation. He later moved to a Portfolio Administrator position, where he assisted with the oversight of client accounts. Mark received a BS in Real Estate and Economic Development from the University of Connecticut and is a CFA charterholder.

Institutional Services

Thomas F.X. Powers Co-President

Thomas Powers

Tom is a Partner in the firm and oversees GW&K's Sales, Marketing and Client Service departments. He also is a member of the firm's Management and Investment Committees. Tom joined GW&K in 1996 as the Director of Sales and Marketing. He was successful in establishing relationship with institutions, consultants, RIAs and family offices on a national scale. As the company and assets under management grew, he helped to transform our company's sales team, marketing department and relationship management to meet the demands of a diversified firm. In 2006 Tom was appointed Co-President of the firm responsible for establishing GW&K's strategic plan and managing the firm's business. Tom's career in financial services began at The Boston Company in 1987. He received his BA in Economics from Boston College and he sits on the Investment and Development Committee of the Capuchin Franciscans.

Michael J. Clare Partner, Director, Institutional

Michael Clare

Michael manages the firm's institutional business channel and is responsible for business development and relationship management. He has been in the investment industry since 1999. Most recently, Michael was with The Boston Company Asset Management as a Vice President and Relationship Manager responsible for institutional business development and client management for the Mid-Atlantic region. Previously, he was Director of Client Management at Investors Bank and Trust and spent six years at Putnam Investments where he was responsible for servicing a variety of key institutional relationships, including corporate and public plan sponsors, endowments and foundations. Michael received a BS in Political Science from Arizona State University and an MBA from Babson College, F. W. Olin Graduate School of Business. Michael is a member of the CFA Society Boston and holds the series 7 and 63 licenses with FINRA.

Christopher Iovanna, CFA Vice President, Client Portfolio Manager

Christopher  Iovanna

Chris is a member of our Taxable Bond team and works closely with Portfolio Managers and Analysts to support the firm's client service and business development efforts. Chris has extensive experience in the financial services industry with a focus on taxable fixed income products and markets. Most recently he was a Vice President at Fidelity Management & Research in their Investment Capability Management division with responsibilities covering product development, product management, communications and strategic positioning. Previously Chris was a Fixed Income Product Manager at Pioneer Investments covering a broad range of fixed income strategies with assets of over $28 billion. He also served as a Senior Investment Analyst at LPL Financial Services. Chris received a BA in Economics from Boston University and is a CFA charterholder and member of the CFA Institute.

Nancy R. Rimington Vice President, Institutional Business Development

Nancy  Rimington Nancy is a member of GW&K's institutional team responsible for business development and relationship management for the West Coast region. Nancy began her investment career in 1996 as a Consultant Liaison at NWQ Investment Management. That exposure to the consultant community led her to roles focusing on business development and client service in the institutional space. Nancy spent over ten years at Hoover Investment Management Company in San Francisco, becoming a Partner and Director of Institutional Business Development and Client Services. Her responsibilities included building relationships with consultants and plan sponsors nationwide, new product development, and overseeing the firm's marketing function. Nancy has experience working with public and corporate pension plans, foundations, endowments, non-profit organizations and governmental entities. Nancy also served as a Vice President of Business Development and Client Service at NetAsset Management.com, a Principal and head of Institutional Business Development at Forward Investment Management Company, and Director, North American Business Development for Numeric Investors. Nancy received a BS in Marketing from Azusa Pacific University.

Michael V. Rabuffo, CFA Vice President, Client Portfolio Manager

Michael Rabuffo

Mike is a member of our Municipal Bond team and works closely with Portfolio Managers and Analysts to support the firm's client service and business development efforts. Mike has extensive investment experience with deep knowledge of municipal bond strategies and markets. Most recently, Mike served as GW&K's Regional Sales Director for the Northeast region focusing on new business development for the advisory channel. He joined GW&K in 1999 in a client service role, and was later promoted to Assistant Relationship Manager. Prior to joining the firm, he worked at Mellon Private Asset Management as a Senior Trust Specialist and at Invesco Management and Research as a Portfolio Administrator. Mike received his BS in Finance and Marketing in 1996, and his MBA in 2001, both from Boston College. He earned the CFA designation and is a member of the CFA Institute and the CFA Society Boston.

Jeffrey R. Simmons, CIMA® Vice President, Institutional Business Development

Jeffrey Simmons

Jeff is a member of GW&K's institutional team responsible for business development and consultant relations in the South region.  Most recently Jeff was the Regional Sales Director for the Southeast and Mid-Atlantic regions for GW&K's Advisory channel.  Jeff has been serving clients in the South since 2004 and has been a member of the firm since 2000.  Jeff received his BS in Finance and Marketing from Boston University, and earned an MBA from Boston University. He has earned the Certified Investment Management Analyst® designation and is a member of the Investments & Wealth Institute™.  Jeff holds the Series 6, 7 and 63 licenses with FINRA.

Leigh Shapiro Williamson, CFA Vice President, Client Portfolio Manager

Leigh Shapiro Williamson

Leigh is an integral member of our Equity team and works closely with our equity Portfolio Managers and Analysts to support the firm's client service and business development efforts. Leigh's experience on the sell side of the investment industry, her past focus on small and mid cap stocks across multiple sectors, and her in-depth knowledge of the health care industry adds a valuable perspective to the team's research discussions and enhances her ability to educate clients on the team's philosophy, process and stock holdings. Prior to joining GW&K, Leigh worked for SunTrust Robinson Humphrey in Institutional Equity Sales. With a focus on communicating equity research ideas to institutional clients, Leigh covered domestic small and mid cap stocks across several sectors including Consumer, Energy, Financials, Health Care and Technology. She began her investment career at Leerink Swann where she served as a Senior Consultant Liaison for MEDACorp, a proprietary healthcare consultant network for the firm's institutional, corporate and investment banking clients. Her responsibilities included marketing and delivery of MEDACorp products and services to key institutional clients in both New York and Boston. Leigh graduated Magna Cum Laude from Boston College. She is a CFA charterholder and is a member of the CFA Institute and the CFA Society Boston. Leigh also holds Series 7 and 63 licenses with FINRA. 

Advisor Services

Thomas F.X. Powers Co-President

Thomas Powers

Tom is a Partner in the firm and oversees GW&K's Sales, Marketing and Client Service departments. He also is a member of the firm's Management and Investment Committees. Tom joined GW&K in 1996 as the Director of Sales and Marketing. He was successful in establishing relationship with institutions, consultants, RIAs and family offices on a national scale. As the company and assets under management grew, he helped to transform our company's sales team, marketing department and relationship management to meet the demands of a diversified firm. In 2006 Tom was appointed Co-President of the firm responsible for establishing GW&K's strategic plan and managing the firm's business. Tom's career in financial services began at The Boston Company in 1987. He received his BA in Economics from Boston College and he sits on the Investment and Development Committee of the Capuchin Franciscans.

Robert L. Gray Partner, Head of National Accounts

Robert Gray Bob is responsible for new business development and relationship management at GW&K.  Prior to joining the firm in 2001, Bob was a Vice President of Sales at Reserve Partners and worked as an Institutional Wholesaler at Fidelity Investments.  He also served as an Investment Councilor at Shawmut Investment Advisors.  Bob began his career at the Vanguard Group in 1989 where he worked as a Registered Investment Representative.  He received his BA from Denison University in 1989.

John L. DelVecchio Principal, National Sales Manager, Managed Accounts

John DelVecchio John heads up the sales effort for the managed accounts segment of our business. He has been involved in new business development and relationship management for GW&K since 2004. John came to GW&K from Lockwood Financial where he was a Partner. Prior to that, he worked in the Consulting Services Division of Smith Barney. John has been involved in the managed accounts industry since 1988 and is a 1982 graduate of Villanova University.

John Ferguson, CFA Vice President, Regional Sales Director, Northeast

John Ferguson

John is a member of the Managed Accounts team responsible for new business development in the Northeast region. Most recently, John was a Relationship Manager responsible for client servicing. John joined GW&K in 2014 from LPL Financial where he was a Research Manager responsible for communicating research information and portfolio composition to high net worth clients. Prior to working at LPL, John worked in progressive roles at Fidelity Investments and Bank of America where he was responsible for investment planning and analysis, portfolio analytics and servicing client accounts. John started his career in financial services in 1998 working for Sun Life Financial as a Pension and Annuity Specialist and he later worked as an equity trader at E-Trade Financial and Assent LLC. John received a Bachelor of Science in Finance from Bentley College and is a CFA charterholder.

Christopher Iovanna, CFA Vice President, Client Portfolio Manager

Christopher Iovanna

Chris is a member of our Taxable Bond team and works closely with Portfolio Managers and Analysts to support the firm's client service and business development efforts. Chris has extensive experience in the financial services industry with a focus on taxable fixed income products and markets. Most recently he was a Vice President at Fidelity Management & Research in their Investment Capability Management division with responsibilities covering product development, product management, communications and strategic positioning. Previously Chris was a Fixed Income Product Manager at Pioneer Investments covering a broad range of fixed income strategies with assets of over $28 billion. He also served as a Senior Investment Analyst at LPL Financial Services. Chris received a BA in Economics from Boston University and is a CFA charterholder and member of the CFA Institute.

Brian T. King, CFA Vice President, Relationship Manager

Brian King Brian is responsible for new business development and relationship management at GW&K.  He previously served as a Senior Portfolio Specialist at AMG Funds, LLC, covering GW&K Strategies.  Prior to that he was a Regional Sales Director responsible for new business development in the Midwest region for GW&K.  Brian began his career at Eaton Vance as a Marketing Associate, working with the fee-based community, specifically, Registered Investment Advisors, Banks and Institutions.  He is experienced in a broad range of products including separately managed accounts, mutual funds and registered private placements.  Brian received a BA in Economics from the College of the Holy Cross in 1996.  He also earned the CFA designation and is a member of the CFA Institute and the CFA Society Boston.

Michael V. Rabuffo, CFA Vice President, Client Portfolio Manager

Michael Rabuffo

Mike is a member of our Municipal Bond team and works closely with Portfolio Managers and Analysts to support the firm's client service and business development efforts. Mike has extensive investment experience with deep knowledge of municipal bond strategies and markets. Most recently, Mike served as GW&K's Regional Sales Director for the Northeast region focusing on new business development for the advisory channel. He joined GW&K in 1999 in a client service role, and was later promoted to Assistant Relationship Manager. Prior to joining the firm, he worked at Mellon Private Asset Management as a Senior Trust Specialist and at Invesco Management and Research as a Portfolio Administrator. Mike received his BS in Finance and Marketing in 1996, and his MBA in 2001, both from Boston College. He earned the CFA designation and is a member of the CFA Institute and the CFA Society Boston.

Leigh Shapiro Williamson, CFA Vice President, Client Portfolio Manager

Leigh Shapiro Williamson

Leigh is an integral member of our Equity team and works closely with our equity Portfolio Managers and Analysts to support the firm's client service and business development efforts. Leigh's experience on the sell side of the investment industry, her past focus on small and mid cap stocks across multiple sectors, and her in-depth knowledge of the health care industry adds a valuable perspective to the team's research discussions and enhances her ability to educate clients on the team's philosophy, process and stock holdings. Prior to joining GW&K, Leigh worked for SunTrust Robinson Humphrey in Institutional Equity Sales. With a focus on communicating equity research ideas to institutional clients, Leigh covered domestic small and mid cap stocks across several sectors including Consumer, Energy, Financials, Health Care and Technology. She began her investment career at Leerink Swann where she served as a Senior Consultant Liaison for MEDACorp, a proprietary healthcare consultant network for the firm's institutional, corporate and investment banking clients. Her responsibilities included marketing and delivery of MEDACorp products and services to key institutional clients in both New York and Boston. Leigh graduated Magna Cum Laude from Boston College. She is a CFA charterholder and is a member of the CFA Institute and the CFA Society Boston. Leigh also holds Series 7 and 63 licenses with FINRA.

Mark Beidleman Regional Sales Director, Southeast

Mark Beidleman

Mark is a member of the Managed Accounts team responsible for new business development in the Southeast region. He began his GW&K career in 2012 starting out in our Operations group with a focus on Trade Settlements, and then becoming an Internal Wholesaler for the Advisory channel where he supported sales efforts in the Midwest and West regions. Prior to joining GW&K, Mark worked at State Street Corporation as a Client Service Specialist and a Fixed Income Specialist. Mark received a B.S. in Business from the University of Rhode Island.

Chris Connolly, CFA Regional Sales Director, Mid-Atlantic

Chris Connolly

Chris is a member of the Managed Accounts team responsible for new business development in the Mid-Atlantic region. He joined GW&K in 2016 and has worked in the investment industry since 2010. Most recently, Chris was with Raymond James as a Portfolio Strategist for Eagle Asset Management where he worked with the investment team to help develop and implement strategy for existing and prospective clients, as well as consultants. Previous roles at Eagle include both external and internal sales positions promoting their asset management strategies in the Mid-Atlantic and Northeast regions, in addition to a client service role. Chris received his BS in Finance from the University of South Florida, his MBA from the Hough Graduate School of Business at the University of Florida, and his MS in Finance from the McDonough School of Business at Georgetown University. Chris has earned the CFA designation and is a member of the CFA Institute.

Domenic Diele Regional Sales Director, NY Metro

Domenic Diele Domenic is a member of the Managed Accounts sales team and is responsible for new business development in the NY Metro region.  He joined GW&K in 2017 and has been in the investment industry since 1996.  Most recently, Domenic was with Ridgeworth Investments as a Regional Vice President Investment Advisor Consultant with a focus promoting the firm's management strategies the NY Metro and Mid-Atlantic regions.  He received his BBA in Banking and Finance from Hofstra University.  Domenic also holds the Series 7, 63 and 66 licenses with FINRA.

Andrew Russo Regional Sales Director, South Central

Andrew Russo

Drew is a member of the Managed Accounts sales team and is responsible for new business development in the South Central region. Drew joined GW&K in 2010 as a Portfolio Administrator and later was promoted to Internal Wholesaler for the Midwest and West regions. Prior to joining the firm, Drew was a Portfolio Administrator and Investment Specialist at BNY Mellon Wealth Management. Drew received a BA from Bowdoin College in 2006 and his MBA from Northeastern University in 2007.

Nathan T. Sensor Regional Sales Director, Midwest

Nathan Sensor Nate is responsible for new business development in the advisory channel for the Midwest region. He is experienced with equity, fixed income and alternative investment strategies and has served many high net worth advisors. Nate joined us from Nuveen Investments where he served as a Senior Internal Advisor Consultant, and more recently as an IPO & Independent Broker Dealer Specialist. He began his career in financial services in 2005 working as a financial advisor for Merrill Lynch and Morgan Stanley before joining Nuveen. Nate received a BS in Business from The Kelley School of Business at Indiana University.

Robert F. Van Note Regional Sales Director, Northwest

Robert Van Note Bob is a member of the Managed Accounts sales team and is responsible for new business development in the Northwest region. He joined GW&K in 2016 as an Internal Wholesaler supporting the Northeast region. Prior to joining the firm, Bob was an Investment Solutions Representative at Fidelity Investments.  He received a BA in Economics and Public Policy from the University of North Carolina, Chapel Hill.  Bob also holds the Series 7, 63 and 66 licenses with FINRA.

Vincent E. Zupo Regional Sales Director, West

Vincent  Zupo

Vincent's primary responsibility is new business development for the advisory channel in the West Coast region. He joined GW&K in 2012 and has worked in the investment industry since 2001. Most recently, Vincent was at Bradford & Marzec, where he was the West Coast Regional Sales Director, responsible for marketing the company's suite of Separately Managed Account products within a 13-state territory. He previously held Regional Sales Director roles at Pioneer Investments and HighMark Funds. Vincent received a BS in Economics from Pennsylvania State University and is currently pursuing the Certified Financial Planner designation through Boston University.