GW&K Investment Management Appoints New Partners

BOSTON, MA – April 2, 2024 – GW&K Investment Management (GW&K), an entrepreneurial-driven investment management firm offering active equity and fixed-income investment solutions to meet the needs of a diverse client base, today announced that it has named Aaron Clark, Bryan Scott, and Kara South as partners.

“We are pleased to announce the promotions of Aaron, Bryan, and Kara to partner,” said Tom Powers, Co-CEO of GW&K. “Each is a talented professional dedicated to the principles and values that have made our firm so successful. We look forward to the integral role they will continue to play in what we see as a very competitive and exciting future for GW&K.”

Clark joined the firm in 2015 and is the lead portfolio manager for GW&K’s all-cap Diversified Equity Strategy as well as the firm’s Equity Dividend Plus Strategy. He is a member of GW&K’s Investment Committee and co-chairs the firm’s Volunteer Committee. Prior to GW&K, Clark was a principal and portfolio manager at Tetrem Capital Management. He also managed flagship portfolios at Morgan Stanley Investment Management and Pioneer Investments. Clark earned a Bachelor of Arts degree in Economics from Trinity College. He is a CFA® charterholder and is a member of the CFA Institute and the CFA Society Boston.

Scott, who joined the firm in 2005, has been named Director, Enterprise Data and Analytics. In this newly created role, he will be responsible for facilitating data-driven decision making, performance measurement and GW&K’s new systems integration. He also serves as a member of several committees, including the Product Development Committee, 401k Committee, Third-Party Manager Oversight Committee and the Valuation Committee. Scott began his career at Pioneer Investments. He earned his Bachelor of Science in Business Administration from the University of New Hampshire. Scott is a CFA® charterholder and is a member of the CFA Institute and the CFA Society Boston.

South joined the firm in 2022 as a municipal bond portfolio manager. She is a member of the firm’s Investment, Product Development and ESG Committees and co-chairs GW&K’s Women in Finance Committee. Before joining GW&K, South was a senior portfolio manager and co-director of credit research and a member of the Investment Committee at Income Research + Management. Prior to that, she was a securities valuation analyst at John Hancock Financial. South graduated from Cornell University with a Bachelor of Arts in Economics and Psychology. She 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. In addition, she holds the Fundamentals of Sustainability Accounting (FSA) certificate.

About GW&K Investment Management

GW&K was founded in 1974 to offer innovative investment solutions consistent with its clients’ objectives. Through the years, the firm has successfully introduced a range of equity and fixed income strategies, all of which are actively managed, research-driven and guided by a clear and disciplined investment process. Today, GW&K manages 30 distinct strategies for a diverse client base, including individuals, corporations, public funds, endowments, foundations, and financial institutions. As of December 31, 2023, GW&K had $50.7 billion in assets under management.

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