Brad Smith is a Portfolio Manager at Janus Henderson Investors responsible for co-managing the U.S. Buy and Maintain, Global Investment Grade Bond, U.S. Corporate Credit, Long Duration, and Global Responsible Managed strategies as well as the Sustainable Corporate Bond ETF. Additionally, he is an Assistant Portfolio Manager on the ...

Marco Pirondini is Senior Managing Director, Head of Equities, US, and Portfolio Manager at Amundi US. He co-manages Global Equity and Multi-Asset Income portfolios. As Head of Equities, US, he oversees the US Equity portfolio management and Equity Research analyst teams. He is also the leader of the Global Equity team, which includes experienced portfolio managers...

Over the course of his thirty-plus year career in finance, Jacobo has led numerous investment management firms. His professional history includes executive roles at Bankers Trust Company (North American Deputy Group Head), Vestrust Securities (Principal and Founding Partner), Dresdner Lateinamerika Financial Advisors (Chief Executive Officer), EFG Capital...

Huw Davies is an Investment Manager in the Fixed Income - Absolute Return team. He joined Merian Global Investors (now Jupiter) in 2015. Huw was an investment director at Merian Global Investors. Prior to this, he was a fixed-income product specialist at Ignis Asset Management. Before this, he spent four years working at Citi as director, of UK RM interest rate sales and five...

James Johnstone is the portfolio manager for the Frontier Markets strategy at Redwheel. He also serves as a member of the investment committee for the Redwheel Emerging and Frontier Markets strategies. He has 26 years of experience in investment management and research. Most recently he was a Senior Managing Director and Director of Investments...

Gabriela D. Santos, Managing Director, is a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team. In this role, Gabriela is responsible for delivering timely market and economic insights to institutional and retail clients across the U.S. and Latin America. In addition, Gabriela conducts research on the global economy and capital markets...

Jonathan Curtis is a senior vice president, research analyst, and portfolio manager with Franklin Equity Group. He has been active in the tech sector for over 30 years, first as software development and integration test engineer and now as an investor. He is the leader of the Technology/Communications Research Team and the lead manager of the Franklin Technology Fund...

Joel joined EFGAM as a senior portfolio manager in 2016 with a focus on the broad tech universe. Prior to this, Joel spent 12 years at Mazama Capital Management where he held multiple roles within the investment team, including portfolio manager. Joel holds a BA in economics and MBA from UCLA.

We cater to a diverse range of clients, including family offices and retail fixed income portfolios. Mr. Burns’ primary focus at the firm is the management of investment grade total return portfolio and high-quality insurance company assets. Previously, Mr. Burns was Vice President and co-manager of the Fixed Income Separately Managed Account Group at Morgan Stanley. Additionally, Mr. Burns managed assets for high-net-worth...