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Mr. McCue is a member of the Investor Relations team at Boston Partners. In this capacity, he is responsible for distribution of Boston Partners products to corporations, foundations, and endowments. Prior to joining the firm in June 2023, Mr. McCue was head of investor relations at Atlas Merchant Capital and a director in the institutional client business at BlackRock. Mr. McCue holds a B.A. degree from Boston College and the FINRA Series 7, 63, and 3 licenses. He began his career in the industry in 2011.
Investing since 1997
At Boston Partners since 2016
Mr. Horan is an Equity Analyst for Boston Partners, specializing in the industrials, utilities, and automobiles sectors of the equity market. He rejoined the firm in May 2016 after spending two years at BNP Paribas Investment Partners as a senior equity portfolio manager. Prior to that, Mr. Horan spent nine years at Pioneer Investments as an equity portfolio manager. Before that, he was an equity analyst at Boston Partners and an associate portfolio manager with State Street Research. Mr. Horan holds a B.A. from the University of Massachusetts at Amherst and an M.B.A. from Sawyer Business School at Suffolk University.
Investing since 2011
At Boston Partners since 2018
Mr. Kim is the Portfolio Manager of Boston Partners Emerging Markets strategies, including Boston Partners Emerging Markets Equity and Boston Partners Emerging Markets Dynamic Equity. Prior to this role, he was an emerging markets industry analyst specializing in fundamental research of stocks held in the firm’s emerging markets equity portfolios. Mr. Kim joined the firm in September 2018. Previously, he spent three years at Great Hill Partners where he was a private equity associate focused on technology companies and, before that, two years at Morgan Stanley Investment Banking. Mr. Kim holds a B.A. in Economics from Amherst College and an M.B.A. from Harvard Business School.
Investing since 2019
At Boston Partners since 2019
Ms. Mace is an Equity Analyst for Boston Partners, specializing in the restaurants; food, beverage & tobacco; consumer products; transportation; and payment services sectors of the equity market. She joined the firm in August 2019. Ms. Mace earned a B.A. in Economics and a Finance sequence with a Data Science concentration from Claremont McKenna College. She holds the Chartered Financial Analyst® designation.
Investing since 2000
At Boston Partners since 2015
Ms. Moin is a Quantitative Analyst for Boston Partners, specializing in data analysis and data integrity. She joined the firm in December 2015 from State Street Global Advisors where she worked exclusively with relational databases, data analysis, mapping, back testing, and reporting. Before that, she was with Kuberre Systems, a data management and analytics company, where she was a senior database administrator/data analyst. Prior to that, Ms. Moin was with Ameriprise Financial, where she managed and maintained its Vision database for 11 years. She holds a master’s degree from the University of Massachusetts Boston and a B.Sc. in Biology from the University of Karachi, Pakistan, and completed many graduate-level computer science courses.
Investing since 2009
At Boston Partners since 2015
Mr. Odre is an Equity Analyst for Boston Partners, specializing in the aerospace and defense, home builders and building products, engineering and construction, and consumer/business/IT services sectors of the equity market. He joined the firm in June 2015 from Macquarie Securities Group where he was a senior research associate with coverage of specialty finance. Mr. Odre holds a B.A. in Economics from Hamilton College and the Chartered Financial Analyst® designation.
Investing since 1990
At Boston Partners since 1997
Ms. Pietropaolo is a Quantitative Analyst for Boston Partners, specializing in quantitative strategies. She joined the firm in December 1997 after spending four years with Putnam Investments where she was an Assistant Vice President and quantitative analyst. Prior to that, she was a database analyst and program analyst at Wellington Management Company and Colonial Management. Ms. Pietropaolo earned a B.A. in Economics from Cornell University and an M.B.A. degree from Boston University. She holds the Chartered Financial Analyst® designation.
Investing since 2005
At Boston Partners since 2019
Mr. Song is a Portfolio Manager of the Boston Partners Global Equity and Boston Partners International Equity strategies as well as the lead Portfolio Manager of the Boston Partners Global Sustainability strategy. He also serves as an equity analyst, specializing in developed non-U.S. industrials, materials, and transportation sectors of the equity market. Before joining Boston Partners in April 2019, he was a managing director at ThornTree Capital with responsibility for its global industrials long/short portfolio. Prior to that, Mr. Song was a managing director at Bain Capital’s Brookside Fund where he co-managed its global industrials long/short portfolio. He began his investing career at Bain Capital in its North American private equity practice. Before transitioning to a career in investments, he was a consultant at McKinsey & Company. Mr. Song earned an M.B.A. from Harvard Business School, an M.Sc. in Clinical Medicine from Oxford University, and an A.B. in Biochemical Sciences from Harvard College, where he graduated summa cum laude.
Investing since 1989
At Boston Partners since 2005
Mr. Urick is a Quantitative Analyst for Boston Partners, specializing in quantitative strategies. He joined the firm in August 2005 from Putnam Investments where he was a Vision database architect. Prior to that, he spent 10 years at State Street Global Advisors. Mr. Urick holds a B.S. in Computer Science from Northeastern University. Mr. Urick began his career in the industry in 1989, specializing in quantitative and fundamental software research.
Investing since 2001
At Boston Partners since 2001
Ms. Wong is a Quantitative Analyst for Boston Partners, specializing in quantitative strategies, and is also Director of Portfolio Risk. She joined the firm in October 2001. Prior to assuming these roles, she was a marketing associate in the firm’s performance measurement group. Before that, she was a performance analyst at State Street Bank. Ms. Wong holds a B.S. in Business Administration from Boston University and the Chartered Financial Analyst® designation.
Investing since 2017
At Boston Partners since 1995
Mr. Hatem is an Equity Analyst for Boston Partners, specializing in the U.S. healthcare sector of the equity market. He joined the firm in December 2017 from Adage Capital where he managed a long/short healthcare portfolio. Mr. Hatem began his career at Fidelity Management & Research Co. where he spent 18 years in both an equity analyst and portfolio management role, covering a variety of industries including consumer, financial services, industrials, and healthcare. While at Fidelity, he also managed the Select Air Transportation, the Select Defense and Aerospace, and the Select Medical Delivery Funds. Mr. Hatem earned a B.S. in Marketing and English as well as an M.S. in Finance from Boston College. He holds the Chartered Financial Analyst® designation.
Investing since 1994
At Boston Partners since 2003
Mr. McCune is a Portfolio Analyst for Boston Partners and has extensive experience with all of the firm’s strategies. He joined the firm in March 2003 as a quantitative analyst and later became a portfolio manager with WPG Partners’ Quantitative Equity Group. Additionally, Mr. McCune has spent time as the U.S.-based client portfolio manager for Robeco’s fundamental emerging markets and quantitative strategies. Prior to joining Boston Partners, Mr. McCune was a quantitative analyst at Deutsche Asset Management. He earned a B.Sc. in Finance from Villanova University and an M.B.A. from New York University. He holds the Chartered Financial Analyst® designation.
Mr. Supple is Director of Taft-Hartley & Public Funds and has Relationship Management oversight responsibility for all Taft-Hartley and Public Sector clients. He joined the firm in March 2002 from Mellon Institutional Asset Management, where he was a Vice President with responsibility for Taft-Hartley clients in the Northeast and Midwest. Previously, he was Managing Director and Chief Operating Officer of the Leveraged Finance and Fixed Income Groups, and was also National Sales Manager, with BankBoston. Prior to his thirteen years at BankBoston, Mr. Supple was with Chase in New York City for six years. Mr. Supple is a former member of the Amalgamated Meatcutters and Butcher Workmen of North America, Local 2, AFL-CIO and the Service Employees International Union, Local 254 (Fenway Park Ushers). He served for seven years as a founding Trustee of the Commonwealth of Massachusetts Health Care Security Trust (Tobacco Settlement Funds). He has been elected to public office six times in Needham, MA, serving two terms as Chairman of the Trust Funds Commission, and served twelve years as an elected Town Meeting Member. Mr. Supple is a Member of the Sponsor Council of the Christian Brothers Institute of Massachusetts and is a past Chair of the Board of Directors at Catholic Memorial School. He is a Trustee of Newton Country Day School of the Sacred Heart and also served on the Finance Committee for the Jesuit’s USA Northeast Province. He is a member of the Board of Advisors of the College of the Holy Cross, past Chair of the President’s Council, and served as a member of the Institutional Advancement Committee of the Holy Cross Board of Trustees. Mr. Supple holds a B.A. degree (Cum Laude) from the College of the Holy Cross, an M.B.A. degree in finance from New York University, and FINRA licenses 7 and 63. Mr. Supple began his career in the industry in 1981.
Investing since 1984
At Boston Partners since 2010
Mr. Forelli is Head of Portfolio Research for Boston Partners. Mr. Forelli and his team work closely with the portfolio management teams, analyzing portfolios and communicating details of the current positioning, performance, and outlook for the full suite of Boston Partners strategies to both clients and prospects. Prior to this role, he was a senior portfolio analyst at the firm. Mr. Forelli has extensive experience with all of the firm’s strategies and 12 years of experience as a portfolio manager focused on large-cap equities. He joined the firm in May 2010 from Independence Investments where he was a large cap portfolio manager, senior partner, and member of the Investment Committee. Mr. Forelli was also a research analyst specializing in health care, chemical, and industrial companies. He began his career as an investment banker with Prudential Securities focusing on raising capital for emerging growth companies and merger and acquisition transactions. Mr. Forelli earned a B.A. in Economics from Dartmouth College and an M.B.A. from the Tuck School of Business at Dartmouth College. He holds the Chartered Financial Analyst designation and FINRA Series 7 and 66 licenses. Mr. Forelli began his career in the investment industry in 1984.
Investing since 2006
At Boston Partners since 2006
Mr. White is a Portfolio Manager of the Boston Partners Large Cap Value strategy. His experience at the firm includes managing a portion of the Boston Partners Long/Short Research strategy while covering multiple economic sectors including basic industries, consumer durables, and capital goods. Mr. White was also a portfolio manager of the Boston Partners Global Equity and Boston Partners International Equity strategies and, before that, he was a global generalist providing fundamental research on global equities. He joined the firm in November 2006. Mr. White holds a B.A. in Mathematics from Middlebury College and the Chartered Financial Analyst® designation.
Investing since 1995
At Boston Partners since 2005
Mr. Regan is a Portfolio Manager of the Boston Partners Long/Short Equity strategy. Prior to this role, he was a long/short generalist with Boston Partners specializing in fundamental research of stocks held in the firm’s long/short equity products. He rejoined the firm in October 2015 after spending nearly six years with Westfield Capital, where he managed the financial sector sleeves of Westfield Capital’s small-, small/mid-, mid-, large- and all-cap funds. He was also a voting member on the firm’s Investment Committee. Before that, Mr. Regan was a research analyst with Boston Partners for 10 years. In this role, he managed a portion of the Boston Partners Long/Short Research strategy and covered numerous market sectors including the financial and consumer sectors and the software industry. He began his post-graduate career at Broadview International, LLC, where he was an associate specializing in technology mergers and acquisitions. Mr. Regan earned a B.A. in Economics from Colby College and an M.B.A. from The Wharton School of the University of Pennsylvania. He holds the Chartered Financial Analyst® designation.
Investing since 1995
At Boston Partners since 1995
Mr. Ramallo is the Senior Portfolio Manager of the Boston Partners Premium Equity strategy. Previously, he was the assistant portfolio manager of the Boston Partners Small Cap Value strategies. Prior to his portfolio management roles, Mr. Ramallo was a research analyst for Boston Partners. He joined the firm in December 1995 from Deloitte & Touche L.L.P. where he spent three years, most recently at its Los Angeles office. Mr. Ramallo earned a B.A. in Economics/Business from the University of California at Los Angeles and an M.B.A. from the Anderson Graduate School of Management at UCLA. He holds the Chartered Financial Analyst® designation. He is also a Certified Public Accountant (inactive).
Investing since 1984
At Boston Partners since 2000
Mr. Pollack is a Senior Portfolio Manager of the Boston Partners Mid Cap Value Equity strategy. He joined Boston Partners in May 2000 from Hughes Investments where he spent 12 years as an equity portfolio manager, managing value equity across the market-cap spectrum. He also oversaw the outside investment managers who managed assets for Hughes’ pension plan. Prior to assuming this role, he served as an investment analyst covering a variety of industries and sectors. Before that, he was with Remington, Inc., and Arthur Andersen & Co. Mr. Pollack is a graduate of Georgia Institute of Technology and earned an M.B.A. from The Anderson School of Management at the University of California at Los Angeles. He holds the Chartered Financial Analyst® designation.
Investing since 2006
At Boston Partners since 2014
Mr. Smith is a Portfolio Analyst for Boston Partners and has extensive experience with all of the firm’s strategies. Prior to joining the firm in January 2014, he was a vice president and senior investment analyst at Envestnet Asset Management. Before that, Mr. Smith held investment analyst roles within the fund of hedge funds groups at Gottex Fund Management and Columbia Partners, L.L.C. Investment Management. He holds a B.A. in Government from Dartmouth College and the Chartered Financial Analyst® and Chartered Alternative Investment Analyst designations.
Investing since 2002
At Boston Partners since 2002
Mr. Hinton is an Equity Analyst for Boston Partners, specializing in the small capitalization sector of the equity market. He joined the firm in November 2002 from positions at Metcalf & Eddy, Inc. and LTV Steel Co. Inc. Mr. Hinton earned a B.S. in Chemical Engineering from Northwestern University and an M.B.A. from the Tuck School of Business at Dartmouth College. He holds the Chartered Financial Analyst® designation.
Investing since 1994
At Boston Partners since 2015
Mr. Farren is a Global Markets Analyst for Boston Partners. Prior to assuming this role, he was a senior relationship manager and senior portfolio analyst who served as a liaison between clients and the firm’s research analysts and portfolio managers. He was also involved in portfolio analysis and in writing white papers for the firm. He joined the firm in October 2015 from Alliance Bernstein in New York where he spent over three years in a sales capacity covering hedge funds and curating event-driven research. Before that, he spent four years at Tudor Investment Corporation working on the Raptor Fund as a fundamental analyst covering restaurants, food and beverage companies, household products, and miscellaneous non-retail consumer sectors of the equity market. Mr. Farren was formerly a member of Teamsters Local 653 in Brockton, Massachusetts, and worked as a union ironworker from Local 7 in Boston. He sat on both the conservation commission and the board of economic development in his hometown of Easton, Massachusetts, for three years. He served as a Big Brother for six years through Boston’s Laboure Center Big Brother program and helps direct the Tufts Men’s Basketball Alumni Group. He holds a B.A. in History and Political Science from Tufts University and an M.B.A. from the Kellogg School of Management at Northwestern University.
Investing since 1999
At Boston Partners since 2000
Mr. Gumpert is a Senior Portfolio Manager of the Boston Partners Small Cap Value, Boston Partners Small Cap Value II, and Boston Partners Small/Mid Cap Value strategies. Prior to managing Boston Partners’ small-cap value portfolios, he was a research analyst specializing in the small-cap sectors of the equity market. Mr. Gumpert joined the firm in May 2000. He holds a B.A. in Economics from Amherst College and the Chartered Financial Analyst® designation.
Ms. Correa is a senior member of Boston Partners’ Relationship Management team, managing a number of the firm’s key relationships. Her clients include public funds, health care organizations, and corporate DB and DC plans, with a focus in the Northeast and Midwest. Prior to joining the Relationship Management team in 1999, she worked in various capacities at the firm, most recently as the account transition manager. Ms. Correa has been with the firm since the year of its inception, 1995. Prior to joining Boston Partners, Ms. Correa, after completing the Management Training Program at CVS Caremark, managed several stores in their network. Ms. Correa holds a B.A. degree from Colby College, an M.B.A. degree in Finance from Boston College, and FINRA licenses 7 and 63. She began her career in the industry in 1995.
Investing since 1991
At Boston Partners since 2002
Mr. Hart is a Portfolio Manager of the Boston Partners Global Equity and Boston Partners International Equity strategies, with primary responsibility for managing the firm’s Global Equity long portfolios. Prior to this, he was the portfolio manager of the Boston Partners International Small Cap Value product and, before that, an assistant portfolio manager of the Boston Partners Small Cap Value products for three years. Previously, he was a research analyst specializing in the conglomerates, engineering and construction, building, machinery, aerospace & defense, and REITs sectors of the equity market. He joined the firm in July 2002 from Fidelity Investments where he was a research analyst. Mr. Hart holds a B.S. in Finance with a concentration in Corporate Finance from Clemson University and the Chartered Financial Analyst® designation.
Mr. Butterly is General Counsel and Director of Sustainability and Engagement for Boston Partners. He joined the firm in March 2005 as General Counsel, responsible for the firm’s legal and compliance matters. Mr. Butterly also serves as Director of Sustainability and Engagement, focusing on firm implementation of the UN Principles for Responsible Investment. He has also previously served as the firm’s Chief Operating Officer. Prior to joining the firm, Mr. Butterly served as Chief Compliance Officer at General Motors Asset Management. He began his career in 1984 with Shearman & Sterling where he spent nine years as an associate in the firm’s Compensation and Benefits group, which focused on all aspects of ERISA and employment law, particularly prohibited transaction issues, employment law issues, and mergers and acquisitions activity. After this, he spent seven years with Lazard Asset Management as General Counsel and Chief Compliance Officer, with responsibility for the development of compliance policies, compliance monitoring, and GIPS® compliance, supervising a staff of 12. In 2000, Mr. Butterly moved to Deutsche Asset Management Americas Institutional Group as General Counsel and served as a member of the firm’s Investment and New Product Committees, with significant involvement in compliance issues. He holds a B.A. from Connecticut College, where he graduated magna cum laude and was elected to Phi Beta Kappa on the basis of junior standing, and a J.D. from Columbia Law School, where he was a Stone Scholar. Mr. Butterly began his career in the industry in 1984.
Mr. Dwinell is the Head of Relationship Management and Product Management for Boston Partners. In this role he has management responsibility for the broader client relationship functions including relationship managers, client service associates, the proposal team and the marketing materials group. On the product management front he is responsible for assessing the Firm’s product strategy in the context of client requirements, building marketplace awareness and understanding of proprietary investment attributes, prioritizing internal procedures to deliver solutions to clients, and, importantly, working with cross functional teams to manage the development, roll-out and growth of an expanding set of global investment strategies. Prior to joining the firm in May 2017, Mr. Dwinell spent more than ten years at Pyramis Global Advisors, Fidelity’s institutional subsidiary. There he served as an institutional portfolio manager as well as headed the product management team. Prior to that he served as a Managing Director, heading Babson Capital’s equity product management efforts, and as an investment specialist for Putnam Institutional Management. Mr. Dwinell holds a B.A. degree from the Hobart College. He began his career in the industry in 1990.
Mr. Heathwood is the Head of North American Investor Relations & Distribution for Boston Partners. In this role, he oversees the firms distribution efforts in North America. He has held a number of other roles at the firm, including product manager for alternative investments, intermediary sales, institutional sales, client service, and consultant relations. Previous to his sales and client responsibilities, Mr. Heathwood spent five years on the investment team as an equity trader. He was also a founding partner of Boston Partners Asset Management, upon its inception in 1995. Mr. Heathwood began his investment career in 1993 as an equity trader with The Boston Company Asset Management, Inc. Mr. Heathwood holds a B.A. degree in economics from the University of Colorado at Boulder, and holds the Chartered Financial Analyst® designation.
Ms. Ansbro joined Boston Partners in September 2002. She is a member of the firm’s sales and relationship management team, responsible for distribution and service for the Boston Partners Transtrend clients. Prior to joining the firm, Ms. Ansbro spent four years with U.S. Trust Company where she held several positions, including product specialist, portfolio manager and relationship manager for the firm’s traditional products. From 1995 to 1998, Ms. Ansbro was with Lazard Frères Asset Management in the firm’s Private Client Asset Management division. She holds a B.B.A. degree in business management from Iona College, an M.B.A. degree from Clemson University and FINRA licenses 3, 7 and 63. Ms. Ansbro began her career in the industry in 1994.
Mr. Atwood is the Director of Consultant Relations for Boston Partners. In this role, he leads the team responsible for managing the firm’s Consultant Relations efforts globally. Mr. Atwood also oversees many of Boston Partners’ largest consultant relationships by shared client AUM. He joined the firm in March 2006 from Deutsche Asset Management, where he was responsible for sales and marketing to corporate retirement plans, endowments and foundations. Prior to this, Mr. Atwood was an analyst with Barra Strategic Consulting Group (currently known as Casey Quirk). Mr. Atwood holds a B.A. degree in international politics and economics from Middlebury College. He also holds the FINRA Series 7 and 63 licenses and began his career in the industry in 2001.
Mr. Brezinski is the Head of International Investor Relations & Distribution responsible for the business development and marketing strategy outside North America. Prior to this role, he was responsible for international business development as a product specialist for Boston Partners, Robeco’s U.S. asset management subsidiary. He rejoined the firm in March 2019, after a brief period with Tenor Capital Management in 2013 as an operations and investor relations associate. Before that, Mr. Brezinski had joined the firm in 2010 as an RFP writer in the Marketing department, which supported all of the firm’s equity strategies. Previously, he also worked in the wealth management department at Merrill Lynch where he supported an advisory team that served high net worth clients. Mr. Brezinski holds a B.S. degree in business administration majoring in finance from Stonehill College, an AACSB Accredited Business Institution. He began his career in the industry in 2008.
Mr. Clayson is Chief Revenue Officer for Boston Partners and also serves as the firm’s Director of Business Strategy. Before rejoining the firm in December 2017, he was Managing Director at Bain Capital where he ran investor relations for the firm’s public equity group. Prior to his 10 years at Bain Capital, Mr. Clayson was Head of Relationship Management for Boston Partners from 1997 to 2007. Mr. Clayson holds a B.A. in Organizational Behavior and Business Management from Brown University and the Chartered Financial Analyst® designation. He is a member of the Boston Security Analysts Society. Mr. Clayson began his career in the investment industry in 1988, which includes roles in portfolio management, sales, and client service.