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Please connect with us to learn more about our investment capabilities and how we can help meet your investing needs. For general inquiries, please reach out to our Client Services team.

Tom Meyers, CFA

Head of US Institutional

Client Advisor

Todd Bitzer

Senior Vice President, Client Advisor

Emily Cox, CFA, CAIA

Senior Vice President, Client Advisor, Alternatives Specialist

Andre Cuerington

Senior Vice President, Client Advisor

Brian Kahley, CAIA, CFA

Senior Vice President, Institutional Client Advisor

Christopher M. Morgan

Senior Vice President, Institutional Client Advisor

Timothy Quagliarello

Senior Vice President, Institutional Client Advisor

Ann (Casser) Ragosta

Senior Vice President, Institutional Client Advisor

Barbara Ziegler

Senior Vice President, Institutional Client Advisor

Relationship Management

Ralph Rodriguez

Senior Client Service Manager

Consultant Advisors

Ronan Murphy

Head of U.S. Consultant Relations

John Ivanac

Head of US Institutional Alternatives

Andrea Mack, CFA

Senior Vice President, Consultant Advisor

Christopher Walton

Vice President, Consultant Advisor

Lauren S. Fitzgerald

Senior Consultant Relations Manager

Defined Contribution

Kevin Murphy, CHSA®

Head of Institutional Retirement Sales and Strategic Growth

Meg Whelan

Institutional DC Strategist

Insurance & Subadvisory

Jacob Armstrong

Head of Insurance Strategic Development

Shannon McVeigh, CIMA

Senior Vice President, Strategic Partnerships & Client Services Director
Retirement & Insurance
Franklin Templeton

Aaron Shapley, CAIA, CIMA

Vice President, Insurance & Subadvisory