SMA Administration Group

The SMA (Separately Managed Account) business at McDonnell includes over $2.5 billion in assets managed in over 4,000 individual accounts. With this volume, we recognize the ongoing need for extreme efficiency and streamlined processes in our daily operations. In addition to the Director of SMA Administration and Operations, this key area encompasses a staff of three experienced analysts: Elizabeth Nikchevich, Sarah Johnson and Lynn Horan (left to right in photo). Each is responsible for a variety of trading and back-office operations for specific SMA platforms through which McDonnell manages taxable and tax-exempt fixed income products. The team's responsibilities include the execution and communication of trades and positions between McDonnell and the sponsor systems, as well as the maintenance of databases for all SMA accounts internally and externally. The SMA analysts are also responsible for the time-critical resolution of trade issues and any other questions/issues that arise between the portfolio managers, custodians and financial consultants. In addition, the team prepares a number of reports for our Portfolio Management and Client Accounting/Reporting Groups.

Ms. Horan, a Senior SMA Analyst, has been working in the field of separate account administration for over twelve years, and served in this capacity at Van Kampen Management Inc. prior to joining McDonnell in 2001. Ms. Nikchevich, a Senior SMA Analyst, has been with McDonnell for five years, and Ms. Johnson joined the group in September of 2006.