Mr. Giura began his investment industry career in 1989 and has been with McDonnell since its formation in 2001.  He was previously Managing Director and Co-Head of Fixed Income Portfolio Management and was named Chief Executive Officer and Chief Investment Officer in 2015.  Prior to McDonnell, Mr. Giura served as Vice President and Senior Portfolio Manager of Van Kampen Management Inc.  Mr. Giura received his B.A. in Accounting from St. John’s University and an M.B.A., with a specialty in Finance, from the University of Chicago.

Mr. Bogen has over 20 years of investment industry experience and is charged with leading the Company’s distribution effort, with responsibility for the strategic and tactical effort to expand the firm’s reach in the retail and institutional markets.  Prior to joining the Company in July of 2017, Mr. Bogen served as National Sales Manager, EVP, Independent and RIA Channel for Natixis Investment Managers.  During his 17-year tenure with Natixis, Mr. Bogen also held the positions of Divisional Sales Manager and Managing Regional Director in which he covered various demographic areas across multiple business channels.  Mr. Bogen has an M.B.A degree from Wake Forest, Babcock School of Management as well as a B.A. degree in International Management with a Minor in French from Gettysburg College.  He is a member of the Investment Management Consultants Association and attained IMCA’s certification for Endowments and Foundations through the Wharton School of Business.  

Mr. Evans has 29 years of combined information technology, finance and strategic consulting experience and is responsible for IT strategy and operations, process improvement and operational effectiveness through the application of technology.  Additionally, he oversees management of strategic initiatives for the organization.  Prior to joining the Company in 2017, Mr. Evans spent 14 years at SP+ Corporation, most recently serving as Chief Information Officer & Executive Vice President, Operations Support.  In this capacity, he directed corporate strategy, IT, product management and operations support functions.  His prior professional experience includes business strategy and financial systems positions at Scient, CSC Consulting, Kraft Foods and Arthur Andersen.  Mr. Evans received a B.A. degree in Quantitative Economics from Stanford University and an M.B.A. degree in Finance and Marketing from Northwestern University Kellogg School of Management.

Mr. Oswald has 37 years of financial accounting, reporting and auditing experience in the financial services industries and is responsible for the Company’s general accounting and financial reporting functions as well as Client Accounting and Performance Reporting.  Prior to joining the Company in 2003, Mr. Oswald was employed by Van Kampen Investments Inc. and served as Vice President and Corporate Accounting Manager with responsibility for the financial accounting records and regulatory reporting.  Previous to his employment with Van Kampen, Mr. Oswald served as Vice President and Financial Reporting Director at Citibank, FSB, and he began his career as an auditor with Ernst & Young.  Mr. Oswald is a CPA and earned his B.S. in Accountancy from the University of Illinois.

Mr. Wlodarski has 37 years of investment industry experience and leads the development and implementation of investment strategies for the Company’s client portfolios.  His specialty focus includes private client portfolios, tax efficient, income oriented strategies and ESG mandates.  Through early 2015, Mr. Wlodarski served as Managing Director and Co-Head of Fixed Income Portfolio Management for the Company.  From 1994 to 2001, Mr. Wlodarski held the position of Vice President and Senior Municipal Portfolio Manager of Van Kampen Management Inc.  Prior to that, he amassed extensive experience in the municipal market which began with a trading position at First Chicago Corporation followed by one as manager of high net worth client portfolios at Continental Bank.  Mr. Wlodarski earned his B.A. in Economics from Lewis University and his M.B.A. in Finance from DePaul University.  He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Chicago.

• Executive oversight of the firm and investment team
• BA, St. John’s University, 1984
• MBA, University Chicago, 1989
• Joined McDonnell in 2001
• Previously Managing Director & Co-Head of Fixed Income at McDonnell, 2001-2015
• 29 years investment industry experience

• Oversight of investment strategy development and implementation
• BA, Lewis University, 1978
• MBA, DePaul University, 1982
• Joined McDonnell in 2001
• Previously Managing Director & Co-Head of Fixed Income at McDonnell, 2001-2015
• 37 years investment industry experience

• Portfolio management – municipal strategies with a focus on specialty states
• BS, Northern Illinois University, 2004
• MBA, Northern Illinois University, 2012
• Joined McDonnell in 2006
• Previously Accountant Analyst at McDonnell, 2006-2013
• 12 years investment industry experience

• Oversight of Municipal Portfolio Management team and implementation of municipal strategies
• BS, DePaul University, 1993
• Joined McDonnell in 2006
• Previously Managing Director & Senior Portfolio Manager at McDonnell, 2006-2015
• 30 years investment industry experience

• Portfolio management – taxable strategies with a focus on MBS, ABS & CMBS sectors
• BA, University of Chicago, 1989
• MBA, University of Chicago, 2003
• Joined McDonnell in 2001
• Previously Vice President & Senior Portfolio Manager at McDonnell, 2001-2014
• 29 years investment industry experience

• Portfolio management – municipal strategies with a focus on intermediate duration
• BS, University of Maine, 1994
• MA, John Jay College, 2004
• Joined McDonnell in 2017
• Previously Investment Analyst & Municipal Bond Trader at Credit Suisse, 2006-2016
• 19 years investment industry experience

• Portfolio management – municipal & crossover strategies
• BA, Lawrence University, 1980
• MBA, University of Michigan, 1982
• Joined McDonnell in 2002
• Previously Managing Director & Senior Portfolio Manager at McDonnell, 2002-2015
• 36 years investment industry experience

• Portfolio management – municipal strategies with a focus on medium duration
• BA, University of Iowa, 1993
• Joined McDonnell in 2002
• Previously Assistant Portfolio Manager at McDonnell, 2002-2007
• 24 years investment industry experience

• Portfolio management support – municipal & taxable strategies
• BS, Marquette University, 2012
• Joined McDonnell in 2012
• Previously Account Administration Analyst at McDonnell, 2012-2016
• 6 years investment industry experience

• Portfolio management – taxable strategies with a focus on Treasury, Agency & International sectors
• BS, Bradley University, 2005
• Joined McDonnell in 2005
• Previously Portfolio Analyst at McDonnell, 2008-2015
• 13 years investment industry experience

• Portfolio management – taxable strategies with a focus on the Credit sector
• BA, Southern Illinois University, 1982
• MS, DePaul University, 2002
• Joined McDonnell in 2005
• Previously Vice President & Corporate Bond Trader for J.P. Morgan Securities, 2004-2005
• 35 years investment industry experience

• Oversight of Taxable Portfolio Management team and implementation of taxable strategies
• BBA, Benedictine University, 2001
• MBA, University of Notre Dame, 2013
• Joined McDonnell in 2001
• Previously Portfolio Manager at McDonnell, 2007-2015
• 18 years investment industry experience

• Portfolio management – taxable strategies with a focus on MBS, ABS & CMBS sectors
• BS, DePaul University, 1996
• Joined McDonnell in 2007
• Previously Fixed Income Research Analyst for ABN AMRO Asset Management, 1998-2006
• 22 years investment industry experience

• Portfolio management – municipal strategies with a focus on HNW & customized accounts
• BBS, Eastern Illinois University, 1989
• Joined McDonnell in 2002
• Previously Portfolio Analyst at McDonnell, 2005-2014
• 29 years investment industry experience

• Executive oversight of the firm and investment team
• BA, St. John’s University, 1984
• MBA, University Chicago, 1989
• Joined McDonnell in 2001
• Previously Managing Director & Co-Head of Fixed Income at McDonnell, 2001-2015
• 29 years investment industry experience

• Oversight of Credit Research team and process with a focus on corporate sectors
• BA, Vanderbilt University, 1976
• MBA, George Washington University, 1979
• Joined McDonnell in 2002
• Previously Vice President & Corporate Research Director, 2002-2013
• 38 years investment industry experience

• Oversight of Credit Research team and process with a focus on municipal sectors
• BS, Northern Illinois University, 1983
• Joined McDonnell in 2008
• Previously Vice President & Project Research Director, 2008-2013
• 35 years investment industry experience

• Credit research analysis – corporate & municipal sectors
• BS, DePaul University, 2014
• Joined McDonnell in 2014
• Previously Accountant Analyst at McDonnell, 2014-2016
• 4 years investment industry experience

• Credit research analysis – municipal sectors
• BA, DePaul University, 2006
• Joined McDonnell in 2011
• Previously Vice President & Senior Fixed Income Analyst at McDonnell, 2011-2016
• 27 years investment industry experience

• Credit research analysis – corporate sectors
• BBA, University of Iowa, 2001
• Joined McDonnell in 2006
• Previously Senior Fixed Income Analyst at McDonnell, 2006-2014
• 16 years investment industry experience

• Credit research analysis – municipal sectors
• BS, Marquette University, 2008
• MBA, DePaul University, 2014
• Joined McDonnell in 2016
• Previously Assistant Vice President – Healthcare & Public Finance for PNC Financial Services Group, 2011-2015
• Level III Candidate in the CFA Program
• 10 years investment industry experience

• Credit research analysis – municipal sectors
• BS, Illinois State University, 2016
• Joined McDonnell in 2016
• Level II Candidate in the CFA Program
• 2 years investment industry experience

• Credit research analysis – municipal sectors
• BS, Northwestern University, 1989
• Joined McDonnell in 2017
• Previously Senior Director, Sector Head, U.S. Public Finance for Fitch Ratings, 2005-2017
• 29 years investment industry experience

• Credit research analysis – municipal sectors
• BA, College of William and Mary, 1992
• MBA/MPP, University of Chicago, 2004
• Joined McDonnell in 2007
• Previously Senior Fixed Income Analyst at McDonnell, 2007-2011
• 23 years investment industry experience

• Head of distribution for retail and institutional markets
• BA, Gettysburg College, 1996
• MBA, Wake Forest, Babcock School of Management, 2007
• Joined McDonnell in 2017
• Previously EVP, National Sales Manager, Independent & RIA Channel at Natixis Investment Managers, 2009-2017
• 21 years investment industry experience

• Responsible for developing and maintaining institutional client relationships
• BA, St. Leo University, 1985
• Joined McDonnell in 2016
• Previously Institutional Sales Leader for GE Asset Management, 2015-2016
• 28 years investment industry experience

• Responsible for facilitating and supporting the development of new business
• BA, Pepperdine University, 1997
• Joined McDonnell in 2005
• Previously Divisional Director, Client Portfolio Management at McDonnell, 2013-2017
• 21 years investment industry experience

• Oversight of marketing communications, including consultant relations and due diligence
• BS, Eastern Illinois University, 1984
• Joined McDonnell in 2001
• Previously Vice President – Marketing Communications at McDonnell, 2008-2014
• 24 years investment industry experience

• Responsible for monitoring new business and providing service to clients
• BS, Illinois State University, 2001
• Joined McDonnell in 2006
• Previously Managed Accounts Analyst at McDonnell, 2006-2012
• 15 years investment industry experience

• Responsible for facilitating and supporting the development of new business
• BA, Harvard University, 1981
• Joined McDonnell in 2018
• Previously Vice President, Marketing at C.W. Henderson & Associates, Inc., 2015-2018
• 37 years investment industry experience

• Administration of compliance policies and procedures and compliance monitoring of legal and regulatory requirements
• BS, Bradley University, 1990
• Joined McDonnell in 2002
• Previously Vice President & Chief Compliance Officer at McDonnell, 2002-2011
• 30 years investment industry experience

• Responsible for IT strategy and operations, process improvement and operational effectiveness through the application of technology
• BA, Stanford University, 1989
• MBA, Northwestern University Kellogg School of Management, 1994
• Joined McDonnell in 2017
• Previously EVP, Chief Information Officer-Operations Support at SP+ Corporation, 2014-2015
• 29 years investment industry experience

• Oversight of Separately Managed Account (SMA) Administration Group, including client investment guideline set-up
• Joined McDonnell in 2002
• Previously Manager, SMA Account Administration at McDonnell, 2009-2013
• 16 years investment industry experience

• Oversight of general and financial reporting functions; Client Accounting & Performance Reporting
• BS, University of Illinois, 1981
• Joined McDonnell in 2003
• Previously Managing Director, Treasurer and Controller at McDonnell, 2003-2015
• 37 years investment industry experience