On January 1, 2019, Natixis transferred ownership of McDonnell Investment Management, LLC (McDonnell) to Loomis, Sayles & Company, Inc., the general partner of Loomis, Sayles & Co., L.P. (Loomis Sayles). In July 2019, McDonnell assigned its clients to Loomis Sayles following a client consent process. McDonnell's team of municipal investment professionals continues its role at Loomis Sayles pursuing the same investment philosophy and employing the same investment process that it has throughout the years. McDonnell's taxable strategies transitioned to the Loomis Sayles Relative Return team in 2019.
About
McDONNELL INVESTMENT MANAGEMENT
At A Glance
- Fixed Income Specialist for Institutional and Private Clients; Established in 2001
- Affiliate of Natixis Investment Managers
- Headquarters Based in Suburban Chicago
- Relative Value, High Quality Fixed Income Manager
- Dedicated to Preserving and Protecting our Clients’ Wealth
- Focused on Rigorous Fundamental Analysis
- Long Tenured, Seasoned Portfolio Management Team
- Accomplished Credit Research Professionals Dedicated to Fixed Income Sectors
- Robust, Streamlined Operations Platform
Assets Under Management
From the firm’s early roots as a small division of a large financial services company through its integration into a global asset management firm operating within a multi-affiliate structure, McDonnell has exhibited controlled growth. Firm leaders have consistently upheld a prominent focus on the client – establishing clear lines of communication to understand and respond by tailoring strategies that meet client investment needs. By deftly navigating times of either market stability or volatility, McDonnell maintains a prudent course in developing fixed income investment solutions being sought in an ever-changing marketplace.
FIXED INCOME DISTRIBUTION AS OF 3/31/2019
$11.5 BILLION FIRM-WIDE
Meet Our Team Members
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BUSINESS MANAGEMENT
Avg. Industry Experience: 31 yrs.
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PORTFOLIO MANAGEMENT
Avg. Industry Experience: 26 yrs.
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CREDIT RESEARCH
Avg. Industry Experience: 21 yrs.
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DISTRIBUTION
Avg. Industry Experience: 21 yrs.
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OPERATIONS AND ADMINISTRATION
Avg. Industry Experience: 27 yrs.
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MARK GIURA Chief Executive Officer & Chief Investment Officer
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STEVE WLODARSKI, CFA Managing Director & Deputy Chief Investment Officer
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AGNES CHOI Assistant Portfolio Manager
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DAWN DAGGY-MANGERSON Managing Director, Municipal Portfolio Management
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DIRCK DAVIS Managing Director & Senior Portfolio Manager
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BRIAN FAHRMAN Assistant Portfolio Manager
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JAMES GRABOVAC, CFA Managing Director & Investment Strategist
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LAWRENCE JONES Vice President & Senior Portfolio Manager
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MARK MUSKIEVICZ Assistant Portfolio Manager
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THOMAS O'CONNELL Vice President & Senior Portfolio Manager
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DOMINIC PAPPALARDO Vice President - Director, Taxable Portfolio Management
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ROBERT ROMANIK Portfolio Manager
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JOHN WARD Assistant Portfolio Manager
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MARK GIURA Chief Executive Officer & Chief Investment Officer
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JAMES BUTLER, CFA, CPA Managing Director & Co-Head of Research
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BRADLEY MINCKE Managing Director & Co-Head of Research
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ELLY CLARY, CFA Fixed Income Analyst
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KELLY CRUSE Managing Director & Senior Fixed Income Analyst
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DANA D'ANDRE, CFA Vice President & Senior Fixed Income Analyst
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DEREK ENDSLEY Senior Fixed Income Analyst
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RYAN FRIEND Fixed Income Analyst
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JAMES LEBUHN Vice President & Senior Fixed Income Analyst
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BEDFORD LYDON Vice President & Senior Fixed Income Analyst
Doing Our Part
As part of our ongoing commitment to serve the community, McDonnell has a “crew” of employees who coordinate various volunteer opportunities throughout the year. McDonnell is pleased to offer charitable support to both local and national organizations, engaging employees in an effort to improve the lives of those in need.
Our Company's Timeline
We work to structure investment solutions to achieve our clients’ specific goals.
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