Balanced Fund Asset Mix Committee
Responsible for setting the Balanced Fund asset mix, the committee meets quarterly to ensure key data is captured and fact-based decisions are contemplated. While equities have historically generated superior returns, our asset mix decisions are tempered by observations that the most efficient portfolio structure on a risk adjusted return basis is one that calls for 60% equities and 40% fixed income assets.
Click employee image or name to access employee’s biography.
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Mark D. Thomson, MFA, CFA, Managing Director, Equities
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David Gregoris, MBA, CFA, Managing Director, Fixed Income
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Glenn Fortin, CFA, Vice President, U.S. and Global Equities
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Colin Ramkissoon, MBA, CFA, Vice President, U.S. and Global Equities
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Derek Brown, MBA, CFA, Senior Vice President, Fixed Income
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Jeffrey Young, MBA, CFA, Senior Vice President, Private Client Group
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Tim Hylton, CFA, Senior Vice President, Institutional Client Service