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.
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- Mark D. Thomson, MFA, CFA, Managing Director, Equities
- David Gregoris, MBA, CFA, Managing Director, Fixed Income
- Bruce R. Shewfelt, Managing Director, Client Service & Marketing
- Rui Cardoso, MBA, CFA, Vice President, U.S. and Global Equities
- Glenn Fortin, CFA, Vice President, U.S. and Global Equities
- Derek Brown, MBA, CFA, Senior Vice President, Fixed Income
- Jeffrey Young, MBA, CFA, Senior Vice President, Private Client Group