John Bender
Chief Investment Officer - Fixed Income
John joined LGIMA in 2006 and was named Chief Investment Officer - Fixed Income in 2013. In 2014 he was appointed Deputy Head of Global Fixed Income.
Prior to LGIMA, John was Head of Investment Grade Fixed Income at Aegon USA Investment Management. He started his career at Strong Capital Management where he held a number of positions including Head of Investment Grade Credit. He was the lead portfolio manager for the Strong Corporate Bond Fund.
John is a CFA charterholder and graduated from Marquette University with a BS in Accounting.
David Nirtaut
Co-head of US Fixed Income
David joined LGIMA in 2007 as Head of Securitized Assets and Interest Rates and was promoted to Head of Portfolio Management in 2011 and Co-Head of US Fixed Income in 2013. In 2017, David expanded his role to include oversight of LGIMA’s Portfolio Management Office (PMO) in addition to his existing duties. LGIMA’s PMO is responsible for the collaboration of portfolio management practices across all investment areas, including governance and investment technology.
Prior to LGIMA, David was Senior Vice President and Senior Portfolio Manager at Deerfield Capital Management, working with the Asset Backed Securities and Commercial Real Estate teams. David also worked at ING Capital Advisors as a Portfolio Manager and at Banc One Capital Markets in the Structured Investments Group, as well as in the investment banking and corporate credit arm of Banc One.
David holds a BS in Finance and Accounting from Indiana University and an MBA, magna cum laude, from the University of Notre Dame.
Jeff Koch
Co-head of US Fixed Income
Jeff joined LGIMA as a Senior Portfolio Manager in 2012 and was promoted to Co-head of US Fixed Income in 2013.
Jeff joined LGIMA from Makemusic, Inc, where he was the CEO. Prior to this, Jeff worked at Strong Capital Management and subsequently worked at several other investment firms including Metropolitan West Asset Management, where he served as co-director of high yield.
Jeff is a CFA charterholder. He has an MBA with an emphasis in Finance from Washington University and graduated from the University of Minnesota Morris with a BS in Economics.
Tim Bacik
Senior Portfolio Manager
Tim joined LGIMA in 2011 as a Senior Portfolio Manager and has over 17 years of experience.
Tim was a portfolio manager/trader at AlllianceBernstein for 8 years before leaving to help build a fixed income business for Lee Munder Capital in 2004. Tim was most recently a senior portfolio manager/trader/analyst at Vanderbilt Avenue Asset Management.
Tim is a CFA charterholder. Tim graduated from Wesleyan University with Bachelor of Arts in Economics.
Jordan Bond
Senior Portfolio Manager
Jordan joined LGIMA in 2016 as a Senior Portfolio Manager. He joined LGIMA from PIMCO, where he was most recently Vice President and Portfolio Manager of investment grade assets. Prior to PIMCO, Jordan was a Senior Consultant at Morgan Stanley.
Jordan is a CFA charterholder and is a certified Financial Risk Manager (FRM). He earned an MBA with honors in Finance/Investments from University of Southern California - Marshall School of Business. Jordan graduated from University of Colorado Boulder with a BA in Economics.
Patrick Dan
Senior Portfolio Manager
Patrick joined LGIMA in 2017 as a Senior Portfolio Manager. Prior to joining LGIMA, he spent the majority of his career at Neuberger Berman where he was most recently Senior Vice President-Senior Trader for their investment grade credit strategies.
Patrick graduated from Villanova University with a BS in Finance, cum laude. He holds an MBA in Finance from Northwestern University's Kellogg School of Management.
Justin Tabellione
Senior Portfolio Manager
Justin joined LGIMA in 2013 as a Senior Portfolio Manager focusing on Interest Rate strategies and Government products and he has over 15 years of experience.
Justin joined LGIMA from UBS Global Asset Management where he was an Executive Director and Senior Portfolio Manager of US Interest Rate strategies for the prior 14 years. Prior to UBS, Justin worked as an analyst at Mercer Investment Consulting.
Justin is a CFA charter holder. He graduated from Miami University (Ohio) with a Bachelor of Science in Finance.
Joseph Tomczak
Senior Portfolio Manager
Joseph joined LGIMA in 2008 as an Analyst/Trader focusing on securitized products. Joe was promoted to Securitized Portfolio Manager in 2011 and Senior Portfolio Manager in 2014.
Joseph previously worked at Deerfield Capital Management on the Asset Backed Securities team where he focused on residential mortgage and consumer asset backed securities. He began his career as an Auditor at Deloitte & Touche where he served a variety of financial services clients including hedge fund and mutual fund complexes.
Joseph graduated with a BA from Augustana College, where he majored in Accounting, Economics and Business Administration with a Finance concentration.
Jason Shoup
Head of Global Credit Strategy
Jason joined LGIMA in 2015 as Senior Portfolio Manager and Fixed Income Strategist. In 2018, he was appointed Head of Global Credit Strategy. In this role, he is responsible for leading the global strategy process and working closely with the Chicago and London offices for both active fixed income and global high yield.
Prior to joining LGIMA’s Fixed Income Portfolio Management team, Jason spent 10 years at Citigroup, where his most recent position was Director, Head of US High Grade Credit Strategy where he advised institutional clients and published credit research reports.
Jason holds a BS in Physics and Applied Mathematics and a BA in Humanities, magna cum laude, from Seattle University and a Masters of Financial Engineering from University of California at Berkley.
Nick Devine
Portfolio Manager
Magdalena Szudy
Portfolio Manager
Magdalena joined LGIMA in 2012 as an Associate Portfolio Manager. In 2017, she was promoted to Portfolio Manager and has lead trading responsibility for the Insurance sector.
Prior to LGIMA, Magdalena worked as an Associate Portfolio Manager for UBS Asset Management.
Magdalena has a BS in Finance from the University of Illinois at Chicago.
Brian Beargie
Global Head of Investment Grade Research
Jose Almonte
Senior Research Analyst
As a Senior Research Analyst at LGIMA, Jose focuses on the utilities, consumer products, and retail sectors.
Before joining LGIMA, Jose was a Senior Research Analyst at SIGMA Capital Fixed Income Advisor. Prior to this, Jose was a Senior Research Analyst at Frontpoint Partners and the Clinton Group and he also spent seven years at TIAA CREF in various roles within the fixed income team.
Jose is a CFA charterholder and has a BBA in Finance from Bernard Baruch College and earned an MBA from Fordham University.
Ken Berlin
Senior Research Analyst
As a Senior Research Analyst at LGIMA, Ken focuses on the cable, media and telecommunications sectors.
Before joining LGIMA, Ken was a Senior Research Analyst at State Street Global Advisors. Prior to this, Ken was a Senior Research Analyst at Aviva Investors and a Research Analyst at Morley Fund Management International.
Ken is a CFA charterholder and has a BS in engineering from Syracuse University and an MBA from Boston College.
Garland Buchanan
Senior Research Analyst
As a Senior Research Analyst, Garland Buchanan covers the Pharmaceutical/Healthcare, Automotive, Manufacturing, Paper/Packaging and Chemicals sectors..
Prior to joining LGIMA, Garland held roles as a high yield and investment grade credit analyst at Babson Capital Management. Prior to this, Garland held various roles in general management at Mass Mutual Financial Group and was also a Naval Aviator for eight years.
Garland holds a BA from Duke University, an MBA from Cornell University, and is a CFA charterholder.
Dan Haut
Senior Research Analyst
As a Senior Research Analyst, Daniel covers the banking and finance sectors.
Prior to joining LGIMA as a Senior Research Analyst, Daniel worked for LGIMA as a credit research intern. Prior to this, Daniel was an investment analyst at American Equity Investment Life Insurance Co. and a corporate finance intern at HIS Energy.
Daniel is a CFA charterholder. He also holds a Bachelor of Business Administration and an MBA from Henry B. Tippie College of Business, University of Iowa.
You need javascript enabled for us to remember your Recently Viewed Items.