Natixis News

Loomis Sayles Announces New Board Members

On September 1, 2015, Loomis, Sayles & Company L.P., announced the election of David Waldman, deputy chief investment officer, and Paul Sherba, chief financial officer, to its Board of Directors effective as of July 29, 2015.

In his deputy CIO role, David oversees the firm’s equity investment teams and research departments including credit research, macro strategies, convertibles & special situations, and quantitative research risk analysis (QRRA). David is also co-portfolio manager of the Loomis Sayles large cap core product. David joined Loomis Sayles in 2007 as Director of QRRA and was promoted to Deputy CIO in 2013.

Paul joined Loomis Sayles in 1987 as assistant controller and was later promoted to controller, and more recently, treasurer. Paul was elevated to chief financial officer earlier this year when previous CFO Kevin Charleston was named president and chief executive officer.

“David and Paul offer invaluable experience and perspective to our Board,” said Kevin Charleston. “Both work tirelessly towards meeting our mission of making sure Loomis Sayles delivers clients superior risk-adjusted performance. Their dedication to the needs of our clients is extraordinary.”

David has 27 years of experience in investment management. David spent his early career as a fixed income portfolio manager with Goldman Sachs Asset Management and Lazard Freres Asset Management. He later joined Putnam Investments, where he was a senior fixed income portfolio manager, and subsequently the director of fixed income quantitative research. He earned an undergraduate degree in economics from Stanford University and an MBA in finance from New York University.

Before joining Loomis Sayles, Paul was a supervising senior accountant at KPMG, where he became a CPA. Paul earned a BS from Northeastern University.

About Loomis Sayles Since 1926, Loomis, Sayles & Company, L.P. has served the investment needs of institutional and mutual fund clients. As performance-driven investors seeking exceptional opportunities, Loomis Sayles employs actively managed disciplines that combine fundamental research, systematic risk assessment and experienced portfolio management. This rich tradition has earned Loomis Sayles the trust and respect of clients worldwide, for whom it manages $242.2 billion in assets as of June 30, 2015.

The analyses and opinions referenced herein represent the subjective views of the author as referenced, are as of the mentioned date, and are subject to change. There can be no assurance that developments will transpire as may be forecasted in this material.

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