BOSTON, MA, April 22, 2025 – Seth Roman, CFA, Principal and Portfolio Manager at LIM will speak at the 39thAnnual Conference for the New England Association for Financial Professionals (NE AFP) in May. He will lead a session titled, “Stick to Your...
Boston, MA, April 8, 2025: Longfellow Investment Management Co., LLC (LIM), a $21.5bn investment management firm, announced the addition of two new principals to the firm and the elevation of two principals to co-heads of fixed income as of April 1, 2025....
BOSTON, MA, April 2, 2025 – Longfellow Investment Management Co., LLC announced the addition of Pamela Yang to the advisory board as of April 1, 2025, replacing Nicole Obi. Pam is a qualified financial expert and thought leader with three decades of...
BOSTON, MA, February 7, 2025 – Barbara McKenna, Managing Principal and Portfolio Manager at Longfellow Investment Management spoke at the 2025 Synergy Summit presented by Kairos Health Arizona, Inc. in Scottsdale, Arizona on February 7. She presented on adapting to economic shifts....
On Wednesday, November 20, Longfellow is sponsoring CFA Society Boston’s Sustainable Investing Half-Day Conference. The event will explore the latest research and trends in the field of transition finance including panel discussions on macroeconomic influences of the energy transition, emerging regulations, and...
Boston, MA — September 13, 2024: LIM’s President and Managing Principal, Barbara McKenna, has been named one of the most Influential Women in Institutional Investing by Pensions & Investments. Pensions & Investments began recognizing influential women in investing last year and this...
BOSTON, MA, September 11, 2024 – We are excited to announce that LIM’s Global Concentrated Value strategy reached its three-year track record at the end of 2Q 2024. The strategy follows a similar philosophy and process as LIM’s other value strategies but...
BOSTON, MA, July 26, 2024 –Maxwell Urda, CFA, ESG Analyst at Longfellow Investment Management will participate in a panel discussion at CFA Society Boston’s upcoming Sustainable Investing Half-Day Conference on September 18. The panel is titled, “Identifying Sustainable Investments for Clients.” The...
BOSTON, MA, May 16, 2024 – Barbara McKenna, Managing Principal and Portfolio Manager at Longfellow Investment Management participated in the Modeling the Way panel at the Babson Leadership Program for Women & Allies (LPWA). Barbara participated in an intro session with all...
BOSTON, MA, April 18, 2024 – Barbara McKenna, Managing Principal and Portfolio Manager at Longfellow Investment Management, will speak at The Impact Investing Conference 2024 at Yale School of Management on April 27. Barbara will be participating on the panel, “ESG is...
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