BOSTON, MA, April 9, 2024 — Longfellow Investment Management Co., LLC (LIM), a $17.3bn investment management firm, announced the addition of four new principals to the firm as of April 1, 2024.

The new principals include Karen Gemmett, CFA, Head of Securitized and Portfolio Manager, Nicole Tremblay, Esq., General Counsel and Chief Compliance Officer, Kevin Chisholm, CFA, Director of Relationship Management, and Meagen Sweeney, Director of Operations and Infrastructure.

“We are pleased to welcome these talented professionals into the firm’s ownership,” said Barbara J. McKenna, President and CEO. “This elevation recognizes each individual’s outstanding skills, commitment to serving our clients, and strong firm citizenship.”

Karen Gemmett joined the firm in 2022 as a member of the investment team. She leads the securitized research team and focuses her analysis on residential mortgage-backed securities. With more than 25 years of investment industry experience, Karen quickly became a valuable addition to the investment team through her securitized sector knowledge and investment acumen.

Nicole Tremblay joined LIM in 2021 as General Counsel and Chief Compliance Officer. She has brought more than twenty-five years of legal and compliance experience to LIM. In addition, her executive experience has made her a vital resource for the firm’s leadership as we navigate the constantly evolving regulatory environment.

With almost 20 years of investment industry experience, Kevin Chisholm joined LIM in 2021 to service our existing clients and consultants and expand relationships among the institutional investment community. Kevin has been a valuable addition to the team as the firm continues to grow.

Meagen Sweeney joined the firm in 2022 to lead the firm’s operations group. As Director of Operations and Infrastructure, Meagen has spearheaded initiatives to streamline processes and team structure while ensuring that LIM remains current with industry operational and technology trends.

“As a 100% employee-owned firm we are committed to developing and advancing our team members and expanding ownership,” Ms. McKenna noted, “I am fortunate to work with an excellent team dedicated to our clients and the long-term sustainability of our organization.”

Founded in 1986, LIM is comprised of 56 employees, 22 of which are principals. The firm is now 77.1% women owned and has been a Certified Women’s Business Enterprise since 2010. For additional information, please contact us at [email protected].