LIM Announces New Principals

Boston, MA, January 20, 2022: Longfellow Investment Management Co., LLC (“LIM”), an $18bn boutique investment management firm, announced the addition of four new principals to the firm as of December 31, 2021.

The new principals include investment team members Craig Carlozzi, CFA, Director of Alternatives, Heather Meehan, CFA, Corporate Trader, and Sarah Scranton, CFA, Portfolio Manager, and Conner Brown, Client Service Manager.

“Each of these individuals has made a substantial contribution to the firm in their areas of expertise, and we look forward to their continued performance and leadership in the years ahead,” said Barbara J. McKenna, President & CEO. “They’ve demonstrated the qualities that we value, and we are very pleased to welcome them to the firm’s ownership.”

Craig joined the firm in 2019 as the lead portfolio manager for the LIM Bulwark Credit Opportunities Strategy, which invests in event-driven corporate credit and special situations. The addition of Craig helped LIM expand its alternatives capabilities which include SPACs, Opportunistic, and Merger Arbitrage strategies.

Heather joined LIM in 2017 as a corporate trader focusing on both investment grade and high-yield. With more than 15 years of industry experience, Heather has been instrumental in managing LIM’s growing needs in fixed income trading.

Following a returnship in 2017, Sarah leads the firm’s Intermediate Duration strategy and participates in the management of other Short and Custom strategies. With 20 years of fixed income experience, Sarah is an integral member of the investment team, lending her experience and insights into managing our clients’ portfolios.

Conner also joined the firm in 2017 and leads the client service team, supporting the needs of our clients and their consultants. Conner has provided excellent client service support and has helped the firm implement efficiencies and streamline processes to meet the demands of our growing client base.

“As a 100% employee-owned firm, it is important for us to continue expanding ownership while transitioning the firm to the next generation,” Ms. McKenna emphasized.

Founded in 1986, LIM is comprised of 50 employees, 15 of which are principals. The firm is now 78.8% women owned and has been a Certified Women’s Business Enterprise since 2010.

About Longfellow Investment Management Co., LLC (LIM): LIM manages a wide range of fixed income, equity, absolute return, and alternative strategies for institutional investors and high-net-worth clients. With assets under management in excess of $18 billion as of 12/31/21, the independent, Boston-based firm is 100% employee owned and a Certified Women’s Business Enterprise. For additional information, please contact LIM at [email protected].