LIM Announces Promotions

LIM announces promotions across the firm.

Sarah H. Scranton, CFA, has been promoted to Portfolio Manager. Sarah joined LIM as part of a returnship program in 2017 and was hired as an associate portfolio manager in January 2019 to support the fixed income portfolio management team and act as a resource for managing client relationships. Sarah has extensive fixed income experience and was a founding principal and a senior portfolio manager at Freedom Capital Management, LLC.

Alli Morse, Relationship Manager, and Conner Brown, Client Service Manager, have been tapped to assume management responsibilities within the Marketing and Client Service team. Alli joined LIM in June 2019 with several years of experience in relationship management and distribution. She will continue to focus on developing relationships with prospective and existing clients and consultants. Conner joined the firm in 2017 and has been instrumental in implementing improved processes and efficiencies in client reporting. The team will continue to report to Corinne Larson, Principal and Director of Marketing and Client Service.

Mike Timmermans has been promoted to General Counsel. Mike joined LIM in 2015 and became a principal of the firm in 2018. Mike also serves as the firm’s Assistant Chief Compliance Officer and works closely with Michelle Martin, Chief Compliance Officer and Principal.

Brendan Whittington has been promoted to Associate Portfolio Manager for LIM's Credit Opportunities strategy. Brendan joined LIM in 2019 as a senior analyst from BulwarkBay Investment Group.

“We are very proud to recognize the accomplishments of these talented team members,” said Barbara McKenna. “They exhibit the characteristics that are valued by the firm, and we look forward to their continued contributions in the years ahead.”