LIM News

Speakers from the 2016 Sustainable Investing Seminar hosted by CFA Society Boston collaborated with the CFA Institute Research Foundation to develop a brief called “Mainstreaming Sustainable Investing”. The four articles included in the brief... Read more
Barbara McKenna, CFA, managing principal and portfolio manager, will speak at the New England Financial Services CEO Roundtable Diversity & Inclusion Conference on January 14, hosted by the Federal Reserve Bank of Boston. Read more
LIM is pleased to announce the recent addition of Sarah Scranton, CFA, to the firm’s investment team as an associate portfolio manager. In this newly created position, Sarah will support the firm’s fixed income portfolio management team and serve... Read more
Barbara McKenna, CFA, Managing Principal, will speak at the Massachusetts Bankers Association’s CFO Forum on Friday, May 11, at Middlesex Savings Bank Ops Center in Northboro, Mass. Her presentation is entitled, U.S. Bond Market: Near Term Outlook... Read more
LIM was recently hired by the City of New York’s Deferred Compensation Plan, marking the first time in the City’s history that a woman-owned financial firm was hired to manage assets. This hire was highlighted by a recent press release from Mayor... Read more
LIM is excited to announce Anuja Batra, Finance & HR Officer, Ryan J. Nelson, CFA, Analyst, Michael Timmermans, Assistant Chief Compliance Officer, and Mary Van Mameren, Director of Portfolio Operations, have become principals of the firm as of... Read more

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