People
Principals
Investment Team
Client Support Managers
Barbara J.
McKenna, CFA
McKenna, CFA
Barbara J. McKenna, CFA
Managing Principal, Portfolio Manager
Barbara joined LIM in 2005. She oversees LIM’s investment process and is a member of the portfolio management and strategy teams.
Anuja
Batra
Batra
Anuja Batra
Managing Principal, Finance and HR Officer
Anuja joined LIM in 2015. She is LIM’s Finance and HR officer, maintaining the firm’s finances as well as coordinating HR functions.
David C.
Stuehr, CFA
Stuehr, CFA
David C. Stuehr, CFA
Principal, Portfolio Manager
Dave joined LIM in 2009. He is a portfolio manager and senior analyst. He leads the credit research team and serves on the portfolio management team.
Michelle L.
Martin
Martin
Michelle L. Martin
Principal, Chief Administrative Officer
Michelle joined LIM in 1988. She is chief administrative officer, focusing on client-related compliance and firmwide projects.
Akshay
Anand, CFA
Anand, CFA
Akshay Anand, CFA
Principal, Portfolio Manager
Akshay joined LIM in 2008. He is a member of the portfolio management team and the strategy group primarily focused on broad market and longer duration fixed income strategies.
Aileen
Barbiellini Amidei, CFA
Barbiellini Amidei, CFA
Aileen Barbiellini Amidei, CFA
Principal, Analyst
Aileen joined LIM in 2018. She is an analyst, focusing on research and analysis in the financial sector.
Conner M.
Brown
Brown
Conner M. Brown
Principal, Client Service Manager
Conner joined LIM in 2017. He serves as client service manager, supporting the needs of our clients and their consultants.
Craig
Carlozzi, CFA
Carlozzi, CFA
Craig Carlozzi, CFA
Principal, Director of Alternatives, Portfolio Manager
Craig joined LIM in 2019. He is the director of alternatives and as a member of the portfolio management team for LIM’s event-driven strategies.
Corinne
Larson, CTP
Larson, CTP
Corinne Larson, CTP
Managing Principal, Chief Marketing Officer
Corinne joined LIM in 2013. She is the chief marketing officer and leads our marketing, consultant relations, and client service team.
Heather
Meehan, CFA
Meehan, CFA
Heather M. Meehan, CFA
Principal, Corporate Trader
Heather joined LIM in 2017. She serves as a trader on the credit team, focused on investment grade and high yield corporate securities.
Ryan J.
Nelson, CFA
Nelson, CFA
Ryan J. Nelson, CFA
Principal, Portfolio Manager, Analyst
Ryan joined LIM in 2016. He is a member of the portfolio management team and the strategy group and leads municipal bond analysis and trading.
Kevin
Papadopoulos
Papadopoulos
Kevin Papadopoulos
Principal, Director of Information Technology
Kevin joined LIM in 2017. He is director of investment technology, overseeing the technology applications of the firm.
Sarah
Scranton, CFA
Scranton, CFA
Sarah Scranton, CFA
Principal, Portfolio Manager
Sarah joined LIM in 2017. She is a member of the portfolio management team and the strategy group, focused on shorter, intermediate, and broad market strategies.
Scott T.
Supple, CAIA
Supple, CAIA
Scott T. Supple, CAIA
Principal, Associate Portfolio Manager, Fixed Income Trader
Scott joined LIM in 2014. He is a member of the portfolio management team and the strategy group and is a fixed income trader.
Mary
Van Mameren
Van Mameren
Mary Van Mameren
Principal, Senior Portfolio Operations Specialist
Mary joined LIM in 2011. She is a senior operations specialist.
Samir
Agarwal
Agarwal
Samir Agarwal
Analyst
Samir joined LIM in 2014. He is an analyst focusing on research and analysis of the technology, media, and telecom (TMT), and pharma sectors.
Carmen
Boscia
Boscia
Carmen Boscia
ESG Strategist
Carmen joined LIM in 2021. He is an ESG strategist on the investment team.
Paul
Dokas, CFA
Dokas, CFA
Paul Dokas, CFA
Co-Director of Equities, Portfolio Manager
Paul joined in LIM 2020. He is a co-director of equities and portfolio manager for LIM's equity strategies.
Marcos
Duque, CFA
Duque, CFA
Marcos Duque, CFA
ABS Analyst/Trader
Marcos joined LIM in 2022. He is a research analyst and trader on the securitized team with a focus on ABS and CMBS.
Karen
Gemmett, CFA
Gemmett, CFA
Karen Gemmett, CFA
Securitized Analyst
Karen joined LIM in 2022. Ms. Gemmett leads the securitized team and focuses on residential mortgage-backed securities (RMBS).
Robert
Ginsberg, CFA
Ginsberg, CFA
Robert Ginsberg, CFA
Co-Director of Equities, Portfolio Manager
Robert joined in 2020. He is a co-director of equities and portfolio manager for LIM's equity strategies.
David
Horsfall, CFA
Horsfall, CFA
David M. Horsfall, CFA
Portfolio Manager
David joined LIM in 2022. He is a portfolio manager for LIM's broad market and credit strategies.
Austin
Kairnes III
Kairnes III
Austin Kairnes III
Portfolio Manager, Investment Research
Austin joined LIM in 2020. He serves as a portfolio manager and investment researcher for LIM’s equity strategies.
Morgynn
Kinchla, CFA
Kinchla, CFA
Morgynn Kinchla, CFA
Corporate Bond Trader
Morgynn joined LIM in 2021. She is a trader on the credit team, focused on corporate and municipal securities.
Benjamin
Li, CFA
Li, CFA
Benjamin Li, CFA
Analyst
Ben joined LIM in 2021. He is an analyst, focusing on research and analysis in the industrial, energy and utility sectors.
Ben
Lloyd, CFA
Lloyd, CFA
Ben Lloyd, CFA
Analyst
Mr. Lloyd joined LIM in 2018. He is an analyst on the investment team, focusing on credit research and analysis in the financial sector.
James
Nelson, CAIA
Nelson, CAIA
James Nelson, CAIA
ABS Analyst
Mr. Nelson joined LIM in 2022. He is a research analyst on the securitized team with a focus on ABS.
George W.
Noyes, CFA
Noyes, CFA
George W. Noyes, CFA
Chairman Emeritus, Portfolio Manager
Mr. Noyes joined LIM in 2009. He is a senior advisor and portfolio manager, working closely with our high net worth clients.
Seth
Roman, CFA
Roman, CFA
Seth Roman, CFA
Portfolio Manager
Seth joined LIM in 2021. He is a member of the portfolio management team and the strategy group.
Petr
Soustal
Soustal
Petr Soustal
Investment Associate
Petr joined the LIM team in 2017. He is an associate on the investment team, focusing on portfolio analysis and securitized trading.
Max
Urda
Urda
Maxwell Urda
ESG Analyst
Max joined LIM in 2021. He is an ESG analyst on the investment team.
Valerie
Yuen
Yuen
Valerie Yuen
Research Analyst/Trader
Valerie joined LIM in 2021. She is a research analyst and trader, focusing on LIM’s event-driven strategies, including merger arbitrage and credit opportunities.
Kevin
Chisholm, CFA
Chisholm, CFA
Kevin Chisholm, CFA
Director, Relationship Management
Kevin joined LIM in 2021. He is director of relationship management.
Michael
Cipriani
Cipriani
Michael Cipriani
Staff Accountant
Mike joined LIM in 2020. He is the staff accountant, assisting with bookkeeping and supports our HR functions.
Meagen
Sweeney
Sweeney
Meagen Sweeney
Head of Operations
Meagen joined LIM in 2022. She is the Head of Operations and is responsible for providing oversight of the firm’s operational needs.
Nicole M.
Tremblay, Esq.
Tremblay, Esq.
Nicole M. Tremblay, Esq.
Chief Compliance Officer, General Counsel
Nicole joined LIM in 2021. She is the chief compliance officer, general counsel and is responsible for overseeing the firm’s legal and compliance program.
Principals
Investment Team
Client Support Managers
Barbara J.
McKenna, CFA
McKenna, CFA
Barbara J. McKenna, CFA
Managing Principal, Portfolio Manager
Barbara joined LIM in 2005. She oversees LIM’s investment process and is a member of the portfolio management and strategy teams.
Anuja
Batra
Batra
Anuja Batra
Managing Principal, Finance and HR Officer
Anuja joined LIM in 2015. She is LIM’s Finance and HR officer, maintaining the firm’s finances as well as coordinating HR functions.
David C.
Stuehr, CFA
Stuehr, CFA
David C. Stuehr, CFA
Principal, Portfolio Manager
Dave joined LIM in 2009. He is a portfolio manager and senior analyst. He leads the credit research team and serves on the portfolio management team.
Michelle L.
Martin
Martin
Michelle L. Martin
Principal, Chief Administrative Officer
Michelle joined LIM in 1988. She is chief administrative officer, focusing on client-related compliance and firmwide projects.
Akshay
Anand, CFA
Anand, CFA
Akshay Anand, CFA
Principal, Portfolio Manager
Akshay joined LIM in 2008. He is a member of the portfolio management team and the strategy group primarily focused on broad market and longer...
Aileen
Barbiellini Amidei, CFA
Barbiellini Amidei, CFA
Aileen Barbiellini Amidei, CFA
Principal, Analyst
Aileen joined LIM in 2018. She is an analyst, focusing on research and analysis in the financial sector.
Conner M.
Brown
Brown
Conner M. Brown
Principal, Client Service Manager
Conner joined LIM in 2017. He serves as client service manager, supporting the needs of our clients and their consultants.
Craig
Carlozzi, CFA
Carlozzi, CFA
Craig Carlozzi, CFA
Principal, Director of Alternatives, Portfolio Manager
Craig joined LIM in 2019. He is the director of alternatives and as a member of the portfolio management team for LIM’s event-driven strategies.
Corinne
Larson, CTP
Larson, CTP
Corinne Larson, CTP
Managing Principal, Chief Marketing Officer
Corinne joined LIM in 2013. She is the chief marketing officer and leads our marketing, consultant relations, and client service team.
Heather
Meehan, CFA
Meehan, CFA
Heather M. Meehan, CFA
Principal, Corporate Trader
Heather joined LIM in 2017. She serves as a trader on the credit team, focused on investment grade and high yield corporate securities.
Ryan J.
Nelson, CFA
Nelson, CFA
Ryan J. Nelson, CFA
Principal, Portfolio Manager, Analyst
Ryan joined LIM in 2016. He is a member of the portfolio management team and the strategy group and leads municipal bond analysis and trading.
Kevin
Papadopoulos
Papadopoulos
Kevin Papadopoulos
Principal, Director of Information Technology
Kevin joined LIM in 2017. He is director of investment technology, overseeing the technology applications of the firm.
Sarah
Scranton, CFA
Scranton, CFA
Sarah Scranton, CFA
Principal, Portfolio Manager
Sarah joined LIM in 2017. She is a member of the portfolio management team and the strategy group, focused on shorter, intermediate, and broad market...
Scott T.
Supple, CAIA
Supple, CAIA
Scott T. Supple, CAIA
Principal, Associate Portfolio Manager, Fixed Income Trader
Scott joined LIM in 2014. He is a member of the portfolio management team and the strategy group and is a fixed income trader.
Mary
Van Mameren
Van Mameren
Mary Van Mameren
Principal, Senior Portfolio Operations Specialist
Mary joined LIM in 2011. She is a senior operations specialist.
Samir
Agarwal
Agarwal
Samir Agarwal
Analyst
Samir joined LIM in 2014. He is an analyst focusing on research and analysis of the technology, media, and telecom (TMT), and pharma sectors.
Carmen
Boscia
Boscia
Carmen Boscia
ESG Strategist
Carmen joined LIM in 2021. He is an ESG strategist on the investment team.
Paul
Dokas, CFA
Dokas, CFA
Paul Dokas, CFA
Co-Director of Equities, Portfolio Manager
Paul joined in LIM 2020. He is a co-director of equities and portfolio manager for LIM's equity strategies.
Marcos
Duque, CFA
Duque, CFA
Marcos Duque, CFA
ABS Analyst/Trader
Marcos joined LIM in 2022. He is a research analyst and trader on the securitized team with a focus on ABS and CMBS.
Karen
Gemmett, CFA
Gemmett, CFA
Karen Gemmett, CFA
Securitized Analyst
Karen joined LIM in 2022. Ms. Gemmett leads the securitized team and focuses on residential mortgage-backed securities (RMBS).
Robert
Ginsberg, CFA
Ginsberg, CFA
Robert Ginsberg, CFA
Co-Director of Equities, Portfolio Manager
Robert joined in 2020. He is a co-director of equities and portfolio manager for LIM's equity strategies.
David
Horsfall, CFA
Horsfall, CFA
David M. Horsfall, CFA
Portfolio Manager
David joined LIM in 2022. He is a portfolio manager for LIM's broad market and credit strategies.
Austin
Kairnes III
Kairnes III
Austin Kairnes III
Portfolio Manager, Investment Research
Austin joined LIM in 2020. He serves as a portfolio manager and investment researcher for LIM’s equity strategies.
Morgynn
Kinchla, CFA
Kinchla, CFA
Morgynn Kinchla, CFA
Corporate Bond Trader
Morgynn joined LIM in 2021. She is a trader on the credit team, focused on corporate and municipal securities.
Benjamin
Li, CFA
Li, CFA
Benjamin Li, CFA
Analyst
Ben joined LIM in 2021. He is an analyst, focusing on research and analysis in the industrial, energy and utility sectors.
Ben
Lloyd, CFA
Lloyd, CFA
Ben Lloyd, CFA
Analyst
Mr. Lloyd joined LIM in 2018. He is an analyst on the investment team, focusing on credit research and analysis in the financial sector.
James
Nelson, CAIA
Nelson, CAIA
James Nelson, CAIA
ABS Analyst
Mr. Nelson joined LIM in 2022. He is a research analyst on the securitized team with a focus on ABS.
George W.
Noyes, CFA
Noyes, CFA
George W. Noyes, CFA
Chairman Emeritus, Portfolio Manager
Mr. Noyes joined LIM in 2009. He is a senior advisor and portfolio manager, working closely with our high net worth clients.
Seth
Roman, CFA
Roman, CFA
Seth Roman, CFA
Portfolio Manager
Seth joined LIM in 2021. He is a member of the portfolio management team and the strategy group.
Petr
Soustal
Soustal
Petr Soustal
Investment Associate
Petr joined the LIM team in 2017. He is an associate on the investment team, focusing on portfolio analysis and securitized trading.
Max
Urda
Urda
Maxwell Urda
ESG Analyst
Max joined LIM in 2021. He is an ESG analyst on the investment team.
Valerie
Yuen
Yuen
Valerie Yuen
Research Analyst/Trader
Valerie joined LIM in 2021. She is a research analyst and trader, focusing on LIM’s event-driven strategies, including merger arbitrage and credit...
Kevin
Chisholm, CFA
Chisholm, CFA
Kevin Chisholm, CFA
Director, Relationship Management
Kevin joined LIM in 2021. He is director of relationship management.
Michael
Cipriani
Cipriani
Michael Cipriani
Staff Accountant
Mike joined LIM in 2020. He is the staff accountant, assisting with bookkeeping and supports our HR functions.
Meagen
Sweeney
Sweeney
Meagen Sweeney
Head of Operations
Meagen joined LIM in 2022. She is the Head of Operations and is responsible for providing oversight of the firm’s operational needs.
Nicole M.
Tremblay, Esq.
Tremblay, Esq.
Nicole M. Tremblay, Esq.
Chief Compliance Officer, General Counsel
Nicole joined LIM in 2021. She is the chief compliance officer, general counsel and is responsible for overseeing the firm’s legal and compliance...
Principals
Investment Team
Client Support Managers
Barbara J.
McKenna, CFA
McKenna, CFA
Barbara J. McKenna, CFA
Managing Principal, Portfolio Manager
Barbara joined LIM in 2005. She oversees LIM’s investment process and is a member of the portfolio management and strategy teams.
David C.
Stuehr, CFA
Stuehr, CFA
David C. Stuehr, CFA
Principal, Portfolio Manager
Dave joined LIM in 2009. He is a portfolio manager and senior analyst. He leads the credit research team and serves on the portfolio management team.
Akshay
Anand, CFA
Anand, CFA
Akshay Anand, CFA
Principal, Portfolio Manager
Akshay joined LIM in 2008. He is a member of the portfolio management team and the strategy group primarily focused on broad market and longer...
Aileen
Barbiellini Amidei, CFA
Barbiellini Amidei, CFA
Aileen Barbiellini Amidei, CFA
Principal, Analyst
Aileen joined LIM in 2018. She is an analyst, focusing on research and analysis in the financial sector.
Craig
Carlozzi, CFA
Carlozzi, CFA
Craig Carlozzi, CFA
Principal, Director of Alternatives, Portfolio Manager
Craig joined LIM in 2019. He is the director of alternatives and as a member of the portfolio management team for LIM’s event-driven strategies.
Heather
Meehan, CFA
Meehan, CFA
Heather M. Meehan, CFA
Principal, Corporate Trader
Heather joined LIM in 2017. She serves as a trader on the credit team, focused on investment grade and high yield corporate securities.
Ryan J.
Nelson, CFA
Nelson, CFA
Ryan J. Nelson, CFA
Principal, Portfolio Manager, Analyst
Ryan joined LIM in 2016. He is a member of the portfolio management team and the strategy group and leads municipal bond analysis and trading.
Sarah
Scranton, CFA
Scranton, CFA
Sarah Scranton, CFA
Principal, Portfolio Manager
Sarah joined LIM in 2017. She is a member of the portfolio management team and the strategy group, focused on shorter, intermediate, and broad market...
Scott T.
Supple, CAIA
Supple, CAIA
Scott T. Supple, CAIA
Principal, Associate Portfolio Manager, Fixed Income Trader
Scott joined LIM in 2014. He is a member of the portfolio management team and the strategy group and is a fixed income trader.
Samir
Agarwal
Agarwal
Samir Agarwal
Analyst
Samir joined LIM in 2014. He is an analyst focusing on research and analysis of the technology, media, and telecom (TMT), and pharma sectors.
Carmen
Boscia
Boscia
Carmen Boscia
ESG Strategist
Carmen joined LIM in 2021. He is an ESG strategist on the investment team.
Paul
Dokas, CFA
Dokas, CFA
Paul Dokas, CFA
Co-Director of Equities, Portfolio Manager
Paul joined in LIM 2020. He is a co-director of equities and portfolio manager for LIM's equity strategies.
Marcos
Duque, CFA
Duque, CFA
Marcos Duque, CFA
ABS Analyst/Trader
Marcos joined LIM in 2022. He is a research analyst and trader on the securitized team with a focus on ABS and CMBS.
Karen
Gemmett, CFA
Gemmett, CFA
Karen Gemmett, CFA
Securitized Analyst
Karen joined LIM in 2022. Ms. Gemmett leads the securitized team and focuses on residential mortgage-backed securities (RMBS).
Robert
Ginsberg, CFA
Ginsberg, CFA
Robert Ginsberg, CFA
Co-Director of Equities, Portfolio Manager
Robert joined in 2020. He is a co-director of equities and portfolio manager for LIM's equity strategies.
David
Horsfall, CFA
Horsfall, CFA
David M. Horsfall, CFA
Portfolio Manager
David joined LIM in 2022. He is a portfolio manager for LIM's broad market and credit strategies.
Austin
Kairnes III
Kairnes III
Austin Kairnes III
Portfolio Manager, Investment Research
Austin joined LIM in 2020. He serves as a portfolio manager and investment researcher for LIM’s equity strategies.
Morgynn
Kinchla, CFA
Kinchla, CFA
Morgynn Kinchla, CFA
Corporate Bond Trader
Morgynn joined LIM in 2021. She is a trader on the credit team, focused on corporate and municipal securities.
Benjamin
Li, CFA
Li, CFA
Benjamin Li, CFA
Analyst
Ben joined LIM in 2021. He is an analyst, focusing on research and analysis in the industrial, energy and utility sectors.
Ben
Lloyd, CFA
Lloyd, CFA
Ben Lloyd, CFA
Analyst
Mr. Lloyd joined LIM in 2018. He is an analyst on the investment team, focusing on credit research and analysis in the financial sector.
James
Nelson, CAIA
Nelson, CAIA
James Nelson, CAIA
ABS Analyst
Mr. Nelson joined LIM in 2022. He is a research analyst on the securitized team with a focus on ABS.
George W.
Noyes, CFA
Noyes, CFA
George W. Noyes, CFA
Chairman Emeritus, Portfolio Manager
Mr. Noyes joined LIM in 2009. He is a senior advisor and portfolio manager, working closely with our high net worth clients.
Seth
Roman, CFA
Roman, CFA
Seth Roman, CFA
Portfolio Manager
Seth joined LIM in 2021. He is a member of the portfolio management team and the strategy group.
Petr
Soustal
Soustal
Petr Soustal
Investment Associate
Petr joined the LIM team in 2017. He is an associate on the investment team, focusing on portfolio analysis and securitized trading.
Max
Urda
Urda
Maxwell Urda
ESG Analyst
Max joined LIM in 2021. He is an ESG analyst on the investment team.
Valerie
Yuen
Yuen
Valerie Yuen
Research Analyst/Trader
Valerie joined LIM in 2021. She is a research analyst and trader, focusing on LIM’s event-driven strategies, including merger arbitrage and credit...
Anuja
Batra
Batra
Anuja Batra
Managing Principal, Finance and HR Officer
Anuja joined LIM in 2015. She is LIM’s Finance and HR officer, maintaining the firm’s finances as well as coordinating HR functions.
Conner M.
Brown
Brown
Conner M. Brown
Principal, Client Service Manager
Conner joined LIM in 2017. He serves as client service manager, supporting the needs of our clients and their consultants.
Kevin
Chisholm, CFA
Chisholm, CFA
Kevin Chisholm, CFA
Director, Relationship Management
Kevin joined LIM in 2021. He is director of relationship management.
Michael
Cipriani
Cipriani
Michael Cipriani
Staff Accountant
Mike joined LIM in 2020. He is the staff accountant, assisting with bookkeeping and supports our HR functions.
Corinne
Larson, CTP
Larson, CTP
Corinne Larson, CTP
Managing Principal, Chief Marketing Officer
Corinne joined LIM in 2013. She is the chief marketing officer and leads our marketing, consultant relations, and client service team.
Michelle L.
Martin
Martin
Michelle L. Martin
Principal, Chief Administrative Officer
Michelle joined LIM in 1988. She is chief administrative officer, focusing on client-related compliance and firmwide projects.
Kevin
Papadopoulos
Papadopoulos
Kevin Papadopoulos
Principal, Director of Information Technology
Kevin joined LIM in 2017. He is director of investment technology, overseeing the technology applications of the firm.
Meagen
Sweeney
Sweeney
Meagen Sweeney
Head of Operations
Meagen joined LIM in 2022. She is the Head of Operations and is responsible for providing oversight of the firm’s operational needs.
Nicole M.
Tremblay, Esq.
Tremblay, Esq.
Nicole M. Tremblay, Esq.
Chief Compliance Officer, General Counsel
Nicole joined LIM in 2021. She is the chief compliance officer, general counsel and is responsible for overseeing the firm’s legal and compliance...
Mary
Van Mameren
Van Mameren
Mary Van Mameren
Principal, Senior Portfolio Operations Specialist
Mary joined LIM in 2011. She is a senior operations specialist.
Principals
Investment Team
Client Support Managers
Anuja
Batra
Batra
Anuja Batra
Managing Principal, Finance and HR Officer
Anuja joined LIM in 2015. She is LIM’s Finance and HR officer, maintaining the firm’s finances as well as coordinating HR functions.
Conner M.
Brown
Brown
Conner M. Brown
Principal, Client Service Manager
Conner joined LIM in 2017. He serves as client service manager, supporting the needs of our clients and their consultants.
Kevin
Chisholm, CFA
Chisholm, CFA
Kevin Chisholm, CFA
Director, Relationship Management
Kevin joined LIM in 2021. He is director of relationship management.
Michael
Cipriani
Cipriani
Michael Cipriani
Staff Accountant
Mike joined LIM in 2020. He is the staff accountant, assisting with bookkeeping and supports our HR functions.
Corinne
Larson, CTP
Larson, CTP
Corinne Larson, CTP
Managing Principal, Chief Marketing Officer
Corinne joined LIM in 2013. She is the chief marketing officer and leads our marketing, consultant relations, and client service team.
Michelle L.
Martin
Martin
Michelle L. Martin
Principal, Chief Administrative Officer
Michelle joined LIM in 1988. She is chief administrative officer, focusing on client-related compliance and firmwide projects.
Kevin
Papadopoulos
Papadopoulos
Kevin Papadopoulos
Principal, Director of Information Technology
Kevin joined LIM in 2017. He is director of investment technology, overseeing the technology applications of the firm.
Meagen
Sweeney
Sweeney
Meagen Sweeney
Head of Operations
Meagen joined LIM in 2022. She is the Head of Operations and is responsible for providing oversight of the firm’s operational needs.
Nicole M.
Tremblay, Esq.
Tremblay, Esq.
Nicole M. Tremblay, Esq.
Chief Compliance Officer, General Counsel
Nicole joined LIM in 2021. She is the chief compliance officer, general counsel and is responsible for overseeing the firm’s legal and compliance...
Mary
Van Mameren
Van Mameren
Mary Van Mameren
Principal, Senior Portfolio Operations Specialist
Mary joined LIM in 2011. She is a senior operations specialist.
Barbara J.
McKenna, CFA
McKenna, CFA
Barbara J. McKenna, CFA
Managing Principal, Portfolio Manager
Barbara joined LIM in 2005. She oversees LIM’s investment process and is a member of the portfolio management and strategy teams.
David C.
Stuehr, CFA
Stuehr, CFA
David C. Stuehr, CFA
Principal, Portfolio Manager
Dave joined LIM in 2009. He is a portfolio manager and senior analyst. He leads the credit research team and serves on the portfolio management team.
Akshay
Anand, CFA
Anand, CFA
Akshay Anand, CFA
Principal, Portfolio Manager
Akshay joined LIM in 2008. He is a member of the portfolio management team and the strategy group primarily focused on broad market and longer...
Aileen
Barbiellini Amidei, CFA
Barbiellini Amidei, CFA
Aileen Barbiellini Amidei, CFA
Principal, Analyst
Aileen joined LIM in 2018. She is an analyst, focusing on research and analysis in the financial sector.
Craig
Carlozzi, CFA
Carlozzi, CFA
Craig Carlozzi, CFA
Principal, Director of Alternatives, Portfolio Manager
Craig joined LIM in 2019. He is the director of alternatives and as a member of the portfolio management team for LIM’s event-driven strategies.
Heather
Meehan, CFA
Meehan, CFA
Heather M. Meehan, CFA
Principal, Corporate Trader
Heather joined LIM in 2017. She serves as a trader on the credit team, focused on investment grade and high yield corporate securities.
James
Nelson, CAIA
Nelson, CAIA
James Nelson, CAIA
ABS Analyst
Mr. Nelson joined LIM in 2022. He is a research analyst on the securitized team with a focus on ABS.
Ryan J.
Nelson, CFA
Nelson, CFA
Ryan J. Nelson, CFA
Principal, Portfolio Manager, Analyst
Ryan joined LIM in 2016. He is a member of the portfolio management team and the strategy group and leads municipal bond analysis and trading.
Sarah
Scranton, CFA
Scranton, CFA
Sarah Scranton, CFA
Principal, Portfolio Manager
Sarah joined LIM in 2017. She is a member of the portfolio management team and the strategy group, focused on shorter, intermediate, and broad market...
Scott T.
Supple, CAIA
Supple, CAIA
Scott T. Supple, CAIA
Principal, Associate Portfolio Manager, Fixed Income Trader
Scott joined LIM in 2014. He is a member of the portfolio management team and the strategy group and is a fixed income trader.
Samir
Agarwal
Agarwal
Samir Agarwal
Analyst
Samir joined LIM in 2014. He is an analyst focusing on research and analysis of the technology, media, and telecom (TMT), and pharma sectors.
Carmen
Boscia
Boscia
Carmen Boscia
ESG Strategist
Carmen joined LIM in 2021. He is an ESG strategist on the investment team.
Paul
Dokas, CFA
Dokas, CFA
Paul Dokas, CFA
Co-Director of Equities, Portfolio Manager
Paul joined in LIM 2020. He is a co-director of equities and portfolio manager for LIM's equity strategies.
Marcos
Duque, CFA
Duque, CFA
Marcos Duque, CFA
ABS Analyst/Trader
Marcos joined LIM in 2022. He is a research analyst and trader on the securitized team with a focus on ABS and CMBS.
Karen
Gemmett, CFA
Gemmett, CFA
Karen Gemmett, CFA
Securitized Analyst
Karen joined LIM in 2022. Ms. Gemmett leads the securitized team and focuses on residential mortgage-backed securities (RMBS).
Robert
Ginsberg, CFA
Ginsberg, CFA
Robert Ginsberg, CFA
Co-Director of Equities, Portfolio Manager
Robert joined in 2020. He is a co-director of equities and portfolio manager for LIM's equity strategies.
David
Horsfall, CFA
Horsfall, CFA
David M. Horsfall, CFA
Portfolio Manager
David joined LIM in 2022. He is a portfolio manager for LIM's broad market and credit strategies.
Austin
Kairnes III
Kairnes III
Austin Kairnes III
Portfolio Manager, Investment Research
Austin joined LIM in 2020. He serves as a portfolio manager and investment researcher for LIM’s equity strategies.
Morgynn
Kinchla, CFA
Kinchla, CFA
Morgynn Kinchla, CFA
Corporate Bond Trader
Morgynn joined LIM in 2021. She is a trader on the credit team, focused on corporate and municipal securities.
Benjamin
Li, CFA
Li, CFA
Benjamin Li, CFA
Analyst
Ben joined LIM in 2021. He is an analyst, focusing on research and analysis in the industrial, energy and utility sectors.
Ben
Lloyd, CFA
Lloyd, CFA
Ben Lloyd, CFA
Analyst
Mr. Lloyd joined LIM in 2018. He is an analyst on the investment team, focusing on credit research and analysis in the financial sector.
George W.
Noyes, CFA
Noyes, CFA
George W. Noyes, CFA
Chairman Emeritus, Portfolio Manager
Mr. Noyes joined LIM in 2009. He is a senior advisor and portfolio manager, working closely with our high net worth clients.
Seth
Roman, CFA
Roman, CFA
Seth Roman, CFA
Portfolio Manager
Seth joined LIM in 2021. He is a member of the portfolio management team and the strategy group.
Petr
Soustal
Soustal
Petr Soustal
Investment Associate
Petr joined the LIM team in 2017. He is an associate on the investment team, focusing on portfolio analysis and securitized trading.
Max
Urda
Urda
Maxwell Urda
ESG Analyst
Max joined LIM in 2021. He is an ESG analyst on the investment team.
Valerie
Yuen
Yuen
Valerie Yuen
Research Analyst/Trader
Valerie joined LIM in 2021. She is a research analyst and trader, focusing on LIM’s event-driven strategies, including merger arbitrage and credit...