Investment Management

Portfolio Management

Agnes K. Choi
Dawn Daggy-Mangerson
Dirck D. Davis
Brian M. Fahrman
James Grabovac
Lawrence Jones
Kelsey L. McSweeney
Mark Muskievicz
Thomas W. O'Connell
Dominic J. Pappalardo
Robert J. Romanik
John M. Ward
 




Kelsey L. McSweeney
Portfolio Management Associate

Ms. McSweeney serves as a Portfolio Management Associate on the fixed income Portfolio Management team and has five years of investment industry experience. In this capacity, she is responsible for liquidity and cash flow management in taxable and municipal client portfolios, risk management analysis and reporting, attribution analysis and assisting portfolio managers with portfolio rebalancing. Prior to her position on the Portfolio Management team, Ms. McSweeney served as a Senior Account Administration Analyst in the Company’s Account Administration group where she carried out back office and trading operations over multiple third party sponsor platforms. In that role, she developed valuable analytical skills, a strong understanding of the investment and trading processes as well as knowledge of the portfolio strategies being implemented. Ms. McSweeney received a B.S. degree in Business Administration from Marquette University and is currently a Level III Candidate in the CFA Program.