Money Manager Review 
Info History Assets Professionals Personnel Product
Print PDF    Print  Close Window
 

Aristotle Capital Boston, LLC

125 Summer Street, Suite 1220,
Boston, Massachusetts 02110
United States
 
Contact :      Carolyn Molloy
Phone :       617-274-4300
Fax :             310-478-8496
Email :         gplourde@aristotlecap.com
Web :           http://www.aristotleboston.com

Aristotle Capital Boston, LLC Information

Type of organization : Limited Liability Company
Total Assets Managed ($Mil) : $3,228
Tax-Exempt Managed ($Mil) : $327
Taxable Assets Managed ($Mil) : $166
Year Founded : 2014
Wrap Programs Offered? : Yes
# of Accounts Managed : 62
In-House Research : 100 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands
Charles Schwab   $250000

Aristotle Capital Boston, LLC History

Aristotle Capital Boston, LLC (Aristotle Boston) began firm operations and started managing assets on December 31, 2014. The firm consists of investment team members who departed Eagle Boston Investment Management, Inc. (a subsidiary of Raymond James Financial, Inc.) to form the investment firm in affiliation with Aristotle Capital Management, LLC (Aristotle Capital).  The investment team has experience managing the current Small Cap Equity investment strategy at prior entities that date back to 2002. Employees hold a 40% ownership interest in the firm.  The remaining 60% ownership is held by employees of affiliate Aristotle Capital, which administers all non-investment related functions for Aristotle Boston.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
16
$9.0
 
Limited Partnership :
0
$0.00
 
Foundations :
14
$67.6
ERISA :
26
$1351.5
Unions, Taft-Hartley :
4
$151.9
Public :
3
$858.1
Others :
12
$1024.2
Total # of Professional : 8 Analysts : 4
Portfolio Managers : 2 Traders : 0
Client Service : 1 Operation : 0

Aristotle Capital Boston, LLC Personnel

Mr.  David Adams

Portfolio Manager
Tel : 617-274-4300
Email: info@aristotleboston.com

Mr.  Jack McPherson

Portfolio Manager
Tel : 617-274-4300
Email: info@aristotleboston.com

Mr.  Mark Babka

Researcher/Analyst
Tel : 617-274-4300
Email: info@aristotleboston.com
Mark Babka is a member of the Aristotle Boston investment team. Prior to his tenure with Aristotle Boston, Mark served as Senior Research Analyst at Eagle Boston Investment Management. He has also held positions at Pioneer Investment Management, Inc., Strong Capital Management, Inc. and Conseco Capital Management, Inc. Mark earned his Bachelor of Science degree in Business Administration from University of Notre Dame. He is a CFA® charterholder.

Mr.  Todd Grady

Researcher/Analyst
Tel : 617-274-4300
Email: info@aristotleboston.com
Todd Grady is a member of the Aristotle Boston investment team. Prior to his tenure with Aristotle Boston, Todd served as Senior Research Analyst at Eagle Boston Investment Management. Todd earned his Bachelor degree in Political Science and Business Administration from St. Michael’s College. He later earned his MBA and Certificate of Advance Management Studies from Babson College.

Mr.  Jeffrey Smith

Researcher/Analyst
Tel : 617-274-4300
Email: info@aristotleboston.com
Jeffrey Smith is a member of the Aristotle Boston investment team. Previously, Jeffrey was Senior Research Analyst at Eagle Boston Investment Management. Jeffrey earned his Bachelor of Science degrees in Finance and Accounting from Bentley College. He is a CFA® charterholder.

Mr.  James Healy

Researcher/Analyst
Tel : 617-274-4300
Email: info@aristotleboston.com
James Healy is a member of the Aristotle Boston investment team. Previously, James was Research Analyst at Eagle Boston Investment Management. James earned his Bachelor degree in Internal Affairs from George Washington University.

Mr.  Brandon Lopez

Client Contact
Tel : 310-478-4005
Email: info@aristotleboston.com
Brandon is a Client Portfolio Manager at Aristotle Boston. Prior to joining Aristotle Boston, Brandon was a Senior Associate at Wilshire Associates and a member of Wilshire Funds Management’s manager research group. Previously, he served on the mutual fund research team at Edward Jones Investments as an Associate Analyst supporting manager due diligence and model portfolio construction efforts. Brandon earned a Bachelor of Science in Business Administration degree from Georgetown College (KY) and an MS in Finance from Washington University in St. Louis. He is a CFA® charterholder.

Ms.  Genevieve Plourde

Marketing Director
Tel : 310-478-4005
Email: gplourde@aristotlecap.com
Geneviève Plourde is Senior Vice President at Aristotle Capital. Prior to joining Aristotle Capital, Geneviève was Senior Vice President of Client Service at Aletheia Research and Management, Inc., a Los Angeles-based registered investment advisor offering domestic and foreign strategies to institutional and retail clients worldwide. In her role, Geneviève was the first point of contact between Aletheia’s largest clients and the firm’s investment and corporate management teams. Prior to this, Geneviève spent six years at CIBC Asset Management Inc., one of Canada’s five largest banks, as Director of U.S. Equities and Alternative Investment Strategies focusing on manager research and due diligence for all of CIBC’s sub-advised retail products. Prior to CIBC, Geneviève was a Senior Analyst of Pension and Strategic Investments with RBC Financial Group. Her responsibilities included the oversight of pension assets for RBC’s employees globally, as well as other supplemental retirement investment portfolios. Geneviève began her career with Mercer Investment Consulting, where she was a Senior Analyst in their Toronto-based consulting practice. Geneviève earned her Bachelor of Arts degree in Economics with Great Distinction from Concordia University (Montréal, Canada). Geneviève is the recipient of the Governor General of Canada’s Academic Bronze Medal and the Concordia University Economics Medal. She is a CFA® charterholder, as well as a member of CFA Institute and Toronto Society of Financial Analysts (TSFA). Geneviève grew up in Montréal, Canada and lived in Toronto, Canada prior to relocating in the United States. She is fluent in French.

Mr.  Ranjit Sufi

General Manager
Tel : 310-478-4005
Email: info@aristotlecap.com
Ranjit Sufi is a Managing Director at Aristotle Capital. Prior to joining Aristotle Capital, Ranjit was an Executive Vice President with Martin Currie responsible for the North America marketplace. Prior to that, he was a Managing Director at Tradewinds Global Investors’ parent company Nuveen Investments, where he performed a similar role for the Nuveen affiliates. Before joining Nuveen, Ranjit served as a Managing Director at Nicholas-Applegate Capital Management, LLC, leading the firm’s institutional client service, sales, marketing and consultant relations efforts globally. Previous to that role, he was a Principal and Senior Client Relationship Officer with Barclays Global Investors, U.S. Institutional Group. His earlier experiences include serving as Director of Investment Management with AirTouch Communications and Manager of Corporate Finance and Capital Markets with Pacific Telesis Group. Ranjit earned his Bachelor of Science degree in Electrical Engineering from California State University, Fresno and his MBA from Pepperdine University.

Mr.  Patrick Schussman

General Manager
Tel : 949-681-2100
Email: info@aristotlecap.com
Patrick Schussman is Managing Director, Head of Advisory Distribution at Aristotle Capital. Prior to joining Aristotle Capital, Patrick held many positions in a 20-year career at Morgan Stanley and its predecessor firms. Most recently, he served in a dual role as the Consulting Group Western Division Director where he ran distribution of the firm’s fee-based advisory business in the Western U.S., and was the Director of Institutional Business Development for Graystone Consulting and the broader institutional consulting business of Morgan Stanley. Prior responsibilities at the firm included heading the Graystone Consulting business, serving as Investment Counselor to the ultra high net worth clients of Citi’s Private Bank, and supporting the managed account business of Financial Advisors as a Divisional Director, Regional Director, and Senior Divisional Analyst with Smith Barney’s Consulting Group. Prior to Morgan Stanley, Patrick conducted business valuations for privately held companies. He started his professional career at Wilshire Associates Pension Consulting Division, where he worked with some of the nation’s largest public and private pension plans. Patrick earned his Bachelor of Science degree in Business Administration/Finance from California State University, Northridge, where he was an Elbridge A. Stuart Scholar. He is a CFA® charterholder, CIMA® professional and Accredited Investment Fiduciary (AIF). Patrick is also a member of the CFA Institute, Investment Management Consultants Association (IMCA) and CFA Society of Los Angeles.

Aristotle Capital Boston, LLC Product Name

Small Cap Equity:Privately Managed Accounts
Small/Mid Cap Equity:Privately Managed Accounts
Report Created: September,25 2018.  Copyright Money Manager Review , All rights Reserved.
Top

Print  Close Window