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Aristotle Capital Management, LLC

11100 Santa Monica Blvd. Suite 1700
Los Angeles, California 90025
United States
 
Contact :      Carolyn Molloy
Phone :       (310) 478-4005
Fax :             (310) 478-8496
Email :         gplourde@aristotlecap.com
Web :           http://www.aristotlecap.com

Aristotle Capital Management, LLC Information

Type of organization : Limited Liability Company
Total Assets Managed ($Mil) : $15,622
Tax-Exempt Managed ($Mil) : $9,344
Taxable Assets Managed ($Mil) : $6,279
Year Founded : 1959
Wrap Programs Offered? : Yes
# of Accounts Managed : 564
In-House Research : 90 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : Yes
Minority Owned? : No
Wrap Program Description  
In $ Thousands
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Aristotle Capital Management, LLC History

Aristotle Capital Management, LLC (Aristotle Capital) is a privately owned, registered investment adviser with offices in Los Angeles, Newport Beach and Boston. Aristotle Capital manages Value Equity, International Equity, Global Equity, and Global Opportunities (global unconstrained "go anywhere") strategies for institutional and individual clients worldwide. The firm is owned by independent/employee members. Aristotle Capital was established by Howard Gleicher in 2010. In June 2011 executives acquired a controlling interest in investment adviser Reed Conner & Birdwell, LLC (RCB), and combined the business entities on January 1, 2012. As a result of this transaction company-level information reflects the legacy RCB business dating back to 1959. Product information for each strategy is represented as it existed at each legacy firm.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
614
$4104.5
 
Limited Partnership :
0
$0.00
 
Foundations :
71
$425.4
ERISA :
65
$4624.4
Unions, Taft-Hartley :
9
$400.4
Public :
22
$951.8
Others :
83
$5115.9
Total # of Professional : 95 Analysts : 8
Portfolio Managers : 5 Traders : 4
Client Service : 13 Operation : 11

Aristotle Capital Management, LLC Personnel

Mr.  Victor Hawley

Researcher/Analyst
Tel : 310-478-4005
Email: info@aristotlecap.com
1994-Present Reed Conner & Birdwell, LLC Principal, Analyst/Portfolio Manager 1992-1994 The Boston Company Vice President/Senior Sales Officer 1981-1992 International Business Machines Marketing Manager 1996 CFA

Ms.  Michelle Gosom

Vice President
Tel : 310-478-4005
Email: info@aristotlecap.com
2011 to Present Aristotle Capital Management, LLC Senior Compliance Officer 2000 to 2011 Reed Conner & Birdwell, LLC Senior Vice President 1997-2000 Transamerica Insurance and Investments Marketing Associate

Mr.  James Henderson

General Partner
Tel : 310-478-4005
Email: info@aristotlecap.com
2001 to present Reed Conner & Birdwell LLC Principal, Analyst/Portfolio Manager 1998 to 2000 Metropolitan West Capital Management Partner Analyst/Portfolio Manager 1987 to 1998 Van Deventer & Hoch Partner Analyst/Portfolio Manager 1992 Chartered Financial Analyst 1987 BS Finance and Economics California State University, Northridge

Mr.  Andy Shapiro

Securities Trader
Tel : 949-681-2100
Email: info@aristotlecap.com
Andrew Shapiro is a Director of Trading at Aristotle and a veteran of securities trading. Andy brings over 28 years of investment experience to Aristotle. Prior to joining Aristotle, he was Senior Vice President/Trading at Metropolitan West Capital Management, LLC for 12 years. Andy’s prior investment-related experience includes serving as Trading Manager at Palley-Needelman Asset Management, Inc.; as Listed Equity Trader at Cantor Fitzgerald & Company and as Floor Broker at Lehman Brothers, Pacific Stock Exchange. Andy earned his Bachelor of Science degree in Finance from New York University.

Mr.  Geoffrey Stewart

Researcher/Analyst
Tel : 310-478-4005
Email: info@aristotlecap.com
2003 to Present Reed Conner & Birdwell, LLC Analyst/Portfolio Manager 1999 to 2003 Oppenheimer & Company Equity Analyst 2002 CFA 2001 Series 7, 63 and 65 registration 1998 B.A. History, Duke University

Mr.  William Cram

Researcher/Analyst
Tel : 310-478-4005
Email: info@aristotlecap.com
2005-Present Reed Conner & Birdwell LLC Vice President, Analyst/Portfolio Manager 2003-2004 Loop Capital Markets Lead Research Analyst 2000 - Wedbush Morgan Securities Research Associate 1995-1999 Anderson Consulting/Accenture Consultant 2005 - Chartered Financial Analyst 2001 - MBA - USC 1994 - BBA, Finance - University of Iowa

Mr.  Sean Thorpe

Researcher/Analyst
Tel : 310-478-4005
Email: info@aristotlecap.com
Experience 2007 to Present /Reed Conner & Birdwell, LLC Vice President, Analyst/Portfolio Manager 2005 to 2006 / Shamrock Holdings, LLC Senior Vice President 1994 to 2004 / Mandeville Partners, LLC Managing Director 1992 to 1994 / Salick Health Care, Inc. Vice President, Strategic Planning 1990 to 1992 / Kidder, Peabody & Co. Financial Analyst 1989 to 1990 / Drexel Burnham Lambert, Inc. Financial Analyst Education 2007 NASD Series 7, 66 Registration 1989 B.A. Economics/Finance, University of California Los Angeles

Mr.  Howard Gleicher

Portfolio Manager
Tel : 310-478-4005
Email: info@aristotlecap.com
2011 - Present Reed Conner & Birdwell, LLC Chief Investment Officer 1997 - 2010 MetWest Capital Management CEO, CIO, Co-founder 1990-1996 Palley-Needelman Asset Management Principal, Portfolio Manager 1985-1989 Pacific Investment Managment Company Equity Portfolio Manager 1988 CFA

Mr.  Richard Schweitzer

Operations/Administrators
Tel : 310-478-4005
Email: info@aristotlecap.com
2011 to Present Aristotle Capital Management, LLC Chief Financial Officer 1996 to Present MetWest Ventures & MetWest Realty Advisors CFO & COO 1992 to 1996 Pilgrim Group (Astra Management Company) MBS & Loan Manager 1990 to 1992 Price Waterhouse Coopers Public Accountant

Mr.  Randy Yi

Securities Trader
Tel : 949-681-2100
Email: info@aristotlecap.com
Randy Yi is the firm’s equity trader and is responsible for implementing the decisions of the investment team. Prior to joining Aristotle, Randy was a Senior Vice President at Metropolitan West Capital Management, LLC, where he was co-head of the trading desk for more than eleven years. Randy began his career at Jack White & Co. and has been working in the investment industry since 1997. Randy earned a Bachelor of Science degree in Management Science from University of California, San Diego.

Mr.  Steve Borowski

President/CEO
Tel : 949-681-2100
Email: info@aristotlecap.com
Steve Borowski is President of Aristotle. He has over 30 years of investment industry experience, spanning both equity and fixed income markets. Prior to joining Aristotle, Steve was Co-Founder and Managing Partner at Metropolitan West Capital Management, LLC for 13 years. Previously, he was a Managing Director at Palley-Needelman Asset Management, Inc., where he first established his partnership with Aristotle’s CEO and Chief Investment Officer, Howard Gleicher. Steve earned his Bachelor of Arts degree from University of California, Irvine and his MBA from Pepperdine University. He serves on the Investment Committee for the Blind Children’s Center in Los Angeles and on the Board of Directors for the Orange County Youth Sports Foundation, the UC Irvine Chancellors Club as well as the UC Irvine Athletic Association.

Mr.  Robert Bexton

Researcher/Analyst
Tel : 310-478-4005
Email: info@aristotlecap.com
Robert Bexton is a member of the Aristotle research team. Prior to this, Robert was a research associate with Hotchkis & Wiley Capital Management, an equity analyst with Moirai Capital Management and a research assistant with MBF Capital Management. Robert is responsible for fundamental company research and valuation work. He has over 10 years of equity research experience. Robert earned his Bachelor of Arts degree in Economics from the University of California, Berkeley, and a Master of Science degree in Statistics from the University of California, Los Angeles. He is a Chartered Financial Analyst (CFA).

Mrs.  Nancy Scarlett

Operations/Administrators
Tel : 949-681-2100
Email: info@aristotlecap.com
Nancy Scarlett is Chief Risk Officer at Aristotle. Nancy brings over 25 years of investment operations and securities industry experience to Aristotle. Prior to joining Aristotle, Nancy was Managing Director of Operations for Metropolitan West Capital Management, LLC for over 11 years. She began her career at Sutro & Co., Inc. as an Operations Manager. She was also an Operations Specialist with Palley-Needelman Asset Management, Inc. Nancy earned her Bachelor of Arts degree in Finance from the University of Oregon.

Mr.  Jay Cunningham

Researcher/Analyst
Tel : 949-681-2100
Email: info@aristotlecap.com
Jay Cunningham is a member of the Aristotle research team. Jay brings over 18 years of investment experience to Aristotle. Prior to joining Aristotle, he was a Senior Vice President, Senior Analyst at Metropolitan West Capital Management, LLC for seven years. Jay’s prior investment-related experience includes serving as Senior Analyst at Hibernia Southcoast Capital; as Senior Analyst at AIM Investments and as Sector Analyst/Portfolio Manager at Retirement Systems of Alabama. Jay earned his Bachelor of Arts degree in Communications from the University of Alabama and his MBA from Auburn University. He is a CFA® charterholder.

Mr.  Gary Lisenbee

President/CEO
Tel : 949-681-2100
Email: info@aristotlecap.com
Gary Lisenbee is Co-CEO and Co-Chief Investment Officer of Aristotle. Having over 40 years of investment experience, Gary co-heads the firm and co-leads the investment effort. Prior to Aristotle, Gary was co-founder, CEO and Chief Investment Officer at Metropolitan West Capital Management, LLC. Gary’s prior investment-related experience includes serving as a Principal, Portfolio Manager and Investment Policy Committee member at Palley-Needelman Asset Management, Inc.; Senior Vice President, Portfolio Manager and Investment Policy Committee member at Van Deventer & Hoch, Investment Counsel; and Partner and Research Analyst at Phelps Investment Management. Gary earned his Bachelor of Arts degree in Accounting and Master of Arts degree in Economics from California State University, Fullerton.

Ms.  Catalina Llinas

Client Contact
Tel : 949-681-2100
Email: info@aristotlecap.com
Catalina Llinás is a member of the Aristotle investment team. Prior to joining Aristotle, she spent eight years at Metropolitan West Capital Management, LLC most recently as a Senior Vice President, Portfolio Relationship Manager. In her role, Catalina was the primary liaison between the investment team and some of the firm’s largest institutional clients. Catalina has participated in numerous investment presentations and panels within the United States, Europe, the Middle East and Asia. She also previously worked in an investment-related capacity at Citibank España, in Madrid, Spain. Catalina earned her undergraduate degree in Economics from Universidad Europea de Madrid and her MBA from Georgetown University’s McDonough School of Business. She is a CFA® charterholder. Catalina grew up in Spain and Colombia and has also lived in Switzerland and France. She is fluent in Spanish and conversant in French and Italian.

Mr.  Greg Padilla

Portfolio Manager
Tel : 310-478-4005
Email: info@aristotlecap.com
Gregory Padilla is a member of the Aristotle research team and a veteran of the investment industry. Prior to joining Aristotle, Greg was Equity Analyst and Portfolio Manager at Vinik Asset Management; and Managing Director at Tradewinds Global Investors, LLC. Greg earned his Bachelor of Science degree in Finance from Arizona State University and MBA with honors and concentration in investments and financial markets from the USC Marshall School of Business. He is a CFA® charterholder.

Mr.  Alberto Jimenez Crespo

Portfolio Manager
Tel : 310-478-4005
Email: info@aristotlecap.com
Alberto Jimenez Crespo is a member of the Aristotle research team and a veteran of the investment industry. Prior to joining Aristotle, Alberto was Equity Analyst and Portfolio Manager at Vinik Asset Management; Managing Director at Tradewinds Global Investors, LLC; Equity Analyst at Merrill Lynch; and sell-side Equity Analyst at Salomon Smith Barney. Alberto earned his Bachelor of Science and Master of Science degrees in Mining Engineering from Universidad Politécnica de Madrid, and his Master of Science degree in Mineral Economics from Colorado School of Mines. He is a CFA® charterholder and fluent in Spanish.

Mr.  Patrick Schussman

Marketing Director
Tel : 310-478-4005
Email: info@aristotlecap.com

Mr.  Ranjit Sufi

Marketing Director
Tel : 310-478-4005
Email: info@aristotlecap.com
Ranjit Sufi is a Managing Director at Aristotle. Prior to joining Aristotle, 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.  Lauren Caston

Researcher/Analyst
Tel : 310-478-4005
Email: info@aristotlecap.com
Lauren Caston is a member of the Aristotle Capital research team. Prior to joining Aristotle Capital, Lauren was the Chief Mathematician at Praedicat, which provides consulting services and software to the property and casualty insurance industries. There he also filled the role as Praedicat’s Director of Metadata Engineering and Risk Models, responsible for the development of methodologies for identifying, prioritizing and modeling emerging risks. Previously, Lauren was a Mathematician at the RAND Corporation and was a core member of the research and development team for the liability catastrophe project that formed the foundation for Praedicat. Additionally, he has worked on numerous Air Force projects, most recently leading an assessment of the U.S. Intercontinental Ballistic Missile force. Lauren earned his Bachelor of Arts degree in Mathematics from the University of California, Berkeley and earned his Ph.D. from the University of California, Los Angeles in the field of mathematical supersymmetry. Lauren was the first U.S. citizen to receive an “assegno di ricerca” fellowship (a research grant) from the University of Bologna in Italy. There, he continued his study of superschemes and group actions. He co-authored the book, Mathematical Foundations of Supersymmetry, published by the European Mathematical Society, which is based on this work.

Ms.  Weixin Lin

Researcher/Analyst
Tel :
Email: info@aristotlecap.com
Weixin Lin is a member of the Aristotle Capital research team. She is responsible for fundamental company research and valuation work. Prior to joining Aristotle Capital, Weixin was a Hedge Fund Analyst at Newbrook Capital in New York. Prior to that, she was a Private Equity Associate at H.I.G. Capital in Miami; and an Investment Banking Analyst (Global Chemicals) for Citi Markets & Banking in New York. Weixin earned her Bachelor of Engineering in Biomedical Engineering and a Bachelor of Science in Economics from Duke University and her MBA from Harvard Business School.

Mr.  Kevin Zhang

Researcher/Analyst
Tel :
Email: info@aristotlecap.com
Kevin Zhang is a member of the Aristotle Capital research team. He is responsible for fundamental company research and valuation work. Prior to joining Aristotle Capital, Kevin was a Private Equity Associate with Thomas H. Lee Partners in Boston and an Investment Banking Analyst with Morgan Stanley in Chicago. Kevin earned his Bachelor of Arts degree in Economics & Mathematical Methods in the Social Sciences and a Minor in Business from Northwestern University and his MBA from Stanford Graduate School of Business.

Mr.  Jake Gilden

Researcher/Analyst
Tel : 310-478-4005
Email: info@aristotlecap.com

Mr.  William Averill

Manager
Tel : 617-274-4300
Email: info@aristotlecap.com
William Averill is a Director at Aristotle Capital. Prior to joining Aristotle Capital, Will was Vice President of Institutional Services at Loomis, Sayles & Company, where he was tasked with growing assets in the U.S. public funds sector. Prior to joining Loomis, Sayles in 2005, Will served as Director of Institutional Services at Intercontinental, a private equity real estate firm, where he was responsible for institutional sales, service and consultant relations. He also worked as a Principal in institutional sales at State Street Global Advisors, focusing on the public fund marketplace and at Mellon Bank as a Global Trust Accountant. Will earned a Bachelor of Science degree in Economics from Northeastern University and an MBA from Babson College.

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.

Aristotle Capital Management, LLC Product Name

International Equity:Privately Managed Accounts
Value Equity:Privately Managed Accounts
Global Equity:Privately Managed Accounts
Global Opportunities:Privately Managed Accounts
Report Created: July,16 2018.  Copyright Money Manager Review , All rights Reserved.
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