About Us

 About Us

Our People

Mellon's market-tested leadership team and investment professionals work in partnership to deliver the insights and strategies to help clients navigate increasingly complex markets and challenges.

Leadership

Michael Germano

Michael Germano

CEO of Active Management & COO

Stephanie Pierce

Stephanie Pierce

CEO, ETF, Index & Cash Investment Strategies

Dimitri Curtil

Dimitri Curtil

CIO, Head of Multi-Asset

David Leduc, CFA

David Leduc, CFA

CIO, Head of Fixed Income

John R. Porter III

John R. Porter III

CIO, Head of Equity

Jennifer Cassedy, Esq.

Jennifer Cassedy, Esq.

Chief Compliance Officer

Gerald Cosgrove, CFA, CAIA

Gerald Cosgrove, CFA, CAIA

Head of Consultant Relations & US Institutional Sales

Amy Koch Flynn, CFA

Amy Koch Flynn, CFA

Head of Trading

Linda Lillard

Linda Lillard

Chief Transformation Officer

Patrick Lyn, CFA

Patrick Lyn, CFA

Head of Distribution

Marissa Murray

Marissa Murray

Chief Marketing Officer

George Passaro

George Passaro

Head of Business Strategy

Martin Stephan, CFA

Martin Stephan, CFA

Head of Quantitative Research

Investments

Back to topvertical_align_top

Research & Strategy

Deepak Agrawal, PhD

Deepak Agrawal, PhD

Head of Fixed Income Quantitative Research

Vincent Reinhart

Vincent Reinhart

Chief Economist & Macro Strategist

Chris Yao, CFA

Chris Yao, CFA

Senior Research Analyst

Equity

Portfolio Management

John R. Porter III

John R. Porter III

CIO, Head of Equity

John C. Bailer, CFA

John C. Bailer, CFA

Senior Portfolio Manager

Joseph M. Corrado, CFA

Joseph M. Corrado, CFA

Senior Portfolio Manager

Brian Ferguson

Brian Ferguson

Senior Portfolio Manager

Peter D. Goslin, CFA

Peter D. Goslin, CFA

Senior Portfolio Manager

Patrick Kent, CFA, CMT

Patrick Kent, CFA, CMT

Senior Portfolio Manager

James A. Lydotes, CFA

James A. Lydotes, CFA

Senior Portfolio Manager

Julianne McHugh

Julianne McHugh

Senior Portfolio Manager

Leigh N. Todd, CFA

Leigh N. Todd, CFA

Senior Portfolio Manager

Chris Yao, CFA

Chris Yao, CFA

Senior Research Analyst

Investment Strategy

William Adams

William Adams

Global Investment Strategist

George C. Saffaye

George C. Saffaye

Global Investment Strategist

Fixed Income

Portfolio Management

David Leduc, CFA

David Leduc, CFA

CIO, Head of Fixed Income

Eric Baumhoff, CFA

Eric Baumhoff, CFA

Head of Stable Value

Robert M. Bayston, CFA

Robert M. Bayston, CFA

Head of US Rates & Securitized

Paul L. Benson, CFA, CAIA

Paul L. Benson, CFA, CAIA

Head of Fixed Income Efficient Beta

Matt Fontaine, CFA

Matt Fontaine, CFA

Head of Global Credit

Federico Garcia Zamora

Federico Garcia Zamora

Head of Emerging Markets Debt

Brendan J. Murphy, CFA

Brendan J. Murphy, CFA

Head of Global & Multi-Sector Fixed Income

Daniel A. Rabasco, CFA

Daniel A. Rabasco, CFA

Head of Municipal Bonds

Investment Strategy

Simon Surtees

Simon Surtees

Senior Investment Strategist

Sherri N. Tilley

Sherri N. Tilley

Investment Strategist

Multi-Asset

Portfolio Management

Dimitri Curtil

Dimitri Curtil

CIO, Head of Multi-Asset

Roberto M. Croce, PhD

Roberto M. Croce, PhD

Head of Risk Parity & Liquid Alts

Vassilis Dagioglu

Vassilis Dagioglu

Head of Asset Allocation Portfolio Management

Investment Strategy

Jason Lejonvarn, CFA

Jason Lejonvarn, CFA

Global Investment Strategist

Syed Zamil, CFA

Syed Zamil, CFA

Global Investment Strategist

Index

Portfolio Management

Stephanie Pierce

Stephanie Pierce

CEO, ETF, Index & Cash Investment Strategies

Stephanie Hill

Stephanie Hill

Head of Index

Investment Strategy

Theodore Bair Jr., CFA

Theodore Bair Jr., CFA

Senior Investment Strategist

Global Distribution

Back to topvertical_align_top

Leadership

Gerald Cosgrove, CFA, CAIA

Gerald Cosgrove, CFA, CAIA

Head of Consultant Relations & US Institutional Sales

Patrick Lyn, CFA

Patrick Lyn, CFA

Head of Distribution

Consultant Relations & US Sales

Gerald Cosgrove, CFA, CAIA

Gerald Cosgrove, CFA, CAIA

Head of Consultant Relations & US Institutional Sales

Karen Fernandes

Karen Fernandes

Consultant Relations Manager

Kristen A. Fontaine

Kristen A. Fontaine

Consultant Relations Manager

Relationship Management

Patrick Lyn, CFA

Patrick Lyn, CFA

Head of Distribution

Michael R. Houle, CFA

Michael R. Houle, CFA

Head of Relationship Management

Douglas Barry, CFA

Douglas Barry, CFA

Senior Relationship Manager

Jeffrey S. Gray

Jeffrey S. Gray

Senior Relationship Manager

Scott Mountain, CFA

Scott Mountain, CFA

Senior Relationship Manager

Jerry O. Navarrete

Jerry O. Navarrete

Senior Relationship Manager

Scott G. Ullum

Scott G. Ullum

Senior Relationship Manager

Non-US Sales Support

Marco C. Cappabianca

Marco C. Cappabianca

Senior Relationship Manager

Michael Chu, CFA, CAIA

Michael Chu, CFA, CAIA

International Relationship Manager