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

Des Mac Intyre

Des Mac Intyre

Chairman & CEO

David A. Daglio Jr., CFA

David A. Daglio Jr., CFA

Active Equity CIO

David Leduc, CFA

David Leduc, CFA

Active Fixed Income CIO

Jeff Zhang, CFA

Jeff Zhang, CFA

Index, Multi-Asset and Multi-Factor CIO

Mark A. Bogar, CFA

Mark A. Bogar, CFA

Active Equity CIO

Jennifer Cassedy, Esq.

Jennifer Cassedy, Esq.

Chief Compliance Officer

Gerald Cosgrove, CFA, CAIA

Gerald Cosgrove, CFA, CAIA

Head of Consultant Relations and US Institutional Sales

Rose A. Huening-Clark

Rose A. Huening-Clark

Business Management, Collective Funds

Adam B. Joffe, CFA

Adam B. Joffe, CFA

Chief Business Officer

Amy Koch Flynn, CFA

Amy Koch Flynn, CFA

Head of Trading, Business Manager

Linda Lillard

Linda Lillard

Chief Operating Officer

Patrick Lyn, CFA

Patrick Lyn, CFA

Head of Marketing and Relationship Management

Alex B. Over

Alex B. Over

Global Head of Distribution

George Passaro

George Passaro

Head of Business Strategy

Stephanie Pierce

Stephanie Pierce

Head of Investment Strategy and Innovation

John R. Porter III

John R. Porter III

Active Equity CIO

Elizabeth Slover

Elizabeth Slover

Head of Research Architecture and Design

Investments

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Research & Strategy

Sinead Colton Grant

Sinead Colton Grant

Head of Investment Strategy

Matthew D. Griffin, CFA

Matthew D. Griffin, CFA

Director of Global Equity Research

Laura D. Kunkemueller

Laura D. Kunkemueller

ESG Officer

Stephanie Pierce

Stephanie Pierce

Head of Investment Strategy and Innovation

Vincent Reinhart

Vincent Reinhart

Chief Economist and Macro Strategist

Elizabeth Slover

Elizabeth Slover

Head of Research Architecture and Design

Active Equity

Portfolio Management

David A. Daglio Jr., CFA

David A. Daglio Jr., CFA

Active Equity CIO

Mark A. Bogar, CFA

Mark A. Bogar, CFA

Active Equity CIO

John R. Porter III

John R. Porter III

Active Equity CIO

John C. Bailer, CFA

John C. Bailer, CFA

Senior Portfolio Manager

Joseph M. Corrado, CFA

Joseph M. Corrado, CFA

Senior Portfolio Manager

Brian C. Ferguson

Brian C. Ferguson

Senior Portfolio Manager

Sean P. Fitzgibbon, CFA

Sean P. Fitzgibbon, CFA

Senior Portfolio Manager

Patrick Kent, CFA, CMT

Patrick Kent, CFA, CMT

Senior Portfolio Manager

C. Warren Skillman II

C. Warren Skillman II

Senior Portfolio Manager

Leigh N. Todd, CFA

Leigh N. Todd, CFA

Director of Global Equity Research Strategies

Investment Strategy

William J. Adams

William J. Adams

Global Investment Strategist

Michael K. Arends, CFA

Michael K. Arends, CFA

Senior Investment Strategist

W. Charles Cook, CFA

W. Charles Cook, CFA

Senior Investment Strategist

George C. Saffaye

George C. Saffaye

Global Investment Strategist

Active Fixed Income

Portfolio Management

David Leduc, CFA

David Leduc, CFA

Active Fixed Income CIO

Eric W. Baumhoff, CFA

Eric W. Baumhoff, CFA

Head of Stable Value

Robert M. Bayston, CFA

Robert M. Bayston, CFA

Head of US Rates and Securitized

Federico Garcia Zamora

Federico Garcia Zamora

Head of Emerging Markets Debt

David R. Morse, CFA

David R. Morse, CFA

Head of Global Credit

Brendan J. Murphy, CFA

Brendan J. Murphy, CFA

Head of Global and Multi-Sector Fixed Income

Daniel A. Rabasco, CFA

Daniel A. Rabasco, CFA

Head of Municipal Bonds

Investment Strategy

W. Charles Cook, CFA

W. Charles Cook, CFA

Senior Investment Strategist

Simon Surtees

Simon Surtees

Senior Investment Strategist

Sherri N. Tilley

Sherri N. Tilley

Investment Strategist

Multi-Asset

Portfolio Management

Jeff Zhang, CFA

Jeff Zhang, CFA

Index, Multi-Asset and Multi-Factor CIO

Roberto M. Croce, PhD

Roberto M. Croce, PhD

Senior Portfolio Manager

Vassilis Dagioglu

Vassilis Dagioglu

Head of Asset Allocation Portfolio Management

Investment Strategy

Joseph Miletich, CFA

Joseph Miletich, CFA

Global Investment Strategist

Jason Lejonvarn, CFA

Jason Lejonvarn, CFA

Global Investment Strategist

Smart Beta

Portfolio Management

Jeff Zhang, CFA

Jeff Zhang, CFA

Index, Multi-Asset and Multi-Factor CIO

Paul L. Benson, CFA, CAIA

Paul L. Benson, CFA, CAIA

Head of Multi-Factor and Index Fixed Income

William Cazalet, CAIA

William Cazalet, CAIA

Head of Multi-Factor Equity

Investment Strategy

Syed Zamil, CFA

Syed Zamil, CFA

Global Investment Strategist

Index

Portfolio Management

Jeff Zhang, CFA

Jeff Zhang, CFA

Index, Multi-Asset and Multi-Factor CIO

Paul L. Benson, CFA, CAIA

Paul L. Benson, CFA, CAIA

Head of Multi-Factor and Index Fixed Income

Karen Wong, CFA

Karen Wong, CFA

Head of Index Portfolio Management

Investment Strategy

Stephanie Hill

Stephanie Hill

Senior Investment Strategist

Global Distribution

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Leadership

Alex B. Over

Alex B. Over

Global Head of Distribution

Gerald Cosgrove, CFA, CAIA

Gerald Cosgrove, CFA, CAIA

Head of Consultant Relations and US Institutional Sales

Patrick Lyn, CFA

Patrick Lyn, CFA

Head of Marketing and Relationship Management

Consultant Relations & US Sales

Gerald Cosgrove, CFA, CAIA

Gerald Cosgrove, CFA, CAIA

Head of Consultant Relations and US Institutional Sales

Karen Fernandes

Karen Fernandes

Consultant Relations Manager

Kristen A. Fontaine

Kristen A. Fontaine

Consultant Relations

Relationship Management

Patrick Lyn, CFA

Patrick Lyn, CFA

Head of Marketing and Relationship Management

Michael R. Houle, CFA

Michael R. Houle, CFA

Head of Relationship Management

Douglas A. Barry, CFA

Douglas A. Barry, CFA

Executive Vice President, 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

Head of Pittsburgh Office

Non-US Sales Support

Alex B. Over

Alex B. Over

Global Head of Distribution

Marco C. Cappabianca

Marco C. Cappabianca

Senior Relationship Manager

Michael Chu, CFA, CAIA

Michael Chu, CFA, CAIA

International Relationship Manager

Claire Corry, CFA

Claire Corry, CFA

Senior Client Relationship Manager

George M. Ferraz

George M. Ferraz

Senior Relationship Manager