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

Stephanie Pierce

Stephanie Pierce

CEO of Index

David Leduc, CFA

David Leduc, CFA

CIO, Head of Fixed Income

John R. Porter III

John R. Porter III

CIO, Head of Equity

Jeff Zhang, CFA

Jeff Zhang, CFA

CIO, Head of Multi-Asset

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, Business Manager

Michael Germano

Michael Germano

Chief Operating Officer

Sinead Colton Grant

Sinead Colton Grant

Head of Global Investment & Product Strategy

Rose A. Huening-Clark

Rose A. Huening-Clark

Business Manager, Collective Funds

Linda Lillard

Linda Lillard

Chief Transformation Officer

Patrick Lyn, CFA

Patrick Lyn, CFA

Head of Marketing & Relationship Management

Alex B. Over

Alex B. Over

Global Head of Distribution

George Passaro

George Passaro

Head of Business Strategy

Elizabeth Slover

Elizabeth Slover

Head of Research Architecture & Design

Martin D. Stephan, CFA

Martin D. Stephan, CFA

Director of Investment Risk

Investments

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Research & Strategy

Sinead Colton Grant

Sinead Colton Grant

Head of Global Investment & Product Strategy

Deepak Agrawal, PhD

Deepak Agrawal, PhD

Head of Fixed Income Quantitative Research

Dimitri Curtil

Dimitri Curtil

Head of Asset Allocation Research

Matthew D. Griffin, CFA

Matthew D. Griffin, CFA

Head of Global Equity Research

Laura D. Kunkemueller

Laura D. Kunkemueller

ESG Officer

Vincent Reinhart

Vincent Reinhart

Chief Economist & Macro Strategist

Elizabeth Slover

Elizabeth Slover

Head of Research Architecture & Design

Chris Yao, CFA

Chris Yao, CFA

Head of Quantitative Equity Research

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 C. Ferguson

Brian C. Ferguson

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 D. McHugh

Julianne D. McHugh

Senior Portfolio Manager

Leigh N. Todd, CFA

Leigh N. Todd, CFA

Senior Portfolio Manager

Chris Yao, CFA

Chris Yao, CFA

Head of Quantitative Equity Research

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

Fixed Income

Portfolio Management

David Leduc, CFA

David Leduc, CFA

CIO, Head of Fixed Income

Eric W. Baumhoff, CFA

Eric W. 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 Multi-Factor Fixed Income

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 & 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

CIO, Head of Multi-Asset

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

CIO, Head of Multi-Asset

Paul L. Benson, CFA, CAIA

Paul L. Benson, CFA, CAIA

Head of Multi-Factor Fixed Income

Investment Strategy

Syed Zamil, CFA

Syed Zamil, CFA

Global Investment Strategist

Index

Portfolio Management

Stephanie Pierce

Stephanie Pierce

CEO of Index

Karen Wong, CFA

Karen Wong, CFA

Head of Index - Portfolio Management

Investment Strategy

Stephanie Hill

Stephanie Hill

Head of Index - Business & Strategy

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 & US Institutional Sales

Patrick Lyn, CFA

Patrick Lyn, CFA

Head of Marketing & Relationship Management

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 Marketing & Relationship Management

Michael R. Houle, CFA

Michael R. Houle, CFA

Head of Relationship Management

Douglas A. Barry, CFA

Douglas A. 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

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