Leadership Overview
Loomis Sayles has 8 executives leading key functions including strategy, operations, technology, information, finance, institutional services, human resources, and growth equity.
Committed to delivering superior investment outcomes for global clients, Loomis Sayles maintains a rigorous focus on active management and long-term financial stability through disciplined research and market expertise.
Committed to delivering superior investment outcomes for global clients, Loomis Sayles maintains a rigorous focus on active management and long-term financial stability through disciplined research and market expertise.
Leadership Roles at Loomis Sayles
Kevin Charleston - Chairman, Chief Executive Officer & President
Kevin Charleston, the Chairman, Chief Executive Officer & President at Loomis Sayles, directs the overarching strategic vision for the firm. Charleston oversees the alignment of investment management services with the evolving needs of institutional and mutual fund clients across global markets. By fostering a culture of research-driven decision-making, the Chairman, Chief Executive Officer & President ensures that the firm maintains a competitive edge in the complex finance sector. This leadership role involves constant collaboration with the Board to refine long-term growth objectives and operational standards. Kevin Charleston directly influences the firm's market position by prioritizing client-centric investment solutions. Through the implementation of robust governance frameworks, the executive secures the integrity of the firm's investment processes while driving sustainable performance across all asset classes.
Susan Sieker - Chief Financial Officer & Board Member
Susan Sieker, the Chief Financial Officer & Board Member at Loomis Sayles, directs the firm's financial planning, reporting, and capital allocation strategies. Sieker oversees the fiscal health of the organization, ensuring that resources align with long-term growth objectives and institutional client requirements. As a Board Member, the Chief Financial Officer & Board Member contributes to high-level governance and strategic decision-making that shapes the firm's future. This role involves maintaining rigorous financial controls and transparency to satisfy regulatory standards and stakeholder expectations. Susan Sieker drives financial performance by identifying opportunities for cost optimization and strategic investment in core business areas. Through disciplined fiscal management, Sieker supports the firm's ability to navigate market volatility while continuing to provide high-quality investment management services to a global client base.
John Gidman - Chief Operating Officer
John Gidman, the Chief Operating Officer at Loomis Sayles, manages the internal business infrastructure required to support global investment operations. Gidman optimizes firm-wide workflows to ensure efficiency in executing complex financial strategies for institutional clients. Overseeing the integration of operational systems, the Chief Operating Officer maintains high standards of service delivery across all departments. This role requires constant coordination with other C-suite leaders to align internal resources with the firm's broader strategic goals. John Gidman drives operational excellence by streamlining processes that support the firm's diverse investment portfolios. By focusing on scalable infrastructure, Gidman ensures that the firm remains agile in responding to shifting market conditions while upholding the rigorous standards expected by mutual fund clients worldwide.
Erick Kuchar - Chief Operating Officer, Institutional Services
Erick Kuchar, the Chief Operating Officer, Institutional Services at Loomis Sayles, manages the operational delivery of investment solutions specifically tailored for institutional clients. Kuchar directs the service teams responsible for client onboarding, reporting, and ongoing relationship management. Overseeing the operational interface between the firm and its institutional partners, the Chief Operating Officer, Institutional Services ensures that all service-level agreements meet the highest industry standards. This role involves coordinating with investment teams to provide customized reporting and support for complex institutional portfolios. Erick Kuchar drives operational efficiency within the institutional division by refining service workflows and enhancing client communication channels. By focusing on the unique needs of institutional investors, Kuchar ensures that the firm maintains strong, long-term partnerships across global markets.
Julien Raynal - Chief Operating Officer, Growth Equity Strategies
Julien Raynal, the Chief Operating Officer, Growth Equity Strategies at Loomis Sayles, manages the operational framework supporting the firm's growth equity investment teams. Raynal directs the execution of specialized operational processes that enable portfolio managers to identify and capitalize on high-growth market opportunities. Overseeing the integration of research and trading workflows within the growth equity division, the Chief Operating Officer, Growth Equity Strategies ensures that investment strategies are executed with precision and speed. This role involves close collaboration with investment analysts to optimize the operational support for equity-focused portfolios. Julien Raynal drives efficiency by implementing targeted operational improvements that allow the growth equity team to scale effectively. By focusing on the specific requirements of growth-oriented investing, Raynal contributes to the firm's overall success in delivering alpha for institutional and mutual fund clients.
Christian Dietz - Chief Technology Officer
Christian Dietz, the Chief Technology Officer at Loomis Sayles, architects the digital infrastructure necessary for modern investment management. Dietz directs the development of proprietary trading platforms and data analytics tools that empower investment teams to make informed decisions. Overseeing the firm's technological roadmap, the Chief Technology Officer ensures that all systems remain secure, scalable, and capable of handling high-volume financial data. This leadership role involves close collaboration with the Chief Information Officer to maintain a cohesive digital environment. Christian Dietz drives innovation by integrating advanced computational capabilities into the firm's core investment processes. By modernizing the technological stack, Dietz supports the firm's ability to deliver consistent value to institutional clients while maintaining a robust defense against evolving cybersecurity threats in the global finance industry.
James Lombardo - Chief Information Officer
James Lombardo, the Chief Information Officer at Loomis Sayles, manages the firm's data governance and information architecture. Lombardo ensures that critical investment data remains accurate, accessible, and protected across all global operations. Overseeing the strategic deployment of information systems, the Chief Information Officer facilitates seamless communication between research teams and portfolio managers. This role involves establishing rigorous protocols for data integrity to support the firm's commitment to disciplined investment management. James Lombardo drives the implementation of advanced information management strategies that enhance the firm's analytical capabilities. By optimizing the flow of information, Lombardo enables the firm to maintain a high level of transparency and precision in reporting to institutional and mutual fund clients, ultimately strengthening the firm's reputation for reliability in the finance sector.
Debbie Lewis - Chief Human Resources Officer
Debbie Lewis, the Chief Human Resources Officer at Loomis Sayles, directs the firm's talent acquisition, development, and retention strategies. Lewis oversees the cultivation of a high-performance culture that attracts top-tier investment professionals and operational experts. By implementing comprehensive training and leadership development programs, the Chief Human Resources Officer ensures that the workforce remains equipped to handle the complexities of the global finance industry. This role involves aligning human capital strategies with the firm's broader business objectives to foster innovation and excellence. Debbie Lewis drives organizational health by promoting diversity, equity, and inclusion initiatives that strengthen the firm's collaborative environment. Through effective talent management, Lewis supports the firm's ability to maintain a competitive advantage by retaining the expertise necessary to deliver superior investment results for clients.
Explore Leadership Teams in Finance
T. Rowe Price is a global asset management organization headquartered in Baltimore, Maryland, providing investment solutions and financial services to individuals, financial advisors, institutions, and retirement plan sponsors. The company offers a broad range of investment capabilities across equities, fixed income, and multi-asset strategies, serving clients across international markets. Its business is centered on active investment management, supported by independent research, fundamental analysis, and long-term investment perspectives. T. Rowe Price’s investment professionals bring diverse perspectives and collaborate across disciplines to identify market opportunities, assess risks, and develop investment strategies designed to meet different client objectives.
Company Leadership
LC
JT
Fiera Capital, founded in 2003 and headquartered in Quebec, Canada, is an independent investment management firm. As one of Canada's leading investment managers, Fiera Capital specializes in providing financial and investment solutions across North America, Europe, Asia, and South America. The company focuses on investment management science and creating sustainable wealth through various financial services. With a global presence and multiple office locations, Fiera Capital offers comprehensive investment strategies and portfolio management services for institutional and individual investors.
Company Leadership
JV
Houlihan Lokey is a global investment bank that serves corporations, institutions, and governments worldwide with offices in the United States, Europe, the Middle East, and the Asia-Pacific region. Houlihan Lokey was founded in 1972 and is headquartered at Constellation Place in Century City, Los Angeles, California.
Company Leadership CC
DM
RD
Artisan Partners Asset Management Inc., commonly known as Artisan Partners, is a United States-based global investment management and asset management company specializing in active investment strategies, institutional portfolio management, wealth management services, mutual funds, alternative investments, credit strategies, and global equity investment solutions for institutional investors, financial advisors, retirement plans, endowments, foundations, sovereign institutions, and high-net-worth individuals. Headquartered in Milwaukee, Wisconsin, the organization operates as a publicly traded investment management company with international operations spanning North America, Europe, Asia, Australia, and the Middle East. Since its establishment, the company has developed into a globally recognized active investment management platform known for its autonomous investment team structure, research-driven investment philosophy, and diversified multi-asset investment capabilities. The organization was founded by Andrew Ziegler and Carlene Ziegler with the objective of creating an investment management firm focused on attracting experienced investment professionals and supporting autonomous portfolio management teams capable of generating differentiated investment performance. From its inception, the company adopted a business model centered on investment talent, decentralized research capabilities, and long-term active portfolio management strategies. Rather than relying on a centralized investment committee structure, the organization built its operational framework around independent investment teams managing distinct strategies across multiple asset classes, geographic regions, and investment styles.
Company Leadership
LS
Frequently Asked Questions Regarding Loomis Sayles Top Executives and Leadership Team
