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Portfolio Management

Our team of fixed income portfolio managers work collaboratively to meet the investment needs of financial intermediaries and their clients.

Institutional Portfolio Management Team

Anson C. Clough, CFA, CFP®

Managing Director, Fixed Income
Senior Vice President

Gregory A. Lally

Fixed Income Portfolio Manager
Senior Vice President

James C. Quealy, CFA

Head of Municipal Trading
Senior Vice President

James L. Bosland, CFA

Fixed Income Portfolio Manager
Senior Vice President

Jason Audette

Fixed Income Portfolio Manager and Research Analyst
Senior Vice President

Ryan G. Tracy

Portfolio Manager and Research Analyst
Vice President

Whitney Pearce Fitts, CFA

Head of Municipal Portfolio Management
Senior Vice President
Questions?

800.338.0745
617.338.0700

[email protected]

One Post Office Square
Boston, MA 02109

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