Loomis Sayles CEO and leadership

Margaret Caswell is an Executive Assisant to CEO & CFO at Loomis Sayles & Company and Executive Assistant to CEO, CFO & COO at Loomis Sayles & Company and is based in Boston, Massachusetts. She has worked as Investor Relations Assistant at Highfields Capital, Full Discretion Administrative Assistant at Loomis Sayles & Company, and Garden Design Department Administrator at Winston Flowers. Margaret attended Gonzaga University between 2004 and 2004 and University of Southern California between 2002 and 2006.

Kevin Charleston is chairman of the Board of Directors at Loomis, Sayles & Company. He is also chief executive officer and president. Kevin began his investment industry career in 1988 and joined Loomis Sayles in 2000. He was previously chief financial officer and was named president in 2014 and then chief executive officer in 2015. Prior to Loomis Sayles, Kevin was manager of financial operations at Nvest Companies, L.P., where he was responsible for all management and public reporting. He joined Nvest Companies as a senior financial analyst in 1993, was appointed assistant treasurer and manager of financial planning in 1995, and promoted to senior vice president and treasurer in 1996. During his tenure at Nvest he played an important role in the firm’s acquisition activities, the design of affiliate compensation plans, and the review of affiliate business plans. Kevin began his career at The Boston Company, first as a senior financial analyst and later as manager of the financial planning. He earned a BA from Trinity College and an MBA from Boston University.

John Gidman is a Chief Operating Officer at Loomis Sayles & Company, Board Member at Assn of Institutional Investor, and Board Member at DTCC Deriv/SERV LLC and is based in Boston, Massachusetts. He has experience at State Street Bank and Trust Company and Its Affiliates and has worked as Exec VP/Chief Information Ofcr at Loomis Sayles & Company; Board Member at SECURITIES INDUSTRY AND FINANCIAL MARKET; and Chief Information Officer, Senior Vice President at Evergreen Investments. John attended University of Connecticut between 1982 and 1986.

Brian Horrigan is a Chief Economist at Loomis Sayles & Company.

Christian Dietz is a Chief Technical Architect, VP at Loomis Sayles & Company and is based in Greater Boston Area. He has worked as Software Engineer/Team Lead at Loomis Sayles & Company and Sr. Enterprise Architect, VP at Loomis Sayles & Company. Christian studied at Washington and Lee University between 1999 and 2003.

Erick Kuchar, CFA is a Chief Operating Officer - Institutional Services at Loomis Sayles & Company and is based in Boston Massachusetts a Okolí Usa. He has worked as Manager - Client Service at Loomis Sayles & Company, Director - Client Service at Loomis Sayles & Company, and Manager - Investment Strategies Group at MetLife. Erick studied at Questrom School of Business, Boston University between 1991 and 1993 and Trinity College Dublin between 1984 and 1987.

Kevin Charleston is chairman of the Board of Directors at Loomis, Sayles & Company. He is also chief executive officer and president. Kevin began his investment industry career in 1988 and joined Loomis Sayles in 2000. He was previously chief financial officer and was named president in 2014 and then chief executive officer in 2015. Prior to Loomis Sayles, Kevin was manager of financial operations at Nvest Companies, L.P., where he was responsible for all management and public reporting. He joined Nvest Companies as a senior financial analyst in 1993, was appointed assistant treasurer and manager of financial planning in 1995, and promoted to senior vice president and treasurer in 1996. During his tenure at Nvest he played an important role in the firm’s acquisition activities, the design of affiliate compensation plans, and the review of affiliate business plans. Kevin began his career at The Boston Company, first as a senior financial analyst and later as manager of the financial planning. He earned a BA from Trinity College and an MBA from Boston University.