Dan is a partner of the firm and brings over four decades of investment management experience to GW&K. As director of our equity department, he is responsible for overseeing all aspects of our equity investment teams including portfolio management, research, and trading. He is a member of the firm’s Management, Investment, and ESG Committees. Dan has worked with various companies in the Boston area as an investment and financial consultant. Prior to joining GW&K, he spent 21 years at Putnam Investments in Boston, where he was chief investment officer for the specialty growth group and oversaw a team of twenty and up to $100 billion in assets under management. He was also a portfolio management team member of several small and mid-cap growth funds, the lead manager for the Putnam New Opportunities Fund, and a member of Putnam’s management committee and partners group. He began his career as an analyst at Morgan Stanley. Dan graduated from the University of California, Berkeley with highest honors, and received his MBA from Stanford University Graduate School of Business. He is a CFA® charterholder and is a member of the CFA Institute and the CFA Society Boston. Dan serves on the board of trustees for The Rashi School in Dedham, Massachusetts.

As global strategist, Bill works closely with GW&K analysts and portfolio managers to provide insights and guidance on the global economy and strategy allocations, with a special emphasis on emerging markets. His work focuses on monitoring relative value opportunities across and within global asset classes and seeks to identify anomalies that create opportunities. Bill is a member of our Investment Committee and heads the firm’s Asset Allocation Committee. Before joining GW&K in 2019, Bill was with Trilogy Global Advisors, a global equities firm which he founded in 1999. Bill served as CIO and CEO, and was the chair of Trilogy’s management committee. Trilogy became part of GW&K in 2019. Prior to Trilogy, he was an executive director and global head of equities at Credit Suisse Asset Management (CSAM). Previously, he was a managing director and head of international equities at BEA Associates before the firm was acquired by CSAM. Bill was also head of economic research in Tokyo and later chief international economist at Merrill Lynch. Bill graduated magna cum laude from Carleton College with distinction in economics. He earned a Ph.D. in economics from Harvard University. In graduate school he also became a Fulbright Scholar and spent a year as a visiting scholar at Tokyo University, where he became fluent in Japanese.

Aaron is a portfolio manager for GW&K’s all-cap and dividend-focused strategies and is a member of the firm's Investment Committee. Overseeing two of GW&K’s original equity strategies, Aaron applies his rigorous fundamental analysis to seek out high quality businesses across the market cap spectrum to help clients meet their personal goals for income and growth. Aaron started in the industry as an analyst and has had portfolio management responsibilities since 1998. Previously, he was a principal and portfolio manager at Tetrem Capital Management with responsibility for U.S. Value and U.S. Dividend mandates as well as a Canadian Dividend Fund. He also managed flagship portfolios at Morgan Stanley Investment Management and Pioneer Investments. His portfolio management experience has been wide ranging. In addition to his focus on dividend strategies throughout his career, Aaron has managed portfolios across the market cap spectrum, both growth and value disciplines, and some mandates that invested outside of the U.S. Aaron received a BA in Economics from Trinity College. He is a CFA® charterholder and is a member of the CFA Institute and the CFA Society Boston.

Tom is a partner of the firm and is responsible for the management of GW&K’s Emerging Wealth Equity Strategy. With over three decades of experience investing through many market cycles, multiple recessions, elevated and receding oil prices, gulf wars, the technology bubble and implosion, declining inflation and declining interest rates, Tom has developed a deep appreciation for good businesses and an assessment of what it means to be a best-in-class company. He is a member of the firm's Investment Committee. Tom joined GW&K from Trilogy Global Advisors, where he launched the Emerging Wealth Equity Strategy and served as partner and co-portfolio manager since the strategy’s inception. Trilogy became part of GW&K in 2019. Throughout his investment career, Tom has evaluated and invested in stocks across every sector. Previously, he was a partner at Dominick and Dominick Advisors, a managing director and senior portfolio manager at SG Cowen Asset Management, and a senior vice president and senior portfolio manager at Kidder Peabody Asset Management. Tom credits each and every work experience throughout his life as valuable learning lessons in understanding and identifying successful businesses. Tom earned a BA in economics from Rutgers University and an MBA in finance from the Rutgers Graduate School of Management. Tom is a CFA® charterholder and a member of the CFA Institute and the CFA Society New York.

Mary is a partner of the firm and responsible for the implementation and execution of all GW&K taxable fixed income portfolios. She has a long-tenured and successful career in building taxable fixed income portfolios and mutual funds that serve a wide range of clients. Mary is a proven leader and manages all aspects of GW&K’s taxable bond portfolio management, research, and trading. She is a member of the firm's Investment, ESG, and Global Allocation Committees. Prior to joining GW&K, Mary was a managing director and portfolio manager with Fortis Investments where she was responsible for all of the firm's U.S. dollar-denominated taxable bond mutual funds. Previously she was a vice president at Invesco, where she served as a senior high-yield credit analyst and managed various institutional fixed-income mandates. She began her investment career as a fixed income trader and credit analyst at Gardner and Preston Moss. Mary graduated cum laude from Wheaton College where she earned an AB in Economics and received her MBA from Boston University's Questrom School of Business. She is a CFA® charterholder and a member of the CFA Institute and the CFA Society Boston.