Relationship Services
Robert Job, CFA
Head of Business Development and Client Solutions
Biography
Mr. Job is the Head of PanAgora’s Business Development and Client Solutions. Mr. Job is responsible for managing PanAgora’s business development and relationships with institutional investors, consultants, alliance and distribution partners. He is also a member of the firm’s Operating and Directors Committees. Prior to PanAgora, Mr. Job was the Director of Global Consultant Relations at Putnam Investments. Before joining Putnam Investments, Mr. Job served in the United States Army from 1988-1992.
Mr. Job is a CFA charterholder.
Education:
Boston University, M.B.A.
University of Richmond, B.S.
Distinguished Military Graduate
Michael W. Anderson
Director, Strategic Relations
Biography
Mr. Anderson is Director, Strategic Relations responsible for sales and client relationships for PanAgora Asset Management’s investment strategies in the Americas and the Middle East. Mr. Anderson is also a member of the firm’s Directors Committee.
Prior to joining PanAgora, Mr. Anderson was Senior Business Development Officer for fixed income investments at Standish Asset Management. He has also held executive sales and sales management roles at New York Life Asset Management, Mercer Global Investments and Putnam Investments. He has over 20 years experience in institutional investment sales and sales management working with corporate, municipal, endowments, and sovereign wealth funds globally.
Education:
College of the Holy Cross, B.A.
Jesse C Huang, CFA
Director, Strategic Relations
Biography
Mr. Huang is Director, Strategic Relations responsible for business development and strategic initiatives in Australasia. Mr. Huang is also a member of the firm’s Directors Committee.
Prior to joining PanAgora, Mr. Huang was a Managing Director for Arden Asset Management’s fund of hedge funds business. Before that Jesse represented PanAgora and spearheaded relationship development efforts in Asia while working at Putnam Investments. He has worked with many of PanAgora’s senior professionals for close to a decade.
Education:
Pace University, M.B.A.
National Cheng-Kung University, Taiwan, B.S.
Lisa R. Mahoney
Director, Relationship Manager
Biography
Ms. Mahoney is a Director and Relationship Manager responsible for working with investment consultants and managing existing client relationships. Previously, she was an Investment Product Manager working with colleagues to provide solutions to institutional investor needs. Her responsibilities included developing and launching new products, providing ongoing marketing and sales support, and gathering marketing intelligence on trends in the global institutional market place.
Prior to joining PanAgora Ms. Mahoney was a Client Relationship Manager for Putnam Investments Institutional Defined Contribution clients and held several positions on the Putnam Consultant Relations Team.
Education:
College of William and Mary, Mason School of Business M.B.A.
Allegheny College, B.S.
Julie Cobis
Relationship Manager
Biography
Ms. Cobis is a member of PanAgora’s Relationship Management team responsible for managing existing client relationships and working with investment consultants. Previously, she was a Senior Client Service Manager working with PanAgora’s international clients.
Prior to joining PanAgora, Ms. Cobis was an Assistant Vice President and Client Service Manager at Putnam Investments and held several positions in both the Accounting Services Division and Data Operations at Putnam Investments.
Education:
Boston University, B.A.
Erik Gosule, CFA
Head of Client Solutions
Biography
Mr. Gosule is a Director, and Head of Client Solutions at PanAgora Asset Management. As Head of Client Solutions, he is responsible for assisting in the development and implementation of investment strategies across the firm including customized solutions that combine multiple investment capabilities designed to meet clients’ specific needs. In addition to his role as Head of Client Solutions, Mr. Gosule is a member of PanAgora’s Multi Asset and Equity investment teams.
Prior to joining PanAgora, Mr. Gosule worked at the D.E. Shaw Group where he was most recently a member of their Institutional Asset Management team focused on systematic equity strategies. Prior to joining D. E. Shaw, Mr. Gosule held investment oriented roles at Putnam Investments and Fidelity Investments where he participated in several business development initiatives focused primarily on the application of quantitative investment strategies.
Mr. Gosule is a CFA charterholder.
Education:
Western New England College, B.S.
Kevin T. Dowie
Director, Client Service
Biography
Mr. Dowie is the Director of the Client Service team at PanAgora. He has overall responsibility for the institutional client service function and works with portfolio managers, relationship managers, product specialists and sales staff to develop and implement policies and procedures for serving existing institutional accounts. Mr. Dowie also directly supports some of the largest and/or most complex clients at PanAgora. Mr. Dowie is also a member of the firm’s Directors Committee.
Prior to joining PanAgora in 2006, Mr. Dowie was a Client Service Manager with Putnam Investments. He began there in 1997 within the Transfer Agency and soon thereafter joined the Global Operations Services Division.
Education:
The University of Southern New Hampshire, M.B.A.
New Hampshire College, B.S.
William Manthorne
Strategic Relationship Manager
Biography
Mr. Manthorne is responsible for business development and client relationships for PanAgora’s investment strategies with institutional investors, sub-advisory and distribution partners in North America and Europe.
Prior to joining PanAgora, Mr. Manthorne was a Vice President, Institutional Sales for GE Asset Management. He also held senior sales roles at BNY Mellon Asset Management, NATIXIS Asset Management and Fidelity Investments. His career experience includes working with corporate plans, sub-advisory and defined contribution investment-only clients.
Education
University of New Hampshire, B.A.
Samuel Smith
Client Service Manager
Biography
Mr. Smith is a Client Service Manager, serving as a liaison between PanAgora’s investment team and international clients primarily located in Japan and North America. He also provides day-to-day administrative support to these clients.
Prior to joining PanAgora, Mr. Smith was in a similar role at Putnam Investments. Mr. Smith has also worked at Fidelity Investments where he was Manager of the Complex Operations Team.
Education:
Bentley University
Allison Kiely
Client Service Manager
Biography
Ms. Kiely is a Client Service Manager, serving as a liaison between PanAgora’s investment teams and clients primarily located in the U.S. and Europe. She also provides day-to-day administrative support to these clients. Ms. Kiely has been a member of PanAgora’s client service team since 2012.
Prior to joining PanAgora, Ms. Kiely was a Senior Associate in the Marketing & Client Service department at Analytic Investors.
Education:
Clark University, B.A.