Relationship Services


Robert Job

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

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 Mahoney

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.

 

Kevin Dowie

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, investment strategists and business development staff to 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.

 

Vanessa K. Sea

Strategic Relationship Manager

Biography

Ms. Sea is a Strategic Relationship Manager responsible for working with investment consultants, OCIOs and Fund of Funds.

Prior to joining PanAgora, Ms. Sea was the Director of Business Development and Consultant Relations at PT Asset Management, LLC, responsible for spearheading their institutional hedge fund marketing effort. She also held institutional sales and consultant relations roles at William Blair and Neuberger Berman. Ms. Sea began her career in investment management at Lehman Brothers.

Education:
Booth School of Business, University of Chicago, M.B.A.
Indiana University, 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.

 

Allison Kiely

Relationship Manager

Biography

Ms. Kiely is a member of PanAgora’s Relationship Management team, responsible for managing existing client relationships in the U.S. and Canada. Previously, she was a Senior Client Service Manager working with PanAgora’s domestic and international clients.

Prior to joining PanAgora, Ms. Kiely was a Senior Associate in the Marketing & Client Service department at Analytic Investors.

Education:
Clark University, B.A.

 

Kristen Kennedy

Client Service Manager

Biography

Ms. Kennedy is a Client Service Manager, serving as a liaison between PanAgora’s investment teams and clients. She also provides day-to-day administrative support to these clients.

Prior to joining PanAgora, Ms. Kennedy worked at Grantham, Mayo, Van Otterloo & Co in a Fund Administration capacity. She has also held a Client Service role at Old Mutual Asset Management Trust Company and at Summit Partners.

Education:
University of Hartford, B.A.
Suffolk University, MBA.

 

Vanessa DeMeo

Client Service Manager

Biography

Ms. DeMeo is a Client Service Manager, serving as a liaison between PanAgora’s investment teams and clients primarily located in Australasia. She also provides day-to-day administrative support to these clients.

Prior to joining PanAgora, Ms. DeMeo worked at FOC Partners (now NewStar Financial, Inc.) as a Senior Associate on the Business Development & Client Services team, and previously as an Analyst for the firm.

Education:
Bentley University, B.S.

 

William Bardeen

Business Development Associate

Biography

Mr. Bardeen is a Business Development Associate working with the North American sales team. Mr. Bardeen is responsible for assisting the North American team in business development and client relationships for PanAgora’s investment strategies with institutional investors, sub-advisory and distribution partners in North America.

Prior to his current role, Mr. Bardeen worked as a Client Service Manager serving as a liaison between PanAgora’s investment teams and primarily Sub-Advisory, and Asian Clients including Japan. Mr. Bardeen has also worked as a Portfolio Associate on the Marketing and Client Service Communications team at PanAgora.

Education:
Hamilton College, B.A.

 

Paul Damplo

Business Development Associate

Biography

Mr. Damplo is a Business Development Associate working with the Consultant Relations Team. In this role, Mr. Damplo contributes to the development of PanAgora’s relationships with consultants primarily based in North America. Additionally, Mr. Damplo supports the firm’s sub-advisory business with PanAgora affiliate companies.  Prior to his current role, Mr. Damplo worked as a Product Specialist covering PanAgora’s Multi Asset strategies.

Education:
University of New Hampshire, B.A.

 

Benjamin Cheney, CFA

Business Development Associate

Biography

Mr. Cheney is a Business Development Associate working with the Australasia sales team. Mr. Cheney is responsible for assisting the Australasia team in business development and strategic initiatives for PanAgora’s investment strategies with institutional investors, sub-advisory and distribution partners in the Asia-Pacific region.

Prior to joining PanAgora, Mr. Cheney worked as a Senior Associate at Cambridge Associates providing advanced operational support to pension OCIOs (Outsourced Chief Investment Officers). Mr. Cheney began his career at Eaton Vance Investment Managers.

Mr. Cheney is a CFA charterholder.

Education:
University of Rhode Island, B.A.

 

Margaret Hu, Ph.D.

Associate Client Portfolio Strategist

Biography

Dr. Hu is an Associate Client Portfolio Strategist responsible for business development and strategic initiatives in Australasia, as well as strategy development and customization for client portfolios.

Prior to joining PanAgora, Dr. Hu was Vice President, Senior Quantitative Strategist at State Street Global Advisors, where she was responsible for tactical asset allocation research, multi-asset model development, and client portfolio construction. She has also worked as a lecturer at Northeastern University and a research assistant at Harvard Business School.

Education:
Northeastern University, Ph.D
Boston University, MA
Shandong University, BA