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Executive Board

The Executive Board guides the strategic direction of Brandywine Global. Its members average more than 30 years of industry experience.
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David F. Hoffman, CFA
Managing Director & Portfolio Manager
Exit Preview David F. Hoffman, CFA   Managing Director & Portfolio Manager
David F. Hoffman, CFA
David is Head of Global Fixed Income and a portfolio manager for the Firm's Global Fixed Income and related strategies. He joined the Firm in 1995. Previously, David was president of Hoffman Capital, a global financial futures investment firm (1991-1995); head of fixed income investments at Columbus Circle Investors (1983-1990); senior vice president and portfolio manager at INA Capital Management (1979-1982), and fixed income portfolio manager at Provident National Bank (1975-1979). David is a CFA® charterholder and earned a B.A. in Art History from Williams College. He is a member of the Firm's Executive Board, currently serving as the Board's co-chair.
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Sue Wilchusky
Chief Operating Officer
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Sue Wilchusky
As Brandywine Global's Chief Operating Officer, Sue oversees the business operations of the organization including marketing and product management, portfolio compliance, investment performance and analysis, and overall business strategy. She also has oversight of global distribution as co-chair of the Executive Board. Sue joined the Firm in 2011. Prior to joining Brandywine Global, she worked at SEI Investments (2003-2011) in product development and distribution strategy roles. Sue also held a variety of positions at Deutsche Bank (1997-2003) and Fidelity Investments (1996-1997). She started her career at Deloitte & Touche, supporting financial services clients in New York and Los Angeles. Sue earned a B.S. in Accounting from the University of Delaware, an M.B.A. from Loyola College in Baltimore. She is a Certified Public Accountant (inactive).
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Theodore (Tad) W. Fetter
Head of Global Sales & Client Services
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Phone215-609-3730 EmailEmail
Theodore (Tad) W. Fetter
As head of global sales and client service for Brandywine Global Investment Management's Global business, Tad is responsible for implementation of sales, marketing and developing and executing an integrated global distribution strategy. Since 2010, Tad has served as director and head of Brandywine Global Investment Management (Europe) Limited Tad led the non-U.S. distribution strategy for Brandywine Global. As director and Head of Brandywine Europe from 2010 to 2016, he headed Brandywine Global Investment Management (Europe) Limited, the Firm's operating unit located in London, England, where he oversaw the development of the Europe, Middle East, and Africa regions. He joined the Firm in March 2006. Tad has over 20 years of investment experience, previously holding positions at Alliance Bernstein and BlackRock as an account manager for the International & Alternative Products team. Tad holds FINRA Series 7, 63, 24 and NFA Series 3 licenses and earned a B.A. in Management with a concentration in Accounting and Finance from Gettysburg College. He also served as president of council (2009) and director of finance (2008-2010) for the borough of Haddon Heights, New Jersey. Tad is a member of the Firm's Executive Board.
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Patrick S. Kaser, CFA
Managing Director & Portfolio Manager
Exit Preview Patrick S. Kaser, CFA   Managing Director & Portfolio Manager
Patrick S. Kaser, CFA
Patrick is head of the Fundamental Equity team and serves as co-lead portfolio manager on the Classic Large Cap Value strategy. Patrick is responsible for researching the financial and healthcare sectors, contributing insights and stock recommendations. He joined the Firm in 1998. He is a member of the Firm’s Executive Board, co-chair of the firm’s Brokerage Committee, and Executive Sponsor of the firm’s DEI Council. Before becoming a portfolio manager, Patrick worked for the Firm as an analyst on the Large Cap Value Equity team. He was also with Dean Witter as an account executive (1996-1997). Patrick is a CFA® charterholder and earned an M.B.A. in Finance from the University of Delaware and a B.A. in Political Science from Arizona State University. He is a member of the CFA Society of Philadelphia and has been quoted in The Wall Street Journal, Financial Times, The Washington Post, Barron’s and others. Patrick has appeared on CNBC, Fox Business News, and Bloomberg television and radio.
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Richard Lawrence
Executive Vice President, Portfolio Management – Fixed Income
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Richard Lawrence
Richard's role on the Global Fixed Income team comprises helping to manage the Fixed Income business and functioning of the team, portfolio implementation, research and communicating details of our investment strategies to clients, prospects and consultants. Previously, Richard managed Brandywine Global's institutional client service function, maintaining and enhancing relationships with institutional clients, specializing in Global Fixed Income and related strategies. Richard joined the Firm in April 2005. Previously, he served in a variety of roles at Goldman Sachs Asset Management (1994-2004). Richard also has worked for Booz Allen Hamilton, Inc. (1992-1994), Salomon Brothers (1987-1992), Acsis, Inc. (1986-1987), and Hoskyns Group (1985-1986). He earned a B.Sc. with first-class honors in Computer Science from the University of Westminster in London. Richard is a member of the Firm's Executive Board.
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Henry F. Otto
Managing Director & Portfolio Manager
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Henry F. Otto
Henry is the founder and co-lead portfolio manager of the Diversified Value Equity strategies. Prior to joining Brandywine Global in 1988, he was with Dimensional Fund Advisors, Inc., where he managed and traded small cap portfolios and developed computer systems to structure portfolios and analyze performance (1984-1987), and the Chicago Board of Trade as a financial economist developing financial-based futures and options (1982-1984). He earned both an M.B.A. in Finance and Economics and a B.A. in Economics from the University of Chicago. Henry is a member of the Firm's Executive Board.
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Anujeet Sareen, CFA
Portfolio Manager
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Anujeet Sareen, CFA
Anujeet Sareen is a portfolio manager for the Firm’s Global Fixed Income and related strategies. Prior to joining the Firm in 2016, Anujeet was a managing director of global fixed income and a global macro strategist, as well as chair of the Currency Strategy Group at Wellington Management in Boston. Over his 22-year career at Wellington (1994-2016), he held a variety of roles while cultivating extensive fixed income and currency management experience. Anujeet is a CFA® charterholder and earned a B.A. in Computer Science from Brown University. Anujeet is a member of the Firm's Executive Board.
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Steven M. Tonkovich
Managing Director & Portfolio Manager
Exit Preview Steven M. Tonkovich   Managing Director & Portfolio Manager
Steven M. Tonkovich
Steve is co-lead portfolio manager of the Diversified Value Equity strategies. He plays an integral role in the team's continual refinement of the Diversified Value Equity investment process and the Firm's ongoing research into value investing. Prior to joining the Firm in 1989, he was with the Wharton School of the University of Pennsylvania as a research analyst in the Finance Department (1987-1989) and the Moore School of Electrical Engineering of the University of Pennsylvania as a research assistant (1986-1987). Steve earned a B.S.E in Finance and Regional Science from the Wharton School. He is a member of the Firm's Executive Board.