U.S. Sales & Relationship Management | About Us | Brandywine GLOBAL

U.S. Sales & Relationship Management

Brandywine Global's U.S. Institutional Sales & Relationship Management teams seek to implement marketing strategy in support of sales efforts and provide top quality service for all the firm's institutional and sub-advisory relationships.

Director

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John P. Nelson
Phone215-609-3748 EmailEmail
Director and Head of Business Development and Relationship Management - U.S.
Exit Preview John P. Nelson   Director and Head of Business Development and Relationship Management - U.S.
Phone215-609-3748 EmailEmail
John P. Nelson
As Director of U.S. Institutional Investment, John manages Brandywine Global's Institutional Sales and Client Service Group. In addition, he is responsible for maintaining and enhancing relationships with institutional clients. John joined the Firm in June 2013. Previously, he served in a variety of roles at Brown Brothers Harriman. John was a Managing Director and Head of Institutional Relationship Management (2010-2013), Managing Director and Head of Institutional fixed income relationship management/business development (2001-2010) and Head of fixed income portfolio management (1999-2001). John earned his Bachelor of Science degree in Accounting from Saint Vincent College.

Sales

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Michael Daly
Phone215-609-3723 EmailEmail
Vice President of U.S. Institutional Sales – Central
Exit Preview Michael Daly   Vice President of U.S. Institutional Sales – Central
Phone215-609-3723 EmailEmail
Michael Daly
As an institutional marketing professional, Mike is responsible for new business development and consultant relationships in the central region of the U.S. Previously, he was with Aberdeen Asset Management as a senior business development manager (2013-2015); Philadelphia International Advisors as an associate director (2006-2013); Tower Bridge Advisors as an investment officer (2001-2004), and at the Vanguard Group as a retirement specialist (2000-2001). Mike earned a B.S. in Business Administration from Villanova University and an M.B.A. from the University of Notre Dame.
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John T. Ford, CFA
Phone415-773-0275 EmailEmail
Director of Marketing - West
Exit Preview John T. Ford, CFA   Director of Marketing - West
Phone415-773-0275 EmailEmail
John T. Ford, CFA
As an institutional marketing professional, John is responsible for new business development and consultant relationships in the western half of the U.S. He joined the Firm in 1999. Previously, John was with UAM Investment Services as a senior vice president, institutional sales (1997-1998); Montgomery Asset Management as vice president, institutional sales (1996-1997); Pacific Mutual Asset Management as regional director, institutional investments (1993-1996), and New York Life Asset Management as director, institutional investments (1990-1993). A CFA® charterholder, he earned an M.B.A. in Finance from the University of Colorado Graduate School of Business and a B.A. in Economics from Vanderbilt University.
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Mark Juelis, CAIA
Phone215-609-3749 EmailEmail
Vice President
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Phone215-609-3749 EmailEmail
Mark Juelis, CAIA
As a consultant relations professional, Mark is responsible for developing and maintaining relationships with institutional asset consulting firms. Prior to joining the Firm in October 2012, Mark worked as an investor relations professional with Attalus Capital (2008-2012); a consultant with Towers Perrin's Asset Consulting Services group (2003-2008), and an associate at PriceWaterhouseCoopers (2001-2003). He is a CAIA charterholder and earned a B.A. in Political Science from Bucknell University.
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Craig G. Scott
Phone215-609-3702 EmailEmail
Director of Marketing - East
Exit Preview Craig G. Scott   Director of Marketing - East
Phone215-609-3702 EmailEmail
Craig G. Scott
As an institutional marketing professional, Craig is responsible for new business development and consultant relationships in the eastern half of the U.S. Craig joined the Firm in 1996. Previously, he was with Oppenheimer Capital as a vice president and institutional marketing manager (1992-1996); Unity Management as vice president and institutional marketing manager (1991-1992); Financial Security Assurance as assistant vice president institutional sales (1989-1992); and Irving Securities, Inc., as an institutional salesman (1986-1988). Craig earned a B.A. in Economics from Bucknell University.

Relationship Management

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Jonathan E. Cordo, CAIA
Senior Relationship Manager
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Phone215-609-3704 EmailEmail
Jonathan E. Cordo, CAIA
As an institutional Relationship Manager, Jon is primarily responsible for maintaining and developing relationships with institutional clients. Prior to joining Brandywine Global in 2013, Jon spent seven years with Morgan Stanley Investment Management, where he held several positions including vice president of institutional sales. He is a CAIA charter holder and earned a B.S. in Economics and Management from Gettysburg College. He also holds FINRA Series 7, Series 3, and Series 66 licenses.
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Elizabeth Mathew Stevko, CFA
Relationship Manager
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Phone215-609-3734 EmailEmail
Elizabeth Mathew Stevko, CFA
As an institutional Relationship Manager, Elizabeth is primarily responsible for maintaining and developing relationships with institutional clients. She joined the Firm in October 2012 and previously served as the Regional Relationship Manager for our clients in Asia. Prior to joining Brandywine Global, Liz held positions in product development, marketing and sales, and trading with investment management firms including Driehaus Capital Management, LLC and Philadelphia International Advisors, L.P. She holds FINRA Series 7, 3, and 63 licenses, is a CFA® charterholder, and is a member of the CFA Institute and CFA Society Philadelphia. Liz earned a B.A. in Economics from University of Pennsylvania.
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Lisa A. Welch, CFA
Phone215-609-3770 EmailEmail
Senior Relationship Manager
Exit Preview Lisa A. Welch, CFA   Senior Relationship Manager
Phone215-609-3770 EmailEmail
Lisa A. Welch, CFA
As an institutional Senior Relationship Manager, Lisa is primarily responsible for maintaining and developing relationships with institutional clients. She joined the Firm in August 2008. Prior to joining Brandywine Global, Lisa held various high-level client service positions with Schroders Investment Management (2008), Duff & Phelps Investment Management (2005-2007), ABN AMRO Asset Management (2004-2005), and Turner Investment Partners (2000-2004). She holds FINRA Series 3, 6, 7, and 63 licenses, is a CFA® charterholder, and is a member of the CFA Institute and CFA Society Philadelphia. Lisa earned a B.S. in Finance from Rutgers University.
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Gregory S. Zavoyna
Phone215-609-3726 EmailEmail
Senior Relationship Manager
Exit Preview Gregory S. Zavoyna   Senior Relationship Manager
Phone215-609-3726 EmailEmail
Gregory S. Zavoyna
As an institutional Relationship Manager, Greg is primarily responsible for maintaining and developing relationships with institutional clients. Prior to joining Brandywine Global in 2000, he was a marketing manager, business analyst, and senior credit analyst with MBNA America Bank (1995-2000), and a client manager with T. Rowe Price Associates (1992-1995). Greg holds his Series 3, 7, 63, and 65 and earned an M.B.A. from the University of Delaware and a B.S. in Marketing from the University of Baltimore.