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
John leads Brandywine Global’s Institutional Sales and Relationship Management teams in the U.S. In addition, he is responsible for maintaining and enhancing relationships with many of the firm’s largest institutional clients. John joined the firm in June 2013 and is a member of the firm’s Global Management Committee. Previously, he spent 27 years at Brown Brothers Harriman & Co. in New York where he was Managing Director and Head of Institutional Relationship Management and Business Development. John earned his Bachelor of Science degree in Accounting from Saint Vincent College and completed the CFA Institute’s Investment Management Program at Harvard Business School in 2006.
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U.S. Institutional Sales
As an institutional marketing professional, Jeff is responsible for direct sales to traditional institutional investors in the U.S. Prior to joining the firm in 2020, Jeff was Head of Yield Strategies at Apollo (2017-2019) and Head of U.S. Institutional Sales at PGIM Fixed Income (2006-2017). Jeff began his career in institutional investment management at Miller Anderson & Sherrerd / Morgan Stanley Investment Management where he served in various roles within Operations, Client Service, and Institutional Sales. Jeff earned a BBA in Finance from the University of Michigan and an MBA from Temple University. He is a CFA Charterholder and a CAIA Charterholder.
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As an institutional marketing professional, Ryan is responsible for direct sales to institutional investors in the western United States. He joined the Firm in October 2011. From 2016– 2021, Ryan worked at Brandywine Global Investment Management (Europe) Limited, the Firm's operating unit located in London, England, where he was responsible for maintaining and enhancing our relationships with clients and consultants based in Europe, the Middle East and Africa. Prior to joining Brandywine Global, Ryan held multiple positions with The Concord Advisory Group, LTD. Princeton, N.J. (February 2008 – September 2011). Ryan earned a B.A. degree in both Economics and Communications from the University of Pittsburgh. He is a CAIA charter holder in addition to holding the U.K. Investment Management Certificate (IMC).
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Consultant Relations
As a Senior Vice President, Jon is primarily responsible for heading the firm’s U.S. Consultant Relations business, and 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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As a consultant relations professional, Steve is primarily responsible for developing and maintaining relationships with institutional investment consulting firms. He joined Brandywine Global in 2014 and has served in a variety of roles on the U.S. Sales & Relationship Management team. He holds FINRA Series 7 and 63 licenses, is a CFA® charterholder, and is a member of the CFA Institute and CFA Society Philadelphia. He earned a B.A. in Philosophy, Politics, and Economics from the University of Pennsylvania.
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U.S. Institutional Relationship Management
As Director of Client Service and Sales Support, Joe is responsible for overseeing the Client Service and Sales Support teams as well as firm-wide client service initiatives. Joe previously held roles as Director of Business Development and Client Service in Brandywine Global's Singapore office and Associate Director of Business Development and Client Service in Brandywine Global’s London office. Joe joined the Firm in June 2009. Prior to joining Brandywine Global, Joe was a Financial Analyst with the Private Wealth Management Group at Goldman Sachs & Co. (2007-2009) and a Research Analyst with the Intellectual Capital Group at Legg Mason (2005-2007). Joe holds the U.K. Investment Management Certificate (IMC) and FINRA Series 3, 7, 24, and 66 licenses. Joe earned a B.A. in History from James Madison University.
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Elizabeth Mathew Stevko, CFA
Senior Vice President – U.S. Institutional Relationship Management
 215-609-3734
 Email
As a U.S. Institutional Relationship Manager, Elizabeth is primarily responsible for maintaining and developing relationships with institutional clients in the U.S. 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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Gregory S. Zavoyna
Senior Vice President – U.S. Institutional Relationship Management
215-609-3726
Email
As a U.S Institutional Relationship Manager, Greg is primarily responsible for maintaining and developing relationships with institutional clients in the U.S. 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.
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Financial Intermediaries
Andy is responsible for establishing, enhancing and supporting relationships with financial intermediaries, advisors, and North American retail and institutional clients and prospects. Andy is a global fixed income and equity generalist, responsible for articulating to clients and prospects the firm’s investment philosophy, process, positioning and macro outlook. He joined the Firm in December 2011 and has over 15 years of investment and marketing experience. Previously, Andy was a director and principal with Turner Investments responsible for institutional relationship management (2008-2011); vice president and portfolio specialist with Legg Mason Institutional Services (2004-2008); research analyst with PFM Advisors (2003-2004); and a research associate with Duncan-Hurst Capital Management (1999-2003). Andy is a CFA® charterholder, holds FINRA Series 3, 7 and 63 licenses and earned an M.S. in Finance from San Diego State University and a B.S. in Accounting from the University of Maryland at College Park.
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Mark is primarily responsible for establishing and enhancing relationships with financial intermediaries, advisors and the firm’s distribution partners. Secondarily, he provides support to our consultant relations effort. As a senior investment specialist, Mark is responsible for new business development by articulating to clients and prospects the firm’s investment philosophy, process, positioning and macro outlook across our equity and global fixed income strategies. 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). Mark is a CAIA charterholder, holds FINRA Series 3, 7 and 63 licenses, and earned a B.A. in Political Science from Bucknell University.
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