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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
Head of Business Development and Relationship Management – U.S.
Exit Preview John P. Nelson   Head of Business Development and Relationship Management – U.S.
Phone215-609-3748 EmailEmail
John P. Nelson
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.

U.S. Institutional Sales

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Jeffrey Alt, CFA, CAIA
Senior Vice President - U.S. Institutional Sales
Exit Preview Jeffrey Alt, CFA, CAIA   Senior Vice President - U.S. Institutional Sales
Phone215-609-3753 EmailEmail
Jeffrey Alt, CFA, CAIA
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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Craig G. Scott
Phone215-609-3702 EmailEmail
Senior Vice President - U.S. Institutional Sales
Exit Preview Craig G. Scott   Senior Vice President - U.S. Institutional Sales
Phone215-609-3702 EmailEmail
Craig G. Scott
As an institutional marketing professional, Craig is responsible for direct sales to traditional institutional investors in 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.

Consultant Relations

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Jonathan E. Cordo, CAIA
Senior Vice President - Consultant Relations
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Phone215-609-3704 EmailEmail
Jonathan E. Cordo, CAIA
As a consultant relations professional, Jon is primarily responsible for maintaining and developing relationships with institutional investment consulting firms. 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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Vice President - Consultant Relations
Exit Preview Steven J. Szostak, CFA   Vice President - Consultant Relations
Phone215-609-3765 EmailEmail
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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.

U.S. Institutional Relationship Management

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Joseph Larkin
Phone215-609-3746 EmailEmail
Head of Client Service and Sales Support
Exit Preview Joseph Larkin   Head of Client Service and Sales Support
Phone215-609-3746 EmailEmail
Joseph Larkin
As Head of Client Service and Sales Support, Joe is responsible for overseeing the Client Service and Sales Support teams. Joe previously held roles as Director of Business Development and Client Service in Brandywine Global's Singapore office and London-based Associate Director of Business Development and Client Service for the EMEA region. 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, and 66 licenses. Joe earned a B.A. in History from James Madison University.
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Elizabeth Mathew Stevko, CFA
Vice President - U.S. Institutional Relationship Management
Exit Preview Elizabeth Mathew Stevko, CFA   Vice President - U.S. Institutional Relationship Management
Phone215-609-3734 EmailEmail
Elizabeth Mathew Stevko, CFA
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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Lisa A. Welch, CFA
Phone215-609-3770 EmailEmail
Vice President - U.S. Institutional Relationship Management
Exit Preview Lisa A. Welch, CFA   Vice President - U.S. Institutional Relationship Management
Phone215-609-3770 EmailEmail
Lisa A. Welch, CFA
As a U.S. Institutional Relationship Manager, Lisa is primarily responsible for maintaining and developing relationships with institutional clients in the U.S. 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 Vice President - U.S. Institutional Relationship Management
Exit Preview Gregory S. Zavoyna   Senior Vice President - U.S. Institutional Relationship Management
Phone215-609-3726 EmailEmail
Gregory S. Zavoyna
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.

Financial Intermediaries

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Andrew P. Bauer, CFA
Senior Vice President - Financial Intermediaries
Exit Preview Andrew P. Bauer, CFA   Senior Vice President - Financial Intermediaries
Phone215-609-3755 EmailEmail
Andrew P. Bauer, CFA
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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Amer A. Hasan, CFA
Phone215-609-3738 EmailEmail
Vice President - Financial Intermediaries
Exit Preview Amer A. Hasan, CFA   Vice President - Financial Intermediaries
Phone215-609-3738 EmailEmail
Amer A. Hasan, CFA
Amer is responsible for establishing, enhancing and supporting relationships with financial intermediaries, advisors, and North American retail and institutional clients and prospects. Amer 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 April 2011 and has held several positions within Marketing, Sales, and Client Service. Prior to joining Brandywine Global, Amer was a marketing and client service associate at Mondrian Investment Partners (U.S.), Inc. (2006-2009). Amer earned his M.Sc. in Public Management at King’s College London, and a B.Sc. in International Business and Finance from Temple University. Amer holds FINRA Series 3, 7 and 63 licenses, is a CFA® charterholder, and is a member of the CFA Institute and CFA Society Philadelphia.
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Mark Juelis, CAIA
Phone215-609-3749 EmailEmail
Senior Vice President - Financial Intermediaries
Exit Preview Mark Juelis, CAIA   Senior Vice President - Financial Intermediaries
Phone215-609-3749 EmailEmail
Mark Juelis, CAIA
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.