Brandywine GLOBAL - About Us
Wealth Management Group
The Brandywine Global Wealth Management group is responsible for the firm's sales, marketing, operations, and client service activities associated with high net worth and other personal wealth management activities, typically working with diversified financial firms, financial advisors, and other distribution partners.
Senior Investment Specialist, Wealth Management Group Head
Andrew P. Bauer, CFA   Senior Investment Specialist, Wealth Management Group Head
215-609-3755 Email
As a senior investment specialist and head of the Wealth Management Group, Andy oversees the teams’ efforts in maintaining and enhancing our relationships with clients, consultants and distribution partners. Andy is responsible for new business development and diversified financial service firm relationships. In addition, he is responsible for communicating the Firm’s investment strategy and positioning to institutional and high net worth clients and prospects on the East Coast. 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.
215-609-3738 Email
Vice President, Investment Specialist
Amer A. Hasan, CFA   Vice President, Investment Specialist
215-609-3738 Email
As an investment specialist within the Wealth Management Group, Amer is responsible for establishing and enhancing relationships with institutional and high net worth clients, consultants, and distribution partners for the Firm’s commingled products. Amer joined the Firm in April 2011 beginning on our internal support team, followed by a Relationship Manager role on our North American institutional client team. 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.
215-609-3749 Email
Vice President
Mark Juelis, CAIA   Vice President
215-609-3749 Email
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.
215-609-3748 Email
Director and Head of Business Development and Relationship Management - U.S.
John P. Nelson   Director and Head of Business Development and Relationship Management - U.S.
215-609-3748 Email
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.
215-609-3711 Email
Senior Relationship Manager, Wealth Management Group
John Shea   Senior Relationship Manager, Wealth Management Group
215-609-3711 Email
As a Wealth Management Group marketing professional, John is responsible for the group's internal client service desk, overseeing the day-to-day activities related to WMG's clients and distribution partners. John joined the Firm in December 2006. Previously, he was with Rorer Asset Management as senior investment service associate and a team leader (1996-2006), and with Empower America as the deputy director of communications (1993-1996). John earned a B.A. in International Management from Franklin College, Switzerland.
310-265-0297 Email
Senior Vice President, Senior Investment Specialist
Stephen S. Waddell   Senior Vice President, Senior Investment Specialist
310-265-0297 Email
As senior investment specialist within the Wealth Management Group, Steve is responsible for communicating the Firm’s investment strategy and positioning to institutional clients and high net worth clients and prospects in the West and Southwest regions. He joined the Firm in 2002. Previously, Steve was vice president of the Western Region for Aberdeen Asset Management (1996-2002), and regional director for Furman Selz Capital Management (1991-1995). He also sold investments for Cigna Group Pension (1989-1991) and Union Central Pensions (1986-1989). Additionally, he served as a wholesaler for E.F. Hutton & Co. (1984-1986), and was a drilling engineer for Chevron USA (1979-1984). Steve earned a B.S in Petroleum & Natural Gas Engineering from Pennsylvania State University.