Global Fixed Income Investment-Grade
Portfolio Managers
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 chair.
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Jack is a portfolio manager for the Firm's Global Fixed Income and related strategies. He joined the Firm in 1998. Previously, he held positions as market strategist with McCarthy, Crisanti & Maffei, Inc. (1995-1998); senior fixed income analyst with Technical Data, a division of Thomson Financial Services (1992-1995); quantitative associate with Brown Brothers Harriman & Co. (1990), and investment analyst with the Public Employee Retirement Administration of Massachusetts (1987-1989). Jack is a CFA® charterholder and earned an M.B.A. in Finance from the Leonard N. Stern Graduate School of Business at New York University and a B.B.A. in Finance from the University of Massachusetts, Amherst.
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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.
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Brian Kloss is a Portfolio Manager on the Global Fixed Income team. He joined Brandywine Global in December 2009, bringing with him over 10 years of high yield and distressed debt experience. Previously, Brian was co-portfolio manager at Dreman Value Management, LLC (2007-2009); high yield analyst/trader at Gartmore Global Investments (2002-2007); high yield and equity portfolio manager and general analyst at Penn Capital Management, Ltd. (2000-2002); an analyst with The Concord Advisory Group, Ltd. (1998-2000); and an international tax consultant with Deloitte & Touche LLP (1995-1998). Brian earned his J.D. from Villanova School of Law and graduated summa cum laude with B.S. in Accounting from University of Scranton. He is also a member of the New Jersey and Pennsylvania Bar and is a Pennsylvania Certified Public Accountant.
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Tracy Chen is a Portfolio Manager on the Global Fixed Income team. She leads global structured credit investing and seeks the most attractive value in the global structured credit market, including investments in U.S. RMBS, CMBS, ABS, CLO, European ABS and other structured products. She joined the Firm in August 2008. Prior to joining Brandywine Global, she was with UBS Investment Bank as Director of Structured Products, GMAC Mortgage Group (focusing on mortgage whole loan pricing and trading), and Deloitte Consulting. Tracy earned her MBA with a concentration in Finance from the University of North Carolina at Chapel Hill. She also holds an M.A. in American Studies and a B.A. from University of Electronic Science & Technology of China. Tracy is a CFA® charterholder and a CAIA charterholder. Tracy's research on structured products was published in the Journal of Structured Finance in 2007, 2017, 2018 and 2019.
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Investment Team
Mike is an associate portfolio manager and senior research analyst on the Global Fixed Income team. He is responsible for providing research analysis and portfolio management on the firm’s emerging market fixed income related strategies. Prior to this he had been a research analyst on the team since 2011 with a focus on global credit and emerging markets. Mike joined Brandywine Global as a product specialist within client service in 2006. Prior to joining Brandywine Global in 2006, Mike was an associate for the Vanguard Group (2004-2006). A CFA® charterholder, he earned a B.S. in Finance from Temple University.
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Reina oversees the ESG program, including its overall strategy, engagement and integration, initiatives across all investment teams, and research support. She previously served as the Financial Writer, where she worked closely with the investment teams to deliver portfolio- and thematic-driven communications and thought leadership. She joined the Firm in August 2014. Prior to joining the Firm, she served in various roles with Penn Capital Management, ING, and United States Senator Thomas R. Carper. Reina earned her B.A. in English Literature and M.S. in Global Affairs from Rutgers University, and an M.B.A. from The Kellogg School of Management at Northwestern University.
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Andrew is a Research Analyst on the Global Fixed Income Team. He is responsible for credit research and quantitative modeling, as well as the analysis of portfolio positioning including duration, currency, and notional derivative exposures. Andrew joined Brandywine Global in 2014 and previously served as a member of the Investment and Performance Analysis team, where he worked closely with portfolio managers by providing quantitative analysis, risk oversight, and technical automation to assist with portfolio implementation and review. Prior to joining Brandywine Global, Andrew worked closely with portfolio management, helping to review their investment decisions and theses while a performance analyst at BlackRock (2010-2014), as a GIPS and performance analyst at State Street Global Advisors (2008-2010), and as a reporting analyst at Hamilton Lane Advisors (2007-2008). Andrew received his B.S. in Economics from The Pennsylvania State University.
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As a Senior Vice President of the Firm's Global Fixed Income and related strategies, Patrick provides valuable analytical and strategic insight. Patrick joined the Firm in June 2005. Previously, he was senior director of institutional client strategy with SEI Investments (2000-2005), Director of Research and Investment Strategy of Mercantile Safe-Deposit & Trust Company (1997-2000), and director of research for PNC Financial (1981-1997). Patrick earned an M.A. in Urban Economics, an M.A. in Economics, and a B.S. in Political Science from the University of Delaware.
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Sean Brooks, CFA, FRM, is a mortgage-backed securities analyst on the Global Fixed Income team. He is responsible for providing credit analysis of U.S. and European mortgage backed securities with special emphasis on RMBS, CMBS, CLO, and other non-mortgage securitized products. Prior to this role, Sean was a senior compliance analyst for Brandywine Global. Prior to joining Brandywine Global in 2014, he worked for Macquarie Investment Management as a structured products analyst (2005-2014). He has also worked for Nuclear Electric Insurance Limited as a senior investment associate (2003-2005), DuPont Capital Management as a performance analyst (2001-2003), and the Vanguard Group as a financial administrator (1997-2001). Sean earned his M.S. in Finance from Drexel University and his B.S. in Finance from University of Delaware. Sean is a CFA charterholder and earned the Financial Risk Manager (FRM) charter.
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Li Ting is a research analyst on the Global Fixed Income team. She conducts macroeconomic research and analysis with a focus in the Asia Pacific region for the Firm's fixed income strategies. She joined Brandywine Global in 2017 and previously served as a Senior Client Service Associate, International. Before joining Brandywine Global, she worked as an Assistant Manager – Business Development at Lion Global Investors (2015-2017). Li Ting earned a B.S. in Finance from Singapore Management University.
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In his role on the Global Fixed Income team, Brian provides research and communicates with clients, prospects, and consultants in support of our investment strategies. Previously, as a senior investment specialist in Brandywine Global’s Wealth Management Group, he maintained and enhanced relationships with institutional and high net worth clients and prospects while specializing in Global Fixed Income and related strategies. Prior to joining the Firm in 2008, Brian was a marketing and client service associate at Mondrian Investment Partners (U.S.), Inc. (2005-2008). Brian is a CFA® charterholder, holds FINRA Series 3, 7, and 63 licenses, and earned a B.A. in Business Administration from Loyola University Chicago. He is a member of the CFA Institute and the CFA Society of Philadelphia.
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Blake is a high yield research analyst on the Global Fixed Income Team. Prior to joining the Firm in 2022, Blake was a research analyst with Diamond Hill Capital Management (2016-2022). Blake earned his J.D. and B.S in Finance from The Ohio State University and is a CFA® charterholder.
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Renato is an associate portfolio manager and senior research analyst on the Global Fixed Income team. He is responsible for providing global macro analysis, credit research and portfolio management decisions. Renato joined Brandywine Global in 2006 as a trader for the Firm's Global Fixed Income and related strategies. Prior to joining Brandywine Global in 2006, Renato was an investment analyst at Watson Wyatt Investment Consulting (2004-2006). He is a CFA® charterholder and earned a B.A. in Physics and Economics from the University of Pennsylvania.
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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.
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As an associate portfolio manager and senior research analyst, Carol conducts macroeconomic research and analysis with a focus in the Asia Pacific region for the Firm's fixed income strategies. Additionally she is responsible for communicating details and presenting our investment strategies to clients, prospects and consultants in Asia. She joined the Firm in October 2008 as a fixed income research analyst and is based out of the office of Brandywine Global Investment Management (Asia) Pte., Ltd. in Singapore. Previously, she served as an economist with the Monetary Authority of Singapore where she analyzed domestic and external economies (2007-2008). She was also a summer analyst with the fixed income capital market division of Goldman Sachs in London (2006). Carol earned an MSC in Finance and Economics from the University of Warwick in the United Kingdom and a BSc in Economics from the National University of Singapore.
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Evan is a research analyst on the Global Fixed Income team and is responsible for providing analysis of currency and interest rate markets. Prior to joining the Firm in 2021, Evan co-founded and served as head of data at Our Blue Marble Inc (2019-2021) and as junior trader and associate portfolio manager at Garda Capital Partners LP (2014-2019). Evan is a CFA® charterholder and earned an M.S. in Financial Engineering from Columbia University and a B.A. in Math and Physics from Carleton College.
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John serves as a portfolio manager for the Firm’s High Yield and Corporate Credit Strategies. He joined the firm in 2021. Previously, John was a portfolio manager with Diamond Hill Capital Management from 2014-2021; a Senior Vice President - Credit at Standard Life Investments from 2010 to 2014. From 2007 to 2010, he was with Nationwide Mutual Insurance as a Management Associate in the Financial Leadership Rotation Program and then an Investment Analyst in Distressed Debt. John is a CFA charterholder and earned a Master of Business Administration from Carnegie Mellon University and has a Bachelor of Science in Business Economics from University of Kentucky (magna cum laude).
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As Head of Global Macro Strategy, Paul is responsible for providing proprietary global macroeconomic research to support our Global Fixed Income team’s investment process. Prior to joining the Firm in 2023, he served as Director of Portfolio Strategy for two years at Ontario Teachers’ Pension Plan after working for five years as a portfolio manager (2015-2022). Paul was also a global macro portfolio manager at Graham Capital (2011-2015) and Medley Macro Fund (2008-2011). Paul started his career at Credit Suisse where he worked both as a global macro strategist and a fixed income and FX proprietary trader (1999-2008). Paul earned a B.S. in Economics from Monash University in Melbourne, Australia.
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Kevin is a research analyst on the Global Fixed Income team and is responsible for providing credit research and analysis. He joined Brandywine Global in 2002 and has served in a number of roles at the firm. Most recently, Kevin served as Vice President of Brandywine Global's Investment Performance Analysis team. As part of this role, Kevin supported the investment process from both a quantitative and fundamental standpoint, providing portfolio analytics and risk oversight while also aiding in the implementation of client portfolios. Prior to his tenure at Brandywine Global, Kevin was an investment accountant at PFPC Inc. (2000-2002). Kevin earned a B.S. in Business Administration from James Madison University.
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Jack serves as an associate portfolio manager on the Global Fixed Income Team. He joined the firm in 2021. Previously, Jack was a fixed income senior associate with Diamond Hill Capital Management from 2015-2021. Jack is a CFA charterholder and earned a BSBA in Accounting & Finance from The Ohio State University.
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Francis joined Brandywine Global in 2006 and drives the global macroeconomic research which supports the fixed-income group's investment process, provides investment ideas and strategic asset allocation recommendations. From 1984 until 2005, Francis was a principal of the BCA Research Group, head of global investment strategy and led the firm’s new product development. He spent several years in the policy departments of the Bank of Canada in the early 1980s working in the areas of monetary, economic, and financial analysis. Francis has a Master's degree in Economics from the University of Western Ontario in London, Canada and an Honors BA in Economics from Queen's University in Kingston, Canada. He has lectured at a variety of economic, financial and investment conferences/seminars across North America, Asia and Europe and has contributed editorials and essays for a range of financial publications including the Financial Times of London.
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Steve is a senior advisor for the Firm's Global Fixed Income Team. He joined the Firm in 1991 to diversify the Firm's investment strategies and start the global fixed income product. Previously, Steve was with Mitchell Hutchins Asset Management, Inc. as managing director of taxable fixed income (1988-1991); Provident Capital Management, Inc. as senior vice president overseeing taxable fixed income (1984-1988); Munsch & Smith Management as a founding partner (1980-1984), and First Pennsylvania Bank as vice president and portfolio manager in the fixed income division (1976-1980). Steve earned a B.S. in Economics and Business Administration from Xavier University, where he is currently chair of the university's investment and plant & building committees, a member of the executive committee, and serves on the board of trustees. Steve is also a member of the board of trustees at the Winterthur Museum & Country Estate, a nonprofit, educational institution.
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As a senior global macro research specialist, Min provides support to Francis Scotland, director of macroeconomic research. Min maintains a financial/economic database and internal website, which are used to support research tasks as well as respond to research requests from members of the Global Fixed Income team. Min joined the Firm in October 2006. Previously, she worked as a data analyst for the Bank of New York (2006) and as a research assistant for the University of Delaware (2005-2006). Min earned a M.S. in Agricultural Economics from the University of Delaware and a B.S. in Pharmacy from West China University of Medical Science. She is a CFA® charterholder.
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As a global macro research analyst, Nhat provides support to Francis Scotland, director of macroeconomic research. Nhat maintains a financial/economic database and internal website, which are used to support research tasks as well as respond to research requests from members of the Global Fixed Income team. Prior to joining the Firm in 2022, Nhat served as business intelligence analyst at KPIM Joint Stock Company (2021). Nhat earned a B.S. in Economics from Drexel University.
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William is an associate portfolio manager and research analyst on the Global Fixed Income team. He joined the firm in June 2015 and is based out of the office of Brandywine Global Investment Management (Europe) Ltd. in London. Previously, he was a European high yield analyst with Crédit Agricole Corporate & Investment Bank in London (2013-2015). William has also worked for Deutsche Bank Securities (New York)(2011-2012). He earned his M.Sc. in Carbon Management and Economics from the University of Edinburgh Business School and his B.Sc. in Environmental Geoscience from Durham University. He holds the UK Investment Management Certificate (IMC) and is a member of the CFA® Society of the United Kingdom.
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Bill is a portfolio manager for the Firm’s High Yield and Corporate Credit Strategies. He joined the Firm in 2021. Previously, Bill was a portfolio manager with Diamond Hill Capital Management 2001 – 2021 and a Tax Partner at Schottenstein, Zox & Dunn, LPA from 2000 to 2001. From 1993 to 1999, he was as an Associate at Schottenstein, Zox & Dunn. Bill is a CFA charterholder and earned a Juris Doctor from The Ohio State University (with honors), a Master of Law in Taxation from University of Florida College of Law and B.A in Political Science from Williams College.
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Portfolio Management Implementation and Trading
Stephen is a portfolio management implementation specialist for the Firm's Global Fixed Income and related strategies. Before joining the Portfolio Management Implementation team, Stephen was a member of the Firm's Portfolio Compliance team from 2012-2019. Prior to joining the Firm in 2012, he held various roles at BNY Mellon (2008-2012). Stephen is a CFA® charterholder and earned an M.B.A. in Finance from the Fox School of Business at Temple University and a B.S. in Mathematics from Drexel University.
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Darren Clipston is a senior trader on the Global Fixed Income team. Darren joined Brandywine Global in 2016, coming from Radcliffe Capital Management where he served as head trader and as a credit analyst covering the metals, mining, and industrial sectors. Previously, he held positions at Tallis Capital Management, Drake Management, LLC, Sagamore Hill Capital Management, Greenwich Capital Markets, and RFC Ambrian. He earned an M.A. in Mathematics from Columbia University in addition to bachelor’s degrees in Electrical Engineering and Commerce in Operations Research, both from the University of Western Australia. Darren is a CFA® charterholder.
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Travis leads the Portfolio Management Implementation team for the Firm's Global Fixed Income and related strategies. Prior to leading the team, Travis was a trader for the Firm's Global Fixed Income and related strategies from 2008–2019 and provided quantitative and fundamental analysis along with support as a fixed income client service associate from 2006-2008. His additional experience within the industry includes serving as funds investor services assistant with Legg Mason (2004-2005). Travis earned a B.A. in Communications from the University of Delaware. He also is commercially licensed and instrument rated by the Federal Aviation Administration to operate single and multi-engine aircraft.
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Dennis is the head trader for the Firm's Global Fixed Income and related strategies. He joined Brandywine Global in 2000. Previously, Dennis was with Merrill Lynch Asset Management as vice president and portfolio manager (1992-1999). He earned a B.A. in Accounting, with a concentration in Finance, from Rutgers University School of Business.
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Fannon is a portfolio management implementation specialist for the Firm's Global Fixed Income and related strategies. She joined Brandywine Global in 2014 and previously served as a senior client service associate, supporting the firm’s non-U.S. clients and marketing initiatives. Before joining Brandywine Global, she held various roles at PENN Capital Management Company, Inc. (2010-2014). Fannon earned a B.A. in Communications from the University of Tampa.
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Kristen is a portfolio management implementation specialist for the Firm's Global Fixed Income and related strategies. Before joining the Portfolio Management Implementation team, Kristen was a trader for the Firm's Global Fixed Income and related strategies from 2010–2019 and a staff accountant responsible for account reconciliation, revenue calculation, and financial statement analysis from 2007-2010. Prior to joining the Firm in 2007, she was a staff accountant with Popular Financial Holdings and the Borgata Hotel, Casino & Spa. Kristen earned an M.S. in Financial Services from Saint Joseph's University and a B.S. in Business Studies: Corporate Accounting from The Richard Stockton College of New Jersey.
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Derek is a portfolio management implementation specialist for the Firm's Global Fixed Income and related strategies. Before joining the Portfolio Management Implementation team, Derek held roles at the Firm as an International Client Service Associate (2018-2020) and as a Trade Operations Associate (2016-2018). Derek has passed all three levels of the CFA® exam and earned a B.S. in Finance and Accounting from Lehigh University.
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Kevin is a trader for the Firm's Global Fixed Income and related strategies. Prior to joining the trading group in September 2016, Kevin was a senior data quality analyst responsible for calculating fixed income security metrics and valuations, as well as verifying data integrity. Before joining the Firm in 2011, he was a senior operations associate at BNY Mellon (2007-2011) and served as a mutual fund accountant for SEI Investments (2005-2006). Kevin earned a B.S. in Business Administration from Drexel University. He is a CFA® charterholder.
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As Director, Portfolio Management Implementation and Trading, Kerry provides leadership and oversight for the portfolio management implementation and trading functions of the Global Fixed Income team. Kerry joined the Firm in September 2008 and is a member of Brandywine Global’s Brokerage Committee as well as its Business Continuity and Technology Councils. Previously, Kerry was with Morgan Stanley Investment Management for 11 years, where she held roles as a fixed income trader, IT application development manager, and IT developer of fixed income trading technology. Prior to Morgan Stanley, Kerry was an application developer of financial systems for US Healthcare from 1994-1997, and a system engineer with Electronic Data Systems from 1988-1994. Kerry earned a B.A. in Computer Sciences/Mathematics from Ithaca College.
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Joffre is a trader for the Firm's Global Fixed Income and related strategies. Prior to joining the trading desk in May 2013, he supported the Global Fixed Income team as a senior portfolio compliance associate (2012-2013). He previously served as a global rates trader (2007-2011) and portfolio compliance analyst (2003-2006) with BlackRock and a technology consultant with the Chubb Group of Insurance Companies (2000-2003). Joffre earned an MBA in Investment Management & Management Information Systems from Drexel University, an M.S. in Finance from Drexel University, and a BBA in Finance from Temple University.
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