Trusted advisor to governments, financial institutions, public and private retirement plans, and individuals around the world

Enduring History: Lazard Asset Management is an indirect subsidiary of Lazard Ltd. (NYSE: LAZ), a company with roots tracing back to 1848.

Worldwide Breadth: One of the world’s preeminent financial advisory and asset management firms, Lazard has a global footprint with 230 investment professionals in key locales around the world.

Proven Experience and Expertise: A true global expert, Lazard manages billions in assets across a wide variety of client types and asset classes.

Learn more at: lazardnet.com.

Founded 1848

14 Countries

20 Offices

300+ Investment Professionals

192.8B AUM

AUM in $USD as at Dec 31, 2018

MANAGEMENT TEAMS

Lazard Equity Advantage Team

Lazard Global Managed Volatility Fund

Paul Moghtader, CFAManaging Director, Portfolio Manager/Analyst, Lazard Asset Management LLC (Boston)
Paul Moghtader is a Portfolio Manager/Analyst on Lazard’s Equity Advantage Team. He began working in the investment field in 1992. Prior to joining Lazard in 2007, Paul was Head of the Global Active Equity Group and a Senior Portfolio Manager at State Street Global Advisors (SSgA). At SSgA Paul was the senior manager responsible for the research and portfolio management of all multi-regional active quantitative equity strategies. Previously, Paul was an analyst at State Street Bank. He began his career at Dain Bosworth as a research assistant. Paul has a Master of Management (MM) from Northwestern University and a BA in Economics from Macalester College.
Taras Ivanenko, CFADirector, Portfolio Manager/Analyst, Lazard Asset Management LLC (Boston)
Taras Ivanenko is a Portfolio Manager/Analyst on Lazard’s Equity Advantage Team. He began working in the investment field in 1995. Prior to joining Lazard in 2007, Taras was a Senior Portfolio Manager in the Global Active Equity group at State Street Global Advisors (SSgA). Earlier at SSgA, he was a Principal and Senior Application Development Architect in the Equity Systems group. Previously, Taras was an analyst in Quantitative Research and Trading Systems at Oxbridge Research. He has a Ph.D. in Physics from Massachusetts Institute of Technology and an Engineer-Physicist degree from Moscow Physical-Technical Institute.
Peter Kashanek, MBASenior Vice President, Client Portfolio Manager/Analyst, Lazard Asset Management LLC (Boston)
Peter Kashanek is a Client Portfolio Manager/Analyst on Lazard’s Equity Advantage Team. He began working in the investment field in 1994. Prior to joining Lazard in 2007, Peter was a Principal and a Portfolio Manager in the Global Active Equity group at State Street Global Advisors (SSgA). Previously, Peter was an investment analyst in the Institutional Equity Research Group at Bank of Montreal where he focused on global energy companies. Prior to that, he was an Associate in the Global Equity Research Group at Deutsche Bank Securities. Peter also worked at Reliant Energy in Houston as a member of its Corporate Development team. Peter has an MBA with a concentration in Finance from Vanderbilt University and a BA in Government from St. Lawrence University.
Alex Lai, CFASenior Vice President, Portfolio Manager/Analyst, Lazard Asset Management LLC (Boston)
Alex Lai is a Portfolio Manager/Analyst on Lazard’s Equity Advantage Team. He began working in the investment field in 2002. Prior to joining Lazard in 2008, Alex was a Vice President and Quantitative Portfolio Manager in the Global Active Equity group at State Street Global Advisors (SSgA). Prior to that, Alex was an investment-banking analyst at Lehman Brothers Asia in Hong Kong. He has a MSc in Finance from Boston College and a BBA (Hons) in Finance and Accounting from the University of Michigan, Ann Arbor.
Ciprian MarinDirector, Portfolio Manager/Analyst, Lazard Asset Management Limited (London)
Ciprian Marin is a Portfolio Manager/Analyst on Lazard’s Equity Advantage Team. He began working in the investment field in 1997. Prior to joining Lazard in 2008, Ciprian was a Senior Portfolio Manager at State Street Global Advisors (SSgA), managing European, UK and Global funds. He was also responsible for quantitative research on the European team of the Global Active Equity Group. Prior to joining SSgA, Ciprian was a Quantitative Analyst at Citigroup where he focused on developing stock selection models, statistical arbitrage trading strategies and factor research. Previously, he was a quantitative research associate at Nikko Salomon Smith Barney. Ciprian has an MBA in Finance from the International University of Japan and a BS in International Economics from the Academy of Economic Studies Bucharest. Ciprian is a Certified Investment Adviser (UK). He holds FINRA (formerly NASD) Series 7 and JASDA Series 2 licenses.
Chris PopeDirector, Client Portfolio Manager/Product Manager, Lazard Asset Management LLC (Boston)
Chris Pope is a Client Portfolio Manager and Product Manager and Business Manager of Lazard’s Equity Advantage Team. He began working in the investment field in 1976. Prior to joining Lazard in 2007, Chris was President at Boston Private Value Investors. Prior to that he was at State Street Global Advisors (SSgA) for 18 years, where he served as Director of U.S. Institutional Sales, Client Service and Consultant Relations. Previously, Chris worked in institutional Sales and Marketing for Travelers Insurance Company. He has a BA from the University of Pennsylvania.
Craig Scholl, CFADirector, Portfolio Manager/Analyst, Lazard Asset Management LLC (Boston)
Craig Scholl is a Portfolio Manager/Analyst on Lazard’s Equity Advantage Team. He began working in the investment field in 1984. Prior to joining Lazard in 2007, Craig was a Principal and a Senior Portfolio Manager in the Global Active Equity group at State Street Global Advisors (SSgA). Previously he was Managing Director of Public Equities for the Virginia Retirement System, where he was responsible for internally and externally managed portfolios. Prior to that, Craig was a pension investment manager for two large corporations. He also worked as a consultant with InterSec Research and a vice president in data analytics at Lynch, Jones & Ryan. Craig has a BS in Finance and Public Communications from Syracuse University. He is a member of the CFA Institute and the Boston Security Analysts Society.
Jason Williams, CFAVice President, Portfolio Manager/Analyst, Lazard Asset Management Limited (London)
Jason Williams is a Portfolio Manager/Analyst on Lazard’s Equity Advantage Team. He began working in the investment field in 2001. Prior to joining Lazard in 2008, Jason was a Quantitative Portfolio Manager in the Pan European Active Equities group with State Street Global Advisors (SSgA), focusing on model development and performance evaluation. Earlier at SSgA, he was a Portfolio Analyst within Active European Operations. He has an MA in Finance and Investment from the University of Exeter and a BSc Honours in Mathematics from Coventry University. Jason is a member of the CFA Institute and the UK Society of Investment Professionals (UKSIP).
Susanne WillumsenDirector, Portfolio Manager/Analyst, Lazard Asset Management Limited (London)
Susanne Willumsen is a Portfolio Manager/Analyst on Lazard’s Equity Advantage Team. She began working in the investment field in 1993. Prior to joining Lazard in 2008, Susanne was Managing Director, Head of Active Equities Europe with State Street Global Advisors (SSgA). During her 13 year tenure at SSgA, Susanne was responsible for the research and portfolio management of all UK and European equity strategies. Prior to joining SSgA Susanne traded equity derivatives for the proprietary desk at Investcorp. Susanne received an MSc in Shipping, Trade and Finance from City University and a BSc in Management Studies from the University of Surrey.

Lazard Global Compounders Team

Lazard Global Compounders Fund

Barnaby Wilson, CFAManaging Director, Portfolio Manager/Analyst, Lazard Asset Management Limited (London)
Barnaby Wilson is a Managing Director and Portfolio Manager/Analyst on various global equity teams as well as International Compounders. He began working in the investment field in 1998. Prior to joining Lazard in 1999, he worked for Orbitex Investments as a Research Analyst. Barnaby has a BA (Hons) in Mathematics and Philosophy from Balliol College, Oxford University. Barnaby is a CFA® charterholder.
Louis Florentin-LeeManaging Director, Portfolio Manager/Analyst, Lazard Asset Management Limited (London)
Louis Florentin-Lee is a Managing Director and Portfolio Manager/Analyst on the Lazard US Equity Select team. He is also co-lead Portfolio Manager/Analyst on the Global Compounders and International Compounders strategies, and the Global Equity Select strategy. He was formerly the co-Portfolio Manager/Analyst for the Lazard European Explorer Fund between 2004 and 2010. Louis began working in the investment industry in 1996. Prior to joining Lazard in 2004, he was an equity research analyst at Soros Funds Limited and Schroder Investment Management. He has a BSc (Hons) in Economics from the London School of Economics.
Martin FloodManaging Director, Portfolio Manager/Analyst, Lazard Asset Management LLC (New York)
Martin Flood is a Managing Director and Portfolio Manager/Analyst on various US and global equity strategies, focusing on client communications. In addition, Martin is a Portfolio Manager/Analyst for the US Equity Select Tax Aware strategy, which focuses on after-tax returns for private clients. He began working in the investment field in 1993. Prior to joining Lazard in 1996, Martin was a Senior Accountant with Arthur Andersen LLP. He has a BS in accounting from St. John’s University.

Lazard Global Equity Income Team

Lazard Global Equity Income Fund

Jimmie BorkSenior Vice President, Portfolio Manager/Analyst
Jimmie Bork is a Portfolio Manager/Analyst on the Global Equity Income team. He began working in the investment field in 2011. Prior to joining Lazard in 2016, Jimmie was an Equity Analyst with Legal & General and Credit Suisse. He has an MSc in Accounting & Finance from London School of Economics and a BSc in Psychology from University of Copenhagen. Jimmie is a CFA® charterholder.
Nicholas SordoniDirector, Portfolio Manager/Analyst
Nicholas Sordoni is a Director and Portfolio Manager/Analyst on the US Equity Value and US Equity Value Focus and Global Equity Income teams. He began working in the investment field in 1997. Prior to joining Lazard in 2002, Nick was an Equity Research Associate covering the healthcare industry at Credit Suisse First Boston. Nick has an MBA (Honors) with dual majors in Finance and Healthcare Management from Wharton Business School at the University of Pennsylvania, where he was a Mayer Scholar. He has a BS from Stanford University.
Patrick Ryan, CFAManaging Director, Portfolio Manager/Analyst
Patrick Ryan is a Managing Director of Lazard Asset Management and a Portfolio Manager/Analyst on the Global Equity Income and Global Equity Select teams. Prior to joining Lazard in February 1994, Pat was an equity analyst with Hutson Management. He began working in the investment industry in 1989. Pat has a BS in Industrial Engineering from Columbia University School of Engineering and Applied Science.
Ronald Temple, CFAManaging Director, Co-Head of Multi Asset and Head of US Equity
Ronald Temple is a Managing Director and Co-Head of Multi Asset and Head of US Equity, responsible for oversight of the firm’s multi asset and US equity strategies as well as several global equity strategies. He is also a Portfolio Manager/Analyst on various US and global equity teams. He joined Lazard in 2001 with ten years of global experience including fixed-income derivative trading, risk management, corporate finance and corporate strategy in roles at Deutsche Bank AG, Bank of America NT & SA and Fleet Financial Group in London, New York, Singapore, San Francisco, and Boston. Ron has an MPP from Harvard University and graduated magna cum laude with a BA in Economics & Public Policy from Duke University. He is a member of the Council on Foreign Relations, the Economic Club of New York, Duke University’s Graduate School Board of Visitors and the New York Society of Security Analysts (NYSSA). He also served as a trustee of the Link Community School in Newark, New Jersey, from 2006-2014, as a member of the Trinity Board of Visitors at Duke University from 2006-2012 and a member of the Financial Accounting Standards Advisory Council from 2013 to 2015.
Kyle WaldhauerSenior Vice President, Portfolio Manager/Analyst
Kyle Waldhauer is a Portfolio Manager/Analyst on the Global Equity Income team. He also works on a number of global and international strategies. Kyle has been in the investment industry since 1994. Prior to joining Lazard in 1998, Kyle was a financial representative at Fidelity Investments. He has a BS in Economics and Finance from Southern New Hampshire University.

Lazard Multi Asset Team

Lazard Emerging Markets Multi-Asset Fund, Lazard Global Balanced Income Fund

Jai JacobManaging Director, Portfolio Manager/Analyst
Jai Jacob is a Managing Director and Portfolio Manager/Analyst, leading the Lazard Multi Asset investment team. Prior to joining the Multi Asset investment team, Jai worked in Global Risk Management, Fixed Income, Quantitative Technology and Settlements. He led the development of Lazard’s proprietary Risk Analysis system, and has built quantitative analytical tools for over 40 Lazard investment strategies. Jai began working in the investment field in 1998 upon joining Lazard. He has a BA from Cornell University.
Erianna Khusainova, MBA CFASenior Vice President, Portfolio Analyst
Erianna Khusainova is a Senior Vice President and Portfolio Analyst on the Lazard Multi Asset team, focusing on investment strategy and macroeconomic research. Since joining Lazard, Erianna built and led the global Marketing Data group, which serves as a centralized resource for quantitative portfolio and market analytics to support the firm’s global marketing and sales efforts. She began working in the investment field in 2006. Prior to joining Lazard in 2006, Erianna was a Senior Staff Accountant at The King’s College, responsible for accounting and financial analysis. Erianna has a MBA in Finance from the Baruch College, Zicklin School of Business and a BBA in Finance from Tashkent Polytechnical University in Uzbekistan. She is a member of the NYSSA and the CFA Institute and is a native speaker of Russian.
Rupert HopeDirector, Portfolio Manager/Analyst
Rupert Hope is a Director and Portfolio Manager/Analyst on the Lazard Multi Asset investment team, specializing in emerging markets. Prior to joining Lazard in 2014, Rupert was a Managing Director and Head of Global Equity Distribution at Renaissance Capital, where he was also building out a global emerging markets equity research platform. Previously, Rupert was at Deutsche Bank where he served as a Managing Director and managed various emerging markets equity teams. He has been in involved in emerging markets finance and investing since joining Baring Securities in 1994. He has a BA (Hons) in history from the University of Durham.
Thomas M. McManusManaging Director and Portfolio Manager/Analyst
Tom McManus is a Managing Director and Portfolio Manager/Analyst on the Lazard Multi Asset investment team, specializing in macroeconomic forecasting and asset allocation. He began working in the investment field in 1980. Prior to joining Lazard in 2010, Tom was Managing Director and Chief Investment Officer of Wells Fargo Advisors. Previously, Tom was Managing Director and Chief Investment Strategist at Bank of America Securities LLC. Tom started his career at Morgan Stanley in 1980 in strategic planning and equity derivatives. From 1983 to 1991, he was a member of the Global Equity Derivatives department at Goldman Sachs. Tom has a BS in Operations Research from Columbia School of Engineering and Applied Science, where he is a member of the advisory board for the program in Financial Engineering. He is also a non-voting member of the Lazard Capital Allocator Series Advisory Board, as well as a member of the Speaker Retainer program at the CFA Institute.
Stephen Marra, CFASenior Vice President, Portfolio Manager/Analyst
Stephen Marra is a Senior Vice President and Portfolio Manager/Analyst on the Lazard Multi Asset team, specializing in strategy research. Prior to joining the Multi Asset investment team, Stephen worked in Settlements, Fixed Income Risk and Quantitative Technology where he helped design and develop Lazard’s proprietary trading and risk management systems. He began working in the investment field in 1999 upon joining Lazard. Steve has a BS in Biology from Cornell University.
Michael PerSenior Vice President and Quantitative Research Analyst
Michael Per is a Senior Vice President and Quantitative Research Analyst on the Lazard Multi Asset team, focusing on quantitative analysis and systems development. Since joining Lazard, Michael worked in the Equity Trading Technology and the Quantitative Technology groups in the role of principal software engineer and architect. He began working in the investment field in 1997 upon joining Lazard. Michael has a BS in Computer Science from St. Petersburg State Polytechnic University in Russia.
Giuseppe Ricotta, CFAVice President and Portfolio Analyst
Giuseppe Ricotta is a Vice President and Portfolio Analyst on Lazard’s Multi Asset team, specializing in strategy research. Prior to joining the Multi Asset investment team, Giuseppe worked in Marketing, where he led several projects for the strategic marketing of Lazard’s investment strategies. He began working in the investment field in 2004. Prior to joining Lazard in 2007, he worked at American Express Bank, where he was a senior manager responsible for institutional marketing and sales support for the firm’s offshore funds platform. Prior to that, he worked at the Telecom Italia Group. Giuseppe has an MBA (Hons) from Fordham University and an MS (Summa Cum Laude) in Electronic Engineering from the University of Palermo in Italy.

INVESTMENT SOLUTIONS

The following Bridgehouse Funds are sub-advised by Lazard: