Want to Learn More?

Joshua Bogen is the director of advisory distribution at Loomis, Sayles & Company. He joined Loomis Sayles in 2019 from McDonnell Investment Management, where he was a vice president and director of distribution, responsible for leading the company’s sales and marketing efforts and expanding the firm’s reach in the retail and institutional markets. Previously, Joshua was a national sales manager for the independent and RIA channels at Natixis Investment Managers. In this role, he was responsible for gross and net sales, hiring and managing external wholesalers and setting overall sales strategy. During his 17-year tenure with Natixis, Joshua also held the positions of divisional sales manager and managing regional director in which he covered various demographic areas across multiple business channels. He earned a BA in International Management from Gettysburg College and an MBA from Wake Forest, Babcock School of Management. Joshua is a member of the Investment Management Consultants Association and attained IMCA’s certification for Endowments and Foundations through the Wharton School of Business. He holds the Certificate in ESG Investing from the CFA Institute.

Jessica Hill is a private wealth advisor at Loomis, Sayles & Company, where she covers the broker/dealer community in the western part of the US. She is responsible for facilitating and supporting the development of new business across all fixed income strategies at the firm. Additionally, Jessica provides investor education and serves as the liaison between portfolio management and financial advisors and their clients. She has 27 years of investment industry experience and joined Loomis Sayles in 2019 as part of the firm’s acquisition of McDonnell Investment Management, where she had most recently served as a vice president and client portfolio specialist. Prior to her role at McDonnell, Jessica served as an assistant vice president and technical analyst for UBS Financial Services in California, where she was responsible for driving the sales of separately managed accounts and fee-based mutual funds. In addition, she provided investment manager analysis, portfolio recommendations and asset allocation strategies to financial advisors and their clients. From 1997-2002, Jessica was a vice president in sales and marketing of separately managed accounts at PIMCO Advisors. She earned a BA from Pepperdine University and is a member of the Investments and Wealth Institute.

Andy Scheirer is a managed accounts portfolio specialist at Loomis, Sayles & Company. He is responsible for analyzing and preparing presentations to prospective separately-managed account (SMA) clients, managing client service of local institutional accounts and educating financial advisors on the firm’s investment processes and market forecasts. Andy joined Loomis Sayles in 2019 as part of the firm’s acquisition of McDonnell Investment Management, where he was an associate client portfolio specialist and internal wholesaler, responsible for monitoring new business from financial advisors affiliated with taxable and tax-exempt fixed income SMAs. He has 22 years of investment industry experience. Previously, Andy was a portfolio manager of a commercial real estate loan portfolio at GMAC Commercial Mortgage Corporation, where he was responsible for handling borrower inquiries and analyzing annual property inspection reports and year-end financial statements. Prior to this, he was a proprietary equity trader at Great Point Capital and a financial advisor assistant at the Financial Consultants Group. Andy earned a BS in finance, with a minor in economics, from Illinois State University. He holds FINRA licenses SIE, 7, 63 and 65.