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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.

Trevor Davock is an Advisory Consultant at Loomis, Sayles & Company, where he works closely with retail advisors and Natixis wholesalers in the eastern part of the US. He also serves as the liaison between investment teams and financial advisors and their clients. Trevor joined Loomis Sayles in 2024 from Natixis Investment Managers, where he served as director, external wholesaler managing the Pacific Northwest territory. Prior to that, he was a customer relationship advocate at Fidelity. Trevor earned a BS from Boston College Carrol School of Management and an MBA from Providence College both at which he was an NCAA Division I soccer player.

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 23 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.