Joshua Bogen, CIMC
Director, Advisory Distribution
Phone: (617) 960-2072
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.
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.
We proudly offer our managed account clients a spectrum of equity, fixed income & custom income strategies designed to meet client’s growing and distinct investment objectives.
Loomis Sayles policy regarding tax harvesting isto use the sponsor’s internal form to transact all tax harvesting requests.
Loomis Sayles policy regarding tax harvesting is to use the sponsor’s internal form to transact all tax harvesting requests.
This marketing communication is provided for informational purposes only and should not be construed as investment advice. Investment decisions should consider the individual circumstances of the particular investor. Any opinions or forecasts contained herein, reflect the subjective judgments and assumptions of the authors only, and do not necessarily reflect the views of Loomis, Sayles & Company, L.P. Investment recommendations may be inconsistent with these opinions. There is no assurance that developments will transpire as forecasted and actual results will be different. Information, including that obtained from outside sources, is believed to be correct, but we cannot guarantee its accuracy. This information is subject to change at any time without notice.
This material is not intended to provide tax, legal, insurance, or investment advice. Please seek appropriate professional expertise for your needs.
Key Risks: Equity Risk, Credit Risk, Issuer Risk, Interest Rate Risk, Currency risk, Derivatives Risk, Leverage Risk, Counterparty Risk, Prepayment Risk, Extensions Risk, Non-Diversified Risk, Municipal Securities Risk, Models and Data Risk, Market Risk, Non-US Securities Risk, Liquidity Risk.
Any investment that has the possibility for profits also has the possibility of losses, including the loss of principal.
Diversification does not ensure a profit or guarantee against a loss.
There is no guarantee that the investment objective will be realized or that the strategy will generate positive or excess return.
Past performance is no guarantee of future results.