Todd Needham, Cfa Email & Phone Number

Pelham, Nh

Boston, Ma, Us

Snapshot: $21B AUM | 35 Institutional Client RelationshipsAs the Director of Insurance Relationship Management with Loomis Sayles—an institutional asset management company focused on fixed income and equity clients—I led the relationship management effort for the Loomis Sayles Insurance Solutions Group. During my time in the role distinct client relationships increased from 14 to 35 and assets under management increased from $9 billion to $21 billion. Growth stemmed from new client relationships and expanding mandates from existing clients.Originally, I was recruited to Loomis Sayles to deliver high-level client support and facilitate a cultural change in the Relationship Management group. The institutional clients I managed included corporations, endowments, and municipal retirement systems, and my focus was with fixed income, equity, and absolute return investment strategies. I also mentored junior client service professionals. Representative successes:⇨ Tripling client’s investment and restoring confidence in our company by refocusing the portfolio management team’s efforts and increasing customer service level. ⇨ Creatively resolving a client challenge by opening a commingled product focused on socially responsible investment for faith-based groups. ⇨ Aligning an existing client with a niche opportunity to provide seed capital to fund a new investment strategy. ⇨ Quadrupling a discretionary mutual fund company’s investment by introducing new strategies. ⇨ Positioning Loomis as an innovative solution provider in the current market dip by identifying a tactical investment solution for a client.

Boston, Ma, Us

Boston, Massachusetts, Us

Snapshot: $17B AUM | 15 clients including 2 key insurance relationshipsWith a focus on fixed income, equity, and alternative investment strategies, I was successful in significantly increasing AUM and fee revenues. In addition to managing the daily aspects of client relationships, I conducted periodic portfolio reviews and resolved client issues and supervised five junior client service professionals.Representative Successes:⇨Served on the team that introduced a new short-duration strategy for a client that was focused on the securitized market.⇨ Delivered education on portfolio management and aligning assets with liabilities for an insurance client, which provided them with the knowledge needed to attain great returns on their investments.⇨ Educated our staff on the implications of Treasury Inflation Protected Securities (TIPS), which led to companywide changes in the use of TIPS in insurance company investment portfolio methodologies.

Boston, Massachusetts, Us

Mba, Finance

Ba Economics

Education record