A closer look at our time-tested, Three Circles approach to investing
Mr. Gullen is a member of the Investor Relations team at Boston Partners. David has extensive experience with all of the firm’s Value Equity disciplines and served as senior portfolio analyst and senior relationship manager for the Boston Partners Value Equity strategies . He joined the firm in October 2000 from Decision Analytics, a registered investment advisor consulting institutions on investing balance sheet cash. Prior to this, he had been a risk management consultant for Wells Fargo Bank. Mr. Gullen holds a B.A. degree in history from Georgetown University, where he also received a Master’s Degree in public policy. He holds the Chartered Financial Analyst® and the Chartered Alternative Investment Analyst designations as well as FINRA licenses 7 and 63. He began his career in the industry in 1998.
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Ms. Clements is a Research Analyst for Boston Partners, serving on the Sustainability and Engagement team. She joined the firm in January 2024. Ms. Clements is responsible for original ESG/sustainability research on companies held in Boston Partners’ portfolios. She holds dual B.A. degrees in Economics and Psychology from Hobart and William Smith Colleges. Ms. Clements began her career in the industry in 2024.
Investing since 2014.
At Boston Partners since 2023.
Mr. Ferrara is an Equity Trader for Boston Partners. Prior to joining the firm in June 2023, he held the position of senior trader at Man Group. Mr. Ferrara holds a B.S. in Business Management from Suffolk University.
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In our fourth quarter portfolio manager presentations, we dive into the latest quarterly performance-drivers and share our thoughts on the market environment.
Click the link below each video for access to the corresponding presentation.
In our fourth quarter portfolio manager presentations, we dive into the latest quarterly performance-drivers and share our thoughts on the market environment.
Click the link below each video for access to the corresponding presentation.
In our fourth quarter portfolio manager presentations, we dive into the latest quarterly performance-drivers and share our thoughts on the market environment.
Click the link below each video for access to the corresponding presentation.