James F. Dwinell

Head of Relationship Management and Product Management

32 Years of Investment Experience

4 Years at Boston Partners

Mr. Dwinell holds a B.A. degree from the Hobart College.

Mr. Dwinell is the Head of Relationship Management and Product Management for Boston Partners. In this role he has management responsibility for the broader client relationship functions including relationship managers, client service associates, the proposal team and the marketing materials group. On the product management front he is responsible for assessing the Firm’s product strategy in the context of client requirements, building marketplace awareness and understanding of proprietary investment attributes, prioritizing internal procedures to deliver solutions to clients, and, importantly, working with cross functional teams to manage the development, roll-out and growth of an expanding set of global investment strategies. Prior to his current role, Mr. Dwinell spent more than ten years at Pyramis Global Advisors, Fidelity’s institutional subsidiary. There he served as an institutional portfolio manager as well as headed the product management team. Prior to that he served as a Managing Director, heading Babson Capital’s equity product management efforts, and as an investment specialist for Putnam Institutional Management.

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Molly Clements

Research Analyst

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.

Stephen Ferrara

Equity Trader

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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Boston Partners Small Cap Value II

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.

Long/Short Research

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.

Long/Short Equity

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.