Harding Loevner
Employees
Harding Loevner's employees share a commitment to our clients' investment success and satisfaction. We believe that diversity of ideas and insights leads to outperformance, and that belief manifests in our selection of employees with unique backgrounds and professional experiences. Our professional culture is one of transparency, collaboration, accountability, and integrity. This culture, combined with our emphasis on promoting from within the firm and long-term incentive policies, all contribute to our ability to attract and retain a remarkable team of experienced and talented investment professionals.
Our People
- Sales Manager
Northeast and Midwest Regions
George Antonak
Sales Manager, Northeast and Midwest Regions
(908) 947-0452 (office)
(908) 255-8914 (cell)
gantonak@hardingloevner.com
education
- University of Michigan, Ross School of Business, Bachelor, Business Administration, 1986
- Cornell University, Johnson Graduate School of Management, MBA, 2010
experience
- Harding Loevner LP, Since 2010
Sales Manager, Northeast and Midwest Regions - Anton Consulting, 2007-2010
Founder, Business Development Consultant - Merrill Lynch, 2000-2006
Managing Director, Head of Business Sales & Relationship Management - Scudder Kemper Investments, 1987-2000
Senior Vice President, Head of Sales & Business Development, 1998-2000
Vice President, Head of Sales & Business Development, 1993-1998
Director, Head of Business & Business Development, 1990-1992
Sales & Service, 1987-1990
- Portfolio Manager
Global Equity (Co-Lead), International Equity - Analyst
Consumer Staples, Consumer Discretionary
Peter Baughan, CFA
Portfolio Manager: Global Equity (Co-Lead), International Equity
Analyst: Consumer Staples, Consumer Discretionary
education
- University of North Carolina, Chapel Hill, BA, Political Science, 1983
- Chartered Financial Analyst, 1993
experience
- Harding Loevner LP, since 1997
Portfolio Manager (Global Equity, Co-Lead / International Equity)
Analyst (Consumer Staples, Consumer Discretionary) - Rockefeller & Co., Inc., 1988-1997
Investment Analyst, New York & London
Private Equity Manager, Paris - Chase Manhattan Bank, N.A., 1983-1988
Distressed Debt Manager, Indonesia
International Credit, New York
Media
Global EquityPeter Baughan,
Co-Lead Portfolio Manager [3:38]
Global Equity
Peter Baughan, Co-Lead Portfolio Manager of the Global Equity Strategy, is featured in this video.
The videos provide general background about Harding Loevner's investment philosophy and process. For more detailed information regarding particular investment strategies, please see our Publications page.
Any discussion of specific securities is not a recommendation to buy or sell. It should not be assumed that investment in the securities identified has been or will be profitable. To request a complete list of holdings for the past year, please contact Harding Loevner.
The portfolios invest in foreign securities, which involve greater volatility and political, economic and currency risks and differences in accounting methods. They also invest in emerging markets, which involve unique risks, such as exposure to economies less diverse and mature than the US or other more established foreign markets. The portfolios may invest in smaller companies which involve additional risks such as limited liquidity and greater volatility. Economic and political instability may cause larger price changes in emerging markets securities than other foreign securities.
Past performance does not guarantee future results. Investing involves risk. There is no guarantee that any investment strategy will meet its objective.
The Global Equity Portfolio Managers discuss the IT sector.[34:04]
Investing in Info Technology: Context and Risks
Global Equity Co-Lead Portfolio Managers Peter Baughan and Ferrill Roll talk about the Information Technology sector and the Strategy's holdings at Harding Loevner's 2012 Investor Forum.
The videos provide general background about Harding Loevner's investment philosophy and process. For more detailed information regarding particular investment strategies, please see our Publications page.
Any discussion of specific securities is not a recommendation to buy or sell. It should not be assumed that investment in the securities identified has been or will be profitable. To request a complete list of holdings for the past year, please contact Harding Loevner.
The portfolios invest in foreign securities, which involve greater volatility and political, economic and currency risks and differences in accounting methods. They also invest in emerging markets, which involve unique risks, such as exposure to economies less diverse and mature than the US or other more established foreign markets. The portfolios may invest in smaller companies which involve additional risks such as limited liquidity and greater volatility. Economic and political instability may cause larger price changes in emerging markets securities than other foreign securities.
Past performance does not guarantee future results. Investing involves risk. There is no guarantee that any investment strategy will meet its objective.
- Chief Financial Officer
Aaron Bellish, CPA
Chief Financial Officer
education
- Rutgers University, Rutgers College, BS, Accounting, 2001
- Certified Public Accountant, 2003
experience
- Harding Loevner LP, since 2012
Chief Financial Officer - Mount Kellett Capital Management LP, 2008-2012
Chief Financial Officer, 2010-2012
Controller, 2008-2010 - Lehman Brothers Inc., 2007-2008
Vice President, Investment Management Finance - PricewaterhouseCoopers LLP, 2002-2007
Manager, Investment Management Group - Arthur Andersen, LLP, 2001-2002
Auditor
- Business Development Manager
Robert W. Boyce
Business Development Manager
education
- Villanova University, Bachelor of Science, Mathematics, 1988
- Villanova University, MBA, 1996
experience
- Harding Loevner LP, Since 2010
Business Development Manager - MTI Information Technologies, 2004-2010
President, Chief Operating Officer
Executive Vice President, Chief Operating Officer - Johnson & Johnson, 1996-2004
- Independence Technology, 1999-2004
Vice President, Sales & Marketing
Director, Marketing - McNeil Consumer and Specialty Pharmaceuticals, 1996-1999
Product Director, Marketing
Customer Marketing Manager
- Independence Technology, 1999-2004
- United States Navy, Naval Flight Officer, 1988-1996
Assistant Professor of Naval Science
Mission Commander E-2C Hawkeye
- Sales Manager
Southern Region
Patrick Broderick
Sales Manager, Southern Region
(908) 947-0453
pbroderick@hardingloevner.com
education
- The University of Pittsburgh, BA, Economics, 1996
experience
- Harding Loevner LP, Since 2008
Sales Manager, Southern Region - Neuberger Berman, 2006-2008
Internal Sales Associate - Invesco, 2004-2006
Regional Marketing Coordinator - Wachovia Securities, 2002-2004
Senior Financial Advisor - Merrill Lynch, 1996-2002
Senior Financial Advisor
- Manager, Institutional Business Development
Kristin Burke
Manager, Institutional Business Development
(908) 947-0120
kburke@hardingloevner.com
education
- Princeton University, AB, Political Economy, 2003
- University of Pennsylvania, The Wharton School, MBA, 2009
experience
- Harding Loevner LP, Since 2003
Manager, Institutional Business Development
Sales Manager, Northeast Region, 2004-2009
Investment Assistant, 2003-2004
- Portfolio Manager
Frontier Emerging Markets (Co-Lead) - Analyst
Frontier Emerging Markets
Pradipta Chakrabortty
Portfolio Manager: Frontier Emerging Markets (Co-Lead)
Analyst: Frontier Emerging Markets
education
- BIRLA Institute of Technology & Science, BE, Engineering, 1994
- XLRI School of Management, MBA, Finance & Marketing, 1998
- University of Pennsylvania, The Wharton School, MBA, Finance, 2008
experience
- Harding Loevner LP, Since 2008
Portfolio Manager (Frontier Emerging Markets, Co-Lead)
Analyst (Frontier Emerging Markets) - Templeton Capital Advisors, July-September 2007
Summer Analyst (Asian Equities) - Cornerstone Investment Partners, May-July 2007
Summer Analyst (US Equities) - General Mills, Inc., 2004-2006
Group Brand Manager - Hutchison Essar (Vodafone), 2003-2004
Head, Prepaid Telecom Marketing - GlaxoSmithKline Consumer Healthcare, 1998-2003
Group Product Manager
Brand Manager
Area Sales Manager - HCL Ltd., 1994-1995
Marketing Executive
Media
Pradipta Chakrabortty discusses bottom-up investing in frontier markets.
Frontier Emerging Markets Panel Discussion
Pradipta Chakrabortty, Co-Lead Portfolio Manager of the Frontier Emerging Markets Strategy, discusses how the Portfolio Management team address the Middle East as a region, and Financials as a sector, given their large share of the MSCI Frontier Emerging Markets Index.
The videos provide general background about Harding Loevner's investment philosophy and process. For more detailed information regarding particular investment strategies, please see our Publications page.
Any discussion of specific securities is not a recommendation to buy or sell. It should not be assumed that investment in the securities identified has been or will be profitable. To request a complete list of holdings for the past year, please contact Harding Loevner.
The portfolios invest in foreign securities, which involve greater volatility and political, economic and currency risks and differences in accounting methods. They also invest in emerging markets, which involve unique risks, such as exposure to economies less diverse and mature than the US or other more established foreign markets. The portfolios may invest in smaller companies which involve additional risks such as limited liquidity and greater volatility. Economic and political instability may cause larger price changes in emerging markets securities than other foreign securities.
Past performance does not guarantee future results. Investing involves risk. There is no guarantee that any investment strategy will meet its objective.
Comparing and contrasting frontier and emerging markets[42:17]
Bridging Frontier and Emerging Markets
At Harding Loevner's 2012 Investor Forum, Portfolio Managers Pradipta Chakrabortty and Rick Schmidt discuss similarities and differences of frontier and emerging markets. Other topics include risks, liquidity, correlations, and Q&A from the audience.
The videos provide general background about Harding Loevner's investment philosophy and process. For more detailed information regarding particular investment strategies, please see our Publications page.
Any discussion of specific securities is not a recommendation to buy or sell. It should not be assumed that investment in the securities identified has been or will be profitable. To request a complete list of holdings for the past year, please contact Harding Loevner.
The portfolios invest in foreign securities, which involve greater volatility and political, economic and currency risks and differences in accounting methods. They also invest in emerging markets, which involve unique risks, such as exposure to economies less diverse and mature than the US or other more established foreign markets. The portfolios may invest in smaller companies which involve additional risks such as limited liquidity and greater volatility. Economic and political instability may cause larger price changes in emerging markets securities than other foreign securities.
Past performance does not guarantee future results. Investing involves risk. There is no guarantee that any investment strategy will meet its objective.
- Manager, Financial Reporting
Suresh Cooduvalli, CPA, CMA
Manager, Financial Reporting
education
- Mysore University, India, Bachelor of Business Management, Management & Finance, 1982
- Institute of Cost and Works Accountants of India, Cost Accounting AICWA, 1989
- Certified Management Accountant, 2010
- Certified Public Accountant, CPA, 2011
experience
- Harding Loevner LP, Since 2009
Manager, Financial Reporting - Adlabs Films USA Inc, 2008-2009
Vice President Finance & Accounts - Amadena LLC, 2001-2008
Controller & Office Manager - Wings Digital Corporation Inc, 2000-2001
Accounts Manager - Carborundum Universal Ltd, India, 1996-2000
Senior Manager, Commercial and Accounts - EID Parry (I) Ltd, India, 1986-1995
Accounts Manager
- Manager, Investment Communication
Natasha Crossan, CFA
Manager, Investment Communication
education
- University of Pennsylvania, BA, Economics, 2004
- Chartered Financial Analyst, 2009
experience
- Harding Loevner LP, Since 2004
Manager, Investment Communication
Manager, Managed Accounts Group, 2006-2008
Assistant Portfolio Manager, 2004-2006
- Manager, Portfolio Operations Systems
Puran Dulani
Manager, Portfolio Operations Systems
education
- Panjab University, India, Bachelor of Commerce, 1978
- Panjab University, India, MBA, Finance 1981
- Certified Public Accountant, 1987
experience
- Harding Loevner LP, Since 2002
Manager, Portfolio Operations Systems
Head of Operations, 2002-2012 - Deutsche Asset Management, 1996-2002
Vice President, Operations - MetLife Investment Management Corp., 1994-1996
Business Analyst - Chase Manhattan Bank, 1992-1994
Financial Analyst, Developing Countries Capital Markets - Shaikh & Dulani, CPAs, 1989-1992
Managing Partner - Public & Private Accounting, 1985-1989
- Panjab Agro Industries Corp, Ltd., 1981-1985
Manager Project Finance
Director on the Board of Panjab Agro Fruit Processing Corp. Ltd.
Director on the Board of Kisan Agro Sugar Mills Ltd.
- Manager, Institutional Business Development
Kevin P. Ferguson
Manager, Institutional Business Development
(908) 947-0457
kferguson@hardingloevner.com
education
- Boston College, BS, Finance, 1986
- New York University, Stern School of Business, MBA, 1992
experience
- Harding Loevner LP, Since 2008
Manager, Institutional Business Development - Vardon Capital Management, LLC, 2007
Director of Business Development - Lord Abbett & Co. LLC, 1999-2006
Partner, Director – MidCap Growth - Lynch & Mayer, Inc., 1992-1998
Senior Vice President, Portfolio Manager - Credit Suisse First Boston Corporation, Summer, 1991
Associate, Sales and Trading - American Express Company, 1986-1990
Senior Financial Analyst, Risk Financing
Associate, Financial Management Development Program
- Manager, Institutional Business Development
Steve Gannon
Manager, Institutional Business Development
(908) 947-0448
sgannon@hardingloevner.com
education
- Wesleyan University, BA, English Literature, 1989
experience
- Harding Loevner LP, Since 2012
Manager, Institutional Business Development - Marvin & Palmer Associates, Inc., 1995-2011
Director of Marketing and Client Service, Principal, 1998-2011
Marketing Representative, 1995-1998 - Lyons Marketing Communications, 1993-1995
Senior Account Executive - University Brands, 1989-1993
Director of Marketing, 1991-1993
Marketing Manager, 1990-1991
Sales Representative, 1989-1990
- Chief Investment Officer
Simon Hallett, CFA, CIC
Chief Investment Officer
education
- Oxford University, BA, Philosophy, Politics, Economics, 1978
- Chartered Financial Analyst, 1997; Chartered Investment Counselor, 1997
experience
- Harding Loevner LP, Since 1991
Chief Investment Officer - Jardine Fleming Investment Management, 1984-1990
Director / Investment Manager, Hong Kong - Kleinwort Benson Ltd., 1982-1984
Investment Manager, Hong Kong - Dominion Securities, 1981-1982
Account Executive, Hong Kong - Buckmaster & Moore, 1979-1980
Assistant Investment Manager, London
Treasurer, National Board of Learning Ally
Media
Investment Philosophy & ProcessSimon Hallett, CIO [4:04]
Investment Philosophy and Process
Simon Hallett, Chief Investment Officer, discusses Harding Loevner's investment philosophy and process.
The videos provide general background about Harding Loevner's investment philosophy and process. For more detailed information regarding particular investment strategies, please see our Publications page.
Any discussion of specific securities is not a recommendation to buy or sell. It should not be assumed that investment in the securities identified has been or will be profitable. To request a complete list of holdings for the past year, please contact Harding Loevner.
The portfolios invest in foreign securities, which involve greater volatility and political, economic and currency risks and differences in accounting methods. They also invest in emerging markets, which involve unique risks, such as exposure to economies less diverse and mature than the US or other more established foreign markets. The portfolios may invest in smaller companies which involve additional risks such as limited liquidity and greater volatility. Economic and political instability may cause larger price changes in emerging markets securities than other foreign securities.
Past performance does not guarantee future results. Investing involves risk. There is no guarantee that any investment strategy will meet its objective.
Behavioral FinanceSimon Hallett, CIO [24:21]
Behavioral Finance
Simon Hallett, Chief Investment Officer, provides an overview of behavioral finance to an audience of Harding Loevner clients.
The videos provide general background about Harding Loevner's investment philosophy and process. For more detailed information regarding particular investment strategies, please see our Publications page.
Any discussion of specific securities is not a recommendation to buy or sell. It should not be assumed that investment in the securities identified has been or will be profitable. To request a complete list of holdings for the past year, please contact Harding Loevner.
The portfolios invest in foreign securities, which involve greater volatility and political, economic and currency risks and differences in accounting methods. They also invest in emerging markets, which involve unique risks, such as exposure to economies less diverse and mature than the US or other more established foreign markets. The portfolios may invest in smaller companies which involve additional risks such as limited liquidity and greater volatility. Economic and political instability may cause larger price changes in emerging markets securities than other foreign securities.
Past performance does not guarantee future results. Investing involves risk. There is no guarantee that any investment strategy will meet its objective.
Simon Hallett discusses a "post crisis world".[40:54]
Managing New Risks in a Post Crisis World
Simon Hallett, CIO, presents at Harding Loevner's 2012 Investor Forum.
The videos provide general background about Harding Loevner's investment philosophy and process. For more detailed information regarding particular investment strategies, please see our Publications page.
Any discussion of specific securities is not a recommendation to buy or sell. It should not be assumed that investment in the securities identified has been or will be profitable. To request a complete list of holdings for the past year, please contact Harding Loevner.
The portfolios invest in foreign securities, which involve greater volatility and political, economic and currency risks and differences in accounting methods. They also invest in emerging markets, which involve unique risks, such as exposure to economies less diverse and mature than the US or other more established foreign markets. The portfolios may invest in smaller companies which involve additional risks such as limited liquidity and greater volatility. Economic and political instability may cause larger price changes in emerging markets securities than other foreign securities.
Past performance does not guarantee future results. Investing involves risk. There is no guarantee that any investment strategy will meet its objective.
- Investment Associate
Tristan Hastings
Investment Associate
(908) 947-0608
thastings@hardingloevner.com
education
- Princeton University, AB, Economics, 2011
experience
- Harding Loevner LP, since 2011
Investment Associate
- RIA Client Relationship Manager
Kelley Ann Hayn
RIA Client Relationship Manager
(908) 947-0146
khayn@hardingloevner.com
education
- Villanova University, BS, Mathematics, 2005
experience
- Harding Loevner LP, Since 2005
RIA Client Relationship Manager
Senior Managed Accounts Administrator, 2008-2012
Portfolio Manager Assistant, 2005-2008
- Manager, Institutional Marketing
Jon Hearn
Manager, Institutional Marketing
(908) 442-9245
jhearn@hardingloevner.com
education
- Arizona State University, BS, Economics, 1986
experience
- Harding Loevner LP, Since 2011
Manager, Institutional Marketing - US Trust, 2010-2011
Senior Vice President, Wealth Management - Genesee Investments, 2006-2010
Managing Director, Global Sales - Wentworth, Hauser & Violich, 2004-2006
Vice President, Wealth Management - The Harris, my CFO, 2002-2004
Vice President, Wealth Management - Russell Investments, 2000-2002
Regional Director, Institutional Marketing - Key Asset Management, 1997-2000
Director, Institutional Marketing - Sutro & Co., 1994-1997
Vice President - Kidder Peabody & Co., 1991-1994
Investment Executive
- Portfolio Manager
Emerging Markets (Co-Lead),
Frontier Emerging Markets (Co-Lead) - Analyst
Emerging Markets
G. Rusty Johnson, CFA
Portfolio Manager: Emerging Markets (Co-Lead), Frontier Emerging Markets (Co-Lead)
Analyst: Emerging Markets
education
- Washington & Lee University, BA, Economics, 1986
- Chartered Financial Analyst, 1991
experience
- Harding Loevner LP, Since 1994
Portfolio Manager (Emerging Markets, Co-Lead / Frontier Emerging Markets, Co-Lead)
Analyst (Emerging Markets) - Peregrine Brokerage, 1993-1994
International Equity Sales, New York - Jardine Fleming/Robert Fleming, 1987-1993
Institutional Broker, New York
Equity Analyst, Hong Kong & Thailand - Chin Tung Futures, 1985-1987
Analyst, Hong Kong
Media
Emerging MarketsRusty Johnson,
Co-Lead Portfolio Manager [3:47]
Emerging Markets
Rusty Johnson, Co-Lead Portfolio Manager of the Emerging Markets Strategy, is featured in this video.
The videos provide general background about Harding Loevner's investment philosophy and process. For more detailed information regarding particular investment strategies, please see our Publications page.
Any discussion of specific securities is not a recommendation to buy or sell. It should not be assumed that investment in the securities identified has been or will be profitable. To request a complete list of holdings for the past year, please contact Harding Loevner.
The portfolios invest in foreign securities, which involve greater volatility and political, economic and currency risks and differences in accounting methods. They also invest in emerging markets, which involve unique risks, such as exposure to economies less diverse and mature than the US or other more established foreign markets. The portfolios may invest in smaller companies which involve additional risks such as limited liquidity and greater volatility. Economic and political instability may cause larger price changes in emerging markets securities than other foreign securities.
Past performance does not guarantee future results. Investing involves risk. There is no guarantee that any investment strategy will meet its objective.
- Analyst
Consumer Discretionary, Consumer Staples
Margaret E. Kalvar, CFA
Analyst: Consumer Discretionary, Consumer Staples
education
- Wellesley College, BA, Political Science, 1978
- Tufts University,The Fletcher School of Law & Diplomacy, MA, International Economics, 1980
- Chartered Financial Analyst, 1986
experience
- Harding Loevner LP, Since 2004
Analyst (Consumer Discretionary, Consumer Staples) - William Sword & Co., 1997-2004
Research Director - Merrill Lynch Asset Management, 1987-1991
Senior Analyst - Pittsburgh National Bank, 1983-1986
Intermediate Analyst - CONSAD Research Group, 1981-1983
Analyst - Raytheon Service Corp, 1980-1981
Analyst
Media
Margaret Kalvar discusses the changes in consumer dynamics.[25:59]
A New Consumer Paradigm
Margaret Kalvar, Analyst presents at Harding Loevner's 2012 Investor Forum.
The videos provide general background about Harding Loevner's investment philosophy and process. For more detailed information regarding particular investment strategies, please see our Publications page.
Any discussion of specific securities is not a recommendation to buy or sell. It should not be assumed that investment in the securities identified has been or will be profitable. To request a complete list of holdings for the past year, please contact Harding Loevner.
The portfolios invest in foreign securities, which involve greater volatility and political, economic and currency risks and differences in accounting methods. They also invest in emerging markets, which involve unique risks, such as exposure to economies less diverse and mature than the US or other more established foreign markets. The portfolios may invest in smaller companies which involve additional risks such as limited liquidity and greater volatility. Economic and political instability may cause larger price changes in emerging markets securities than other foreign securities.
Past performance does not guarantee future results. Investing involves risk. There is no guarantee that any investment strategy will meet its objective.
- Manager, Human Resources and Administration
Maura Karatz, SPHR
Manager, Human Resources and Administration
education
- The College of New Jersey, BA, Psychology, 1999
- Rutgers, The State University of New Jersey, School of Management & Labor Relations
Master, Human Resource Management, 2006
experience
- Harding Loevner LP, Since 2008
Manager, Human Resources and Administration - SCOR Reinsurance Company, New York, 2000-2008
Human Resources Manager, 2006-2008
Human Resources Administrator, 2002-2006
Human Resources Generalist, 2001-2002
Human Resources Assistant, 2000-2001 - PricewaterhouseCoopers, New Jersey, 1999-2000
Defined Benefits Associate
- Manager, Institutional Marketing
Gregory Klobucar, CFA
Manager, Institutional Marketing
(908) 947-0619
gklobucar@hardingloevner.com
education
- Pennsylvania State University, BS, Marketing and International Business, 2002
- Georgetown University, McDonough School of Business, MBA, 2009
- Chartered Financial Analyst, 2012
experience
- Harding Loevner LP, since 2012
Manager, Institutional Marketing - Merrill Lynch Wealth Management, 2009-2012
Vice President, Portfolio Specialist - Wachovia Securities, 2005-2007
Assistant Vice President, Business Development Group - Lord, Abbett & Company, 2003-2005
Regional Consultant
- Analyst
Special Projects
Timothy Kubarych
Analyst: Special Projects
education
- Hamilton College, BA, Mathematics, 2010
experience
- Harding Loevner LP, since 2010
Analyst (Special Projects)
Research Associate, 2010-2011
- Portfolio Manager
International Small Companies - Analyst
International Small Companies
Josephine A. Lewis
Portfolio Manager: International Small Companies
Analyst: International Small Companies
education
- Tulane University, A.B, Freeman School of Business, BSM, Finance, 1997
- University of Maryland, Robert H. Smith School of Business, MBA, Finance, 2006
experience
- Harding Loevner LP, Since 2006
Portfolio Manager (International Small Companies)
Analyst (International Small Companies) - Piti Suksa/Chiang Rai Montessori School, 2003-2004
Co-Teacher, Chiang Rai, Thailand - Cambridge Associates, LLC, 1999-2003
Senior Consulting Associate
Research Associate - ICQ LTD/America Online, Inc., 1998
Legal/Business Associate, Tel Aviv, Israel
- Analyst
Capital Goods, Utilities, Chinese Equities
Jingyi Li
Analyst: Capital Goods, Utilities, Chinese Equities
education
- Shanghai Jiaotong University, BA, International Trade, 1998
- Yale School of Management, MBA, Finance, 2005
experience
- Harding Loevner LP, Since 2010
Analyst (Capital Goods, Utilities, Chinese Equities) - New China Capital Management, LLC (manager of The Cathay Capital Group), 2005-2010
Vice President - Harding, Loevner Management, L.P., 2004
Summer Analyst - China International Economics Consultants, 2002-2003
Senior Strategy Consultant - Accenture, 1998-2002
Consultant
Media
Jingyi Li discusses why he believes China is at a turning point.
China: At A Turning Point
Jingyi Li, Chinese Equities Analyst, discusses why he believes China's economy is at a turning point at the Harding Loevner 2011 Investor Forum.
The videos provide general background about Harding Loevner's investment philosophy and process. For more detailed information regarding particular investment strategies, please see our Publications page.
Any discussion of specific securities is not a recommendation to buy or sell. It should not be assumed that investment in the securities identified has been or will be profitable. To request a complete list of holdings for the past year, please contact Harding Loevner.
The portfolios invest in foreign securities, which involve greater volatility and political, economic and currency risks and differences in accounting methods. They also invest in emerging markets, which involve unique risks, such as exposure to economies less diverse and mature than the US or other more established foreign markets. The portfolios may invest in smaller companies which involve additional risks such as limited liquidity and greater volatility. Economic and political instability may cause larger price changes in emerging markets securities than other foreign securities.
Past performance does not guarantee future results. Investing involves risk. There is no guarantee that any investment strategy will meet its objective.
- Analyst
Financials
Bryan Lloyd, CFA
Analyst: Financials
education
- Lafayette College, BA, Mathematics and Economics, 1996
- Chartered Financial Analyst, 2001
experience
- Harding Loevner LP, Since 2011
Analyst (Financials) - Calamos Asset Management, 2003-2011
Vice President, Senior Analyst - Financial Services
Research Analyst, Research and Portfolio Management - Credit Suisse First Boston, 1999-2003
Associate, Equity Research
Valuation Analyst, Global Banking and Insurance - ABN AMRO Bank, 1998-1999
Credit Analyst, Media & Telecommunications Finance - M&T Bank Corporation, 1996-1998
Financial Analyst, Finance Division
- Chief Executive Officer
David R. Loevner, CFA, CIC
Chief Executive Officer
education
- Princeton University, AB, Mathematical Sociology, 1976
- Oxford University (Sachs Scholar), MSc, Applied Statistics, 1977; BPhil (MPhil), Economics, 1978
- Chartered Financial Analyst, 1997; Chartered Investment Counselor, 1997
experience
- Harding Loevner LP, Since 1989
Chief Executive Officer - Rockefeller & Co., Inc., 1981-1989
Managing Director, Rockefeller & Co., Ltd., Hong Kong
Manager, Client Services, New York
Portfolio Manager, New York - The World Bank, 1978-1981
Brazil Country Economist, Washington, D.C.
Trustee Emeritus and Endowment Committee, Goucher College
Former Director, Princeton University Investment Company
Chair, Daniel M. Sachs Graduating Scholarship
Media
Welcome & Firm OverviewDavid Loevner, CEO [8:12]
Welcome & Firm Overview
David Loevner, President and CEO of Harding Loevner LP, is featured in this video. Mr. Loevner provides a brief history of the firm as well as a welcome to our corporate website.
The videos provide general background about Harding Loevner's investment philosophy and process. For more detailed information regarding particular investment strategies, please see our Publications page.
Any discussion of specific securities is not a recommendation to buy or sell. It should not be assumed that investment in the securities identified has been or will be profitable. To request a complete list of holdings for the past year, please contact Harding Loevner.
The portfolios invest in foreign securities, which involve greater volatility and political, economic and currency risks and differences in accounting methods. They also invest in emerging markets, which involve unique risks, such as exposure to economies less diverse and mature than the US or other more established foreign markets. The portfolios may invest in smaller companies which involve additional risks such as limited liquidity and greater volatility. Economic and political instability may cause larger price changes in emerging markets securities than other foreign securities.
Past performance does not guarantee future results. Investing involves risk. There is no guarantee that any investment strategy will meet its objective.
- Analyst
Information Technology
Christopher Mack, CFA
Analyst: Information Technology
education
- Lafayette College, BA, Economics and Business, 2004
- Chartered Financial Analyst, 2011
experience
- Harding Loevner LP, Since 2004
Analyst (Information Technology)
Research Associate, 2006-2008
Investment Assistant, 2004-2006
Media
Chris Mack defines "the cloud".
What is in "the Cloud"?
Chris Mack, Information Technology Analyst, discusses the IT industry standard criteria for what defines "the cloud".
The videos provide general background about Harding Loevner's investment philosophy and process. For more detailed information regarding particular investment strategies, please see our Publications page.
Any discussion of specific securities is not a recommendation to buy or sell. It should not be assumed that investment in the securities identified has been or will be profitable. To request a complete list of holdings for the past year, please contact Harding Loevner.
The portfolios invest in foreign securities, which involve greater volatility and political, economic and currency risks and differences in accounting methods. They also invest in emerging markets, which involve unique risks, such as exposure to economies less diverse and mature than the US or other more established foreign markets. The portfolios may invest in smaller companies which involve additional risks such as limited liquidity and greater volatility. Economic and political instability may cause larger price changes in emerging markets securities than other foreign securities.
Past performance does not guarantee future results. Investing involves risk. There is no guarantee that any investment strategy will meet its objective.
- Investment Associate
- Internal Specialist
Northeast and Midwest Regions
Lisa Mehmet
Investment Associate
(908) 947-0614
lmehmet@hardingloevner.com
education
- Dickinson College, BA, International Business and Management, 2006
- Saint Joseph's University, MBA, Finance, 2011
experience
- Harding Loevner LP, since 2012
Investment Associate - SEI Investment Manager Services, 2007-2012
Supervisor, 2010-2012
Portfolio Accounting Analyst, 2007-2010
- Portfolio Specialist
S. Clarke Moody, CFA
Portfolio Specialist
education
- Colby College, BA, English Literature, 1978
- University of London, Goldsmith’s College
- Chartered Financial Analyst, 2000
experience
- Harding Loevner LP, Since 1996
Portfolio Specialist
Director, Institutional Marketing, 2004-2011
Marketing Manager, 1999-2003
Analyst (Info Technology, Telecom Services), 1996-1998 - ABN AMRO Bank, 1994-1996
Managing Director, Global Media & Communications Division, New York - Barclays de Zoete Wedd, 1993-1994
Director, Technology & Defense Division, New York - Chase Manhattan Bank, 1981-1993
Director, Pharmaceutical Division, New York & Puerto Rico
Director, Capital Goods & Industrials Division, New York & Houston
- Analyst
Frontier Emerging Markets
Babatunde Ojo, CFA
Analyst: Frontier Emerging Markets
education
- University of Lagos, BS, Biochemistry, 2002
- Imperial College, University of London, Master of Science, Food Chain Management, 2005
- University of Pennsylvania, The Wharton School, MBA, Finance and Management, 2012
- Chartered Financial Analyst, 2009
experience
- Harding Loevner LP, Since 2012
Analyst (Frontier Emerging Markets) - American Century Investments, Summer 2011
Global Research Analyst Intern - Asset & Resource Management (ARM) Company, 2006-2010
Head of Equity Research/Portfolio Manager, 2008-2010
Equity Research Analyst, 2006-2008 - PricewaterhouseCoopers, 2005-2006
Associate - Intercontinental Bank, 2003-2004
Banking Officer
- Manager, Institutional Marketing
John Parsons
Manager, Institutional Marketing
(908) 947-0117
jparsons@hardingloevner.com
education
- University of Cambridge (UK), St. John’s College, BA, Engineering, 1975
- University of Cambridge (UK), MA, Engineering, 1980
experience
- Harding Loevner LP, Since 2003
Manager, Institutional Marketing
Product Specialist, Emerging Markets, 2003-2006 - Mayfair Capital Group, LLC, 2002-2003
Managing Director, New York - EFG Asset Management Ltd., 2001-2002
Marketing Director, London - Barclays Global Investors N.A., 1997-2001
Sales Director, Latin America & Caribbean, Barclays International Funds
Director, Research & Planning, London, Barclays International Funds - John Parsons & Associates, 1985-1997
Principal, Princeton, NJ - Armco, Inc., 1981-1985
Manager, Corporate Development, New York - American Express International Banking Corporation, 1977-1981
Assistant Treasurer, New York
Senior Auditor, Hong Kong & London - Grindlays Bank Ltd., 1975-1977
Operations Officer, Calcutta
- Chief Operating Officer
Richard T. Reiter
Chief Operating Officer
education
- Marquette University, BS, Marketing & Information Systems, 1988
- Loyola University, MBA, International Finance, 1995
experience
- Harding Loevner LP, Since 1996
Chief Operating Officer
Managing Director, Marketing & Sales, 2008
Portfolio Manager (Program Accounts), 2002-2008
Marketing Manager, 1996-2002 - Harris Trust & Savings Bank, 1991-1996
Trust Officer, Advisor & Client Relationships - Bankers Trust Company, 1989-1991
Investment Assistant
- Chief Compliance Officer
- Chief Counsel
Lori Renzulli
Chief Compliance Officer
Chief Counsel
education
- Douglass College, Rutgers University, BA, Education, 1988
- Seton Hall University School of Law, JD, 1998
experience
- Harding Loevner LP, Since 2006
Chief Counsel and Chief Compliance Officer - MetLife Group, Inc., 2006
Director, Corporate Ethics and Compliance - CitiStreet Retirement Services, 1989-2005
Vice President, Chief Compliance Officer and Counsel, 2004-2005
Assistant General Counsel, 1998-2004
Legal Assistant, 1991-1998
Client Services Correspondent, 1989-1991
- Portfolio Manager
International Small Companies - Analyst
Information Technology, Telecom Services
Jafar Rizvi, CFA
Portfolio Manager: International Small Companies
Analyst: Information Technology, Telecom Services
education
- Aligarh University, BA, Economics, 1988
- J Nehru University, MA, Economics, 1990
- Baruch College, The City University of New York, MBA, Computer Information Systems, 1998
- Columbia University, School of International & Public Affairs, Masters (MPA), International Economic Policy and Management, 2010
- Chartered Financial Analyst, 2003
experience
- Harding Loevner LP, Since 2008
Portfolio Manager (International Small Companies)
Analyst (Information Technology, Telecom Services) - Cohen, Klingenstein, and Marks, 2006-2008
Senior Analyst, Technology & Telecom - Fiduciary Trust Company International/Franklin Templeton Investments, 2001-2005
Vice President / Senior Equity Analyst – Global Telecommunications Equipment, Semiconductors, Telecommunications Services - Sands Brothers & Co., Ltd., 2000
Senior Analyst - NDB Capital Markets/Deutsche Bank, 1998-2000
Analyst / Senior Analyst
- Portfolio Manager
Global Equity (Co-Lead), International Equity (Co-Lead) - Analyst
Financials
Ferrill D. Roll, CFA
Portfolio Manager: Global Equity (Co-Lead), International Equity (Co-Lead)
Analyst: Financials
education
- Stanford University, BA, Economics, 1980
- Chartered Financial Analyst, 1998
experience
- Harding Loevner LP, Since 1996
Portfolio Manager (Global Equity, Co-Lead / International Equity, Co-Lead)
Analyst (Financials) - Cesar Montemayor Capital, L.P., 1992-1995
Portfolio Manager & General Partner - Barings Securities, Inc., 1989-1992
International Equity Sales
Equity Research, Germany - First Boston Corporation, 1985-1989
International Equity Sales - JP Morgan, 1980-1985
Forex Advisor & Options Trader
Media
Ferrill Roll discusses how we define high quality companies.[3:15]
Investing in Quality Companies
Ferrill Roll, Portfolio Manager and Analyst, discusses how Harding Loevner defines high quality companies and their importance to the portfolios.
The videos provide general background about Harding Loevner's investment philosophy and process. For more detailed information regarding particular investment strategies, please see our Publications page.
Any discussion of specific securities is not a recommendation to buy or sell. It should not be assumed that investment in the securities identified has been or will be profitable. To request a complete list of holdings for the past year, please contact Harding Loevner.
The portfolios invest in foreign securities, which involve greater volatility and political, economic and currency risks and differences in accounting methods. They also invest in emerging markets, which involve unique risks, such as exposure to economies less diverse and mature than the US or other more established foreign markets. The portfolios may invest in smaller companies which involve additional risks such as limited liquidity and greater volatility. Economic and political instability may cause larger price changes in emerging markets securities than other foreign securities.
Past performance does not guarantee future results. Investing involves risk. There is no guarantee that any investment strategy will meet its objective.
- Investment Associate
- Internal Specialist
West & South Regions
Michael Rus
Investment Associate
(908) 947-0622
mrus@hardingloevner.com
education
- Muhlenberg College, BA, Economics and Finance, 2012
experience
- Harding Loevner LP, since 2012
Investment Associate
- Analyst
Japanese Equities
Yoko Sakai, CFA
Analyst: Japanese Equities
education
- Columbia University, BS, Mechanical Engineering, 1989
- Chartered Financial Analyst, 1999
experience
- Harding Loevner LP, Since 2005
Analyst (Japanese Equities) - Mitsubishi Securities (USA), Inc., 1999-2003
Vice President, Equities Sales Group, New York - Jeffries & Co., 1994-1997
Vice President, International Linked Products, Tokyo
Vice President, International Equity Trading, Tokyo - HSBC Securities, 1989-1994
Manager Derivative Products, Tokyo
Assistant Vice President, Japanese Warrant Department, New York
Media
Yoko Sakai discusses Japan after the earthquake.
Japan: What Now?
Yoko Sakai, Japanese Equity Analyst, discusses improvements at the corporate level in Japan at the Harding Loevner 2011 Investor Forum.
The videos provide general background about Harding Loevner's investment philosophy and process. For more detailed information regarding particular investment strategies, please see our Publications page.
Any discussion of specific securities is not a recommendation to buy or sell. It should not be assumed that investment in the securities identified has been or will be profitable. To request a complete list of holdings for the past year, please contact Harding Loevner.
The portfolios invest in foreign securities, which involve greater volatility and political, economic and currency risks and differences in accounting methods. They also invest in emerging markets, which involve unique risks, such as exposure to economies less diverse and mature than the US or other more established foreign markets. The portfolios may invest in smaller companies which involve additional risks such as limited liquidity and greater volatility. Economic and political instability may cause larger price changes in emerging markets securities than other foreign securities.
Past performance does not guarantee future results. Investing involves risk. There is no guarantee that any investment strategy will meet its objective.
- Manager, Institutional Client Management
Jason Salerno
Manager, Institutional Client Management
education
- University of Pennsylvania, BA, Economics, 2007
experience
- Harding Loevner LP, since 2007
Manager, Institutional Client Management
Investment Associate, 2007-2012
- Manager, Portfolio Operations
Matthew Sanders
Manager, Portfolio Operations
education
- The Pennsylvania State University, BS, Finance, 1995
experience
- Harding Loevner LP, Since 2011
Manager, Portfolio Operations - Avenue Capital Group, 2009-2011
Senior Operations Analyst - Sandell Asset Management, 2007-2008
Swap Operations Manager - Moore Capital Management LLC, 2001-2007
Assistant Manager, 2004-2007
Reconciliation Analyst, 2001-2004 - New York Life Asset Management, 1997-2001
Dealer Services Associate - Prudential Securities, Inc., 1995-1997
Service Desk Representative
- Portfolio Manager
Emerging Markets, Frontier Emerging Markets - Analyst
Emerging Markets
Richard Schmidt, CFA
Portfolio Manager: Emerging Markets, Frontier Emerging Markets
Analyst: Emerging Markets
education
- Georgetown University, BS, Foreign Service, 1986
- Chartered Financial Analyst, 1995
experience
- Harding Loevner LP, Since 2011
Portfolio Manager (Emerging Markets / Frontier Emerging Markets)
Analyst (Emerging Markets) - Oranda Capital Management, 2007-2011
Chief Investment Officer, New York - JPMorgan Asset Management, 2002-2005
Managing Director, New York - JPMorganFleming Asset Management, 2000-2002
Portfolio Manager, London - Jardine Fleming Investment Management, 1994-2000
Director, Hong Kong - Jardine Fleming Securities, 1991-1994
Director, Hong Kong - BT Brokerage, 1987-1991
Vice President, Hong Kong - Winfull, Laing & Cruickshank, 1986-1987
Research Analyst, Hong Kong
Media
Rick Schmidt discusses market evolution: Frontier to Emerging.[2:48]
Bridging Frontier and Emerging Markets
Rick Schmidt, Portfolio Manager and Analyst, discusses how frontier markets can evolve towards emerging markets.
The videos provide general background about Harding Loevner's investment philosophy and process. For more detailed information regarding particular investment strategies, please see our Publications page.
Any discussion of specific securities is not a recommendation to buy or sell. It should not be assumed that investment in the securities identified has been or will be profitable. To request a complete list of holdings for the past year, please contact Harding Loevner.
The portfolios invest in foreign securities, which involve greater volatility and political, economic and currency risks and differences in accounting methods. They also invest in emerging markets, which involve unique risks, such as exposure to economies less diverse and mature than the US or other more established foreign markets. The portfolios may invest in smaller companies which involve additional risks such as limited liquidity and greater volatility. Economic and political instability may cause larger price changes in emerging markets securities than other foreign securities.
Past performance does not guarantee future results. Investing involves risk. There is no guarantee that any investment strategy will meet its objective.
- Portfolio Manager
Emerging Markets (Co-Lead) - Analyst
Energy, Materials
Craig J. Shaw, CFA
Portfolio Manager: Emerging Markets (Co-Lead)
Analyst: Energy, Materials
education
- Concordia College, BA, Business Administration, 1986
- American Graduate School of International Management (Thunderbird), MIM, 1989
- Chartered Financial Analyst, 2000
experience
- Harding Loevner LP, Since 2001
Portfolio Manager (Emerging Markets, Co-Lead)
Analyst (Energy, Materials) - Consultant, 1999-2000
Capital Markets, Accounting, Treasury - ABN AMRO Securities, 1997-1998
Securities Analyst, Asia - Barclays de Zoete Wedd, 1996-1997
Securities Analyst, Asia - Credit Lyonnais Securities Asia, 1994-1996
Securities Analyst, Asia - Parker Drilling Co. / Consultant, 1990-1994
Finance & Accounting Manager, Africa, Kazakhstan
- Analyst
Financials, Frontier Emerging Markets
Moon Surana
Analyst: Financials, Frontier Emerging Markets
education
- Manipal Institute of Technology, BE, Electronics and Communications, 2005
- University of Michigan, MS, Financial Engineering, 2008
experience
- Harding Loevner LP, Since 2009
Analyst (Financials, Frontier Emerging Markets)
Research Associate, 2009-2011 - Infosys Technologies Limited, 2005-2007
Software Engineer
- Analyst
Health Care
Patrick Todd, CFA
Analyst: Health Care
education
- Harvard University, BA, Biochemical Sciences, 2002
- Columbia Business School, MBA, Applied Value Investing, 2011
- Chartered Financial Analyst, 2011
experience
- Harding Loevner LP, Since 2012
Analyst (Health Care) - Gabelli & Company, Inc. / GAMCO Investors, Inc., 2011-2012
Research Analyst - Ironbound Capital, 2006-2010
Research Analyst, 2009-2010
Research Associate, 2006-2009 - Merrill Lynch Investment Managers, 2005-2006
Portfolio Specialist
- Manager, High Net Worth Client Management
Jared Tramutola
Manager, High Net Worth Client Management
education
- The College of New Jersey, BS, Business Administration/Finance, 2010
experience
- Harding Loevner LP, Since 2011
Manager, High Net Worth Client Management
Investment Associate, 2011-2012 - State Street Corporation, 2010
Expense Specialist
- Analyst
Materials
Anix Vyas, CFA
Analyst: Materials
education
- Fordham University, BS/BA, Finance and Accounting, 2002
- University of Pennsylvania, The Wharton School, MBA, Finance, 2010
- Chartered Financial Analyst, 2006
experience
- Harding Loevner LP, Since 2013
Analyst (Materials) - Gabelli & Company, Inc. / GAMCO Investors, Inc., 2010-2013
Research Analyst - Amerigas, 2004-2008
Manager, Operations and Corporate Development - Bear, Sterns & Company, Inc., 2003-2004
Staff Accountant - The Mony Group, Inc., 2002-2003
Staff Accountant
- Portfolio Manager
International Equity (Co-Lead), Global Equity - Analyst
Health Care, Materials
Alexander T. Walsh, CFA
Portfolio Manager: International Equity (Co-Lead), Global Equity
Analyst: Health Care, Materials
education
- McGill University, BA, North American Studies, 1978
- Chartered Financial Analyst, 1998
experience
- Harding Loevner LP, Since 1994
Portfolio Manager (International Equity, Co-Lead / Global Equity)
Analyst (Health Care, Materials) - PaineWebber, 1987-1994
First Vice President - Merrill Lynch, 1982-1987
Account Executive - J. Henry Schroder Bank & Trust, 1979-1981
Assistant Treasurer & Operations
Media
International EquityAlec Walsh,
Co-Lead Portfolio
Manager [3:48]
International Equity
Alec Walsh, Co-Lead Portfolio Manager of the International Equity Strategy, is featured in this video.
The videos provide general background about Harding Loevner's investment philosophy and process. For more detailed information regarding particular investment strategies, please see our Publications page.
Any discussion of specific securities is not a recommendation to buy or sell. It should not be assumed that investment in the securities identified has been or will be profitable. To request a complete list of holdings for the past year, please contact Harding Loevner.
The portfolios invest in foreign securities, which involve greater volatility and political, economic and currency risks and differences in accounting methods. They also invest in emerging markets, which involve unique risks, such as exposure to economies less diverse and mature than the US or other more established foreign markets. The portfolios may invest in smaller companies which involve additional risks such as limited liquidity and greater volatility. Economic and political instability may cause larger price changes in emerging markets securities than other foreign securities.
Past performance does not guarantee future results. Investing involves risk. There is no guarantee that any investment strategy will meet its objective.
Alec Walsh discusses why we do not hedge currencies in our Portfolios.[3:06]
Does Harding Loevner Hedge Currency?
The videos provide general background about Harding Loevner's investment philosophy and process. For more detailed information regarding particular investment strategies, please see our Publications page.
Any discussion of specific securities is not a recommendation to buy or sell. It should not be assumed that investment in the securities identified has been or will be profitable. To request a complete list of holdings for the past year, please contact Harding Loevner.
The portfolios invest in foreign securities, which involve greater volatility and political, economic and currency risks and differences in accounting methods. They also invest in emerging markets, which involve unique risks, such as exposure to economies less diverse and mature than the US or other more established foreign markets. The portfolios may invest in smaller companies which involve additional risks such as limited liquidity and greater volatility. Economic and political instability may cause larger price changes in emerging markets securities than other foreign securities.
Past performance does not guarantee future results. Investing involves risk. There is no guarantee that any investment strategy will meet its objective.
- Manager, Investment Research
- Analyst
Consumer Discretionary, Industrials, Materials
Andrew H. West, CFA
Manager, Investment Research
Analyst: Consumer Discretionary, Industrials, Materials
education
- University of Central Florida, BS, Business Administration, Finance, 1991
- New York University, Leonard N. Stern School of Business, MBA, Finance & Int’l Business, 2003
- Chartered Financial Analyst, 1997
experience
- Harding Loevner LP, Since 2006
Manager, Investment Research
Analyst (Consumer Discretionary, Industrials, Materials) - Standard & Poor’s Equity Research, 2003-2006
Senior Industry Analyst (Industrials, Materials, Transportation) - Veitia & Associates, 2001-2003
Investment and Portfolio Consultant - International Assets Advisory Corp., 1992-2001
Senior Vice President, Global Assets Advisors
Assistant Vice President, Research Department
Research Analyst
Media
Andrew West discusses the global auto industry.[31:59]
The Global Auto Industry: What's Driving Growth?
Andrew West, Manager, Investment Research & Analyst presents at Harding Loevner's 2012 Investor Forum.
The videos provide general background about Harding Loevner's investment philosophy and process. For more detailed information regarding particular investment strategies, please see our Publications page.
Any discussion of specific securities is not a recommendation to buy or sell. It should not be assumed that investment in the securities identified has been or will be profitable. To request a complete list of holdings for the past year, please contact Harding Loevner.
The portfolios invest in foreign securities, which involve greater volatility and political, economic and currency risks and differences in accounting methods. They also invest in emerging markets, which involve unique risks, such as exposure to economies less diverse and mature than the US or other more established foreign markets. The portfolios may invest in smaller companies which involve additional risks such as limited liquidity and greater volatility. Economic and political instability may cause larger price changes in emerging markets securities than other foreign securities.
Past performance does not guarantee future results. Investing involves risk. There is no guarantee that any investment strategy will meet its objective.
- Manager, Client Management
Lindsey Zimmerman
Manager, Client Management
education
- The College of New Jersey, BS, Finance, 2003
experience
- Harding Loevner LP, Since 2006
Manager, Client Management
Manager, Institutional Client Management, 2007-2012
Portfolio Administrator, 2006-2007 - Management Planning, Inc., 2003-2006
Valuation Analyst
- Portfolio Manager
Global Equity (Co-Lead), International Equity - Analyst
Consumer Staples, Consumer Discretionary
Peter Baughan, CFA
Portfolio Manager: Global Equity (Co-Lead), International Equity
Analyst: Consumer Staples, Consumer Discretionary
education
- University of North Carolina, Chapel Hill, BA, Political Science, 1983
- Chartered Financial Analyst, 1993
experience
- Harding Loevner LP, since 1997
Portfolio Manager (Global Equity, Co-Lead / International Equity)
Analyst (Consumer Staples, Consumer Discretionary) - Rockefeller & Co., Inc., 1988-1997
Investment Analyst, New York & London
Private Equity Manager, Paris - Chase Manhattan Bank, N.A., 1983-1988
Distressed Debt Manager, Indonesia
International Credit, New York
Media
- Portfolio Manager
Frontier Emerging Markets (Co-Lead) - Analyst
Frontier Emerging Markets
Pradipta Chakrabortty
Portfolio Manager: Frontier Emerging Markets
Analyst: Frontier Emerging Markets
education
- BIRLA Institute of Technology & Science, BE, Engineering, 1994
- XLRI School of Management, MBA, Finance & Marketing, 1998
- University of Pennsylvania, The Wharton School, MBA, Finance, 2008
experience
- Harding Loevner LP, Since 2008
Portfolio Manager (Frontier Emerging Markets, Co-Lead)
Analyst (Frontier Emerging Markets) - Templeton Capital Advisors, July-September 2007
Summer Analyst (Asian Equities) - Cornerstone Investment Partners, May-July 2007
Summer Analyst (US Equities) - General Mills, Inc., 2004-2006
Group Brand Manager - Hutchison Essar (Vodafone), 2003-2004
Head, Prepaid Telecom Marketing - GlaxoSmithKline Consumer Healthcare, 1998-2003
Group Product Manager
Brand Manager
Area Sales Manager - HCL Ltd., 1994-1995
Marketing Executive
- Chief Investment Officer
Simon Hallett, CFA, CIC
Chief Investment Officer
Emerging Markets strategy
education
- Oxford University, BA, Philosophy, Politics, Economics, 1978
- Chartered Financial Analyst, 1997; Chartered Investment Counselor, 1997
experience
- Harding Loevner LP, Since 1991
Chief Investment Officer - Jardine Fleming Investment Management, 1984-1990
Director / Investment Manager, Hong Kong - Kleinwort Benson Ltd., 1982-1984
Investment Manager, Hong Kong - Dominion Securities, 1981-1982
Account Executive, Hong Kong - Buckmaster & Moore, 1979-1980
Assistant Investment Manager, London
Treasurer, National Board of Learning Ally
Media
- Portfolio Manager
Emerging Markets (Co-Lead),
Frontier Emerging Markets (Co-Lead) - Analyst
Emerging Markets
G. Rusty Johnson, CFA
Portfolio Manager: Emerging Markets (Co-Lead), Frontier Emerging Markets (Co-Lead)
Analyst: Emerging Markets
education
- Washington & Lee University, BA, Economics, 1986
- Chartered Financial Analyst, 1991
experience
- Harding Loevner LP, Since 1994
Portfolio Manager (Emerging Markets, Co-Lead / Frontier Emerging Markets, Co-Lead)
Analyst (Emerging Markets) - Peregrine Brokerage, 1993-1994
International Equity Sales, New York - Jardine Fleming/Robert Fleming, 1987-1993
Institutional Broker, New York
Equity Analyst, Hong Kong & Thailand - Chin Tung Futures, 1985-1987
Analyst, Hong Kong
Media
- Analyst
Consumer Discretionary, Consumer Staples
Margaret E. Kalvar, CFA
Analyst: Consumer Discretionary, Consumer Staples
education
- Wellesley College, BA, Political Science, 1978
- Tufts University,The Fletcher School of Law & Diplomacy, MA, International Economics, 1980
- Chartered Financial Analyst, 1986
experience
- Harding Loevner LP, Since 2004
Analyst (Consumer Discretionary, Consumer Staples) - William Sword & Co., 1997-2004
Research Director - Merrill Lynch Asset Management, 1987-1991
Senior Analyst - Pittsburgh National Bank, 1983-1986
Intermediate Analyst - CONSAD Research Group, 1981-1983
Analyst - Raytheon Service Corp, 1980-1981
Analyst
Media
- Analyst
Special Projects
Timothy Kubarych
Analyst: Special Projects
education
- Hamilton College, BA, Mathematics, 2010
experience
- Harding Loevner LP, since 2010
Analyst (Special Projects)
Research Associate, 2010-2011
- Portfolio Manager
International Small Companies - Analyst
International Small Companies
Josephine A. Lewis
Portfolio Manager: International Small Companies
Analyst: International Small Companies
education
- Tulane University, A.B, Freeman School of Business, BSM, Finance, 1997
- University of Maryland, Robert H. Smith School of Business, MBA, Finance, 2006
experience
- Harding Loevner LP, Since 2006
Portfolio Manager (International Small Companies)
Analyst (International Small Companies) - Piti Suksa/Chiang Rai Montessori School, 2003-2004
Co-Teacher, Chiang Rai, Thailand - Cambridge Associates, LLC, 1999-2003
Senior Consulting Associate
Research Associate - ICQ LTD/America Online, Inc., 1998
Legal/Business Associate, Tel Aviv, Israel
- Analyst
Capital Goods, Utilities, Chinese Equities
Jingyi Li
Analyst: Capital Goods, Utilities, Chinese Equities
education
- Shanghai Jiaotong University, BA, International Trade, 1998
- Yale School of Management, MBA, Finance, 2005
experience
- Harding Loevner LP, Since 2010
Analyst (Capital Goods, Utilities, Chinese Equities) - New China Capital Management, LLC (manager of The Cathay Capital Group), 2005-2010
Vice President - Harding, Loevner Management, L.P., 2004
Summer Analyst - China International Economics Consultants, 2002-2003
Senior Strategy Consultant - Accenture, 1998-2002
Consultant
Media
- Analyst
Financials
Bryan Lloyd, CFA
Analyst: Financials
education
- Lafayette College, BA, Mathematics and Economics, 1996
- Chartered Financial Analyst, 2001
experience
- Harding Loevner LP, Since 2011
Analyst (Financials) - Calamos Asset Management, 2003-2011
Vice President, Senior Analyst - Financial Services
Research Analyst, Research and Portfolio Management - Credit Suisse First Boston, 1999-2003
Associate, Equity Research
Valuation Analyst, Global Banking and Insurance - ABN AMRO Bank, 1998-1999
Credit Analyst, Media & Telecommunications Finance - M&T Bank Corporation, 1996-1998
Financial Analyst, Finance Division
- Analyst
Information Technology
Christopher Mack, CFA
Analyst: Information Technology
education
- Lafayette College, BA, Economics and Business, 2004
- Chartered Financial Analyst, 2011
experience
- Harding Loevner LP, Since 2004
Analyst (Information Technology)
Research Associate, 2006-2008
Investment Assistant, 2004-2006
- Analyst
Frontier Emerging Markets
Babatunde Ojo, CFA
Analyst: Frontier Emerging Markets
education
- University of Lagos, BS, Biochemistry, 2002
- Imperial College, University of London, Master of Science, Food Chain Management, 2005
- University of Pennsylvania, The Wharton School, MBA, Finance and Management, 2012
- Chartered Financial Analyst, 2009
experience
- Harding Loevner LP, Since 2012
Analyst (Frontier Emerging Markets) - American Century Investments, Summer 2011
Global Research Analyst Intern - Asset & Resource Management (ARM) Company, 2006-2010
Head of Equity Research/Portfolio Manager, 2008-2010
Equity Research Analyst, 2006-2008 - PricewaterhouseCoopers, 2005-2006
Associate - Intercontinental Bank, 2003-2004
Banking Officer
- Portfolio Manager
International Small Companies - Analyst
Information Technology, Telecom Services
Jafar Rizvi, CFA
Portfolio Manager: International Small Companies
Analyst: Information Technology, Telecom Services
education
- Aligarh University, BA, Economics, 1988
- J Nehru University, MA, Economics, 1990
- Baruch College, The City University of New York, MBA, Computer Information Systems, 1998
- Columbia University, School of International & Public Affairs, Masters (MPA), International Economic Policy and Management, 2010
- Chartered Financial Analyst, 2003
experience
- Harding Loevner LP, Since 2008
Portfolio Manager (International Small Companies)
Analyst (Information Technology, Telecom Services) - Cohen, Klingenstein, and Marks, 2006-2008
Senior Analyst, Technology & Telecom - Fiduciary Trust Company International/Franklin Templeton Investments, 2001-2005
Vice President / Senior Equity Analyst – Global Telecommunications Equipment, Semiconductors, Telecommunications Services - Sands Brothers & Co., Ltd., 2000
Senior Analyst - NDB Capital Markets/Deutsche Bank, 1998-2000
Analyst / Senior Analyst
- Portfolio Manager
Global Equity (Co-Lead), International Equity (Co-Lead) - Analyst
Financials
Ferrill D. Roll, CFA
Portfolio Manager: Global Equity (Co-Lead), International Equity (Co-Lead)
Analyst: Financials
education
- Stanford University, BA, Economics, 1980
- Chartered Financial Analyst, 1998
experience
- Harding Loevner LP, Since 1996
Portfolio Manager (Global Equity, Co-Lead / International Equity, Co-Lead)
Analyst (Financials) - Cesar Montemayor Capital, L.P., 1992-1995
Portfolio Manager & General Partner - Barings Securities, Inc., 1989-1992
International Equity Sales
Equity Research, Germany - First Boston Corporation, 1985-1989
International Equity Sales - JP Morgan, 1980-1985
Forex Advisor & Options Trader
- Analyst
Japanese Equities
Yoko Sakai, CFA
Analyst: Japanese Equities
education
- Columbia University, BS, Mechanical Engineering, 1989
- Chartered Financial Analyst, 1999
experience
- Harding Loevner LP, Since 2005
Analyst (Japanese Equities) - Mitsubishi Securities (USA), Inc., 1999-2003
Vice President, Equities Sales Group, New York - Jeffries & Co., 1994-1997
Vice President, International Linked Products, Tokyo
Vice President, International Equity Trading, Tokyo - HSBC Securities, 1989-1994
Manager Derivative Products, Tokyo
Assistant Vice President, Japanese Warrant Department, New York
Media
- Portfolio Manager
Emerging Markets, Frontier Emerging Markets - Analyst
Emerging Markets
Richard Schmidt, CFA
Portfolio Manager: Emerging Markets, Frontier Emerging Markets
Analyst: Emerging Markets
education
- Georgetown University, BS, Foreign Service, 1986
- Chartered Financial Analyst, 1995
experience
- Harding Loevner LP, Since 2011
Portfolio Manager (Emerging Markets / Frontier Emerging Markets)
Analyst (Emerging Markets) - Oranda Capital Management, 2007-2011
Chief Investment Officer, New York - JPMorgan Asset Management, 2002-2005
Managing Director, New York - JPMorganFleming Asset Management, 2000-2002
Portfolio Manager, London - Jardine Fleming Investment Management, 1994-2000
Director, Hong Kong - Jardine Fleming Securities, 1991-1994
Director, Hong Kong - BT Brokerage, 1987-1991
Vice President, Hong Kong - Winfull, Laing & Cruickshank, 1986-1987
Research Analyst, Hong Kong
- Portfolio Manager
Emerging Markets (Co-Lead) - Analyst
Energy, Materials
Craig J. Shaw, CFA
Portfolio Manager: Emerging Markets
Analyst: Energy, Materials
education
- Concordia College, BA, Business Administration, 1986
- American Graduate School of International Management (Thunderbird), MIM, 1989
- Chartered Financial Analyst, 2000
experience
- Harding Loevner LP, Since 2001
Portfolio Manager (Emerging Markets, Co-Lead)
Analyst (Energy, Materials) - Consultant, 1999-2000
Capital Markets, Accounting, Treasury - ABN AMRO Securities, 1997-1998
Securities Analyst, Asia - Barclays de Zoete Wedd, 1996-1997
Securities Analyst, Asia - Credit Lyonnais Securities Asia, 1994-1996
Securities Analyst, Asia - Parker Drilling Co. / Consultant, 1990-1994
Finance & Accounting Manager, Africa, Kazakhstan
- Analyst
Financials, Frontier Emerging Markets
Moon Surana
Analyst: Financials, Frontier Emerging Markets
education
- Manipal Institute of Technology, BE, Electronics and Communications, 2005
- University of Michigan, MS, Financial Engineering, 2008
experience
- Harding Loevner LP, Since 2009
Analyst (Financials, Frontier Emerging Markets)
Research Associate, 2009-2011 - Infosys Technologies Limited, 2005-2007
Software Engineer
- Analyst
Health Care
Patrick Todd, CFA
Analyst: Health Care
education
- Harvard University, BA, Biochemical Sciences, 2002
- Columbia Business School, MBA, Applied Value Investing, 2011
- Chartered Financial Analyst, 2011
experience
- Harding Loevner LP, Since 2012
Analyst (Health Care) - Gabelli & Company, Inc. / GAMCO Investors, Inc., 2011-2012
Research Analyst - Ironbound Capital, 2006-2010
Research Analyst, 2009-2010
Research Associate, 2006-2009 - Merrill Lynch Investment Managers, 2005-2006
Portfolio Specialist
- Analyst
Materials
Anix Vyas, CFA
Analyst: Materials
education
- Fordham University, BS/BA, Finance and Accounting, 2002
- University of Pennsylvania, The Wharton School, MBA, Finance, 2010
- Chartered Financial Analyst, 2006
experience
- Harding Loevner LP, Since 2013
Analyst (Materials) - Gabelli & Company, Inc. / GAMCO Investors, Inc., 2010-2013
Research Analyst - Amerigas, 2004-2008
Manager, Operations and Corporate Development - Bear, Sterns & Company, Inc., 2003-2004
Staff Accountant - The Mony Group, Inc., 2002-2003
Staff Accountant
- Portfolio Manager
International Equity (Co-Lead), Global Equity - Analyst
Health Care, Materials
Alexander T. Walsh, CFA
Portfolio Manager: International Equity (Co-Lead), Global Equity
Analyst: Health Care, Materials
education
- McGill University, BA, North American Studies, 1978
- Chartered Financial Analyst, 1998
experience
- Harding Loevner LP, Since 1994
Portfolio Manager (International Equity, Co-Lead / Global Equity)
Analyst (Health Care, Materials) - PaineWebber, 1987-1994
First Vice President - Merrill Lynch, 1982-1987
Account Executive - J. Henry Schroder Bank & Trust, 1979-1981
Assistant Treasurer & Operations
Media
- Manager, Investment Research
- Analyst
Consumer Discretionary, Industrials, Materials
Andrew H. West, CFA
Manager, Investment Research
Analyst: Consumer Discretionary, Industrials, Materials
education
- University of Central Florida, BS, Business Administration, Finance, 1991
- New York University, Leonard N. Stern School of Business, MBA, Finance & Int’l Business, 2003
- Chartered Financial Analyst, 1997
experience
- Harding Loevner LP, Since 2006
Manager, Investment Research
Analyst (Consumer Discretionary, Industrials, Materials) - Standard & Poor’s Equity Research, 2003-2006
Senior Industry Analyst (Industrials, Materials, Transportation) - Veitia & Associates, 2001-2003
Investment and Portfolio Consultant - International Assets Advisory Corp., 1992-2001
Senior Vice President, Global Assets Advisors
Assistant Vice President, Research Department
Research Analyst
Media
- Manager, Investment Communication
Natasha Crossan, CFA
Manager, Investment Communication
education
- University of Pennsylvania, BA, Economics, 2004
- Chartered Financial Analyst, 2009
experience
- Harding Loevner LP, Since 2004
Manager, Investment Communication
Manager, Managed Accounts Group, 2006-2008
Assistant Portfolio Manager, 2004-2006
- Portfolio Specialist
S. Clarke Moody, CFA
Portfolio Specialist
education
- Colby College, BA, English Literature, 1978
- University of London, Goldsmith’s College
- Chartered Financial Analyst, 2000
experience
- Harding Loevner LP, Since 1996
Portfolio Specialist
Director, Institutional Marketing, 2004-2011
Marketing Manager, 1999-2003
Analyst (Info Technology, Telecom Services), 1996-1998 - ABN AMRO Bank, 1994-1996
Managing Director, Global Media & Communications Division, New York - Barclays de Zoete Wedd, 1993-1994
Director, Technology & Defense Division, New York - Chase Manhattan Bank, 1981-1993
Director, Pharmaceutical Division, New York & Puerto Rico
Director, Capital Goods & Industrials Division, New York & Houston
- Chief Financial Officer
Aaron Bellish, CPA
Chief Financial Officer
education
- Rutgers University, Rutgers College, BS, Accounting, 2001
- Certified Public Accountant, 2003
experience
- Harding Loevner LP, since 2012
Chief Financial Officer - Mount Kellett Capital Management LP, 2008-2012
Chief Financial Officer, 2010-2012
Controller, 2008-2010 - Lehman Brothers Inc., 2007-2008
Vice President, Investment Management Finance - PricewaterhouseCoopers LLP, 2002-2007
Manager, Investment Management Group - Arthur Andersen, LLP, 2001-2002
Auditor
- Business Development Manager
Robert W. Boyce
Business Development Manager
education
- Villanova University, Bachelor of Science, Mathematics, 1988
- Villanova University, MBA, 1996
experience
- Harding Loevner LP, Since 2010
Chief of Marketing - MTI Information Technologies, 2004-2010
President, Chief Operating Officer
Executive Vice President, Chief Operating Officer - Johnson & Johnson, 1996-2004
- Independence Technology, 1999-2004
Vice President, Sales & Marketing
Director, Marketing - McNeil Consumer and Specialty Pharmaceuticals, 1996-1999
Product Director, Marketing
Customer Marketing Manager
- Independence Technology, 1999-2004
- United States Navy, Naval Flight Officer, 1988-1996
Assistant Professor of Naval Science
Mission Commander E-2C Hawkeye
- Manager, Financial Reporting
Suresh Cooduvalli, CPA, CMA
Manager, Financial Reporting
education
- Mysore University, India, Bachelor of Business Management, Management & Finance, 1982
- Institute of Cost and Works Accountants of India, Cost Accounting AICWA, 1989
- Certified Management Accountant, 2010
- Certified Public Accountant, CPA, 2011
experience
- Harding Loevner LP, Since 2009
Manager, Financial Reporting - Adlabs Films USA Inc, 2008-2009
Vice President Finance & Accounts - Amadena LLC, 2001-2008
Controller & Office Manager - Wings Digital Corporation Inc, 2000-2001
Accounts Manager - Carborundum Universal Ltd, India, 1996-2000
Senior Manager, Commercial and Accounts - EID Parry (I) Ltd, India, 1986-1995
Accounts Manager
- Manager, Investment Communication
Natasha Crossan, CFA
Manager, Investment Communication
education
- University of Pennsylvania, BA, Economics, 2004
- Chartered Financial Analyst, 2009
experience
- Harding Loevner LP, Since 2004
Manager, Investment Communication
Manager, Managed Accounts Group, 2006-2008
Assistant Portfolio Manager, 2004-2006
- Manager, Portfolio Operations Systems
Puran Dulani
Manager, Portfolio Operations Systems
education
- Panjab University, India, Bachelor of Commerce, 1978
- Panjab University, India, MBA, Finance 1981
- Certified Public Accountant, 1987
experience
- Harding Loevner LP, Since 2002
Manager, Portfolio Operations Systems
Head of Operations, 2002-2012 - Deutsche Asset Management, 1996-2002
Vice President, Operations - MetLife Investment Management Corp., 1994-1996
Business Analyst - Chase Manhattan Bank, 1992-1994
Financial Analyst, Developing Countries Capital Markets - Shaikh & Dulani, CPAs, 1989-1992
Managing Partner - Public & Private Accounting, 1985-1989
- Panjab Agro Industries Corp, Ltd., 1981-1985
Manager Project Finance
Director on the Board of Panjab Agro Fruit Processing Corp. Ltd.
Director on the Board of Kisan Agro Sugar Mills Ltd.
- Chief Investment Officer
Simon Hallett, CFA, CIC
Chief Investment Officer
Emerging Markets strategy
education
- Oxford University, BA, Philosophy, Politics, Economics, 1978
- Chartered Financial Analyst, 1997; Chartered Investment Counselor, 1997
experience
- Harding Loevner LP, Since 1991
Chief Investment Officer - Jardine Fleming Investment Management, 1984-1990
Director / Investment Manager, Hong Kong - Kleinwort Benson Ltd., 1982-1984
Investment Manager, Hong Kong - Dominion Securities, 1981-1982
Account Executive, Hong Kong - Buckmaster & Moore, 1979-1980
Assistant Investment Manager, London
Treasurer, National Board of Learning Ally
Media
- Manager, Human Resources and Administration
Maura Karatz, SPHR
Manager, Human Resources and Administration
education
- The College of New Jersey, BA, Psychology, 1999
- Rutgers, The State University of New Jersey, School of Management & Labor Relations
Master, Human Resource Management, 2006
experience
- Harding Loevner LP, Since 2008
Manager, Human Resources and Administration - SCOR Reinsurance Company, New York, 2000-2008
Human Resources Manager, 2006-2008
Human Resources Administrator, 2002-2006
Human Resources Generalist, 2001-2002
Human Resources Assistant, 2000-2001 - PricewaterhouseCoopers, New Jersey, 1999-2000
Defined Benefits Associate
- Chief Executive Officer
David R. Loevner, CFA, CIC
Chief Executive Officer
education
- Princeton University, AB, Mathematical Sociology, 1976
- Oxford University (Sachs Scholar), MSc, Applied Statistics, 1977; BPhil (MPhil), Economics, 1978
- Chartered Financial Analyst, 1997; Chartered Investment Counselor, 1997
experience
- Harding Loevner LP, Since 1989
Chief Executive Officer - Rockefeller & Co., Inc., 1981-1989
Managing Director, Rockefeller & Co., Ltd., Hong Kong
Manager, Client Services, New York
Portfolio Manager, New York - The World Bank, 1978-1981
Brazil Country Economist, Washington, D.C.
Trustee Emeritus and Endowment Committee, Goucher College
Former Director, Princeton University Investment Company
Chair, Daniel M. Sachs Graduating Scholarship
- Chief Operating Officer
Richard T. Reiter
Chief Operating Officer
education
- Marquette University, BS, Marketing & Information Systems, 1988
- Loyola University, MBA, International Finance, 1995
experience
- Harding Loevner LP, Since 1996
Chief Operating Officer
Managing Director, Marketing & Sales, 2008
Portfolio Manager (Program Accounts), 2002-2008
Marketing Manager, 1996-2002 - Harris Trust & Savings Bank, 1991-1996
Trust Officer, Advisor & Client Relationships - Bankers Trust Company, 1989-1991
Investment Assistant
- Chief Compliance Officer
- Chief Counsel
Lori Renzulli
Chief Compliance Officer
Chief Counsel
education
- Douglass College, Rutgers University, BA, Education, 1988
- Seton Hall University School of Law, JD, 1998
experience
- Harding Loevner LP, Since 2006
Chief Counsel and Chief Compliance Officer - MetLife Group, Inc., 2006
Director, Corporate Ethics and Compliance - CitiStreet Retirement Services, 1989-2005
Vice President, Chief Compliance Officer and Counsel, 2004-2005
Assistant General Counsel, 1998-2004
Legal Assistant, 1991-1998
Client Services Correspondent, 1989-1991
- Manager, Institutional Client Management
Jason Salerno
Manager, Institutional Client Management
education
- University of Pennsylvania, BA, Economics, 2007
experience
- Harding Loevner LP, since 2007
Manager, Institutional Client Management
Investment Associate, 2007-2012
- Manager, Portfolio Operations
Matthew Sanders
Manager, Portfolio Operations
education
- The Pennsylvania State University, BS, Finance, 1995
experience
- Harding Loevner LP, Since 2011
Manager, Portfolio Operations - Avenue Capital Group, 2009-2011
Senior Operations Analyst - Sandell Asset Management, 2007-2008
Swap Operations Manager - Moore Capital Management LLC, 2001-2007
Assistant Manager, 2004-2007
Reconciliation Analyst, 2001-2004 - New York Life Asset Management, 1997-2001
Dealer Services Associate - Prudential Securities, Inc., 1995-1997
Service Desk Representative
- Manager, High Net Worth Client Management
Jared Tramutola
Manager, High Net Worth Client Management
education
experience
- Harding Loevner LP, Since 2011
Manager, High Net Worth Client Management
Investment Associate, 2011-2012 - State Street Corporation, 2010
Expense Specialist
- Manager, Client Management
Lindsey Zimmerman
Manager, Client Management
education
- The College of New Jersey, BS, Finance, 2003
experience
- Harding Loevner LP, Since 2006
Manager, Client Management
Manager, Institutional Client Management, 2007-2012
Portfolio Administrator, 2006-2007 - Management Planning, Inc., 2003-2006
Valuation Analyst
- Sales Manager
Northeast and Midwest Regions
George Antonak
Sales Manager, Northeast and Midwest Regions
(908) 947-0452
gantonak@hardingloevner.com
education
- University of Michigan, Ross School of Business, Bachelor, Business Administration, 1986
- Cornell University, Johnson Graduate School of Management, MBA, 2010
experience
- Harding Loevner LP, Since 2010
Sales Manager, Northeast and Midwest Regions - Anton Consulting, 2007-2010
Founder, Business Development Consultant - Merrill Lynch, 2000-2006
Managing Director, Head of Business Sales & Relationship Management - Scudder Kemper Investments, 1987-2000
Senior Vice President, Head of Sales & Business Development, 1998-2000
Vice President, Head of Sales & Business Development, 1993-1998
Director, Head of Business & Business Development, 1990-1992
Sales & Service, 1987-1990
- Sales Manager
Southern Region
Patrick Broderick
Sales Manager, Southern Region
(908) 947-0453
pbroderick@hardingloevner.com
education
- The University of Pittsburgh, BA, Economics, 1996
experience
- Harding Loevner LP, Since 2008
Sales Manager, Southern Region - Neuberger Berman, 2006-2008
Internal Sales Associate - Invesco, 2004-2006
Regional Marketing Coordinator - Wachovia Securities, 2002-2004
Senior Financial Advisor - Merrill Lynch, 1996-2002
Senior Financial Advisor
- Manager, Institutional Business Development
Kristin Burke
Manager, Institutional Business Development
(908) 947-0120
kburke@hardingloevner.com
education
- Princeton University, AB, Political Economy, 2003
- University of Pennsylvania, The Wharton School, MBA, 2009
experience
- Harding Loevner LP, Since 2003
Manager, Institutional Business Development
Sales Manager, Northeast Region, 2004-2009
Investment Assistant, 2003-2004
- Manager, Institutional Business Development
Kevin P. Ferguson
Manager, Institutional Business Development
(908) 947-0457
kferguson@hardingloevner.com
education
- Boston College, BS, Finance, 1986
- New York University, Stern School of Business, MBA, 1992
experience
- Harding Loevner LP, Since 2008
Manager, Institutional Business Development - Vardon Capital Management, LLC, 2007
Director of Business Development - Lord Abbett & Co. LLC, 1999-2006
Partner, Director – MidCap Growth - Lynch & Mayer, Inc., 1992-1998
Senior Vice President, Portfolio Manager - Credit Suisse First Boston Corporation, Summer, 1991
Associate, Sales and Trading - American Express Company, 1986-1990
Senior Financial Analyst, Risk Financing
Associate, Financial Management Development Program
- Manager, Institutional Business Development
Steve Gannon
Manager, Institutional Business Development
(908) 947-0448
sgannon@hardingloevner.com
education
- Wesleyan University, BA, English Literature, 1989
experience
- Harding Loevner LP, Since 2012
Manager, Institutional Business Development - Marvin & Palmer Associates, Inc., 1995-2011
Director of Marketing and Client Service, Principal, 1998-2011
Marketing Representative, 1995-1998 - Lyons Marketing Communications, 1993-1995
Senior Account Executive - University Brands, 1989-1993
Director of Marketing, 1991-1993
Marketing Manager, 1990-1991
Sales Representative, 1989-1990
- Investment Associate
Tristan Hastings
Investment Associate
(908) 947-0608
thastings@hardingloevner.com
education
- Princeton University, AB, Economics, 2011
experience
- Harding Loevner LP, since 2011
Investment Associate
- RIA Client Relationship Manager
Kelley Ann Hayn
RIA Client Relationship Manager
(908) 947-0146
khayn@hardingloevner.com
education
- Villanova University, BS, Mathematics, 2005
experience
- Harding Loevner LP, Since 2005
RIA Client Relationship Manager
Senior Managed Accounts Administrator, 2008-2012
Portfolio Manager Assistant, 2005-2008
- Manager, Institutional Marketing
Jon Hearn
Manager, Institutional Marketing
(908) 442-9245
jhearn@hardingloevner.com
education
- Arizona State University, BS, Economics, 1986
experience
- Harding Loevner LP, Since 2011
Manager, Institutional Marketing - US Trust, 2010-2011
Senior Vice President, Wealth Management - Genesee Investments, 2006-2010
Managing Director, Global Sales - Wentworth, Hauser & Violich, 2004-2006
Vice President, Wealth Management - The Harris, my CFO, 2002-2004
Vice President, Wealth Management - Russell Investments, 2000-2002
Regional Director, Institutional Marketing - Key Asset Management, 1997-2000
Director, Institutional Marketing - Sutro & Co., 1994-1997
Vice President - Kidder Peabody & Co., 1991-1994
Investment Executive
- Manager, Institutional Marketing
Gregory Klobucar, CFA
Manager, Institutional Marketing
(908) 947-0619
gklobucar@hardingloevner.com
education
- Pennsylvania State University, BS, Marketing and International Business, 2002
- Georgetown University, McDonough School of Business, MBA, 2009
- Chartered Financial Analyst, 2012
experience
- Harding Loevner LP, since 2012
Manager, Institutional Marketing - Merrill Lynch Wealth Management, 2009-2012
Vice President, Portfolio Specialist - Wachovia Securities, 2005-2007
Assistant Vice President, Business Development Group - Lord, Abbett & Company, 2003-2005
Regional Consultant
- Investment Associate
- Internal Specialist
Northeast and Midwest Regions
Lisa Mehmet
Investment Associate
(908) 947-0614
lmehmet@hardingloevner.com
education
- Dickinson College, BA, International Business and Management, 2006
- Saint Joseph's University, MBA, Finance, 2011
experience
- Harding Loevner LP, since 2012
Investment Associate - SEI Investment Manager Services, 2007-2012
Supervisor, 2010-2012
Portfolio Accounting Analyst, 2007-2010
- Manager, Institutional Marketing
John Parsons
Manager, Institutional Marketing
(908) 947-0117
jparsons@hardingloevner.com
education
- University of Cambridge (UK), St. John’s College, BA, Engineering, 1975
- University of Cambridge (UK), MA, Engineering, 1980
experience
- Harding Loevner LP, Since 2003
Manager, Institutional Marketing
Product Specialist, Emerging Markets, 2003-2006 - Mayfair Capital Group, LLC, 2002-2003
Managing Director, New York - EFG Asset Management Ltd., 2001-2002
Marketing Director, London - Barclays Global Investors N.A., 1997-2001
Sales Director, Latin America & Caribbean, Barclays International Funds
Director, Research & Planning, London, Barclays International Funds - John Parsons & Associates, 1985-1997
Principal, Princeton, NJ - Armco, Inc., 1981-1985
Manager, Corporate Development, New York - American Express International Banking Corporation, 1977-1981
Assistant Treasurer, New York
Senior Auditor, Hong Kong & London - Grindlays Bank Ltd., 1975-1977
Operations Officer, Calcutta
- Investment Associate
- Internal Specialist
West & South Regions
Michael Rus
Investment Associate
(908) 947-0622
mrus@hardingloevner.com
education
- Muhlenberg College, BA, Economics and Finance, 2012
experience
- Harding Loevner LP, since 2012
Investment Associate