Gary E. Pzegeo

, CFA

Managing Director

Gary Pzegeo joined the firm in 2007 as head of fixed income, focusing on portfolio management, trading, policy formulation and client service.

With more than 25 years of experience working in the industry, Gary began his career at Evergreen Investments in 1990. In this role, he functioned as managing director and head of the investment grade bond team performing portfolio management, credit and securitized market analysis, as well as taxable and municipal cash management. Subsequently, he was with Gannett, Welsh & Kotler as a vice president, portfolio manager and head of taxable bonds, where he created and implemented a disciplined investment process and credit and account analysis tools and developed customized fixed income products for the high net worth client base.

Gary joined the firm from recurrent employment at Evergreen Investments, where he functioned as senior portfolio specialist and senior portfolio manager of high-yield bonds. In this role, he was responsible for developing macro portfolio themes and enhancing the risk management and security selection process for high-yield and multi-sector fixed income disciplines. He also provided sales and client service support.

As a leading investment manager, Gary’s expertise has been featured in various publications including Bloomberg, USA Today, Reuters and CNBC. Gary earned a Bachelor of Business Administration from the University of Massachusetts. He holds the Chartered Financial Analyst^®designation and is a member of the CFA Institute.