At every stage of the investment lifecycle, from discovery to implementation and ongoing reporting, a highly-skilled member of the Natixis Institutional Services Group is on your team. Partnering with you from day one, our responsive, high-end service and support can help to:

  • Identify and quantify sources of risk and return for your portfolio
  • Customize solutions to fit your unique parameters
  • Monitor and report investment movement regularly

Dedicated Institutional Services Group

Patrick Lee

Managing Regional Director – SOUTHWEST DIVISION HI, CA, NV, UT, AZ, CO, NM, KS, OK, TX

Chris Morris

Director – NORTHWEST DIVISION AK, WA, OR, ID, MT, WY, ND, SD, NE, MN, IA, WI, MI, IL, IN, MI

Catie O'Connell

Director – NORTHEAST DIVISION ME, VT, NH, MA, MD, CT, RI, NY, NJ, Eastern PA, Washington DC, DE

Tim Rheaume

Director – SOUTHEAST DIVISION MO, AR, LA, MS, AL, TN, KY, GA, FL, SC, NC, VA, WV, OH, Western PA

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