Institutional Brochure
High-end Support Delivered By Institutional Professionals
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:
Patrick Lee
Chris Morris
Catie O'Connell
Tim Rheaume
Jay Hong
Emanuel Vieira De Andrade
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
Ed Farrington earned the AIF® Designation from the Center for Fiduciary Studies in 2016. The AIF Designation certifies he has specialized knowledge of fiduciary standards of care and their application to the investment management process.
- Identify and quantify sources of risk and return for your portfolio
- Customize solutions to fit your unique parameters
- Monitor and report investment movement regularly
Senior Management
Edward Farrington, AIF®
Dedicated Institutional Services Group
Patrick Lee
Managing Regional Director – CA, NV, UT, AZ, CO, NM, KS, OK, TX, HI
Chris Morris
Director – AK, OR, WA, ID, MT, WY, ND, SD, NE, MN, IA, WI, MI, IL, IN
Catie O'Connell
Director – MO, KY, WV, VA, MD, PA, DC, DE, OH
Tim Rheaume
Director – AR, LA, MS, TN, AL, GA, FL, SC, NC
Support Team
Jay Hong
Regional Director
Emanuel Vieira De Andrade
Investment Consultant
Ed Farrington earned the AIF® Designation from the Center for Fiduciary Studies in 2016. The AIF Designation certifies he has specialized knowledge of fiduciary standards of care and their application to the investment management process.
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