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

Gerard Burke

Managing Regional Director – Northeast Division
NY, NJ, CT, MA, VT, NH, ME

Patrick Lee

Managing Regional Director – Southwest Division
Southern CA, NV, UT, AZ, CO, NM, KS, OK, TX

David Cavanagh

Director – Midwest Division
IA, WI, MI, IL, OH, IN

Chris Morris

Director – Northwest Division
AK, Northern CA, OR, WA, ID, MT, WY, ND, SD, NE, MN

Catie O'Connell

Director – Mid-Atlantic Division
MO, KY, WV, VA, MD, PA, DC, DE

Tim Rheaume

Director – Southeast Division
AR, LA, MS, TN, AL, GA, FL, SC, NC

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