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 – 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

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.