Joseph Klimas is a Vice President with the Portfolio Research and Consulting Group at Natixis Investment Managers – US Distribution. In that role, he is responsible for the oversight of the Analyst Team, along with the group’s analytic, research and project work.
Prior to joining Natixis in 2011, Mr. Klimas was the research analytics strategist in the Research Division at LPL Financial and subsequently was the director of performance analytics for Citizens Advisers Inc. He also managed the Performance Analytics and Research Group at Columbia Management, developing quantitative research support for investment strategy teams. Earlier in his career, Mr. Klimas was a bond trader with Independence Investments LLC and a fixed-income investment analyst with The Hartford Investment Management Company. He has over 20 years of investment industry experience.
Mr. Klimas has a BS in finance and insurance, as well as an MBA from the University of Hartford. He is a certificate holder of the CFA Institute’s Certificate in Investment Performance Measurement (CIPM) designation and is a Registered Financial Consultant (RFC) with the International Association of Registered Financial Consultants (IARFC). Mr. Klimas also is a member of the CFA Institute and the Boston Security Analysts Society, and is FINRA Series 7 licensed.