Aviva Investors Strengthens Global Investment & Risk Teams
CHICAGO -- August 11, 2014
Aviva Investors announced today the recent hiring of four senior investment
and risk professionals in its Chicago and Toronto offices. These hires
represent a continuation of the firm’s focus on building a global platform
designed to help clients meet their objectives, manage risk and manage
volatility. Andra Purkalitis, Chief Executive Officer of Aviva Investors’
business in the Americas, said, “We are delighted to be able to attract top
talent to our firm in a region that is important to our global growth plans.
All four people bring extensive experience to Aviva Investors and share a
common belief in the importance of helping clients achieve their goals.”
The four individuals are:
Kevin Mathews, CFA, High Yield Portfolio Manager (Chicago)
Kevin joins with a wealth of global experience in the high yield bond
marketplace, most recently at Scottish Widows Investment Partnership in New
York as the Head of U.S. High Yield, and previously at F & C Investments in
London as Head of Global High Yield. Kevin’s 32 years as an investment
professional include high yield portfolio manager roles at Gulf International
Bank in London, ING Investments in Arizona, and Van Kampen Investments in
Todd Youngberg, Aviva Investors’ Global Head of Credit, said, “The addition of
Kevin to our high yield team showcases the importance of this strategy in
creating investment solutions for our clients. Kevin joins his portfolio
manager colleagues in Chicago, London and Singapore in delivering a true
world-view to our defined process.”
Kevin has a Bachelor’s degree in Finance from University of Illinois-Urbana
and a Master of Business Administration degree from Drake University.
Robert Prospero, CFA, Credit Analyst (Toronto)
Robert joins Aviva Investors from Manulife Asset Management where he held
various roles, most recently as a Senior Investment Analyst and starting as an
investment analyst in the Investment Division Rotational Program.
Sunil Shah, Portfolio Manager and Head of Canadian Fixed Income, said, “We are
pleased to welcome Robert to Aviva Investors’ Toronto team. While based in
Toronto, Robert joins a globally integrated credit research team and helps us
expand the breadth and knowledge of our Canadian coverage.”
Robert has a Bachelor’s degree in Commerce and Finance from the University of
Lei Wang, Senior Securities Analyst (Chicago)
Before joining Aviva Investors, Lei was a senior credit analyst at Morgan
Stanley Investment Management. She brings more than 14 years of credit
research experience to the firm with prior senior research positions at
Paulson & Co., Deutsche Bank and JP Morgan Asset Management.
Ashish Dafria, CFA, Aviva Investors’ Global Head of Credit Research, said,
“Fundamental credit research is a cornerstone of Aviva Investors’ investment
process around the world. By developing a globally integrated research team,
we are able to provide key local insights as we build portfolios for our
clients. Lei’s experience and expertise strengthens that ability and I’m
delighted to have her on our team.”
Lei earned a Bachelor’s degree in Business Administration from Queens
University of Charlotte and a Master of Business Administration degree from
Allen Xiao, CFA, CPA, Director of Business Risk (Chicago)
Allen joins Aviva Investors’ team in Chicago from Ashland Partners and
Company, LLP, where he was a senior compliance analyst and manager with
various roles in accounting, auditing, compliance and risk.
Lyda Iturralde, Aviva Investors’ Chief Compliance Officer in the Americas,
said, “We are thrilled to have Allen join the Aviva Investors team where his
experience will help us to continue strengthening our risk management
Allen earned a Bachelor’s degree in Business Administration from Northwestern
Polytechnic University and a Master of Business Administration degree from
Notes to Editors
The information and opinions contained in this document are for use by the
financial press and media only. Investment markets and conditions can change
rapidly and as such the views expressed should not be taken as statements of
fact or advice nor should reliance be placed on these views when making
investment decisions. Past performance is not a guide to the future.
Aviva Investors is the global asset management business of Aviva plc. The
business delivers investment management solutions, services and client-driven
performance to clients worldwide. Aviva Investors operates in Asia Pacific,
Europe, North America and the United Kingdom. Aviva Investors Americas has
$13.5 billion in assets under management as of June 30, 2014*.
*Aviva provides 31 million customers with insurance, savings and investment
*Combines strong life insurance, general insurance and asset management
businesses under one powerful brand.
*The assets under management reflect the North American region and include
Aviva Investors Americas and Aviva Investors Canada as of June 30, 2014.
** Based on Aviva plc Annual Report and Accounts 2013.
This provided in North America by Aviva Investors Americas LLC
Neither Aviva Investors Americas nor its affiliates engages in or holds itself
out as engaging in the business of advising others as to investing in
securities or the business of buying or selling securities in any jurisdiction
where it is not qualified to do so. This material is not directed at, or
intended for distribution to or use by, any person or entity that is a citizen
or resident of or located in any jurisdiction where such distribution,
publication, availability or use would be contrary to applicable law or
regulation or would subject Aviva Investors Americas or any of its affiliates
to any registration or licensing requirement within such jurisdiction.
For more information, please contact:
Rob Ranges, 212-593-5604
Head of Americas Business Development
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