Joined TSW in 2002

Bill Bellamy is the Director of Income Strategies and is responsible for overseeing all fixed income management at the firm. He is the Portfolio Manager for TSW’s Multi-Asset Income and Core Plus strategies.

Bill began his career in the investment industry in 1987. Prior to joining TSW in 2002, he was a Portfolio Manager at Trusco Capital Management managing total return oriented institutional accounts. Previously, Bill was a Vice President of Institutional Fixed Income for First Union Capital Markets and Clayton Brown & Associates, after beginning his career in Institutional Sales and Trading at Merrill Lynch. He earned his undergraduate degree from Cornell University and his MBA from The Fuqua School of Business at Duke University. He holds the Chartered Financial Analyst® designation, is a member the Richmond Society of Financial Analysts, and is registered as an Investment Adviser Representative.

Ryan joined the Transamerica Advanced Markets Group with more than a decade of experience in the financial services industry. Prior to joining Transamerica Capital, Inc., Ryan was a director at Jackson National Life Distributors Retirement and Wealth Strategies Group.

Ryan brings his experience to a highly professional group that focuses on estate planning, financial planning, taxation, retirement plans, and charitable planning. By focusing on these areas, he is able to identify business opportunities through the use of advanced financial planning strategies. Ryan is dedicated to helping representatives build their businesses and helping their clients by providing effective guidance, case design, and strategies.

Ryan’s background and experience provide an essential component for Advanced Markets. Working with the rest of the group, Ryan helps create a professional department that can provide assistance in financial planning, estate planning, taxation, retirement plans, and charitable giving.

Joined TSW in 1996

Brandon Harrell is the Portfolio Manager for the TSW International strategy and the Co-Portfolio Manager for the TSW International Small Cap strategy.

Brandon began his career in the investment industry in 1987. Prior to joining TSW in 1996, he worked as an Intelligence Officer at the Central Intelligence Agency. Previously he was a Securities Analyst at Growth Stock Outlook, Inc. and a High-Net-Worth and Mutual Fund Portfolio Manager for Capitoline Investment Service. Brandon graduated from Wake Forest University and received his MBA from George Mason University. He holds the Chartered Financial Analyst® designation.

Joined TSW in 2001

Brett Hawkins is TSW’s Chief Investment Officer. He is a Co-Portfolio Manager for the TSW Mid Cap Value and TSW Large Cap Value strategies, and Portfolio Manager for the TSW SMID Cap Value strategy.

Prior to joining TSW in 2001, he was an Assistant Vice President of Equity Research with First Union Securities having previously worked at Arthur Andersen LLP as an Audit and Business Advisory Senior Associate. Brett is a graduate of the University of Richmond and received his MBA from the University of Virginia, Darden School. In addition, he holds the Chartered Financial Analyst® designation.

Dennis Lynch is Head of Counterpoint Global at Morgan Stanley Investment Management. He joined Morgan Stanley in 1998 and has 27 years of investment experience. Prior to joining the firm, he worked as a sell-side analyst for J.P. Morgan Securities. Dennis received a B.A. in political science from Hamilton College and an M.B.A. with honors in finance from Columbia University.

Rick conducts company-specific fundamental research within selected economic sectors spanning the market capitalization spectrum. Rick’s research includes analyzing financial statements, building financial models, performing valuation analysis, and interviewing company management.

Rick joined Systematic in 2004, following a ten-year stint with the Value Line Investment Survey. At Value Line, he served as a Senior Industry Analyst and lead editor of the firm’s daily supplemental stock reports. He also spent time in Value Line’s Asset Management department, working as a technology-sector consultant and portfolio manager.

Rick received his M.B.A. in finance at New York University’s Stern School of Business, with Stern Scholar honors. He holds a B.A. in economics and government from Wesleyan University. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and New York Society of Security Analysts (NYSSA).

Stan Sattler is Vice President of Advisory Solutions with Belle Haven Investments. Stan is responsible for managing national marketing initiatives and fostering new relationships for the firm. He works closely with the Investor Relations Team and our Portfolio Management team, to tend to the needs of Advisors and their clients.

His primary duties consist of business development through supporting Advisors and Consultants across the country. In addition to the business development focus, Stan is a Portfolio Specialist and with responsibilities includingworking as a liaison between the portfolio management team and Belle Haven’s strategic partners. When not traveling to meet our partners, Stan sits directly with our Portfolio Management Team in Belle Haven’s Headquarters.

Stan’s previous experience includes roles in wealth management, trading, and business development in a variety of asset classes. Stan has been in the industry since 2008 and started with Belle Haven in 2016.

Stan is motivated to help busy people and institutions ensure that their investments are receiving adequate attention required to avoid mistakes and secure positive outcomes. When he is not working, Stan enjoys exploring new places, trying new food, live music, golf, beach activities, and giving back to important causes. Originally from central New Jersey, Stan graduated from University of Connecticut’s Business School in Stamford, CT and has lived in Connecticut ever since.

Tom leads Transamerica’s investment thought leadership efforts for advisors, clients, and media, and writes Transamerica’s Market Outlooks and other relevant commentary. He oversees Transamerica’s mutual fund sub-adviser selection process and product management. Tom has more than 30 years of investment management experience and has managed large mutual fund portfolios and separate accounts. Tom holds a B.A. in political science from Tulane and an MBA in finance from the Wharton School at the University of Pennsylvania.

Doug Weih, CFA, is head of US fixed income and a portfolio manager responsible for a broad range of Structured Finance and multi-sector strategies. He is a member of the Aegon Asset Management steering committee that sets global macro and asset allocation strategies (global macro views) and has responsibility for implementation of those views in the US. Prior to his current role, Doug was employed in the treasury and investment management areas of a nationally chartered bank before becoming a commercial real estate lender at that institution. He has been in the industry since 1992 and started with the firm and its affiliates in 2000. Doug received his BA in economics and his MBA in finance from the University of Iowa. He is a CFA® charterholder.