Mr. Bridy, Partner and Fixed Income Portfolio Manager, joined Hamlin in July 2004. Mr. Bridy manages Hamlin’s Fixed Income Team. He oversees all fixed income commitments in addition to overseeing the sourcing and structuring of new fixed income investment opportunities. Prior to Hamlin Mr. Bridy was an analyst in the Fixed Income Division at Goldman Sachs. He then worked as an equity trader and junior portfolio manager at Oscar Capital LLC, a long-short equity hedge fund, founded by former Goldman Sachs executives. During his finance studies at Cornell, Mr. Bridy was awarded the AHA scholarship honoring academic excellence and the Dean’s Leading Edge Award recognizing his outstanding contribution to the business school community. Mr. Bridy was a member of the MSRB’s Investor Advisory Group, which advised the MSRB’s Board of Directors on matters relating to municipal market practices and investor protection issues. He currently serves on the Board of Trustees at Berea College where he serves on the Investment Committee that oversees the college’s $1.8 billion investment endowment, and is the Vice Chair of the Finance Committee that manages Berea’s $60 million annual operating budget. Mr. Bridy is on the Geisinger Health Board of Directors and serves as Chair of the Governance Committee at Geisinger. Geisinger is a physician-led system founded more than 110 years ago. Geisinger has 10 hospital campuses, a 550,000-member health plan, two research centers and the Geisinger Commonwealth School of Medicine. With nearly 24,000 employees and more than 1,600 employed physicians, Geisinger serves three million people across 45 counties in Pennsylvania. Mr. Bridy serves as treasurer and sits on the governance board at Open Discourse Coalition (ODC). ODC is an independent not for profit that helps students and faculty at Bucknell University express and hear a diverse set of opinions and ideas in a respectful setting that fosters collaboration and independent thinking. Mr. Bridy also serves on the board of Wyoming Seminary located in Kingston, PA. Founded in 1844, Wyoming Seminary is an independent day and boarding school with campuses for toddler through eighth-grade students and ninth grade through postgraduate students.
Mr. Stitzer, Partner and Fixed Income Analyst, joined Hamlin in May of 2010. Mr. Stitzer’s responsibilities on Hamlin’s Fixed Income Team include credit analysis on existing and prospective investments as well as sourcing and negotiating the structure of new fixed income investments. Mr. Stitzer is also active in secondary fixed income trading activity.
Mr. Lam, Fixed Income Analyst, joined Hamlin in November of 2015. Mr. Lam’s responsibilities on Hamlin’s Fixed Income Team include credit analysis on existing and prospective fixed income investments, sector and market analysis and management of Hamlin’s Fixed Income Database. Prior to joining Hamlin, he spent seven years at Moody’s Investor’s Service as a local governments analyst. He then worked for three years as a research analyst at Lord Abbett on the municipal fixed-income team.
Mr. Fierstein, Fixed Income Analyst, joined Hamlin in May 2019. Mr. Fierstein’s responsibilities on Hamlin’s Fixed Income Team include credit analysis on existing and prospective fixed income investments, as well as research and monitoring of municipal credit sectors. Prior to joining Hamlin, he spent three years at Morgan Stanley where he worked in Private Wealth Management. Mr. Fierstein holds a Chartered Financial Analyst designation from the CFA Institute and is also a Chartered Alternative Investment Analyst (CAIA).
Mr. Stitzer, Fixed Income Analyst, joined Hamlin in June of 2023. Mr. Stitzer’s responsibilities on Hamlin’s Fixed Income Team include credit analysis on existing and prospective fixed income investments, as well as research and monitoring of municipal credit sectors. Prior to joining Hamlin, he spent two years at Piper Sandler where he worked in the Investment Banking Group.
Mr. Burns, Fixed Income Analyst, joined Hamlin in June 2024. His responsibilities at Hamlin include credit analysis on existing and prospective fixed income investments, as well as research and monitoring of municipal credit sectors. Prior to joining Hamlin, he spent 5 years at Deutsche Bank Private Bank, most recently as an Investment Manager, where he served as the initial point of contact to the investment solutions platform for ultra high net worth families and institutions. Mr. Burns holds a Chartered Financial Analyst designation from the CFA Institute.
Ana Maria McLaughlin joined Hamlin Capital Management in August 2014 as an associate. Prior to Hamlin, Ms. McLaughlin spent four years as an Office Manager and Paralegal for a mid-sized law firm in midtown Manhattan followed by a Wall Street boutique with a focus area in Corporate Law and Securities Litigation. Her previous work experience includes working as a Litigation Paralegal for New York City Law Department, Special Federal Litigation Division.
Fiscal Year End | 12/31 |
Inception Date | 1/1/2001 |
SMA Minimum Initial Investment | $2 million |
Subsequent Minimum Investments | None |
Benchmarks | Barclays HY Muni Bond Index |