Mr. Bridy, Senior 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 is currently the Vice Chair of the Board of Trustees at Berea College where he also serves as the Vice Chair of the Investment Committee that oversees the college’s $1.2 billion investment endowment, and is a member of the Finance Committee that manages Berea’s $50 million annual operating budget. Mr. Bridy is also on the Geisinger Health Board of Directors. Geisinger is a physician-led system founded more than 100 years ago. Geisinger has 30,000 employees and consists of 13 hospital campuses, the Geisinger Health Plan, Geisinger Commonwealth School of Medicine and two research centers that serve more than three million people in Pennsylvania and southern New Jersey.
Mr. Kaufman, CFA, Partner and Senior Fixed Income Analyst, joined Hamlin in February 2008. Mr. Kaufman’s responsibilities on Hamlin’s Fixed Income Team include credit analysis on existing and prospective investments as well as sourcing and structuring of new fixed income investments. Mr. Kaufman also oversees secondary fixed income trading activity. Prior to joining Hamlin, he spent two years as a research analyst at Bank of America in Boston and New York. He then worked as a research associate in the Fixed Income Division at HSBC Securities. Mr. Kaufman holds a Chartered Financial Analyst designation from the CFA Institute and is a member of the Finance Committee of the Round Hill Community Church.
Mr. Stitzer, Partner and Senior 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 structuring 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.
Ana Maria McLaughlin joined Hamlin Capital Management in August 2014 as a senior executive assistant. 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|
|SMA Minimum Initial Investment||$2 million|
|Subsequent Minimum Investments||None|
|Benchmarks||Barclays HY Muni Bond Index|