A PASSION FOR FIXED INCOME
Our staff averages 21 years of work experience. We hire bright, engaged individuals who share our passion for this complex asset class. We seek experienced professionals and recent college graduates with distinct personal and professional experiences, as we believe that a variety of perspectives adds uncommon value to our investment process when we debate investment ideas. Ultimately, we know that associates with different backgrounds, beliefs and viewpoints can improve outcomes for our clients. For almost a quarter of a century that has proved to be the case.
Please refer to the descriptions of professional designations (CFA® and ASA) at the bottom of this page.
Mary Pugh
Chief Executive Officer
Marisa Grant
Chief Investment Officer
Ryan Cook, CFA®
Portfolio Manager
Darius Cayetano
Portfolio Manager
Sean Johnson
Portfolio Manager
Chris Kelley
Portfolio Manager
Ricky Kimalat, CFA®, ASA
Portfolio Manager
Greg Wilson
Portfolio Manager
Yuyan Lou, CFA®
Director of Research
Marcelo Alaniz, CFA®
Senior Credit Analyst
Cynthia Bush, CFA®
Senior Credit Analyst
Isha Ralhan, CFA®
Senior Credit Analyst
Malachi Morgan
Analyst
Daniel Sand, CFA®
Analyst
Deanna Hobson
Executive Vice President Marketing & Client Service
Marcie Vidinli
Assistant Vice President, Marketing and Client Service
Leo Camo
Assistant Vice President, Marketing and Client Service
Alex Scoggins
Senior Associate, Marketing and Client Service
Jean-David Larson
Chief Operating Officer & General Counsel
Katherine Stephens
Chief Compliance Officer
Jane Hecht
Operations Manager
Phil Burton
Operations Analyst
Daniel Turney
Business Administrator
Professional Designations
ASA – Associate of the Society of Actuaries. To attain the ASA designation, a candidate must successfully complete educational requirements in several categories as specified by the Society of Actuaries (SOA), the world’s largest actuarial professional organization. Requirements include an application process, examinations, an e-Learning course, a proctored project assessment, validation of educational experiences outside the SOA Education system (VEE), and a professionalism seminar.
CFA® – Chartered Financial Analyst®. The charter is a globally respected, graduate-level investment credential established in 1962 and awarded by the CFA institute – the largest global association of investment professionals. To earn the CFA charter, candidates must 1) pass three sequential, six-hour examinations, 2) have at least four years of qualified professional experience; 3) join CFA institute as members; and 4) commit to abide by, and annual reaffirm, their adherence to the CFA institute Code of Ethics and Standards of Professional Conduct. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
A Career at Pugh Capital?
To learn more about what it’s like to work at Pugh Capital, click on the link.