Global Market Neutral Team

Gordon Johnson , PhD, CFA

Gordon Johnson is the Lead Portfolio Manager for the LMCG Global Market Neutral Fund and leads the LMCG Global Equity Team. Prior to joining LMCG in 2006, he spent six years at Evergreen Investments, where he served as Senior Portfolio Manager and Senior Vice President/Director for the firm’s Global Structured Products. Mr. Johnson developed the department’s domestic and international quantitative stock selection models and portfolio construction tools, and managed equity portfolios in the large-cap core, large-cap value, all-cap, small-cap core, small-cap growth, and EAFE assets classes. Prior to joining Evergreen, he spent seven years at Colonial Management, where he served as portfolio manager for the Colonial Fund, a quantitative/fundamental mid-cap balanced fund and was Director and Vice President of Quantitative Research. He has also held teaching positions at the University of Massachusetts and California State University. Mr. Johnson is a graduate of California State University, holds an MBA from the University of Washington, Seattle and a PhD in Finance from the University of Massachusetts, Amherst. He is a CFA charterholder.

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Shannon Ericson , CFA

Shannon Ericson is a Co-Portfolio Manager for the LMCG Global Market Neutral Fund and a portfolio manager and analyst in LMCG’s Global Equity Team. Prior to joining LMCG in 2006, Ms. Ericson spent six years at Evergreen Investments Group, where she served as Vice President, Quantitative Equities Analyst for the firm’s Global Structural Products group. Her responsibilities included strategy design, new product development, and the rebalancing and optimization of portfolios. Prior to joining Evergreen, Ms. Ericson spent six years at Independence International Associates, Inc., where she served as Vice President, Quantitative International Equities and Marketing Officer, Quantitative International Equities. Prior to joining Independence International Associates, Inc., she spent four years at Mellon Trust Company, where she served as Investment Communications Officer in the Private Asset Management Group. Ms. Ericson is a graduate of Bentley College and holds a BS in Finance and an MBA. She is a CFA charterholder.

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Daniel Getler , CFA

Daniel Getler is an analyst for LMCG Global Market Neutral Fund. He joined the firm in May 2010 as an Investment Administrator in the Operations group. Mr. Getler joined the International Team in January 2013 after working on several projects with the team. Prior to joining LMCG, Mr. Getler spent one year at Globe Tax Services, where he served as an International Tax Reclaim Specialist. Mr. Getler is a graduate of Oberlin College and holds an MS in Finance from Boston College. He is a CFA charterholder.

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Chi Zhang

Chi Zhang is a Quantitative Research Analyst for the Global Equity team. Prior to joining LMCG in April 2016, Mr. Zhang worked for the Global Equity team in the summer of 2015 and was responsible for researching stock selection factor ideas for the team. Mr. Zhang holds a PhD in Finance from the University of Massachusetts, Amherst. He holds a MS in Economics from the Renmin University of China and a BS in Economics from Sichuan University. He is a CFA Level III candidate and has passed CAIA Level I.


DISTRIBUTOR
Foreside Fund Services, LLC.