Robeco Investment Management [see profile] today said that Jon Davis has joined the firm in a newly formed position as a principal of intermediary sales. Davis is based in the firmís Los Angeles office and will cover financial intermediaries in the Western states. He will report to Paul Heathwood, managing director in charge of intermediary sales at Robeco.
Davis joined Robeco from Highmark Funds, a division of Union Bank in Los Angeles. Prior to that he was at TIAA-CREF, where he was director, Institutional and Advisor Sales. Officials at HighMark Funds were not available for comment on Davis' possible replacement.
Robeco Investment Management
Or Katherine McMillan
JON DAVIS JOINS ROBECO INVESTMENT MANAGEMENT SALES TEAM
(Boston, March 14, 2010) Robeco Investment Management www.robecoinvest.com announced today that Jon Davis has joined the firm as a Principal, Intermediary Sales. Mr. Davis is based in the firmís Los Angeles office and will cover financial intermediaries in the Western states.
Robeco, through its Robeco Boston Partners boutique, offers a select family of mutual funds that are sold through broker-dealer and wirehouse platforms, registered investment advisors, record keepers, bank trust and insurance companies. Robeco Investment Management manages $18.7 billion in total (as of 2.28.11), mainly for institutional investors such as corporate pension plans, Taft-Hartley plans, foundations and endowments.
Mr. Davis joined Robeco from Highmark Funds, a division of Union Bank in Los Angeles. Prior to that he was at TIAA-CREF, where he was Director, Institutional and Advisor Sales. He started his career in the investment business at Merrill Lynch working as a financial advisor in the companyís Woodland Hills, CA. office.
He will report to Paul Heathwood, Managing Director in charge of Intermediary Sales at Robeco Investment Management. Mr. Heathwood notes, ďOur mutual fund business has gained some real momentum in the last two years as investors are capitalizing on our investment teamís impressive long track record and proven value equity investment philosophy. Weíre pleased that Jon Davis has joined our team to help us expand our sales capabilities.Ē
Robeco Boston Partners is a premier provider of value equity investment products that are firmly rooted in fundamental research and are based on a disciplined investment philosophy and process. The firm was started in 1995 by 34 investment professionals who had worked together for many years and shared a common focus on value investing and providing superior client service. In 2002, the firm was acquired by Robeco Group N.V., a large Netherlands-based asset management firm and became an integral part of Robeco Investment Management, Inc., the Groupís U.S.-based investment operation.
Robeco Investment Management manages approximately $18.7 billion as of 2.28.11 through its three divisions: Robeco Boston Partners, Robeco-Sage and Robeco Weiss, Peck & Greer. Products include U.S. equities, fund- of-hedge funds and alternatives. Additionally, the firm offers global and international equity strategies, including emerging markets, as well as fixed income products through its European affiliates, which include SAM (Sustainable Asset Management), a global leader in sustainability investing.