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    Gene Morrison

    VP, Director of Product Management at Loomis, Sayles & Company

    Gene Morrison is a seasoned finance professional currently serving as the Head of Global Product Management at Loomis, Sayles & Company.13 He joined the firm in 2014 as VP of Fixed Income Product Manager and has since progressed to his current role.12

    Career Highlights

    • Current Position: Head of Global Product Management at Loomis, Sayles & Company (since September 2020)1

    • Previous Roles at Loomis Sayles:

      • Director of Product Management (appointed in 2020)2
      • VP of Fixed Income Product Manager (2014-2020)1
    • Prior Experience:

      • Fidelity Investments (1995-2014)1
        • Institutional Portfolio Manager (2007-2014)
        • VP and Head of CRM (2006-2007)
        • Director of Marketing (2003-2006)
        • Director of Sales Operations (1995-2003)

    Education and Certifications

    • MBA in Asset Management from Yale School of Management (2021)14
    • Bachelor of Arts in Economics from the University of Massachusetts Amherst (1995)1
    • Chartered Financial Analyst (CFA)13
    • Chartered Alternative Investment Analyst (CAIA) (obtained in May 2023)1

    Professional Expertise

    Gene Morrison's expertise spans various areas in finance, including:

    • Fixed Income
    • Product Management and Development
    • Liability Driven Investing
    • Portfolio Management
    • CRM
    • Sales Operations1

    At Loomis Sayles, Gene has played a significant role in expanding the firm's global footprint and increasing assets under management. Under his leadership, the relative return team's platform assets grew from $44 billion to $101 billion between 2014 and 2020.2

    Highlights

    Nov 5 · theorg.com
    Gene Morrison Cfa, Caia - Loomis Sayles - The Org
    Oct 22 · som.yale.edu
    Gene Morrison '21 | Yale School of Management
    Gene Morrison '21 | Yale School of Management
    Mar 27 · im.natixis.com
    Gene Morrison | Natixis Investment Managers
    Sep 22 · pionline.com
    Loomis Sayles names new director of institutional services
    Loomis Sayles names new director of institutional services
    Sep 21 · businesswire.com
    Loomis Sayles Announces Changes to Institutional Services ...
    Loomis Sayles Announces Changes to Institutional Services ...

    Related Questions

    What are Gene Morrison's main responsibilities at Loomis, Sayles & Company?
    How did Gene Morrison's role evolve at Loomis, Sayles & Company?
    What certifications does Gene Morrison hold?
    What was Gene Morrison's role at Fidelity Investments before joining Loomis, Sayles & Company?
    How has Gene Morrison contributed to the growth of relative return assets at Loomis, Sayles & Company?
    Gene Morrison
    Gene Morrison, photo 1
    Gene Morrison, photo 2
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    Location

    Canton, Massachusetts