Mary is responsible for the implementation and execution of all GW&K taxable fixed income portfolios. She has a long-tenured and successful career in building taxable fixed income portfolios and mutual funds that serve a wide range of clients. Mary is a proven leader and manages all aspects of GW&K’s taxable bond portfolio management, research, and trading. She is also a member of the firm's Investment Committee. Prior to joining GW&K, Mary was a managing director and portfolio manager with Fortis Investments where she was responsible for all of the firm's US dollar-denominated taxable bond mutual funds. Previously she was a vice president at Invesco, where she served as a senior high-yield credit analyst and managed various institutional fixed-income mandates. She began her investment career as a fixed income trader and credit analyst at Gardner and Preston Moss. Mary graduated cum laude from Wheaton College where she earned an AB in Economics and received her MBA from Boston University's Questrom School of Business. She is a CFA® charterholder and a member of the CFA Institute and the CFA Society Boston.

Brett is a partner of the firm and is a member of GW&K’s taxable bond team responsible for opportunistic and strategic portfolio positioning, performance, and risk management for all of the firm’s taxable bond strategies. He brings to the team broad fixed income research and management knowledge, with a particular focus on the structured credit universe. His experience is well aligned with GW&K’s long-standing philosophy of applying an active total return approach supported by in-depth independent research. He is a member of the firm’s Management and Investment Committees. Prior to joining GW&K, Brett was co-head of Structured Credit at Franklin Templeton, where he managed multi-asset fixed-income funds and structured credit-specific mandates. He led the creation of a Collateralized Loan Obligation (CLO) investment strategy, developed a credit model and OAS framework, and oversaw over $1 billion in new investments across accounts. Previously, he was a lead portfolio manager at Putnam Investments, responsible for investment allocations, research, analysis, and trading across structured products, managing over $12 billion in assets. Prior to Putnam, Brett held roles in portfolio management, research, and trading, beginning his investment career at Fidelity Investments. Brett graduated with a Bachelor of Science degree in Economics with a minor in Mathematics from Massachusetts Institute of Technology. He is a CFA® charterholder and a member of the CFA Institute and the CFA Society Boston.

Brian is a portfolio manager on GW&K’s Taxable Bond Team responsible for risk management, portfolio construction, and performance analysis for all of the firm’s Taxable Bond Strategies. He actively contributes to risk positioning across sectors, and leads efforts on managing rates exposures for our portfolios. Brian also specializes in analyzing and managing GW&K’s preferred stock holdings. Brian is a member of the firm’s Investment Committee. Previous roles on the team include Senior Portfolio Analyst as well as Trader. Brian started his investment career at GW&K in 2010 as an account specialist in the operations group and was later promoted to a senior client service associate on the client service team. He joined the Taxable Bond Team in 2017. Brian received a BS in Business Administration from Northeastern University. He has earned the CFA® designation and is a member of the CFA Institute and the CFA Society Boston.