Lazard

Trusted advisor to governments, financial institutions, public and private retirement plans, and individuals around the world

Enduring History: Lazard Asset Management is an indirect subsidiary of Lazard Ltd. (NYSE: LAZ), a company with roots tracing back to 1848.

Worldwide Breadth: One of the world’s preeminent financial advisory and asset management firms, Lazard has a global footprint with 230 investment professionals in key locales around the world.

Proven Experience and Expertise: A true global expert, Lazard manages billions in assets across a wide variety of client types and asset classes.

Learn more at: lazardnet.com.


THE OPPORTUNITY IN QUALITY INVESTING

Learn more about Lazard’s approach to quality investing.

sionna

Founded 1848

17 Countries

24 Offices

300+ Investment Professionals

210.5B AUM

AUM in $USD as at
March 31, 2024

MANAGEMENT TEAMS

Lazard Compounders Team

  • Barnaby Wilson, CFAManaging Director, Portfolio Manager/Analyst, Lazard Asset Management Limited (London)

    Barnaby Wilson is a Managing Director and Portfolio Manager/Analyst on various global equity teams as well as International Compounders. He began working in the investment field in 1998. Prior to joining Lazard in 1999, he worked for Orbitex Investments as a Research Analyst. Barnaby has a BA (Hons) in Mathematics and Philosophy from Balliol College, Oxford University. Barnaby is a CFA® charterholder.

  • Louis Florentin-LeeManaging Director, Portfolio Manager/Analyst, Lazard Asset Management Limited (London)

    Louis Florentin-Lee is a Managing Director and Portfolio Manager/Analyst on the Lazard US Equity Select team. He is also co-lead Portfolio Manager/Analyst on the Global Compounders and International Compounders strategies, and the Global Equity Select strategy. He was formerly the co-Portfolio Manager/Analyst for the Lazard European Explorer Fund between 2004 and 2010. Louis began working in the investment industry in 1996. Prior to joining Lazard in 2004, he was an equity research analyst at Soros Funds Limited and Schroder Investment Management. He has a BSc (Hons) in Economics from the London School of Economics.

  • Martin FloodManaging Director, Portfolio Manager/Analyst, Lazard Asset Management LLC (New York)

    Martin Flood is a Managing Director and Portfolio Manager/Analyst on various US and global equity strategies, focusing on client communications. In addition, Martin is a Portfolio Manager/Analyst for the US Equity Select Tax Aware strategy, which focuses on after-tax returns for private clients. He began working in the investment field in 1993. Prior to joining Lazard in 1996, Martin was a Senior Accountant with Arthur Andersen LLP. He has a BS in accounting from St. John’s University.

  • Robert A. Failla, CFAManaging Director, Portfolio Manager/Analyst, Lazard Asset Management LLC (New York)

    Rob Failla is a Managing Director and Portfolio Manager / Analyst on the International and Global Equity platforms and a member of the International Quality Growth portfolio management team. He began working in the investment field in 1993. Prior to joining Lazard in 2003, Rob was a Portfolio Manager with AllianceBernstein. He has an MBA from NYU’s Stern School of Business and a BA (Hons) from Harvard University. Rob is a member of the Board of Trustees of Link Education Partners and previously served on the Board of Trustees at Delbarton School in Morristown NJ from 2007-2019. Rob is a CFA ® charterholder.

Lazard Equity Advantage Team

  • Paul Moghtader, CFAManaging Director, Portfolio Manager/Analyst, Lazard Asset Management LLC (Boston)

    Paul Moghtader is a Portfolio Manager/Analyst on Lazard’s Equity Advantage Team. He began working in the investment field in 1992. Prior to joining Lazard in 2007, Paul was Head of the Global Active Equity Group and a Senior Portfolio Manager at State Street Global Advisors (SSgA). At SSgA Paul was the senior manager responsible for the research and portfolio management of all multi-regional active quantitative equity strategies. Previously, Paul was an analyst at State Street Bank. He began his career at Dain Bosworth as a research assistant. Paul has a Master of Management (MM) from Northwestern University and a BA in Economics from Macalester College.

  • Taras Ivanenko, CFADirector, Portfolio Manager/Analyst, Lazard Asset Management LLC (Boston)

    Taras Ivanenko is a Portfolio Manager/Analyst on Lazard’s Equity Advantage Team. He began working in the investment field in 1995. Prior to joining Lazard in 2007, Taras was a Senior Portfolio Manager in the Global Active Equity group at State Street Global Advisors (SSgA). Earlier at SSgA, he was a Principal and Senior Application Development Architect in the Equity Systems group. Previously, Taras was an analyst in Quantitative Research and Trading Systems at Oxbridge Research. He has a Ph.D. in Physics from Massachusetts Institute of Technology and an Engineer-Physicist degree from Moscow Physical-Technical Institute.

  • Peter Kashanek, MBASenior Vice President, Client Portfolio Manager/Analyst, Lazard Asset Management LLC (Boston)

    Peter Kashanek is a Client Portfolio Manager/Analyst on Lazard’s Equity Advantage Team. He began working in the investment field in 1994. Prior to joining Lazard in 2007, Peter was a Principal and a Portfolio Manager in the Global Active Equity group at State Street Global Advisors (SSgA). Previously, Peter was an investment analyst in the Institutional Equity Research Group at Bank of Montreal where he focused on global energy companies. Prior to that, he was an Associate in the Global Equity Research Group at Deutsche Bank Securities. Peter also worked at Reliant Energy in Houston as a member of its Corporate Development team. Peter has an MBA with a concentration in Finance from Vanderbilt University and a BA in Government from St. Lawrence University.

  • Alex Lai, CFASenior Vice President, Portfolio Manager/Analyst, Lazard Asset Management LLC (Boston)

    Alex Lai is a Portfolio Manager/Analyst on Lazard’s Equity Advantage Team. He began working in the investment field in 2002. Prior to joining Lazard in 2008, Alex was a Vice President and Quantitative Portfolio Manager in the Global Active Equity group at State Street Global Advisors (SSgA). Prior to that, Alex was an investment-banking analyst at Lehman Brothers Asia in Hong Kong. He has a MSc in Finance from Boston College and a BBA (Hons) in Finance and Accounting from the University of Michigan, Ann Arbor.

  • Ciprian MarinDirector, Portfolio Manager/Analyst, Lazard Asset Management Limited (London)

    Ciprian Marin is a Portfolio Manager/Analyst on Lazard’s Equity Advantage Team. He began working in the investment field in 1997. Prior to joining Lazard in 2008, Ciprian was a Senior Portfolio Manager at State Street Global Advisors (SSgA), managing European, UK and Global funds. He was also responsible for quantitative research on the European team of the Global Active Equity Group. Prior to joining SSgA, Ciprian was a Quantitative Analyst at Citigroup where he focused on developing stock selection models, statistical arbitrage trading strategies and factor research. Previously, he was a quantitative research associate at Nikko Salomon Smith Barney. Ciprian has an MBA in Finance from the International University of Japan and a BS in International Economics from the Academy of Economic Studies Bucharest. Ciprian is a Certified Investment Adviser (UK). He holds FINRA (formerly NASD) Series 7 and JASDA Series 2 licenses.

  • Chris PopeDirector, Client Portfolio Manager/Product Manager, Lazard Asset Management LLC (Boston)

    Chris Pope is a Client Portfolio Manager and Product Manager and Business Manager of Lazard’s Equity Advantage Team. He began working in the investment field in 1976. Prior to joining Lazard in 2007, Chris was President at Boston Private Value Investors. Prior to that he was at State Street Global Advisors (SSgA) for 18 years, where he served as Director of U.S. Institutional Sales, Client Service and Consultant Relations. Previously, Chris worked in institutional Sales and Marketing for Travelers Insurance Company. He has a BA from the University of Pennsylvania. 

  • Craig Scholl, CFADirector, Portfolio Manager/Analyst, Lazard Asset Management LLC (Boston)

    Craig Scholl is a Portfolio Manager/Analyst on Lazard’s Equity Advantage Team. He began working in the investment field in 1984. Prior to joining Lazard in 2007, Craig was a Principal and a Senior Portfolio Manager in the Global Active Equity group at State Street Global Advisors (SSgA). Previously he was Managing Director of Public Equities for the Virginia Retirement System, where he was responsible for internally and externally managed portfolios. Prior to that, Craig was a pension investment manager for two large corporations. He also worked as a consultant with InterSec Research and a vice president in data analytics at Lynch, Jones & Ryan. Craig has a BS in Finance and Public Communications from Syracuse University. He is a member of the CFA Institute and the Boston Security Analysts Society.

  • Jason Williams, CFAVice President, Portfolio Manager/Analyst, Lazard Asset Management Limited (London)

    Jason Williams is a Portfolio Manager/Analyst on Lazard’s Equity Advantage Team. He began working in the investment field in 2001. Prior to joining Lazard in 2008, Jason was a Quantitative Portfolio Manager in the Pan European Active Equities group with State Street Global Advisors (SSgA), focusing on model development and performance evaluation. Earlier at SSgA, he was a Portfolio Analyst within Active European Operations. He has an MA in Finance and Investment from the University of Exeter and a BSc Honours in Mathematics from Coventry University. Jason is a member of the CFA Institute and the UK Society of Investment Professionals (UKSIP).

  • Susanne WillumsenDirector, Portfolio Manager/Analyst, Lazard Asset Management Limited (London)

    Susanne Willumsen is a Portfolio Manager/Analyst on Lazard’s Equity Advantage Team. She began working in the investment field in 1993. Prior to joining Lazard in 2008, Susanne was Managing Director, Head of Active Equities Europe with State Street Global Advisors (SSgA). During her 13 year tenure at SSgA, Susanne was responsible for the research and portfolio management of all UK and European equity strategies. Prior to joining SSgA Susanne traded equity derivatives for the proprietary desk at Investcorp. Susanne received an MSc in Shipping, Trade and Finance from City University and a BSc in Management Studies from the University of Surrey.

Lazard Multi Asset Team

  • David Alcaly, CFADirector, Macroeconomic Strategist

    David Alcaly, Portfolio Manager/Analyst, serves as lead macroeconomic strategist for Lazard’s Investment Solutions Group, focusing on providing customized solutions tailored to our clients’ needs. He began working in the investment field in 2014. Prior to Lazard, David worked in a variety of industries and countries, most recently providing commercial and financial analysis to governments and companies on renewable energy projects. David has an MSc in International Political Economy from the London School of Economics and a BA in History from Princeton University. David is a CFA® charterholder.

  • Kim Tilley, CIMAManaging Director, Portfolio Manager/Analyst

    Kim Tilley is the Head of Lazard’s Investment Solutions Group and a Portfolio Manager/Analyst, focused on providing customized solutions tailored to our clients’ needs. Prior to joining the Investment Solutions Group in 2017, she was a key member of the firm’s open architecture ETF Asset Allocation platform, which she helped launch in 2004. From 2002 to 2004, Kim worked within the firm’s Wealth Management Group, where she was responsible for advancing Lazard’s financial intermediary business. Prior to joining Lazard in 2002, she worked on the Institutional Equity Sales & Trading Desk at Wachovia Securities, Inc. Kim began working in the investment field in 2000. Kim holds a BS in Finance and a minor in Economics from Miami University and she holds the Certified Investment Management Analyst (CIMA) designation. Kim is a senior advisor (and former Chair) to the Lazard Women’s Leadership Network steering committee.

  • Stephen Marra, CFADirector, Portfolio Manager/Analyst

    Stephen Marra is a Director and Portfolio Manager/Analyst for Lazard’s Investment Solutions Group, specializing in asset allocation and strategy research. Prior to joining the Investment Solutions Group in 2007, he worked in Settlements, Risk Management and Quantitative Technology where he helped design and develop Lazard’s proprietary trading and risk management systems. He began working in the investment field in 1999 upon joining Lazard. Stephen has a BS in Animal Science from Cornell University. He is a CFA® charterholder.

  • Michael PerManaging Director, Data Scientist

    Michael Per is a Managing Director and Data Scientist for Lazard’s Investment Solutions Group, focusing on quantitative analysis and systems development. Since joining Lazard, Michael worked in the Equity Trading Technology and the Quantitative Technology groups in the role of principal software engineer and architect. He began working in the investment field in 1997 upon joining Lazard. Michael has a BS in Computer Science from St.Petersburg Polytechnic University in Russia.