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Richard A. Rezek Jr., CFA, Principal and Portfolio Manager, joined STW in 2002 after seven years as Vice President and Portfolio Manager at Loomis Sayles. At Loomis, Rick managed institutional core mandate accounts and was the senior member of the group’s
mortgage team. Prior to that, he was Vice President of the Wells Fargo Bank Investment Management Group in San Francisco. Before that, he was Vice President and Portfolio Manager at Duff & Phelps, where he specialized in the management of discretionary and advisory investment-grade fixed
income portfolios for institutional and individual investors. Rick obtained his MBA in Finance from DePaul University in 1991, and his BS in Business with a concentration in Economics from St. John’s University in 1981.
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