In early 2013, Ingalls & Snyder began offering specialized client services to support the distinct needs of pension plan sponsors, charitable organizations, private banks and wealth management firms. Our Institutional Client Services team understands the unique needs of institutional investors, including style-based portfolio structuring, analytics and reporting.
Institutional Client Services are available to support a range of investment offerings from Ingalls & Snyder portfolio managers, including:
- The Small Cap Value equity strategy managed by Guy Riegel and Kevin Oro-Hahn.
- The Large Cap U.S. and European equity strategies managed by James Thatcher
- The High Grade Credit strategy managed by Dan Pisera
The Institutional Client Services efforts are led by Michael Kulla. For further information please contact Michael Kulla via email or by phone at (212) 269-7397.