Erin M. Lefkowitz
Head of Portfolio Management, US Fixed Income; Dedicated to delivering top tier investment performance to delegated client solutions.
- Role
- Director Fixed Income Portfolio Management at Mercer
- Location
- Cambridge, MA, US
- LinkedIn followers
- 500 followers
About Erin M. Lefkowitz
Senior investment leader with 20+ years of fixed income portfolio management, team…
Experience
Director Fixed Income Portfolio Management
Jul 2021 — Present · Boston, MA, US
Head of fixed income portfolio management for US OCIO business. Oversees over $50 billion in discretionary fixed income assets across all major wealth business lines; WM, DB, DC, NFP, Insurance. Works alongside senior stakeholders in sales and distribution to devise bespoke solutions for the client base. Leads subject matter expertise for the asset class and partners with segment portfolio managers and investment directors to deliver a total solutions approach. Delivers dynamic approach to portfolio construction and consistent performance that supports the value proposition for the funds. Inspires a growing team of rising stars in the asset class to ensure long term success- Head Fixed Income Strategic Research Team- Architected the US Segment Reference Portfolio; Defined Benefit & Insurance- Author Fixed Income Playbook- Lead Fixed Income Manager Select Lists- Launched Mercer US Short Duration Fund- Restructured Mercer Opportunistic Bond Fund- Designed and refined the OCIO value proposition and fixed income strategic business plan
Education
Union College
Bachelor of Arts (BA)
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