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| People - Client Relationship Management |
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North America | Urban Mueller
Mr. Mueller is the head of global client relations. Previously, he was responsible for GMO’s business in Europe. Prior to joining GMO in 2004, he worked at State Street Global Advisors AG in Switzerland, most recently as its managing director. Previously, he worked for Pictet & Cie Bankers as assistant to the chief investment officer. Mr. Mueller earned his B.A. in Economics from the University of Lausanne in Switzerland and his M.S. in Economics from the London School of Economics. He earned his Ph.D. in Financial Economics from the University of St. Gallen in Switzerland. |
 | John Morey
Mr. Morey leads GMO’s U.S. client relationship management effort. Prior to joining GMO, he was a senior vice president for Putnam Investments, engaged in sales and relationship management activities. Previously, Mr. Morey was a managing director and national sales manager for BankBoston’s Private Client Group. He earned his B.A. in Economics from Saint Anselm College and a Graduate Certificate from the Boston College Carroll School of Management. |
 | John Allen
Mr. Allen is a client relationship manager in GMO’s Berkeley Office. Prior to joining GMO, he was vice president of investments for Andell Holdings. Previously, he was a senior analyst at Donaldson, Lufkin & Jenrette. Mr. Allen earned his B.S. in Economics from the University of Virginia. |
 | Katherine Burke
Ms. Burke is a member of the client service team. Prior to joining GMO, she held various positions at State Street Corporation, most recently as a performance consultant. Previously, she held various roles at AEW Capital Management and Fidelity Investments. Ms. Burke earned her B.A. in Economics from University of Massachusetts Amherst, her M.B.A. from Bentley College and she is a CFA charterholder. |
 | Elise Carner
Ms. Carner is engaged in GMO’s client relationship management efforts. Prior to joining GMO in 2011, she worked at Wellington Management Company in various positions, most recently as a vice president and account manager. Previously, Ms. Carner was a relationship manager at Brown Brothers Harriman. She earned her B.S. in Business Administration from Boston University and her M.B.A. from University of North Carolina, Chapel Hill. |
 | Lydia Cottrell
Ms. Cottrell is a relationship manager at GMO. Prior to joining GMO in 1997, she worked in the planned giving office of Harvard University. She also worked as a customer service representative with Pioneer Mutual Funds. Ms. Cottrell earned a B.S. in psychology from St. Lawrence University. |
 | Caroline Courtney
Ms. Courtney is a member of the GMO client service team; previously she was a senior member of the RFP team. Ms. Courtney joined GMO in 2004 after she received her B.A. in Economics from Boston College. |
 | Adam Dicker
Mr. Dicker is engaged in client relations and business development for institutional and private investors. Prior to joining GMO, he worked at State Street Global Advisors in the institutional marketing division. Previously, he worked in the marketing department of The Boston Company. Mr. Dicker earned a B.A. in Economics from Wheaton College |
 | Lisa Ferrara
Ms. Ferrara is a relationship manager at GMO. Prior to joining GMO, Ms. Ferrara was a senior vice president with Putnam Investments’ strategic relationship team. Previously, she served as vice president and director of institutional client information services at Morgan Stanley Investment Management and as a vice president and investment consultant for State Street Analytics, the performance measurement group of State Street Bank. She earned her B.A. in Liberal Arts from Sarah Lawrence College and her MBA from the University of Phoenix. |
 | Maryann Grimm
Ms. Grimm is engaged in client relations for institutional and private investors. Prior to joining GMO’s client service team, she served as the investment division controller for the firm’s U.S. active division. She joined GMO following her employment in the U.S. mutual fund division at State Street Bank. Ms. Grimm earned a B.A. in Government from Colby College. |
 | John Jacobi
Mr. Jacobi is involved in global client relations. Prior to joining GMO in 2000, he held positions with John Hancock Funds and Thomson Investment Software. Mr. Jacobi earned his B.S. in Business Administration from the University of Vermont and his M.S. in Finance from Boston College. |
 | Wendy Malaspina
Ms. Malaspina is engaged in client relations. Prior to joining GMO, she worked at Montgomery Asset Management / Wells Capital Management, most recently as a director in institutional client service and marketing. Previously, she worked as a director of client service, marketing and investor relations at Draper Advisers and as a supervisor of private client services at Wells Fargo Bank. Ms. Malaspina received her B.A. from Clemson University. |
 | Molly Manning
Ms. Manning is a relationship manager at GMO. Prior to joining GMO, Ms. Manning was a senior consultant at New England Pension Consultants. Previously, she worked as a senior marketing and client service associate for Sanford C. Bernstein & Co., Inc. She earned her B.A. in Psychology from Amherst College. |
 | Richard McQuaid
Mr. McQuaid manages GMO’s partnership with Wells Fargo. His responsibilities at GMO have also included portfolio management for GMO’s quantitative tax-managed equity strategies and the Firm’s real estate fund. Prior to joining GMO, he was director of European operations for Aldrich, Eastman & Waltch and managed its London branch. Prior to that, he practiced international law from 1977 to 1987. Mr. McQuaid earned his undergraduate degree from the University of Notre Dame and a J.D. from Boston College Law School. |
 | Jody Shuman
Ms. Shuman is engaged in client service and marketing. At GMO she has been involved in international equity research and management. She has also been responsible for the construction, trading and analysis of U.S. quantitative portfolios. Prior to joining GMO, Ms. Shuman served in the metropolitan loan division of Chemical Bank, New York. Ms. Shuman earned her B.A. in Economics and Mathematics from Dartmouth. |
 | Mason Smith
Ms. Smith is responsible for client relations for some of GMO’s larger clients. She has been involved with U.S. quantitative trading and operations. She joined GMO in 1987 following the completion of her undergraduate studies in History at the University of Virginia. |
 | Tom G. Smith
Mr. Smith is a client relationship manager at GMO. Prior to joining GMO, Mr. Smith was a client relationship officer with Barclays Global Investors. Previously, he worked as a general consultant for RogersCasey. He earned his B.A. in Mathematics from the University of Vermont and his M.B.A. from Babson College. |
 | Carolyn Van Putten
Ms. Van Putten is a member of the client service team. Prior to joining GMO, she worked as a marketing officer and manager at State Street Global Advisors. Previously she was a corporate lending officer at ABN Amro Bank. Ms. Van Putten earned her undergraduate degree in Finance at the University of Massachusetts at Amherst and holds an M.B.A. from Babson College.
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Europe  | Alex Bark
Mr. Bark leads the client relationship and business development team in London. Prior to joining GMO in 2010, he spent eight years at Goldman Sachs Asset Management latterly leading the consultant relations effort outside the U.S., after an early career serving in the Royal Navy. Mr. Bark earned his BSc in Economics and Politics from the University of Bristol and is a CFA charterholder. |
 | Bart Noordman
Mr. Noordman leads the client relationship and business development teams in GMO’s Amsterdam and Zurich offices. Prior to joining GMO in 2006, Mr. Noordman was an investment consultant for Towers Watson (formerly Towers Perrin) in Amsterdam. Previously, he worked as a portfolio manager for F&C Asset Management in both Amsterdam and London and with the Philips Pension Fund as an investment strategist. Mr. Noordman earned his master’s degree in Economics from the University of Groningen and is a CFA charterholder. |
 | Carly Brewster
Ms. Brewster joined GMO Zurich as a part of the client service team in 2010. Prior to joining GMO, she worked for Wegelin Asset Management on the client service team for UK, Australian and Canadian institutional clients. Ms. Brewster earned her B.B. in International Business and her M.B.A. from the Queensland University of Technology, Australia. |
 | Peter Froude
Mr. Froude is a client relationship manager in our London office. Beginning at GMO in 1998, he managed the operations team until 2007. Prior to joining GMO, he worked for UBS Asset Management (formerly PDFM Limited) as the team leader for both UK and International client administration services. Previously, Mr. Froude provided investment support for one of the largest pension funds in the UK. |
 | Heather Wiley
Ms. Wiley is a client relationship manager for GMO London. Prior to joining GMO in 2011, she worked at Longview Partners as a manager of institutional business development. Previously, she worked at AllianceBernstein in the UK and U.S. as a client relationship manager. Ms. Wiley earned her B.S. in Finance from Indiana University. |
Asia-Pacific  | Glen Howard
Mr. Howard is a director of GMO Australia and managing director of GMO Singapore responsible for business development and client service for Asia Pacific. Prior to joining GMO, he was the head of investment consulting for South East Asia at Towers Perrin. Previously he was a portfolio manager at Perpetual Investments. Mr. Howard has a Business degree and a Masters degree in Finance, both from the University of Technology, Sydney. |
 | Zane Bernstein
Mr. Bernstein is a client relationship manager for GMO Australia. Prior to joining GMO in 2009, he was vice president and manager of institutional relationships for AllianceBernstein. Previously, he was head of the client relations team for AllianceBernstein. Mr. Bernstein earned his B.B. in Finance and Economics from The University of Technology, Sydney. |
 | Lisa Walker
Ms. Walker works as a client relationship manager for GMO Australia. Prior to joining GMO, she worked at Barclays Global Investors as a client relationship manager. Ms. Walker earned her Bachelor of Commerce in Finance and Marketing from Sydney University and a Masters in Applied Finance and Investments from FINSIA. |
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