Loomis Sayles Appoints Rebecca O’Brien Radford as General Counsel

• Radford succeeds Jean Loewenberg, who has retired following 20 years of distinguished service to the firm.

BOSTON--(BUSINESS WIRE)--Loomis, Sayles & Company today announced that Rebecca O’Brien Radford has been named executive vice president, general counsel and a member of the firm’s board of directors. She succeeds Jean Loewenberg, who has retired following 20 years of distinguished service as general counsel to Loomis Sayles and nearly five decades in the investment management industry.

“Rebecca’s deep legal expertise, unique skills and dedication to Loomis Sayles and our clients over the last decade make her a natural fit to lead our legal and compliance team,” said Kevin Charleston, chief executive officer of Loomis Sayles. “Her diligence and equanimity in assessing opportunities and risks will be an asset as the firm continues to grow and respond to an ever-changing regulatory environment.”

Rebecca O’Brien Radford joined Loomis Sayles in 2011 as an assistant general counsel and was promoted to deputy general counsel in 2021. Prior to Loomis Sayles, she was a partner at the law firm of K&L Gates, LLP, in the investment management practice group. There, Rebecca focused her practice on investment management and securities law, counseling registered investment advisers, registered funds and private funds. Previously, she was an associate at the law firm of Dechert LLP in the financial services group. Rebecca earned a BA from the University of Illinois at Urbana-Champaign, a License en Droit from the Université d'Aix-Marseille III (France) and a JD, magna cum laude, Order of the Coif, from Boston College Law School.

Jean Loewenberg joined Loomis Sayles in 2003. A trailblazer in her profession, Jean earned a JD from the University of California at Los Angeles in the late 1960s when very few women attended law school and even fewer practiced law. In 1977, she began her career in investment management, managing attorneys at Fleet National Bank and, later, leading the legal department at Columbia Management Group. Jean joined Loomis Sayles as general counsel during a period of transformation for the legal department and quickly built a team with the specialized skills needed to support the firm’s growth. Her peers and colleagues respect and admire her as an astute legal strategist, a trusted counselor on non-legal matters and a warm leader with a wonderful sense of humor.

“Our entire organization has benefited immensely from Jean’s passion and superior judgement over her tenure as general counsel,” said Charleston. “No matter the initiative, issue or challenge, Jean was steadfast in her devotion to protecting clients and safeguarding Loomis Sayles’ impeccable reputation. I am grateful for her exemplary partnership, commitment and leadership.”

ABOUT LOOMIS SAYLES

Since 1926, Loomis, Sayles & Company has helped fulfill the investment needs of institutional and mutual fund clients worldwide. The firm’s performance-driven investors integrate deep proprietary research and risk analysis to make informed, judicious decisions. Teams of portfolio managers, strategists, research analysts and traders collaborate to assess market sectors and identify investment opportunities wherever they may lie, within traditional asset classes or among a range of alternative investments. Loomis Sayles has the resources, foresight and the flexibility to look far and wide for value in broad and narrow markets in its commitment to deliver attractive, risk-adjusted returns for clients. This rich tradition has earned Loomis Sayles the trust and respect of clients worldwide, for whom it manages $277.5 billion* in assets (as of 30 September 2022).

*Includes the assets of both Loomis, Sayles & Co., LP, and Loomis Sayles Trust Company, LLC. ($32.9 billion for the Loomis Sayles Trust Company). Loomis Sayles Trust Company is a wholly owned subsidiary of Loomis, Sayles & Company, L.P.

MALR030388