Meet the team

Chris joined the Australian based financial firm, Perpetual Limited, in the fourth quarter of 2020 as Senior Manager, Legal and Compliance, for the Americas and Chief Compliance Officer of Perpetual US Services, LLC (d/b/a PGIA). He has years of experience in the asset management industry, most recently serving as the Chief Compliance Officer and Legal Counsel for a Chicago-based private debt fund adviser.  Chris previously served as US Legal Counsel for Henderson Global Investors from 2011 until the merger of Janus Henderson in June 2017. He started his legal career as an associate at Sidley Austin in New York City before moving to Chicago and joining Vedder Price P.C. 

Chris received his Bachelor of Arts in English Literature from Boston University and his J.D. from Cornell Law School. Chris resides in Chicago with his wife and two children. 

Andy joined Perpetual in 2021 from affiliate Barrow Hanley Global Investors where he served as Director-Client Development. 

Prior to his work at Barrow Hanley Global Investors, Andy worked in the intermediary channel for American Beacon Advisors, Fidelity Investments and Nuveen Investments. He began his career as a client service specialist at Ameriprise Financial. 

Andy earned a BA in Interdisciplinary Studies from the University of Illinois, where he competed on the wrestling team, was selected as an All-American Wrestler, and ranked in the Top Eight in the U.S. Andy also earned an MBA from North Central College in Illinois and an MS from Northwestern University. Andy completed Yale School of Management’s Investment Management Theory & Practice program, earning the CIMA® certification.

Rob joined Perpetual Limited in late 2020 and is leading the US Intermediary business. Rob partners with Trillium to increase retail platform exposure and deliver access to a broader array of strategies. He is focused on building out an internal infrastructure to grow and manage as well as measure the US business efforts. Over his 25+ year career, Rob has been responsible for delivering 75+ new products to market along with several billion dollars in AUM.

He joins Perpetual from Allianz Global Investors, where he served as Director and Head of US Retail Business Management, including LatAm. In that role, he led efforts in managing the overall business and focused on delivering a comprehensive sales, marketing, and data & analytics strategy as well as identifying and developing key product needs for the retail channels.

Prior to his three years at Allianz Global Investors, Rob held executive level positions with other multi-affiliate platforms, both Virtus and Nuveen, where he had responsibilities for managing the firms’ strategic partnerships, product strategy & development efforts as well as broader strategic growth initiatives.

John joined Perpetual in late 2021 as the Regional Wholesaler for the intermediary channel covering the Northeast. He brings 7 years of successful sales and client service experience.

Prior to joining Perpetual, John spent several years at Allianz Global Investors and Amundi Pioneer in retail distribution covering multiple geographic regions. He began his career at Eaton Vance in client service. His focus and passion is to build longstanding relationships and provide white-glove service to financial advisors, while promoting Perpetual and its affiliates in the Northeast. 

John graduated from The University of Vermont with a B.A in History and a minor in Economics. He resides in the Boston area and is an avid skier, golfer, and traveller. 

Kate joined Perpetual in December 2020. She previously served as the Founder/Owner of Bloom Marketing Partners, a marketing consultant business focused on the financial services industry.

Prior to that she was the Head of Marketing for Advisory Research Investment Management and Associate Director of Marketing & Communications for Henderson Global Investors (now Janus Henderson Investors).

Kate began her career in the investment industry at Citadel LLC. Kate holds a B.A. in Communications from Florida State University and earned the CFA Institute Investment Foundations Certificate. 

Lynn joined Perpetual  in November 2021. As a marketing manager, Lynn is focused on the development and execution of thought leadership and content marketing campaigns across institutional and intermediary channels. 

Prior to joining Perpetual, Lynn held marketing and sales roles at Morningstar, William Blair and AMG Funds. She earned a Master of Business Administration from Loyola University Chicago and certification as a Project Management Professional from the Project Management Institute. 

Gabriella is a Senior National Accounts Manager and a member of the America Distribution team at Perpetual. She is responsible for business development and managing overall relationships with key broker dealers, representing some of Perpetual’s largest clients. 

Prior to joining Perpetual in 2021, she held roles at Allianz Global Investors and PIMCO including National Account Manager, Equity Product Specialist and Trading Desk Assistant. She has 15 years of investment and financial services experience and earned a bachelor’s degree in Economics from Manhattanville College and a MBA from New York University Leonard Stern School of Business. 

Eric joined Perpetual in May 2021 as a member of the Distribution team. Eric supports the firm’s institutional and intermediary business development and marketing efforts, with primary responsibility for RFPs, DDQs and Consultant Databases.

Prior to joining Perpetual, Eric spent four years with Allianz Global Investors where he specialized in completing RFPs with a focus on ESG and sustainability.

His career in investment management also includes RFP and marketing positions with Legg Mason and Citigroup Asset Management. Eric earned a B.A. in Organizational Communication & Public Relations from Marist College.

Susan joined Perpetual Limited in September 2020 as a member of the Distribution team.  She is a liaison between Perpetual and its affiliate, Trillium Asset Management.  She is responsible for Trillium’s marketing and business development efforts for the institutional and intermediary channels. More specifically, she manages Trillium’s marketing materials, consultant databases, and RFPs/DDQs.  

Prior to joining Perpetual, Susan spent 12 years at Copper Rock Capital Partners LLC as a Senior Client Service & Marketing Analyst.  Prior to Copper Rock, she held various marketing roles at Putnam Investments for its institutional and intermediary distribution channels. She earned a B.S. from the Isenberg School of Management at the University of Massachusetts, Amherst. She earned an M.B.A. from the School of Management at Simmons University.

During her time at UMass, she was a 4-year member and captain of the women’s tennis team.

Michael joined Perpetual Limited in early 2021 as the Western Divisional Manager for the Intermediary business. Michael will lead a team to broaden Perpetual’s footprint with US Intermediary partners. He brings 17 years of successful sales and managerial experience. 

Prior to joining Perpetual, Michael spent the last 13 years with Allianz Global Investors where he worked in retail distribution bringing AllianzGI’s capabilities to financial intermediaries across the US. Michael most recently ran the Western Division for AllianzGI where he also successfully covered the Southern California Market. Prior to that, Michael was Head of Internal Sales based out of the New York City office where he worked closely with senior management to carry out AllianzGI’s long term strategy. 

Michael graduated from Siena College with a B.S in Marketing and Management in 2004. He and his wife Andrea have two children and reside in Southern Orange County, CA. His focus is to build long standing relationships with financial advisors to bring the best of Perpetual and its affiliates to the Southern CA market.

Tanya Svidler joined the Perpetual/ Trillium team in October 2021 as a Director of Institutional Business Development and Client Portfolio Management to spearhead the outreach to the institutional investment community and investment consultants. 

Prior to joining the team, she was a Director of ESG Solutions at Morningstar, driving expansion and adoption of Morningstar’s Sustainability Solutions globally. Previous to Morningstar, Tanya was a Vice President at MSCI, responsible for the product development and strategic oversight of MSCI’s ESG Index family. Earlier in her career, Tanya spent over 14 years in asset management, primarily at Franklin Templeton: first, on the investment side, and, subsequently, developing institutional business in twenty-six countries across CEEMEA.  

Tanya holds BA in Finance from Pace University and an MBA in International Finance from HEC Paris School of Management.

Chuck joined the Australian based financial firm, Perpetual Limited, in the first quarter of 2020 as Head of Distribution & Strategy for the Americas and co-director of the Perpetual US Holding Company. He brings decades of extensive experience building institutional and intermediary teams and aligning product strategies to help advisors, consultants and intermediaries in meeting their clients’ needs.

Before joining Perpetual, Chuck was a founding member of the Henderson Global Investors, North American team and led Distribution & Product Development for Henderson from 2010 until the merger of Janus Henderson in June of 2017. Previously, he has served as Regional Vice President for Van Kampen Investments, Trustee & Vice President of the Henderson Global Funds board, and Head of Distribution for Snow Capital Management.

Chuck received his Bachelor of Arts in Music Composition in 1992 from Moody Music College and has leveraged the compositional creativity skills he learned to apply to the Investment Management field. He is married to Dr. Joi Thompson, D.C., they have four children and reside in the Chicagoland area. He is an active trustee for Outreach Community Ministries, an organization dedicated to education and mentoring, including case management, counselling, youth development programs, transitional housing programs, older adult programs, employment training and community development services. He also serves as a High School youth mentor and elder of the Christ Church of Oak Brook and enjoys participating with the high school mission team building homes in partnership with DOXA, a 30 year old home building, education and community development charity in Tijuana, Mexico.