Elise Carner

Elise Carner, CFA is an experienced professional with a diverse work history in the finance industry. Elise currently holds the position of Investment Director and Vice President at Loomis, Sayles & Company since January 2021. In this role, they are part of the investment team and serves as a strategy expert for Relative Return with a focus on Core Plus Fixed Income. Elise represents investment strategies to clients, prospects, and consultants, and contributes to the achievement of firm-wide business goals for asset retention and growth.

Prior to their current position, Elise worked at GMO as a Client Relationship Manager for a decade, from July 2011 to January 2021. At GMO, they managed client relationships and was responsible for maintaining strong connections with clients while ensuring excellent service.

Elise also has a solid background in account and relationship management. Elise worked at Wellington Management from January 2007 to July 2011 as an Account Manager. In this role, they had primary responsibility for west coast-based endowment, foundation, public fund, and corporate pension clients, managing assets of $2.8 billion.

Before their Account Manager role, Elise served as a Relationship Analyst at Wellington Management from May 2004 to January 2007. Elise evaluated portfolio risks and performance, ensured compliance with policy guidelines, and resolved administrative and operational issues. Additionally, Elise was a product specialist for Global Bond investment strategies during this time.

Elise's work experience also includes a Summer Associate position at Maynard Capital Partners, LLC in 2003, where they gained valuable experience in the finance industry. Elise started their career at Brown Brothers Harriman in 1997, where they held various roles such as Relationship Manager, Project Manager in Relationship Management, Investor Services Management Trainee, and Client Service Specialist in the Trade Processing Department. In these roles, Elise managed client relationships, streamlined department processes, introduced new products and services, and handled client trade instructions.

Overall, Elise Carner, CFA has a strong professional trajectory in the finance industry, with expertise in investment strategies, client relationship management, account management, and process improvement.

Elise Carner, CFA pursued their undergraduate studies from 1992 to 1996 at Boston University. Elise received a Bachelor of Science/Bachelor of Arts degree with a major in Business Administration, along with a focus on Russian and Eastern European Studies. After their undergraduate studies, Elise eventually enrolled at UNC Kenan-Flagler Business School from 2002 to 2004. There, they earned a Master of Business Administration (MBA) degree with a specialization in Investment Management.