LOS ANGELES & BOSTON–(BUSINESS WIRE)–Aristotle Capital Boston, LLC today announced that Andrew (AJ) Treais, CFA, has been promoted to Research Analyst reporting to Jack McPherson, CFA, President, Portfolio Manager of Aristotle Boston. In this new role, Mr. Treais will focus on investment research, including research of prospective companies, conduct sell reviews of current portfolio companies, and generate and assess characteristics of the portfolios and underlying holdings.
“We are excited to continue to see AJ grow and thrive with our firm as a research team member,” said Mr. McPherson. “AJ’s former experience has primed him to be well-versed in our patient and disciplined investment approach, focusing on understanding long-term business fundamentals while seeking to generate long-term alpha for our clients.”
Mr. Treais has been with the Aristotle organization for four years, recently serving as a Portfolio Specialist under Aristotle Capital Boston. Previously, he served as a Product Specialist at affiliate Aristotle Capital Management for two years. Before joining the Aristotle organization in 2019, he spent five years at investment consultant Wilshire in a field consulting group focused on plan-level risk/return analysis and manager research for the firm’s Pension, Endowment and Foundation clients.
Mr. Treais completed his undergraduate studies at the University of Michigan and served as the Michigan Ice Hockey Team captain. Mr. Treais is a CFA® charterholder.
About Aristotle
Aristotle’s mission is to help clients reach their long-term financial goals with active portfolio management using our research-driven investment framework. Aristotle is a family of affiliates with five independent investment teams, specializing in equity and fixed income strategies, with offices in Los Angeles, Newport Beach, Boston and Sarasota. Each investment team is a registered investment advisor. All Aristotle affiliates are PRI Signatories. Aristotle is backed by an experienced leadership team that has worked together for over 25 years. For market commentary, news and insights from all Aristotle affiliates, please visit www.aristotlecap.com.
