Our high grade fixed income strategies are designed to address the needs of intermediate-sized institutions and tax-exempt entities. Our investment process seeks to deliver benchmark-like returns with less volatility than mutual fund alternatives. Our portfolios are notable for their transparency, liquidity, and sector specific strategy implementation.
- High Quality
- Relative Return Focus
- Preservation of Capital
- No exposure to Asset-Backed Securities, Commercial Mortgage-Backed Securities or Structured Products
- High Grade Short Term – utilizes the same investment themes and sector rotation methodology as the Core Intermediate strategy but focuses on shorter maturities, limiting the interest rate risk.
- Intermediate Government – emphasizes government quality bonds, but in a diversified approach that looks beyond Treasuries to include to pre-refunded municipals, Treasury Inflation-Protected Securities and U.S. dollar denominated sovereign-supported issuers.
- High Grade Core Intermediate – relative return focused versus the Barclays Capital Intermediate Aggregate Index, which offers diversification benefits comparable to the Aggregate Index, but with what we believe to be favorable risk/return metrics.
- Corporate Index Replication – seeks to provide the return and risk profile of a selected benchmark with fewer securities through a separately managed account. This is designed for clients interested in a specific asset class, but wishing to avoid the premium/discount issues of exchanged traded funds.
- Asset/Liability Management
We develop custom solutions for investment mandates across the maturity spectrum.
Senior Investment Team
Jonathan E. Lewis
Chief Investment Officer
Jonathan was a co-founder of Samson Capital Advisors LLC. Samson was a privately-owned investment management firm that was founded in 2004 by senior investment professionals from OFFITBANK, Goldman Sachs, and JPMorgan. Prior to its acquisition by Fiera Capital, Samson managed over $7 billion in assets in customized fixed income for affluent families and their foundations, endowments and corporations. He was a Managing Principal, Chief Investment Officer and a member of the Management Committee. As chair of its investment committee, he supervised the design, development, and implementation of the investment and risk management processes central to the firm’s approach to taxable and tax-efficient investing. In this position, he designed the quarterly planning process that serves as a foundation of the firm’s longer-term outlook, risk management approach, and the quality control techniques used in its peer review process. His work in currency investing led Samson to launch its first mutual fund. His comments regularly appear in The Wall Street Journal, Reuters, and Bloomberg News and he has appeared on Bloomberg TV, CNBC, and PBS’ Nightly Business Report.
Prior to Samson, he was the Chief Fixed Income Strategist at OFFIT Investment Group (formerly OFFITBANK), which he joined in 1999. Jonathan also chaired its Portfolio Strategy Committee. In that capacity, he served as Managing Director of Fixed Income for Evergreen Private Asset Management, which managed $18 billion in private client assets. He also served as a member of Evergreen’s Customized Fixed Income Management Team, overseeing more than $100 billion in fixed income assets.
From 1988 through 1999, Jonathan was a Portfolio Manager and Vice President with Skandia Asset Management, where he served as Head of Fixed Income, and a member of the firm’s Global Fixed Income Investment Policy Committee for the firm’s insurance related portfolios. From 1986 to 1988, Jonathan was a money market trader at Dean Witter Reynolds.
Jonathan is an active member of Business Executives for National Security, an organization comprised of senior American business leaders contributing potential solutions to national security problems. He served as part of the congressionally mandated independent panel that reviewed the CIA’s venture capital operation, In-Q-Tel, in 2001. From 2003-2004, he was part of a compensation reform study which was presented to the CIA Director and the House Permanent Select Committee on Intelligence. He was awarded the CIA’s Agency Seal Medal for this work. He was also a part of a 2008 study of private sector analytical practices and how they could inform the Intelligence Community’s own capabilities. In 2015, he was a member of a four-person BENS Task Force which reviewed domestic security capabilities to protect the US from terrorism.
He is the author of Spy Capitalism: Itek and the CIA (Yale University Press, 2002) and the co-author of CIA Deputy Director Richard Bissell’s memoirs: Reflections of a Cold Warrior (Yale University Press, 1996). He is a member of the Investment Committee of The Phi Beta Kappa Foundation and served as a trustee of the Fellows of Phi Beta Kappa. He is a former trustee of the Scarsdale Board of Education. He served as President of the Juvenile Diabetes Research Foundation of Westchester County and remains on its board of chancellors.
Jonathan holds an MA from New York University Graduate School of Arts and Sciences, and an MBA from the Columbia University Graduate School of Business. He is a Phi Beta Kappa graduate of the University of North Carolina at Chapel Hill.
Brian P. Meaney, CFA
Prior to its acquisition by Fiera Capital, Brian was a Portfolio Manager and member of the Investment Committee at Samson Capital Advisors LLC. Samson was a privately-owned investment management firm that was founded in 2004 by senior investment professionals from OFFITBANK, Goldman Sachs, and JPMorgan. Samson managed over $7 billion in assets in customized fixed income for affluent families and their foundations, endowments and corporations. At Samson, he managed tax efficient and taxable fixed income portfolios and helped develop new product offerings such as the Corporate Index Replication and Foundation Short Term strategies. Brian began at Samson as a Portfolio Analyst assisting the Portfolio Managers with account management and market research.
Prior to joining Samson in 2004, he worked for the Knights of Columbus investment department in New Haven, CT and was responsible for cash management, performance analysis and structured product collateral surveillance for the company’s insurance portfolios.
Brian received a BA in Government and International Studies from the University of Notre Dame in 2001. He is also a CFA charterholder.
Lacey E. Greenwalt, CFA
Assistant Vice President and Portfolio Manager, Fixed Income Investments
Lacey joined Samson Capital Advisors LLC in 2011. Samson was a privately-owned investment management firm that was founded in 2004 by senior investment professionals from OFFITBANK, Goldman Sachs, and JPMorgan. Prior to its acquisition by Fiera Capital, Samson managed over $7 billion in assets in customized fixed income for affluent families and their foundations, endowments and corporations. As a Portfolio Analyst at Samson, Lacey helped develop the firm’s Deployment Capital Strategy and was responsible for research and analysis within the High Grade and Tax Efficient Inflation Protection Strategies.
Prior to joining Samson, Lacey spent two years at Lehman Brothers Holdings, where she worked as an Analyst in the Interest Rate Derivatives group. Prior to joining Lehman, Lacey was an Investment Banking Analyst in the Leveraged Finance Origination & Restructuring Group at Credit Suisse. She also worked as a Summer Investment Banking Analyst at Credit Suisse in the Financial Strategy Group.
Lacey graduated from Duke University in 2008 with a BS in Economics and Political Science. She is a CFA charterholder, a member of the CFA institute, and a member of the New York Society of Security Analysts (NYSSA). She is an active member of the New York Junior League and served as a committee vice-chair in 2014-2015.
Vice President, Corporate Credit Research
Miriam joined Samson Capital Advisors LLC covering the corporate sector as a Corporate Credit Research Associate in 2015. Samson was a privately-owned investment management firm that was founded in 2004 by senior investment professionals from OFFITBANK, Goldman Sachs, and JPMorgan. Prior to its acquisition by Fiera Capital, Samson managed over $7 billion in assets in customized fixed income for affluent families and their foundations, endowments and corporations. At Fiera Capital she will continue supporting the corporate selection process for high quality taxable fixed income strategies for foundations, endowments, pensions and non-taxable portfolios.
Before joining Samson, Miriam was responsible for fixed income and equity research at the New York State Insurance Fund. Prior to joining the fund, Miriam was the primary analyst at TIAA-CREF, where she covered investment grade credit, emerging markets and mortgage-backed securities.
Miriam has a BA from New York University and an MBA from Fordham Graduate School of Business.