Gina Szymanski
Portfolio Manager-Equities at AEW Capital Management LP
Profile
Ms. Gina Szymanski, CFA, is a Managing Director & Portfolio Manager at AEW Capital Management LP.
She manages the Real Estate Securities Group for diversified strategies in the U.S.
and North America.
She is also a member of the Global Securities Allocation Committee, the ESG&R Committee and the Diversity, Equity & Inclusion Committee.
Prior to joining AEW, Ms. Szymanski worked at Putnam Investments for over 15 years where she most recently held the title of Senior Analyst.
In this role, she managed the REIT sleeve of Putnam's Research Fund and was a member of the Global Equity Research team where she was focused on stock selection and modeling for the REIT sector, Banks, Insurance and Diversified Financials.
Ms. Szymanski has held roles as a Portfolio Member of the Small & Mid Cap Value team focused on Financials, Consumer and Industrials as well as a Portfolio Member of the Quantitative Equity Research team.
Prior to joining Putnam Investments, she held risk management and forensic accounting roles at CIBC World Markets and Matson, Driscoll & Damico Ltd, respectively.
She earned an Honors Bachelor of Mathematics in Economics and Business Administration from the University of Waterloo and a Master of Science in Finance from Carnegie Mellon University.
She is a CFA charter holder, a member of the CFA Institute and the CFA Society Boston.
Gina Szymanski active positions
Companies | Position | Start |
---|---|---|
AEW Capital Management LP
AEW Capital Management LP Investment ManagersFinance AEW Capital Management LP (AEW) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1981, the firm is a subsidiary of Natixis Investment Managers LP, ultimately held by BPCE SA in France. AEW provides investment advisory services to individual and institutional clients through a broad platform of separately managed accounts and open- and closed-end funds. | Portfolio Manager-Equities | 01/01/2017 |
Former positions of Gina Szymanski
Companies | Position | End |
---|---|---|
CIBC World Markets, Inc.
CIBC World Markets, Inc. Investment Banks/BrokersFinance CIBC World Markets, Inc. is a full-service Canadian brokerage and investment banking firm headquartered in Toronto, Ontario. The firm was founded in 1961 and is a subsidiary of the Canadian Imperial Bank of Commerce (TSE, NYSE: CM). CIBC World Markets provides alternative investment managers with premier prime brokerage that brings together trade execution, reporting, research and capital introduction with a view to enhancing efficiencies and profitability. | Corporate Officer/Principal | - |
Matson, Driscoll & Damico LLP
Matson, Driscoll & Damico LLP Miscellaneous Commercial ServicesCommercial Services Matson, Driscoll & Damico LLP engages in the provision of accounting services. It offers insurance claim, litigation, and income replacement benefits services. The company was founded on April 14, 2000 and is headquartered in Boston, MA. | Corporate Officer/Principal | - |
Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Analyst-Equity | - |
Training of Gina Szymanski
Carnegie Mellon University | Graduate Degree |
The University of Waterloo | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Finance |
CIBC World Markets, Inc.
CIBC World Markets, Inc. Investment Banks/BrokersFinance CIBC World Markets, Inc. is a full-service Canadian brokerage and investment banking firm headquartered in Toronto, Ontario. The firm was founded in 1961 and is a subsidiary of the Canadian Imperial Bank of Commerce (TSE, NYSE: CM). CIBC World Markets provides alternative investment managers with premier prime brokerage that brings together trade execution, reporting, research and capital introduction with a view to enhancing efficiencies and profitability. | Finance |
Matson, Driscoll & Damico LLP
Matson, Driscoll & Damico LLP Miscellaneous Commercial ServicesCommercial Services Matson, Driscoll & Damico LLP engages in the provision of accounting services. It offers insurance claim, litigation, and income replacement benefits services. The company was founded on April 14, 2000 and is headquartered in Boston, MA. | Commercial Services |
AEW Capital Management LP
AEW Capital Management LP Investment ManagersFinance AEW Capital Management LP (AEW) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1981, the firm is a subsidiary of Natixis Investment Managers LP, ultimately held by BPCE SA in France. AEW provides investment advisory services to individual and institutional clients through a broad platform of separately managed accounts and open- and closed-end funds. | Finance |
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