Fixed Income

Competitive Performance With Lower Risk

Fixed Income Team

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David Kopp, MBA

Associate Portfolio Manager

David Kopp is an Associate Portfolio Manager in the Fixed Income group at Great Lakes Advisors. He joined the firm in 2015 to assist the Portfolio Managers and enhance the credit research effort within Fixed Income.

Prior to joining the firm, David worked for Jackson National Life Insurance; first in Operations for Jackson National Asset Management and then as a Portfolio Analyst for the Investment Manager, PPM America. David managed the cash and holdings for the Portfolio Managers, while improving many of the reporting processes for various departments throughout the firm.

David received a BS in Marketing from Marquette University and a MBA with a concentration in Finance and Economics from DePaul University. In 2015, he passed Level I of the CFA and plans to pursue Level II in 2016. David resides in LaGrange, Illinois with his wife and son.

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Emily Li, CFA®

Managing Director - Senior Portfolio Manager

Emily Li is a Managing Director and Senior Portfolio Manager for Great Lakes Advisors. She manages institutional fixed income portfolios with a primary emphasis on investment grade credits and government securities.

Emily joined the firm in 1996 and began her industry career in 1984. Prior to joining GLA, Emily was a Portfolio Manager for Harris Investment Management, Inc., and worked in various corporate financial capacities at Brunswick Corporation and the Quaker Oats Company.

Emily received her BA in international business from National Taiwan University and her MBA from Indiana University, Bloomington, Indiana. She is a Chartered Financial Analyst, as well as a member of the CFA Institute and the CFA Institute of Chicago. Between July 2000 and June 2005, Emily served as an officer, then a director, on the Board of the CFA Institute of Chicago.

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Patrick M. Morrissey

Managing Director - Senior Portfolio Manager

Patrick M. Morrissey is a Managing Director and Senior Portfolio Manager whose industry career began in 1985 and includes decades of experience in managing tax-exempt mutual funds.

Prior to joining Great Lakes, Patrick served as Managing Director of Tax-Free Investments at Bank One Investment Advisors Corp., now JPMorgan Asset Management. There, he managed 11 tax-exempt mutual funds with $15 billion under management. Most recently, Patrick acted as Managing Director and Head of Tax-Exempt Investments at FSI Capital where he developed, marketed, and managed tax-exempt alternative investment strategies.

Patrick holds a BS in Finance from the University of Wisconsin-Oshkosh and is a member of the Chicago Municipal Analysts’ Society. He also holds a FINRA Series 65 License and is one of the Managers of the Great Lakes Bond Fund.

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Teodora Petrova

Associate Portfolio Manager

Teodora (Teddy) Petrova is an Associate Portfolio Manager for the Fixed Income team at Great Lakes Advisors. She works with the team to structure, reconcile, and manage institutional fixed income portfolios.

Teddy began her industry career in 2010 as a Commercial Credit Analyst for the Wintrust Commercial Banking group in Barrington Bank and Trust, N.A. before transferring to Wintrust Wealth Management’s in 2011.

Teddy graduated summa cum laude from Illinois Wesleyan University in 2010 with double majors in Business Administration with a Finance Concentration and Economics with honors. She holds a FINRA Series 65 License.

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Richard M. Rokus, CFA®

Director - Senior Portfolio Manager

Richard Rokus joined Great Lakes Advisors as a Senior Portfolio Manager in 2011. With 25 years of portfolio management experience, he is responsible for the management of fixed income portfolios for municipalities, corporations, foundations and other institutional clients. He manages portfolios across all types of maturities, durations and fixed income strategies. He also leads the firm’s efforts in the analysis of residential mortgage, commercial mortgage and high yield securities. Rich began his industry career in 1992.

Prior to joining the firm, Rich spent 17 years at M&I Investment Management Corporation and was responsible for managing over $18 billion in taxable mutual funds, limited partnerships, and separate accounts. As a member of the Fixed Income Policy Committee, Rich had oversight responsibility for all fixed income products managed by the firm. He was also managed the securities lending trading team. As a Portfolio Manager of the Marshall Prime Money Market Fund, he received the IBC Money Fund Report award for the highest yielding taxable money market fund in 1998, as well as the Crane Data and awards for the highest yielding AAA-rated taxable institutional money market fund in 2009.

Rich received his MBA from the University of Notre Dame as well as a BBA in Finance from the University of Wisconsin at Whitewater. He is a Chartered Financial Analyst (CFA) and a member of the CFA Society of Milwaukee.

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Nancy L. Studenroth

Senior Portfolio Manager - Fixed Income

Nancy Studenroth joined Great Lakes Advisors as a Senior Portfolio Manager in 2016. She is responsible for research across multiple fixed income sectors and serves as senior member of our Fixed Income Team.

Nancy has over 30 years of fixed income research and portfolio management experience. Nancy came to Great Lakes Advisors from Ziegler Capital Management where she managed $2 billion of assets in separate account taxable strategies – allocated among corporates, agencies, ABS, CMBS, and treasuries. Previously, she worked at Deerfield Capital Management as Senior Portfolio Manager of investment grade structured products, including ABS and CMBS, where she managed approximately $4 billion in AUM. Before joining Deerfield Capital, Nancy served as a Director and Senior Sector Manager for ABS and CMBS at Deutsche Asset Management, where she was responsible for managing over $10 billion in assets. She began her career working in institutional fixed income sales at Smith Barney.

Nancy earned a BS in Business Administration from Valparaiso University and resides in Chicago. Nancy is very active in Chicago’s theater community and currently serves as Board President of Bailiwick Chicago.

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