Our People

Across investments, risk management, operations, compliance, legal and client relationship management, our professionals are committed to advancing the strategic interests of our clients and to delivering long-term results with excellence and integrity. We invite you to meet the senior members of our institutional team and discover how our expertise can help solve your complex investment challenges.

  • Scott Minerd, Chairman of Guggenheim Investments and Global Chief Investment Officer, Managing Partner

  • Donald Cacciapaglia, Vice Chairman of Guggenheim Investments

  • Anne Walsh, Assistant Chief Investment Officer, Fixed Income

  • Farhan Sharaff, Assistant Chief Investment Officer, Equities

  • Jeffrey Abrams, Portfolio Manager, Corporate Credit Investment Committee Member

  • Kevin Gundersen, Portfolio Manager, Corporate Credit Investment Committee Member

  • Zachary Warren, Portfolio Manager, Corporate Credit Investment Committee Member

  • Thomas Hauser, Portfolio Manager, Corporate Credit Investment Committee Member

  • Matthew Bloom, Head of Corporate Credit Research, Corporate Credit Investment Committee Member

  • Adrian Duffy, Head of European Credit

  • Patrick Mitchell, Senior Advisor to the Global Chief Investment Officer

  • Anne N. Mathias, CFA, Senior Macro Strategist
    Ms. Mathias is a Managing Director and Guggenheim Investments’ Senior Macro Strategist. Building on her 20 years of experience in global investment strategy, she works closely with the firm’s Global Chief Investment Officer to formulate and communicate Guggenheim’s macro view to institutional clients, financial advisors, and internal constituents and to support the firm as a leader in capital markets & economic insight. She speaks regularly to investors and the media, appearing on Bloomberg TV, CNBC, CNN and others. With support from a team of economists, strategists and analysts, she is also a key resource in translating the high-level views of the firm for Guggenheim’s Portfolio Managers and investment staff. Prior to this role, she was the Head of Research for Guggenheim Investments and before that, the Director of Research for Guggenheim Securities' Washington Research Group, which provides political, economic, and industry research for investors and has been consistently ranked top three in the Institutional Investor "All America Research Team" Poll. Earlier in her career, Ms. Mathias was a General Partner in healthcare and biotech private equity funds investing in the United States and internationally, and spent five years as a senior consultant specializing in privatization and enterprise restructuring in the emerging markets with Deloitte & Touche. Ms. Mathias has a B.A. (cum laude, Phi Beta Kappa) from the University of Maryland, and a Master’s in International Affairs, with honors, from Georgetown University. She is a CFA charterholder and a member of the CFA Society of Los Angeles and the CFA Institute.
  • Joe Burschinger, Chief Risk Officer

  • Dustan Beier, Chief Financial Officer

  • Kevin Robinson, General Counsel

  • Robert Jee, Chief Compliance Officer

  • Daniel Shannon, Global Head of Operations

  • Frank Beardsley, Head of Insurance Client Relationship Management and Distribution

  • Alexandra Court, Global Head of Institutional Distributions

  • Douglas Mangini, Head of Intermediary Distribution



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Guggenheim Investments

Guggenheim Investments is the global asset management and investment advisory division of Guggenheim Partners, with $198 billion1 in assets across fixed income, equity, and alternative strategies. We focus on the return and risk needs of insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, wealth managers, and high-net-worth investors.

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