- Head of Institutional Advisor ChannelWilliam LoehningHead of Institutional Advisor Channel
William (Bill) Loehning joined Thornburg in March of 2018 as head of institutional advisor channel, focusing on registered investment advisors, family offices, and bank trust. He has extensive experience working with all parts of the advisor community.
Prior to joining Thornburg, Bill was a senior advisor consultant with Putnam Investments, focused on the Northeast. Before that, Bill served as a regional marketing director for The Hartford, covering the wirehouses in New England and as a regional representative for John Hancock for the independent channel in the Chicago area. Bill has a BA in economics from Colgate University and is registered with FINRA with a Series 6, 7, 24, 63, and 65. He lives in Barrington, Rhode Island, with his wife, Lauren, and children, Will, Harper and Eve. He enjoys skiing, boating, golf, and coaching his kids.
- Regional DirectorStephen JimenezRegional Director
Stephen Jimenez is a regional director for the institutional advisor channel, focusing on registered investment advisors (RIAs), family offices, and bank trust. He has extensive experience working with all parts of the advisor community. Prior to his current role, Stephen was a client portfolio manager for the firm, serving as a liaison between the investment team and clients.
Before joining Thornburg, Stephen was a salesperson at III Capital Management, a $4 billion hedge fund management company focused on rates and credit strategies. He also held various positions in the alternative asset management industry, including Coast Investment Management, a $7 billion fund of hedge funds. His roles included global product specialist and hedge fund analyst, focused on fixed income relative value strategies. Earlier in his career he was a U.S. Treasuries market maker and arbitrageur at major Wall Street firms, including Bank of America and UBS.
Stephen attended the University of Washington, where he graduated with a BA in economics. He is currently registered with FINRA with a Series 7 and 66.
- Regional DirectorScott KentRegional Director
Scott Kent joined Thornburg in June of 2018 as a regional director for the institutional advisor channel, focusing on registered investment advisors (RIAs), family offices, and bank trust. He has extensive experience working with all parts of the advisor community.
Prior to joining Thornburg, Scott was an advisor consultant with Putnam Investments, focused in the Central and Mountain States in the RIA and major wirehouse channels. Before that, Scott served as a fixed income investment analyst for State Street Bank and a financial representative for Northwestern Mutual both based in Boston, MA.
Scott has a BA in business administration and international business from the University of Maine, attended international business school in Geneva, Switzerland, and is registered with FINRA with a Series 6, 63, 7, and 65. He lives in Denver, Colorado, with his wife, son, and twin daughters. He enjoys anything outdoors including skiing, boating, golfing, hiking, but, most importantly, spending time with his family, which includes his Yorkshire Terrier, Bo.
- Senior Internal Sales ConsultantNicholas CaineSenior Internal Sales Consultant
Nick Caine is a senior internal sales consultant – institutional advisor channel for Thornburg Investment Management. Prior to joining Thornburg in 2018, Nick worked as a financial advisor and an internal consultant for OppenheimerFunds in New York City.
Nick graduated from Trinity University in San Antonio, TX, with a BS in business with a concentration in marketing and a minor in sports management. He was a four-year member of the Trinity University men’s swim team and is the youngest American male to swim the English Channel in a time of 13 hours and 11 minutes. He is currently registered with FINRA with a Series 7 and 66.