President & Chief Executive Officer, Chief Investment Officer, Portfolio Manager for Strategic Core

Isaac serves as Piedmont’s Chief Investment Officer and portfolio manager of Piedmont’s Strategic Core product.

Isaac H. Green has 24 years of investment experience. He previously served as Executive Vice President and Managing Director of Loomis, Sayles’ Value Equity Management Division. He was named to this position in 1998, assuming management responsibility for 25 investment professionals who managed seven products, with over $10 billion in assets under management (as of 12/31/99). Isaac joined Loomis as a portfolio manager in 1993. In 1995, he became Managing Partner of Loomis’ Detroit office and was elected a Director of the firm. 

Prior to joining Loomis, Sayles & Co., Isaac served as Senior Vice President and Director of Investments at NCM Capital Management. He joined NCM in 1988 as Director of Research.

Isaac received his AB in Economics and History from Duke University, and his MBA in Finance and Business Economics from Columbia University. Isaac began his investment career as a Securities Analyst with NCNB National Bank.

Executive Vice President & Chief Operating Officer, Portfolio Manager for Market Plus

Sumali manages all aspects of Piedmont’s quantitative research activities. She serves as portfolio manager of Piedmont’s Market Plus product and provides portfolio management support to the Value Opportunity product.

Sumali previously managed Loomis Sayles’ Quantitative Research Department. She also served as a senior analyst responsible for providing quantitative support to the Small Cap Value group. She joined Loomis, Sayles in 1997 as an associate in the Quantitative Research Department.

Sumali received her BS and MS in Economics from the University of Calcutta, India, and her MBA in Finance and Management Information Systems from Oakland University, Michigan. She began her investment career in 1995 at Olde Discount Corporation as a Credit Analyst. Sumali is also a member of the Chicago Quantitative Alliance (CQA).

Executive Vice President, Portfolio Manager for Value Opportunity

Dawn serves as Piedmont’s Executive Vice President and portfolio manager of Piedmont’s Small Cap Value Opportunity Product. Dawn has 17 years of investment experience.

Prior to joining Piedmont, Dawn previously served as co-manager of the Loomis Sayles Small Cap Value product. Dawn began her investment career at Loomis, Sayles in 1992 when she joined the recently founded Small Cap Product Group as its first analyst. She became a portfolio manager in 1997. During her eight-year tenure, Dawn contributed significantly to the strong investment results of the Small Cap product, which grew from $50 million to $2 billion in assets in the year 2000.

Dawn received her BS in Mass Communications from Virginia Commonwealth University and her MBA in Finance and Accounting from the University of Michigan.

Senior Vice President, Director of Fixed Income, Portfolio Manager for Fixed Income

Charles manages all aspects of Piedmont’s fixed income research activities and serves as portfolio manager for Piedmont’s Yield Advantage products.

Charles previously served as lead portfolio manager at Hughes Capital Management with responsibility for over ~$800 million in fixed income assets (as of 12/31/00). From 1993 to 1997, Charles was part of a five-member team at Sovran Capital Management responsible for managing a $5 billion total return portfolio.

Charles received his AB in Political Science from Duke University and his MBA in Finance from Clark-Atlanta University. Charles began his investment career as a credit analyst with Sovran Capital Management.

Vice President, Portfolio Manager for Fixed Income

Noel serves as fixed income portfolio manager for Piedmont’s Yield Advantage products and conducts research on the various sub-sectors of the fixed income markets.

Noel previously served as the Senior Portfolio Manager at Tattersall Advisory Group in Richmond, Virginia, specializing in corporate credit and derivatives. Prior to Tattersall, Noel led the Credit Strategy effort at Evergreen Investment Management Company in Charlotte, North Carolina, where he was Senior Portfolio Manager and Head of Credit Strategy. Earlier in his career, he worked for a subsidiary of Evergreen in London, England, analyzing multi-currency European credit. Noel began his career as a core fixed income portfolio manager and analyst for First Union Corporation, managing various institutional mandates.

Noel received his BA in History and Political Science from the University of North Carolina at Chapel Hill. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute, CFA Virginia and the CFA North Carolina Society.