Steve is President of Sun Life Investment Management, Sun Life Financial’s third-party institutional investment management platform. This includes the Bentall Kennedy Group in North America, Prime Advisors, Inc. and Ryan Labs Asset Management Inc. in the United States, and Sun Life Institutional Investments (Canada) Inc. in Canada. He is also responsible for the investment operations of Sun Life Assurance Company of Canada which supports the Sun Life Investment Management companies and manages the general account assets of the Sun Life Financial group of companies. Steve is a member of the Sun Life Financial executive team.
Steve joined Sun Life Financial in 2009 and has more than three decades of investment management and credit experience in North American and international markets. This includes extensive experience managing teams, portfolios and research across a wide range of assets and strategies, including public and private asset classes, derivative markets and liability-driven investing.
Steve holds a Bachelor of Science degree from the University of Virginia. He is a CFA Charterholder and a member of the Boston CFA society.
Randy is Chief Investment Officer of Sun Life Financial and heads the investment operations of Sun Life Assurance Company of Canada. He joined Sun Life Financial in January 2016.
With more than three decades of investment management expertise at highly-respected global financial firms, Randy brings strong experience to Sun Life. Since 2007, Randy has held several senior roles at Deutsche Asset & Wealth Management, most recently as Global Head of Insurance and Pension Solutions and as Head of Asset and Wealth Management for the UK region.
Randy holds Bachelor of Science and Master of Engineering degrees, both in Electrical Engineering, from Cornell University. He also earned an MBA from Cornell University's Johnson Graduate School of Management, where he was a Lester B. Knight Scholar.
Gary joined Bentall Kennedy in 1998 as President and Chief Executive Officer of Bentall’s Investment Management group (formally called Penreal Capital Management) and has led the company through 17 years of growth and change. Gary sits on the boards of all Bentall Kennedy entities and client funds, and is responsible for the performance and governance of all operating and investment groups.
Prior to joining Bentall Kennedy, Gary held progressively more senior executive positions in several public and private real estate operating, investment and development companies active in Canada and the US. He also practiced as an architect for several years at the outset of his career.
Gary holds a degree in architecture from McGill University and an MBA from Harvard Business School. He is past Chair of the Board of REALpac – Real Property Association of Canada and is a past director of the National Association of Real Estate Investment Managers.
Richard Familetti is the President and Chief Investment Officer at Ryan Labs Asset Management. Richard joined the firm in 2009 as a portfolio manager specializing in corporate credit and fixed income asset allocation, and was promoted to Director of Asset Management in 2013. He has experience with various investment strategies in all sectors of the fixed income markets employing a combination of fundamental and technical analysis.
Richard also leads the Ryan Labs Management Committee, which enables Ryan Labs to tap into each Committee members’ strengths, share day-to-day management responsibilities and to provide a cohesive view to the firm’s future direction.
Prior to joining Ryan Labs, Richard held positions at Halbis Capital Management as a hedge fund manager, Calyon Bank in proprietary trading, and Credit Suisse Asset Management as a Managing Director. Richard joined Credit Suisse as a result of the sale of a small, successful partnership called Brundage, Story and Rose, Investment Management. Before this, he traded mortgages, CMO’s, and ABS for Lazard Freres Asset Management.
Richard holds a B.A. from Hofstra University and an M.B.A. from Fordham University. He is a CFA charterholder.
Click here to read the press release on Richard Familetti’s appointment to President and CIO
Eugene Lundrigan is President, Sun Life Institutional Investments (Canada) Inc., a Sun Life Financial business that offers investment solutions to defined benefit pension plan clients and other institutional investors.
Eugene was instrumental in launching Sun Life Institutional Investments (Canada) Inc. in 2014 and served as the firm’s Chief Operating Officer, responsible for the strategy development, product, marketing, client services and reporting functions.
Eugene is also Head of Business Strategy for Sun Life Investment Management, Sun Life Financial’s third-party institutional investment management platform. Eugene has accountability for business strategy, product development and marketing for the Sun Life Investment Management group of companies. This includes Bentall Kennedy (Canada) Limited Partnership in Canada, and Prime Advisors Inc., Ryan Labs Asset Management and Bentall Kennedy (U.S.) Limited Partnership in the United States.
Eugene has over 20 years of experience in financial services and an extensive background in investments, investment governance, strategy and marketing. Following roles at the Bank of Canada, he joined Sun Life Assurance Company of Canada (Sun Life) in 1997 and has held a range of senior level positions, including Senior Managing Director of Canadian Public Fixed Income, various leadership roles in wealth management, marketing and strategy in Asia, head of the International Investment Centre that manages Sun Life’s relationships with investment managers around the world, and most recently Vice-President, Strategy - Asset Management. Eugene has also served as the investments representative on the pension plan committees of several Sun Life businesses.
Raised in Baie Verte, Newfoundland, Eugene has a Bachelor of Commerce from Carleton University and an M.B.A. (Finance) from McMaster University. He is also a CFA Charterholder and member of the Toronto CFA society.
Click here to read additional details about Eugene Lundrigan’s appointment to President, Sun Life Institutional Investments (Canada) Inc.
Steve Doire is President, Prime Advisors, Inc., a Sun Life Investment Management company. He is responsible for Prime Advisors’ day-to-day operations as well as its strategic direction and results. Steve is also Director of the Prime Advisors’ Board.
Steve has led an accomplished career in asset management and is recognized for his leadership and expertise in investments, accounting and finance, operations, underwriting, taxation and regulation to develop and deliver strategic investment solutions for insurers.
Steve joined Prime Advisors in April 2018 after 20 years with Deutcshe Asset Management, where he helped grow its insurance general account assets under management from $27B to over $200B during his tenure. He was most recently Managing Director, Head of Americas Insurance Asset Management and Chair of the Global Insurance Practice leading a team of over 30 professionals responsible for business development, relationship management, insurance solutions and client analytics and accounting.
Over the course of his career, Steve has held progressively senior roles including Managing Director, Global Co-Head of Client Solutions and Managing Director, Global Head of Insurance Advisory Services at Deutcshe Asset Management. Steve also worked at Providence Washington Insurance Group and KPMG Peat Marwick earlier in his career.
Steve holds a BS in Business Administration from Bryant University, Smithfield RI, and holds Certified Public Accountant (CPA), Chartered Financial Analyst (CFA) and Chartered Property Casualty Underwriter (CPCU) designations.