Biography

Kelly Cruse is the Director of Municipal Research at Loomis, Sayles & Company. She has 35 years of investment industry experience and joined Loomis Sayles in 2019 as part of the firm’s acquisition of McDonnell Investment Management, where she had most recently served as managing director and senior fixed income analyst covering municipal bonds. She was promoted to head of the Municipal Bond Research Group in 2021. Previously, Kelly was at Allstate Investments, where she performed analysis in the higher education, housing, special tax and general obligation municipal bond sectors. In this role, she analyzed and evaluated financial data, credit fundamentals and legal structure to determine internal ratings and outlooks. Additionally, Kelly worked closely with portfolio managers to provide buy/sell recommendations and other critical information. She is a member of the Chicago Municipal Analysts Society and the National Association of Municipal Analysts. Kelly earned a BA in Finance from DePaul University.

About the Credit Research Team

Investors on the Credit Research team

Shannon O'Mara, CFA
Shannon O'Mara, CFA
Head of Credit Research
Derek Endsley
Derek Endsley
Senior Credit Research Analyst
Michael Grygo
Michael Grygo
Senior Fixed Income Analyst
Bedford Lydon, III
Bedford Lydon, III
Senior Credit Research Analyst
Allison Bretz
Allison Bretz
Senior Credit Research Analyst
Joe Prestamer
Joe Prestamer
Credit Research Analyst
Vas Karanxha
Vas Karanxha
Credit Research Associate
Catherine Ferri, CFA
Catherine Ferri, CFA
Senior Credit Research Associate
Kristen Moldovan, CFA
Kristen Moldovan, CFA
Credit Research Analyst
Jamal Pulley
Jamal Pulley
Senior Credit Research Analyst
Bryce Stocks, CFA
Senior Credit Research Analyst
James Davie, CFA
James Davie, CFA
Senior Credit Research Analyst
Tim Lambert, CFA
Tim Lambert, CFA
Senior Credit Research Analyst
Kathyrn Coburn
Kathyrn Coburn
Credit Research Analyst
Alex Palfrey, CFA
Senior Credit Research Analyst
Will Jessiman, CFA
Will Jessiman, CFA
Credit Research Analyst
Kenny Vallace, CFA
Kenny Vallace, CFA
Credit Research Analyst
Justin Ward, CFA
Senior Credit Research Analyst
Syed Ahsan Ali Kazmi
Syed Ahsan Ali Kazmi
Senior Credit Research Associate
Kathy Raphael
Kathy Raphael
Senior Credit Research Analyst
Jessica Brenek
Jessica Brenek
Senior Credit Research Associate
Saahit Valiveti, CFA
Saahit Valiveti, CFA
Credit Research Analyst
Alfred Parker
Alfred Parker
Credit Research Analyst
Megan Giambanco
Megan Giambanco
Senior Credit Research Associate
Sean Murray, CFA
Credit Research Analyst
Alex Greenberg
Credit Research Analyst
Matt Welch, CFA
Matt Welch, CFA
Senior Credit Research Analyst & Business Manager
Joanne McIntosh
Joanne McIntosh
Director of Investment Grade Credit Research
Ryan McGrail
Ryan McGrail
Director of Leveraged Finance Credit Research
Ken Heffner, CFA
Ken Heffner, CFA
Senior Credit Research Analyst
Alex Tran
Alex Tran
Senior Credit Research Analyst
Paul Batterton, CFA
Paul Batterton, CFA
Senior Credit Research Analyst
Shelly McNulty
Shelly McNulty
Senior Credit Research Analyst
David Lapierre, CFA, CAIA
David Lapierre, CFA, CAIA
Senior Credit Research Analyst
Greg Schantz, CFA
Greg Schantz, CFA
Senior Credit Research Analyst
Nada Oulidi, CFA
Nada Oulidi, CFA
Senior Credit Research Analyst
Meredith Pallone
Senior Credit Research Analyst
Julian Wellesley, CFA
Julian Wellesley, CFA
Senior Credit Research Analyst
Zahiye Yuksel
Senior Credit Research Analyst
Spyros Katsaros, CFA
Spyros Katsaros, CFA
Senior Credit Research Analyst
Colin Wilson Murphy
Colin Wilson Murphy
Senior Credit Research Analyst
Jeremy Teng
Senior Credit Research Analyst
Zhi Wei Feng
Senior Credit Research Analyst
Ksenia Edwards, CFA
Ksenia Edwards, CFA
Senior Credit Research Analyst
David Xia
David Xia
Senior Credit Research Analyst
Paul Hanson
Paul Hanson
Senior Credit Research Analyst
Chris Keller, CFA
Senior Credit Research Analyst
James Barr, CFA
James Barr, CFA
Senior Credit Research Analyst
Sam Canelas
Sam Canelas
Credit Research Analyst