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Bob McLaughlin

Director of Investment Services and Senior Partner at Penn Capital Management Company, LLC

Media, PA , United States

About

Bob McLaughlin, CFA, is a Senior Partner and Director of Investment Services at Penn Capital Management Company, LLC, located in Media, PA. In his current role, he oversees the firm’s operations, client reporting, and client service functions, ensuring efficient middle-to-back office processes and high-quality client communications.

Mr. McLaughlin brings over 15 years of investment management experience, with specialization in high yield fixed income and micro- to mid-capitalization equity portfolios. Prior to joining Penn Capital in 2011, he was a Director with Evergreen Investments’ Global High Yield team—serving as a trader and portfolio analyst—and previously held several roles at Deutsche Asset Management, including as a trader and performance analyst focused on global high yield asset classes.

He earned a BS in Accounting from Villanova University and an MBA in Finance from Widener University, with additional credentials as a Chartered Financial Analyst (CFA). Mr. McLaughlin is recognized for his expertise in business operations and client servicing, as well as his contributions to the development and management of high yield and equity investment products for institutional and individual investors.

Career History

OrganizationRoleDate RangeDetails
Penn Capital Management Company, Inc.Director of Investment Services and Senior PartnerJan 2017 to Present
Penn Capital Management Company, Inc.Manager of Business OperationsJul 2011 to Dec 2015
Actively managed team covering client onboarding, client service, trade settlement, middle office, syndicated loan settlement and administration, private fund administration, performance measurement a...
Evergreen InvestmentsDirector - Global High YieldFeb 2007 to Aug 2010
Traded high yield, emerging market and treasury bonds, leveraged loans, currency and CDS (HYCDX, CMBX and single name) Managed team projects and developed excellent relationships with vendors and inte...
Deutsche BankDirector - Global High YieldAug 1998 to Aug 2006
Point of contact on high yield team for all other investment teams, operations team, product specialists, consultant relations, and business managers, providing excellent service and thoughtful analys...
Laventhol & HorwathStaff AuditorSep 1989 to Nov 1990
ArkemaSenior Financial Analyst - TreasuryUnknown to Present
Financial modeling and analysis, currency management, defined benefit pension plan analysis and administration. Domestic cash management, implemented Treasury Workstation and SAP treasury module. Inte...

Education

Widener University

Master of Business Administration, Finance

1993 1996

Villanova University

Bachelor of Science in Business Administration, Accounting

1985 1989

St. James High School

1981 1985

Others at Penn Capital Management Company, LLC (7)

NameRoleLocation
J
Joe Maguire
Portfolio ManagerUnited States
P
Paulo Silva
Senior Managing Partner, Senior Portfolio ManagerPhiladelphia, PA , United States
P
Percy Walla
Managing PartnerPhiladelphia, PA , United States
R
Randall Braunfeld
Senior Research Analyst and PartnerPhiladelphia, PA , United States
B
Ben Pickles
Research AnalystPhiladelphia, PA , United States
C
Chad Bolen
Senior Partner and Senior Research AnalystMedia, PA , United States
Howard Bryerman
Howard Bryerman
AnalystCherry Hill, NJ , United States