Bob McLaughlin
Director of Investment Services and Senior Partner at Penn Capital Management Company, LLC
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
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Penn Capital Management Company, Inc. | Director of Investment Services and Senior Partner | Jan 2017 to Present | — | 
| Penn Capital Management Company, Inc. | Manager of Business Operations | Jul 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 Investments | Director - Global High Yield | Feb 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 Bank | Director - Global High Yield | Aug 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 & Horwath | Staff Auditor | Sep 1989 to Nov 1990 | — | 
| Arkema | Senior Financial Analyst - Treasury | Unknown 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)
| Name | Role | Location | 
|---|---|---|
| JJoe Maguire | Portfolio Manager | United States | 
| PPaulo Silva | Senior Managing Partner, Senior Portfolio Manager | Philadelphia, PA , United States | 
| PPercy Walla | Managing Partner | Philadelphia, PA , United States | 
| RRandall Braunfeld | Senior Research Analyst and Partner | Philadelphia, PA , United States | 
| BBen Pickles | Research Analyst | Philadelphia, PA , United States | 
| CChad Bolen | Senior Partner and Senior Research Analyst | Media, PA , United States | 
| Analyst | Cherry Hill, NJ , United States |