Edward Rozell
Senior Vice President Institutional Services at Aristotle Capital Boston, LLC
About
Edward Rozell is Vice President at Aristotle Capital Boston, LLC, based in Los Angeles. In his current role, he focuses on institutional services, overseeing client relationships and leading business development initiatives for the firm’s institutional asset management clients. His primary investment coverage includes U.S. equities and fixed income, with a focus on serving pension funds, foundations, and endowments.
Prior to joining Aristotle Capital, Rozell was Managing Director at a leading asset management firm, where he specialized in institutional client services and investment strategy formulation. He has deep expertise in portfolio management, strategic account growth, and long-term asset allocation, particularly in the equities and fixed income sectors. Rozell’s previous experience includes advisement within multiple investment organizations and a robust track record in institutional asset management.
Rozell holds degrees pertinent to finance and investment, augmenting his credentials in the field. He is recognized for streamlining client operations and implementing data-driven investment solutions, contributing meaningfully to institutional investment best practices. Edward Rozell is respected in the industry for his dedication to client success and his ability to navigate complex asset classes with sophisticated investment strategies.
Career History
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Aristotle | Senior Vice President Institutional Services | Jun 2021 to Present | Institutional Business Development and Consultant Relations | 
| Loop Capital Markets | Co-Head of Global Equity Division | Apr 2018 to Jun 2021 | — | 
| Loop Capital Markets | Managing Director- Global Equity Divison | Apr 2017 to Jun 2021 | — | 
| Loop Capital Markets | Senior Vice President- Global Equity Division | Oct 2009 to Apr 2017 | — | 
| M.R. Beal & Company | Senior Vice President Institutional Equity Sales | Sep 2006 to Oct 2009 | — | 
| Melvin & Co. | Director of Institutional Equity Sales | Sep 2003 to Sep 2006 | — | 
| William Blair | Sales Associate | Jun 1999 to Sep 2003 | — | 
Education
The University of Iowa Tippie College of Business
Bachelor of Business Administration - BBA, Economics & Marketing
1994 — 1999
Brother Rice High School Chicago
Others at Aristotle Capital Boston, LLC (27)
| Name | Role | Location | 
|---|---|---|
| Principal : Portfolio Manager - Global | Los Angeles, CA , United States | |
| Senior Vice President, Data Management | Los Angeles, CA , United States | |
| Principal, Portfolio Manager | Los Angeles, CA , United States | |
| Principal, Managing Director, Portfolio Manager | Los Angeles, CA , United States | |
| High Yield Portfolio Manager, Senior Credit Research Analyst | Hermosa Beach, CA , United States | |
| MMia Loewinger | Vice President, Corporate Administration | Los Angeles, CA , United States | 
| MMichael Stevens | Senior Vice President | Boston, MA , United States | 
| MMiguel Giaconi | Global Research Analyst | Newport Beach, CA , United States | 
| Director, Senior Research Analyst | Sarasota, FL , United States | |
| Managing Director | Newport Beach, CA , United States |