Portfolio Managers

Daniel Goldfarb, CFA | Chief Investment Officer – Fundamental Small Cap Core/Growth Equities

Dan is Head of the Fundamental Small Cap Core/Growth Team and serves as the Portfolio Manager for our Micro Cap Core, Small Cap Growth, and Small Cap Core strategies. He also serves as an Equity Analyst for these strategies. Prior to joining OFI Institutional in 2006, Dan was a Managing Director/Portfolio Manager/Equity Analyst at our affiliate, Babson Capital, since 1995. Previously, Dan held positions at Drexel Burnham Lambert, Smith Barney, and Wilmington Trust. Dan has covered financial institutions during his entire career as well as several other industries including telecom, electric utilities, and REITs. He holds a B.A. from Hobart College and an M.B.A. from Vanderbilt University. Dan is a member of the CFA Institute and Treasurer of the Bank Analyst Association of Boston.

Steven Dray, CFA | Portfolio Manager – Fundamental Small Cap Core/Growth Equities

Steven is a Portfolio Manager for the Fundamental Small Cap Core/Growth Team and is responsible for managing the Micro Cap Core, Small Cap Growth, and Small Cap Core strategies. Steven also serves as an Equity Analyst for these strategies. Prior to joining OFI Institutional in 2006, Steven was a Managing Director/Portfolio Manager/Equity Analyst at our affiliate, Babson Capital, since 2001. Previously, Steven spent five years at Strong Capital Management as an Associate Portfolio Manager/Analyst and also was an Engineer at Lockheed Martin Aeronautics Company. He holds a B.S. in Electrical Engineering from Tufts University and an M.B.A. from Indiana University. Steven is a member of the CFA Institute and the Boston Security Analysts Society..



Research Analysts

Christopher Crooks, CFA | Portfolio Manager – Fundamental Small Cap Core/Growth Equities

Chris is a Portfolio Manager for the Fundamental Small Cap Core/Growth team and is responsible for managing the Micro Cap Core and Small Cap Core strategies. Chris also serves as an Equity Analyst for the Micro Cap Core, Small Cap Core, and Small Cap Growth strategies. Prior to joining OFI Institutional in 2006, Christopher held the position of Managing Director/Portfolio Manager at our affiliate, Babson Capital, since 2003. Previously, Chris was a Managing Director/Analyst at Commerce Capital Markets responsible for covering the specialty chemicals and materials sectors. He also was a Senior Research Analyst at Janney Montgomery Scott, LLC. He holds a B.S. in Chemical Engineering from Drexel University and an M.B.A. from Villanova University. Chris is a member of the CFA Institute and the American Chemical Society.

Barry Goggins, CFA | Research Analyst – Fundamental Small Cap Core/Growth Equities

Barry is an Equity Analyst for the Fundamental Small Cap Core/Growth team. Prior to joining OFI Institutional in 2006, Barry was a Managing Director/Research Analyst at our affiliate, Babson Capital, since 1995. Previously, Barry spent over 11 years as Vice President at Mass Mutual/Concert Capital and over 4 years as a Securities Analyst at Commercial Union Investment Management. He holds a B.S. in Mathematics from the University of Notre Dame and an M.B.A. from Boston College with a concentration in Finance. Barry is a member of the CFA Institute and the Boston Security Analysts Society.

Joseph Hosler, CFA | Research Analyst – Fundamental Small Cap Core/Growth Equities

Joe is an Equity Analyst for the Fundamental Small Cap Core/Growth team. Prior to joining OFI Institutional in 2006, Joe was a Managing Director/Research Analyst at our affiliate, Babson Capital, since 2003. Previously, Joe spent three years as an Analyst at Putnam Investments and held the positions of Portfolio Manager at Independence Investment Associates and of Project Engineer at Komag Inc. He holds a B.S. and an M.S. from Boston University and an M.B.A. from The Darden School at the University of Virginia. Joe is a member of the CFA Institute and the Boston Security Analysts Society.

Jacqueline Williams, CFA | Research Analyst – Fundamental Small Cap Core/Growth Equities

Jackie is an Equity Analyst for the Fundamental Small Cap Core/Growth team. Prior to joining OFI Institutional in 2006, Jackie was a Managing Director/Research Analyst at our affiliate, Babson Capital, since 2005. Previously, she was Vice President of Equity Research at Jesup & Lamont Securities Corporation, and an Associate/Analyst in KPMG’s Capital Markets Group. She holds a B.A. from Colgate University with a concentration in Economics and German Literature, and an M.B.A. from New York University's Leonard Stern School of Business with a concentration in Finance. Jackie is a member of the CFA Institute and the Boston Security Analysts Society.