Voya Balanced Large Cap Core-Value SMA

Matt Toms is the chief executive officer of Voya Investment Management, the asset management business of Voya Financial. As CEO, Toms leads the strategic direction and operational performance of Voya Investment Management, which manages strategies spanning public and private fixed income, equities, multi-asset solutions and alternative strategies for institutions, financial intermediaries and individual investors. Voya Investment Management has domestic offices in New York City, Atlanta, San Diego and San Francisco, among others, as well investment teams in London, UK. Matt has over 30 years of asset management experience, both domestically and internationally. Prior to becoming CEO, Matt was global chief investment officer and CIO of fixed income at Voya Investment Management and led a team of investment professionals with broad oversight of Voya’s public fixed income, private fixed income and alternatives, equities, and multi-asset strategies and solutions. Before joining Voya, Matt worked at Calamos Investments, where he built their fixed income business. He also has prior portfolio management experience at Northern Trust and Lincoln National. Matt serves on Voya Financial’s Executive Committee and is a board member of Pomona Capital. He earned a BBA from the University of Michigan and is a CFA® Charterholder.

Sean Banai is head of portfolio management for the fixed income platform at Voya Investment Management. Previously, Sean was a senior portfolio manager and before that head of quantitative research for proprietary fixed income. Prior to joining the firm in 1999, he was a partner in a private sector company. Sean received a BA and an MS in actuarial science from Georgia State University. He holds the Chartered Financial Analyst® designation.

Raj Jadav is a portfolio manager at Voya Investment Management. Prior to joining Voya, Raj was a senior product specialist at Allianz Global Investors where he was responsible for covering and supporting sales and distribution of the global fixed income team’s product offering in North America. Prior to that, Raj was a portfolio manager at AllianceBernstein where he held various positions managing US multi-sector, US TIPS, stable value, global multi-sector and municipal money market portfolios. Raj earned a MA in economics from New York University and a BS in business management and economics from SUNY at Stony Brook. Raj is a CFA® Charterholder.

James Dorment is co-head of fundamental research and a portfolio manager for the large cap value strategies at Voya Investment Management. Prior to joining Voya, he was a senior research analyst from Columbia Management. Previously, he worked at U.S. Trust analyzing and investing in a broad range of industries in both public and private equity markets. Jim earned a BA in economics from Bates College and is a CFA® Charterholder.

Vincent Costa is chief investment officer, equities at Voya Investment Management and also serves as a portfolio manager for the active quantitative and fundamental large cap value strategies. Previously at Voya, he was head of the global quantitative equity team. Prior to joining Voya, he managed quantitative equity investments at both Merrill Lynch Investment Management and Bankers Trust Company. Vinnie earned an MBA in finance from New York University's Stern School of Business and a BS in quantitative business analysis from Pennsylvania State University. He is a CFA® Charterholder.

Gregory Wachsman is a portfolio manager for the large cap value strategies and an analyst covering the financials sector on the large and mid cap fundamental research team at Voya Investment Management. Prior to joining Voya, Greg was an equity analyst at Lord Abbett & Co, where he covered U.S. banks, brokers, specialty finance and exchanges. Prior to that, he worked at UBS Global Asset Management, covering U.S. regional banks and specialty finance. Gregory earned an MBA from The University of Chicago Booth School of Business and a BA from Northwestern University. He is a CFA® Charterholder.