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MFWire: Lord Abbett Funds
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Lord Abbett & Co. LLC
90 Hudson Street
Jersey City, NJ  07302
Google Maps

Main Phone: 201-827-2000
Web Site: Click Here

Mutual Fund Brand(s)
Lord Abbett Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    One of the oldest investment managers in the U.S., Lord Abbett was founded by Andrew James Lord and his associates in November 1929, weeks after the stock market crash. Originally called Lord, Westerfield & Co. Inc., the employee-owned firm changed its name to Lord, Abbett & Co.,in 1933, two years after the Westerfields left the firm and Leon Abbett provided the company with capital.

    In 1932, the firm launched what is known today as the Lord Abbett Income Fund. Lord Abbett followed up that launch in 1934 with the rollout of the Lord Abbett Affiliated Fund. The company currently offers more than 40 mutual funds.

    In 1996, Lord Abbett named Bob Dow managing partner. Dow is currently senior partner. Darla Foster was named the company's ninth managing partner in 2007.

    Its total AUM as of March 31, 2017 is $143.5 billion.
    Sponsored Opportunities

    Key People:
    Doug Sieg
    Managing Partner, Lord Abbett
    Bob Noelke
    Partner, Private Wealth Group, Lord Abbett
    Robert Dow
    Senior Partner, Lord Abbett
    R. Pennington
    Partner, Director of Global Relationship Management, Lord Abbett
    Daria Foster
    Outgoing Managing Partner, Lord Abbett
    Thomas Malone
    Partner, Director of U.S. Retail Markets, Lord Abbett
    Michael Radziemski
    Partner, Chief Information Officer, Lord Abbett
    Lawrence Kaplan
    Partner, General Counsel, Lord Abbett
    Stacy Allen
    Partner, Chief Administrative Officer, Lord Abbett
    Robert Gerber
    Senior Manager, Cuna Mutual
    Mike Weldon
    Partner, Director of Marketing, Lord Abbett
    Jack Baldwin
    Partner, Director of Global Relationship Management, Lord Abbett
    James Bernaiche
    Partner, Chief Compliance Officer, Lord Abbett and Co.
    Joan Binstock
    Partner, Chief Operations Officer, Chief Financial Officer, Lord Abbett and Co.
    Lynn Gargano
    Partner, Chief Financial Officer, Lord Abbett
    Michael Brooks
    Partner, Private Wealth Group, Lord Abbett
    Zane Brown
    Partner, Fixed Income Strategist, Lord Abbett
    Milton Ezrati
    Partner, Senior Economist and Market Strategist, Lord Abbett
    Charles Hofer
    Partner, Client Portfolio Manager, Lord Abbett
    Cinda Hughes
    Partner, Client Portfolio Manager, Lord Abbett
    Stacia Ikpe
    Partner, Client Portfolio Manager, Lord Abbett
    Deepak Khanna
    Partner, Portfolio Manager for the Fundamental Equity Fund, Lord Abbett
    Jerald Lanzotti
    Partner, Portfolio Manager of Taxable Fixed Income, Lord Abbett
    Robert Lee
    Partner & Director of Taxable Fixed Income, Lord Abbett
    Michael Lesesne
    Partner & Director of Credit Research, Lord Abbett
    David Linsen
    Partner & Director of Large and Mid Cap Growth, Lord Abbett
    Gregory Macosko
    Partner, Portfolio Manager of Small Cap Value, Lord Abbett
    Thomas Maher
    Partner, Portfolio Manager of Smid Cap Value, Lord Abbett
    Justin Maurer
    Partner, Portfolio Manager of Smid Cap Value, Lord Abbett
    Vincent McBride
    Partner & Director of International Equity, Lord Abbett
    John McMillin
    Partner, Associate Director of Domestic Equity Research, Lord Abbett
    Jonathan Morgan
    Partner, Director of Institutional Services, Lord Abbett
    Andrew O'Brien
    Partner, Portfolio Manager of Taxable Fixed Income, Lord Abbett
    William Parker
    Partner, Director of Client Portfolio Management, Lord Abbett
    Thomas Phillips
    Partner, Deputy General Counsel, Lord Abbett
    Walter Prahl
    Partner & Director of Quantitative Research, Lord Abbett
    Steven Rocco
    Partner, Portfolio Manager for the High Yield Fund, Lord Abbett
    Rick Ruvkun
    Partner & Director of Domestic Equity Research, Lord Abbett
    Lawrence Sachs
    Partner, Portfolio Manager of Large Cap Value, Lord Abbett
    David Selbst
    Partner, Divisional Sales Leader and Regional Manager, Lord Abbett
    Larry Stoller
    Partner, Senior Deputy General Counsel, Lord Abbett
    Diane Tornejal
    Partner, Director of Human Resources, Lord Abbett
    Alec Crawford
    Partner, Chief Risk Officer, Domestic Equity Investments, Lord Abbett
    John Corr
    Partner, Director of Taft-Hartley Services, Lord Abbett
    Daniel Frascarelli
    Partner, Director of Large Cap Core and Large Cap Value, Lord Abbett
    Bernie Grzelak
    Partner, Chief Operations Officer, Lord Abbett
    Allison Haupt
    Partner, Director of Product Management, Lord Abbett
    Gerard Heffernan
    Partner, Director of Small and Micro Cap Value, Lord Abbett
    Ted Oberhaus
    Partner, Director of Equity Trading, Lord Abbett
    F. O'Halloran
    Partner & Director of Small Cap Growth, Lord Abbett
    Harold Sharon
    Partner, Director of International Equity, Lord Abbett
    Michael Smith
    Partner, Director of Small Cap Core, Lord Abbett
    Daniel Solender
    Partner, Director of Municipal Bonds, Lord Abbett
    Christopher Towle
    Partner, Director of High Yield and Convertible Securities, lord abbett, driehaus mutual funds
    Paul Volovich
    Partner, Director of Large and Mid Cap Growth, Lord Abbett
    Arun Ramchandra
    Partner, Director of Technology, Lord Abbett
    Jarrod Sohosky
    Partner, Private Wealth Group, Lord Abbett
    Marc Furgang
    Partner, Divisional Sales Leader and Regional Manager, Lord Abbett
    Michael Welshimer
    Partner, Divisional Sales Leader and Regional Manager, Lord Abbett
    Patrick Browne
    Partner, Private Wealth Group, Lord Abbett
    Michael Grant
    Partner, Director of Institutional Services, Lord Abbett
    Marisha Mistry
    Media Relations Manager, Lord Abbett
    Story Archive for Lord Abbett & Co. LLC
    Published On Story Headline Publication
    1/24/2024 SSGA Takes the 2023 Crown After a Massive December MFWire.com
    12/13/2023 SSGA Wins With a $15.684B Inflows Jump MFWire.com
    11/20/2023 Schwab Pulls Ahead With $1.71B MFWire.com
    10/23/2023 $62.622B and Counting MFWire.com
    9/20/2023 With $1.998B, Schwab Regains the Lead MFWire.com
    8/16/2023 Goldman Leads With $854MM MFWire.com
    7/20/2023 Schwab Dominates As Large Firm Outflows Shrink By 89 Percent MFWire.com
    6/21/2023 Bridge Builder's Inflows Triple As Large Firms' Outflows Rise MFWire.com
    5/16/2023 DFA Leads As Large Firms' Flows Improve By $20.6B MFWire.com
    4/20/2023 Large Firms' Flows Sour By $14B Even As Schwab's Inflows Climb MFWire.com
    3/17/2023 Schwab Wins Again Despite a Flows Slowdown MFWire.com
    1/19/2023 Schwab Dominates, Raking In $38B MFWire.com
    12/16/2022 11 Months, $205B In Outflows MFWire.com
    11/15/2022 Large Firms Dominate October Outflows MFWire.com
    10/18/2022 Nine Percent of Large Firms Net Inflows MFWire.com
    10/11/2022 15 Execs Rise At a $210B-AUM Firm MFWire.com
    9/19/2022 These Firms' Flows Improved By $26B In Two Months MFWire.com
    8/15/2022 Schwab's Inflows Triple to $4.605B MFWire.com
    8/10/2022 Two DC I-O Specialists Land at BlackRock 401kWire.com
    7/20/2022 Large Firms Account For All the Industry's 2022 Net Outflows MFWire.com
    6/14/2022 Schwab Repeats As $2.226B Flows In MFWire.com
    5/20/2022 Only One-Eighth of Large Firms Net Inflows MFWire.com
    4/18/2022 Bridge Builder's Inflows Quadruple, Breaking a 5-Month Schwab Streak MFWire.com
    3/15/2022 Schwab's Five-Month-Old Lead Widens MFWire.com
    2/8/2022 The 41 Best Fund Firms For LGBTQ+ Workers MFWire.com
    1/19/2022 Schwab's Inflows Nearly Triple to $50B MFWire.com
    8/27/2021 Active Inflows Fall 40 Percent, and Passive Falls, Too, But ... MFWire.com
    3/12/2021 100 Fund Firms Win Big, With Morgan Stanley Leading the Pack MFWire.com
    12/8/2020 Two Years In, a DC I-O Vet Exits Lord Abbett 401kWire.com
    7/16/2020 Titans' Inflows Climb Another 85 Percent MFWire.com
    3/16/2020 Inflows Plunge By 69 Percent MFWire.com
    3/6/2020 170 Fundsters Gather As 92 Fund Firms Win Big MFWire.com
    1/15/2020 The $183B Year MFWire.com
    12/19/2019 A Bank's Active Funds Lead MFWire.com
    12/12/2019 While Active Outflows Vanish, BlackRock Three-Peats MFWire.com
    11/12/2019 Passive Inflows and Active Outflows Both Fall MFWire.com
    10/21/2019 Passive Inflows Double In Two Months MFWire.com
    10/14/2019 BlackRock Retakes the Lead, But ... MFWire.com
    9/24/2019 Lord Abbett Takes the Active Lead MFWire.com
    9/17/2019 Active and Passive Both Suffered Billions In August Outflows MFWire.com
    8/19/2019 Active Outflows Disappear As Passive Inflows Fall MFWire.com
    8/12/2019 One Fund Firm's Inflows Fall $38B In a Month MFWire.com
    7/22/2019 Pimco and BlackRock Win In June MFWire.com
    7/15/2019 The Three ETF Titans Crushed It In June MFWire.com
    6/13/2019 The Leviathan Recovers the Pole Position MFWire.com
    4/23/2019 A Midwestern Shop Leads the Active Pack MFWire.com
    4/15/2019 The Largest Firms Gobble 98 Percent of Flows MFWire.com
    3/12/2019 Passive Inflows Drive February Growth MFWire.com
    3/8/2019 T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham MFWire.com
    1/31/2019 Who Gained Market Share In 2018? MFWire.com
    1/18/2019 Only Five Behemoths Netted December Inflows MFWire.com
    1/17/2019 Only Two Firms Added More Than $10B In 2018 MFWire.com
    12/24/2018 Passive Inflows and Active Outflows Rise MFWire.com
    12/17/2018 BlackRock Catapults Back to the Lead MFWire.com
    11/27/2018 Vanguard Simultaneously Won and Lost Last Month MFWire.com
    11/19/2018 Two-Thirds of the Giants Suffer Outflows MFWire.com
    10/17/2018 New Lens: Active vs Passive Winners MFWire.com
    10/10/2018 SSgA Rebounds, and Vanguard's Flows Double MFWire.com
    10/2/2018 After 14 Years With Lord Abbett, a Partner Exits MFWire.com
    9/14/2018 GSAM Roars, and BlackRock Retakes the Lead MFWire.com
    9/10/2018 Week In Preview, September 10-16 MFWire.com
    8/22/2018 A Consultant Relations Director Joins Lord Abett in Chi-Town MFWire.com
    7/26/2018 Dopp Completes Lord Abbett's DC I-O Key Accounts Team 401kWire.com
    7/9/2018 A Transamerica DC Alum Joins Lord Abbett 401kWire.com
    6/29/2018 There's a New Reigning Champ Among Fund Firms MFWire.com
    6/11/2018 Week In Preview, June 11-17 401kWire.com
    4/26/2018 As an 18-Year Lord Abbett Vet Retires, Two Bernards Rise MFWire.com
    4/9/2018 Lord Abbett's DC I-O Key Accounts Team Expands 401kWire.com
    3/26/2018 Week In Preview, March 26 - April 1 MFWire.com
    2/28/2018 Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple MFWire.com
    1/24/2018 Foster Retires and Keeps the Lord Abbett Reins in Distro Hands MFWire.com
    10/20/2017 Follow the Fundsters - October 20, 2017 MFWire.com
    8/29/2017 A Fund Firm Triples the Ante With Its Attack on the Pharmaceutical Enron MFWire.com
    8/25/2017 Filings For Fundsters - August 25, 2017 MFWire.com
    7/13/2017 20 Fund Firms Team Up With LPL For a New Mini-Mart MFWire.com
    5/17/2017 Schwab and Guggenheim Had a Huge April, and BlackRock Nudges Past Vanguard MFWire.com
    3/24/2017 Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham MFWire.com
    3/17/2017 13 Fund Firms Had a $1B February MFWire.com
    9/16/2016 Big ETF Shops and Lord Abbett Shined in August MFWire.com
    5/16/2016 Seven Months and Counting: Vanguard Is Still On Top MFWire.com
    5/4/2016 Envestnet, Natixis, and UBS Win in D.C. MFWire.com
    8/11/2015 28 Fund Firms Are Paying Morgan Stanley At Least $1MM MFWire.com
    7/1/2015 Will the SEC Allow These MFs to Lend Money to Their Fellows? MFWire.com
    4/1/2015 Cap Group, Fidelity, and Pimco Break Out the Champagne MFWire.com
    10/14/2014 61 Partners and Counting: A Top Lord Abbett Sales Exec and Four Others Rise MFWire.com
    1/8/2014 This Lord Abbett Fund Garnered 78.6% in 2013 MFWire.com
    10/29/2013 Lord Abbett Partners Name Five New Peers MFWire.com
    9/25/2013 M* Explains Part of Lord Abbett's C MFWire.com
    8/28/2013 Fund Sponsor Changes Subadvisor Mandate for Second Time This Week MFWire.com
    8/22/2013 Lord Abbett Proposes a Fund Merger MFWire.com
    8/7/2013 What's Up With PMs? U.S. News Notes That They Are Coming and Going At An Alarming Clip MFWire.com
    3/15/2013 Stork and Reaper for the Week of March 11, 2013 MFWire.com
    1/28/2013 Lord Abbett's Raging Bull Dies MFWire.com
    12/24/2012 The Most Advisor-Friendly Shops of 2012 Were ... MFWire.com
    12/10/2012 Seven Mutual Fund Shops Win Service Awards MFWire.com
    12/7/2012 Is Your Shop on The Nice List or the Naughty One? MFWire.com
    11/29/2012 M*'s New Ratings Praise FPA, Demote Bogle and Lord Abbett MFWire.com
    10/18/2012 Want To Get On a Sponsor Platform? Master the Basics MFWire.com
    10/12/2012 Supreme Court Denies Lord Abbett MFWire.com
    10/3/2012 Meet the Lord Abbett Nine MFWire.com
    10/1/2012 M* Looks at Lord Abbett under Daria MFWire.com
    8/13/2012 Stork and Reaper for August 13, 2012 MFWire.com
    7/25/2012 Stork and Reaper for July 25, 2012 MFWire.com
    12/16/2011 Fee Chats Are Critical for Dalbar Awards MFWire.com
    12/15/2011 Fidelity, Lord Abbett, Janus All Make TheStreet's "Six Worst" for 2011 List MFWire.com
    10/6/2011 Three Lord Abbett PMs Rise to Partner MFWire.com
    8/3/2011 Which Small-Cap Funds Dominate in 401ks? MFWire.com
    7/19/2011 New Currency Funds Shun the U.S., Europe and Japan MFWire.com
    5/3/2011 Legg Follows the Sun MFWire.com
    1/25/2011 Neuberger Berman Hires a Lord Abbett Vet MFWire.com
    12/23/2010 Life after JPMorgan: Eve Guernsey Joins a Fund Board MFWire.com
    10/5/2010 Two PMs are Now Partners at Lord Abbett MFWire.com
    10/5/2010 DWS Pries Diamond Away from UBS MFWire.com
    6/10/2010 Pershing Adds Mutual Funds from a Neighbor MFWire.com
    6/9/2010 For Some Bond Funds, AUM Surge Doesn't Translate to a Fee Drop MFWire.com
    2/17/2010 WSJ: Why Don't Fund Firms Publicly Criticize Their Portfolio Companies? MFWire.com
    1/20/2010 Lord Abbett Cuts Fees on a Pair of Funds MFWire.com
    12/29/2009 Lord Abbett Plans to Ax B Shares MFWire.com
    11/19/2009 Lord Abbett Twitters Away MFWire.com
    10/6/2009 Weldon Becomes a Partner at Lord Abbett MFWire.com
    7/1/2009 Lord Abbett Changes Four Funds' Names MFWire.com
    4/2/2009 Lord Abbett Cuts the Expense Ratio on its High Yield Fund MFWire.com
    2/3/2009 Lord Abbett Names Leader of Domestic Equity PMs MFWire.com
    10/1/2008 Lord Abbett Expands Partner List MFWire.com
    9/18/2008 Lord Abbett is the Target of a Share Class Suit MFWire.com
    7/9/2008 Lord Abbett Makes Mid and Large Cap Moves MFWire.com
    3/17/2008 Lord Abbett Becomes a Muni Bond Teacher MFWire.com
    3/12/2008 Lord Abbett Dispatches Wholesalers to the Field MFWire.com
    11/2/2007 New Lord, Abbett Website Targets Individual Investors MFWire.com
    10/22/2007 Lord Abbett Hires a Replacement for One Muni-Bond Manager Lost to Lehman MFWire.com
    10/11/2007 Lord Abbett Adds Three Share Classes MFWire.com
    10/1/2007 Lord Abbett Files for Floating Rate Fund MFWire.com
    9/17/2007 Accumulating Assets Lead Lord Abbett to Restructure Executive Team MFWire.com
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