SMA Team
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Bradley Baker, CIMA
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Brad is the head of specialized investment distribution at John Hancock Investment Management. In this role, he oversees the sales teams responsible for the distribution and service of John Hancock Investment Management’s separately managed account and exchange-traded fund businesses. In addition to this, Brad manages the wire specialist team at John Hancock Investment Management. This team collaborates with the John Hancock national accounts team and is dedicated to developing key relationships at wirehouse firms. He first joined John Hancock Investment Management after working for Legg Mason in Baltimore. Brad’s 20+ years of industry experience include related roles with the John Hancock Private Client Group, Knott Capital Management, and Legg Mason. He holds the Certified Investment Management Analyst designation.
Education: B.A., International Business, Lehigh University
Joined the company: 2002
Began career: 1999
Paul B. Citarell, CIMA
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Paul is a senior vice president with John Hancock Investment Management. In this role, he is responsible for sales and service of separately managed account solutions in the eastern United States. Paul worked at John Hancock from 1991 through 1999 where he held several positions, including vice president at John Hancock Funds Private Client Group. He rejoined in 2006 and has held his current role since 2008. Paul's 25+ years of industry experience include related roles at Oppenheimer & Co., Nuveen Investments, and Fisher Investments. He holds the Certified Investment Management Analyst designation and holds the Series 7, 24, 63, and 65 securities licenses.
Education: B.B.A., Marketing, St. Bonaventure University
Joined the company: 1991
Began career: 1989
Brian Goodwin
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Brian is a senior vice president with John Hancock Investment Management. In this role, he is responsible for sales and service of separately managed account solutions in the western and central United States. Brian works alongside both equity and fixed-income teams to communicate strategy, positioning, and outlook to clients, prospects, and consultants across domestic distribution platforms. Previously, he was a senior vice president and portfolio specialist with Wells Capital Management. Brian’s experience includes several years as an analyst and portfolio manager with Capital Works Investment Partners covering small-cap stocks and convertible bonds and as a trader covering Asian equities for Nicholas Applegate. He began his career on the trading floor of the Chicago Board Options Exchange.
Education: B.A., Economics and Business Administration, Hope College
Joined the company: 2015
Began career: 1990
Brad R. Begin, CRPC
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Brad is the separately managed account (SMA) platform manager at John Hancock Investment Management. In this role, he is responsible for a variety of tasks ranging from platform management, distribution, marketing, and service of John Hancock Investment Management’s SMA business. Brad first joined John Hancock after working for TD Waterhouse in Boston. His 20+ years of industry experience also includes related roles with John Hancock Retirement Plan Services, TD Waterhouse, and Scudder. He holds the Chartered Retirement Planning Counselor designation.
Education: B.A., Business, Saint Anselm College
Joined the company: 2005
Began career: 2000