Gateway Investment Advisers Names Julie M. Schmuelling as President

Gateway Investment Advisers, LLC (Gateway), a registered investment adviser and affiliate of Natixis Investment Managers, today announced the appointment of Julie M. Schmuelling, CPA, to the role of President. Schmuelling had been the firm’s Chief Operating Officer and Vice President. Michael T. Buckius, CFA^®,¹ who became President of Gateway in March 2021, retains the title of CEO as well as Chief Investment Officer and portfolio manager.

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Julie M. Schmuelling, CPA, appointed President at Gateway Investment Advisers, LLC (Photo: Business Wire)

“We are thrilled to announce Julie’s promotion to President of Gateway,” said Buckius. “In the decade she has worked here, Julie has contributed significantly to the operational side of Gateway’s business, including making outstanding senior hires. This promotion reflects our confidence that her experience, insights and passion will serve Gateway well as we position the firm for future growth.”

Joining Gateway in 2014 as the firm’s Chief Financial Officer, Schmuelling has added to her responsibilities over the past ten years, including oversight of the firm’s compliance, financial reporting, client accounting and information technology functions. Previously, she spent 11 years at Ultimus Fund Solutions, LLC, an independent fund administration provider, where, as Vice President – Mutual Fund Controller, she ultimately oversaw the daily operations and financial reporting for over 25 mutual funds with $7 billion in net assets. Prior to that, Schmuelling was employed as a Senior Auditor at Arthur Andersen LLP. She is a graduate of the University of Cincinnati, is a Certified Public Accountant, and has worked in the financial services industry since 1999.

“Working with Mike and the entire Gateway team has been a privilege, and I feel very fortunate to step into the role of President alongside such a strong and experienced team,” said Schmuelling. “I am excited to continue innovating on our firm’s strengths to serve our clients in the best way possible.”

¹ CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.

About Gateway Investment Advisers

Based in Cincinnati, Ohio, Gateway Investment Advisers, LLC (Gateway) specializes in quantitatively driven equity portfolio management and index options-based investing. Since 1977, the firm has maintained consistent focus on reducing the risk of equity investing and enhancing cash flow with option strategies. With an extensively experienced investment management team, Gateway offers versatile solutions to be employed in a variety of portfolio applications and may potentially enhance an equity portfolio, diversify fixed income allocations, or offer a liquid and transparent component to an alternative program. The firm, which has been an affiliate of Natixis Investment Managers since 2008, had approximately $9.1 billion in assets under management as of June 30, 2024.

About Natixis Investment Managers

Natixis Investment Managers’ multi-affiliate approach connects clients to the independent thinking and focused expertise of more than 15 active managers. Ranked among the world’s largest asset managers¹ with more than $1.3 trillion assets under management² (€1.2 trillion), Natixis Investment Managers delivers a diverse range of solutions across asset classes, styles, and vehicles, including innovative environmental, social, and governance (ESG) strategies and products dedicated to advancing sustainable finance. The firm partners with clients in order to understand their unique needs and provide insights and investment solutions tailored to their long-term goals.

Headquartered in Paris and Boston, Natixis Investment Managers is part of the Global Financial Services division of Groupe BPCE, the second-largest banking group in France through the Banque Populaire and Caisse d’Epargne retail networks. Natixis Investment Managers’ affiliated investment management firms include AEW; DNCA Investments;³ Dorval Asset Management; Flexstone Partners; Gateway Investment Advisers; Harris | Oakmark; Investors Mutual Limited; Loomis, Sayles & Company; Mirova; MV Credit; Naxicap Partners; Ossiam; Ostrum Asset Management; Seventure Partners; Thematics Asset Management; Vauban Infrastructure Partners; Vaughan Nelson Investment Management; and WCM Investment Management. Additionally, investment solutions are offered through Natixis Investment Managers Solutions and Natixis Advisors, LLC. Not all offerings are available in all jurisdictions. For additional information, please visit Natixis Investment Managers’ website at im.natixis.com | LinkedIn: linkedin.com/company/natixis-investment-managers.

Natixis Investment Managers’ distribution and service groups include Natixis Distribution, LLC, a limited purpose broker-dealer and the distributor of various US registered investment companies for which advisory services are provided by affiliated firms of Natixis Investment Managers, Natixis Investment Managers S.A. (Luxembourg), Natixis Investment Managers International (France), and their affiliated distribution and service entities in Europe and Asia.

¹ Survey respondents ranked by Investment & Pensions Europe/Top 500 Asset Managers 2024 ranked Natixis Investment Managers as the 19^th largest asset manager in the world based on assets under management as of December 31, 2023.

² Assets under management (“AUM”) of current affiliated entities measured as of June 30, 2024, are $1,320.8 billion (€1,232.3 billion). AUM, as reported, may include notional assets, assets serviced, gross assets, assets of minority-owned affiliated entities and other types of non-regulatory AUM managed or serviced by firms affiliated with Natixis Investment Managers.

³ A brand of DNCA Finance.

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