Lincoln Investment's Investment Management and Research Team
IM&R Team
Chris Surrichio
Deputy Chief Investment Officer
28 years industry experience
Chris served as director of research with Capital Analysts for 10 years prior to joining Lincoln Investment in 2012. He now works as manager of the CAAMS portfolios and helps oversee the day-to-day functions of the investment management team with Lincoln Investment. His extensive professional experience is a valuable resource to financial advisors crafting portfolios for high net worth clients and writing proposals for institutions.
Chris earned a degree in economics from Boston College and has worked with Vanguard and Rightime Funds.
Jerry Burhop
Vice President and Portfolio Manager
28 years industry experience
Jerry joined Lincoln Investment in 1999 as a mutual fund analyst. Currently, Jerry is responsible for the development and management of the Progressive portfolios Dividend Income and Lincoln Strategic portfolios, as well as monitoring of the third- party strategists on the Solutions platform. He is also involved in the management of all Investment Management & Research managed portfolios.
Jerry earned a BS degree from the University of Wisconsin and an MBA from Temple University.
Shashi Mehrotra, CFA
Chief Investment Officer
29 years industry experience
Shashi Mehrotra served as chief operating officer and chief investment officer for the Legend Advisory division of the Lincoln Investment Companies. He is an early adopter of the application of using artificial intelligence for investment management and is the chief designer for the Asset Allocation Neural Network, a computer model that uses mathematical algorithms to forecast the relative strengths for different asset classes.
Shashi is a member of the CFA Institute and the South Florida Financial Analyst Society. He has earned a BS in engineering from the University of Osamania, Hyderbad, India, and an MBA from Florida Atlantic University.