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Nome | Título | Desde | Até |
---|---|---|---|
Lucian Marinescu | - | 2019 | Agora |
Biografia | Lucian Marinescu is a portfolio manager and head of target date strategies for Morningstar’s Investment Management group. Marinescu is responsible for managing multi-asset portfolios for plan providers, plan sponsors, mutual funds, and insurance and money-management companies. Marinescu works with clients to create custom glide paths, select appropriate asset classes, construct strategic asset allocation portfolios, and select managers. Prior to joining the investment advisory group in 2007, Marinescu spent three years as a project manager for Morningstar® Advisor WorkstationSM Enterprise Edition. In this role, he managed the development and implementation of investment software products for institutional clients who serve financial professionals. Marinescu joined Morningstar as a data analyst for the Data Business group in 2002. Marinescu holds a bachelor’s degree in economics and business administration from Monmouth College and a master’s degree in business administration from the University of Chicago, Booth School of Business with concentrations in analytic finance, strategy, economics, and entrepreneurship. Marinescu also holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and the Investment Analysts Society of Chicago. | ||
Andrew Lill | - | 2019 | Agora |
Biografia | Andrew joined Morningstar Investment Management Australia Limited in January 2014. He is responsible for leading the Morningstar Investments team in Australia and developing Morningstar Investment Management’s investment capabilities and thought leadership profile in the Asia Pacific region. Andrew chairs the Asia Pacific Investment Policy Committee, and the Manager and Security Selection Sub-Committee. He is also a member of the Asset Allocation Sub-Committee and Portfolio Construction Sub-Committee. Andrew has over 23 years’ experience in advising and managing Institutional Funds and Investment teams in Australia, Asia, and the United Kingdom. He worked most recently at AMP Capital Investors as Head of Investment Solutions in the Multi-Asset Group, and before that, Head of Investment Specialists, Listed Assets. He is passionate about portfolio construction that achieve specific client outcomes and risk targets, and has a global interest in post-retirement solutions and has had great experience in designing liability aware investment strategies for insurance and Defined Benefit Pension Funds. He previously spent 7 years with Russell Investments Group as Director of Consulting – Asia Pacific and ultimately as Director of Investment Strategy. In this former role, he was responsible for advising 2 Asian Sovereign Wealth Funds and designing their investment strategies to access capital markets outside of their local investment market. His experience in the United Kingdom included roles in manager research with investment consultant Lane Clark & Peacock and as Investment Analyst with Watson Wyatt. He holds a Master of Economics from the University of Cambridge and is a Fellow of the Institute of Actuaries UK. | ||
Christopher H. Nikolich | Senior Vice President | 2014 | Agora |
Biografia | Christopher Nikolich joined AB in 1994 and is the Head of Glide Path Strategies (US) in the Multi-Asset Solutions business, leading research efforts relating to effective target-date fund construction. He is the author of Anti-Depression Advice for Retirees, among other defined contribution (DC)–related research. Nikolich also works closely with clients in the structuring of their customized target-date funds. He was previously a senior investment director within DC. From 2002 to 2008, Nikolich was a senior portfolio manager on the Blend Strategies team, where he worked closely with clients on the creation and implementation of multi-asset-class solutions. From 2004 to 2006, he was based in London, where he worked with clients in the UK and Europe. From 1996 to 2002, Nikolich was a portfolio manager in the Index Strategies Group, where he managed risk-controlled equity services. He holds a BA in finance from Rider University and an MBA in finance and international business from New York University, and is a member of the Board of Trustees of Rider University. Location: New York | ||
Daniel J. Loewy | CIO (Chief Investment Officer) | 2014 | Agora |
Biografia | Daniel Loewy is Chief Investment Officer and Head of Multi-Asset Solutions. He oversees the research and product design of the firm’s multi-asset strategies, as well as their implementation. In addition, Loewy is Chief Investment Officer for Dynamic Asset Allocation, and is responsible for the development and investment decision-making for that service. He is also a member of the Real Asset Investment Policy Group and the Target Date Investment Oversight team. Loewy previously led the Wealth Management Group’s research on the major investment issues faced by our highest-net-worth clients, including asset allocation, alternative investments and tax management. Prior to that, he was a research analyst in the equity research department, where he followed the aerospace and defense and capital goods sectors. Additionally, Loewy has served as an associate portfolio manager for our value equity services. He holds a BS in industrial and labor relations from Cornell University and an MBA from Columbia University, and is a CFA charterholder. Location: New York | ||
Brian Huckstep | Portfolio Manager | 2014 | 2019 |
Biografia | Brian Huckstep is a senior portfolio manager and co-head of target risk strategies for Morningstar’s Investment Management group. He focuses on the fund of funds product line. Huckstep is responsible for managing a team that delivers fund of funds programs for institutional and retail clients, which includes asset allocation modeling, portfolio construction, fund classification, and manager due diligence. He assumed the portfolio manager role in 2005. Huckstep has more than 20 years of industry experience. Coming to Morningstar in 2003 as a director of data acquisition, he managed the portfolio collection and quantitative analysis function for five international offices. Prior to Morningstar, Huckstep was a vice president at Northern Trust, where he spent nine years holding several positions, including portfolio analyst, analyst manager, and product manager working with plan sponsors. Before joining Northern Trust, he worked in commercial banking at Bank One. Huckstep holds a bachelor’s degree in economics from the University of Michigan and a master’s degree in business administration from the University of Chicago, Booth School of Business with concentrations in finance, strategy, and entrepreneurship. Huckstep also holds the Chartered Financial Analyst® designation and is a member of the Investment Analysts Society of Chicago. | ||
John V. McLaughlin | Senior Investment Consultant | 2015 | 2019 |
Biografia | John McLaughlin is a senior investment consultant for the investment advisory group of the Investment Management unit. In this role, he assists in the development and implementation of asset class models and fund of funds portfolios, analyzes funds, and performs capital markets research. Prior to joining Morningstar in 2014, McLaughlin was a consultant at RVK, Inc., consulting to a number of the firm's public and private clients across a wide range of plan types. Before that, he worked for Russell Investments, where he helped manage derivative portfolios for a number of Fortune 500 companies and state governments. Additionally, McLaughlin consulted nationally to investment management and advisory firms on strategic business issues in his previous role with Moss Adams, LLP. Prior to his role at Moss Adams, McLaughlin was a consultant at Mercer where he conducted research for executive compensation projects at publicly traded clients. McLaughlin holds a bachelor’s degree in finance with honors from Seattle University. He also holds the Chartered Financial Analyst designation. | ||
Vadim Zlotnikov | Chief Investment Strategist | 2014 | 2018 |
Biografia | Vadim Zlotnikov is Chief Market Strategist, Co-Head of Multi-Asset Solutions and Chief Investment Officer for Systematic and Index Strategies. As Chief Market Strategist, he provides macro and quantitative research that helps identify thematic investment opportunities. As Co-Head of Multi-Asset Solutions, Zlotnikov manages the development and implementation of integrated investment portfolios for the retirement, institutional and retail markets. As CIO for Systematic and Index Strategies, he is responsible for ensuring that individual products meet investment objectives. Zlotnikov served as CIO of Growth Equities from 2008 to 2010. From 2002 to 2008, he was chief investment strategist, responsible for developing portfolio recommendations for the US market and for separate quantitative analysis and money-management research products. Prior to that, he was an analyst covering the PC and semiconductor industries; he launched the technology strategy product in 1996. Before joining the firm in 1992, Zlotnikov spent six years as a management consultant with Booz Allen Hamilton, where he conducted a broad range of strategic and operational studies for technology companies. He also worked for Amoco Technology Company as a director of electronic ventures and spent two years as a research engineer with AT&T Bell Laboratories. He has been named to the Institutional Investor All-America Research Team in the semiconductor components, strategy and quantitative research categories. Zlotnikov holds a BS and an MS in electrical engineering from the Massachusetts Institute of Technology and an MBA from Stanford University. Location: New York | ||
Jeremy Stempien | Portfolio Manager | 2014 | 2015 |
Biografia | Jeremy Stempien, MBA, is a Vice President, Portfolio Manager and Strategist for QMA, working with the Dynamic Asset Allocation team. His responsibilities include the management of the Prudential Day One Funds and managing client relationships. Prior to joining QMA, Jeremy was a Director of Investments at Morningstar Investment Management where he was responsible for developing asset allocation programs for plan providers, plan sponsors, and money management companies. He worked with clients in creating and managing custom target date glide paths, selecting appropriate asset classes, and constructing model portfolios. Previously, he worked at Hewitt Associates where he was a Defined Contribution Manager. Jeremy earned a BA in Finance from Saint Louis University and an MBA in Investments from University of Notre Dame. |
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