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Name | Title | Since | Until |
---|---|---|---|
Benjamin R. Nastou | Investment Officer of MFS | 2023 | Now |
Biography | Benjamin R. Nastou, CFA, is an investment officer, portfolio manager and quantitative research analyst at MFS Investment Management® (MFS®). He is a member of the portfolio management teams of the firm's commodity and global multi-asset strategies. Ben joined MFS in 2001 as a fixed income research associate and was promoted to quantitative research analyst in 2003. He was named portfolio manager in 2010. Ben has a bachelor's degree from Dartmouth College. He is a member of the Boston Security Analysts Society, Inc., and holds the Chartered Financial Analyst designation from the CFA Institute | ||
Erich Shigley | - | 2023 | Now |
Natalie I. Shapiro | Investment Officer of MFS | 2018 | Now |
Biography | Natalie I. Shapiro, Ph.D. is an Investment Officer, Portfolio Co-Manager and Quantitative Fixed Income Research Analyst at MFS Investment Management® (MFS®). Prior to joining MFS in 1997, Natalie served as a research associate for the Federal Reserve Bank of Boston. Natalie has earned a bachelor's degree from Wellesley College and a doctorate from the University of Pennsylvania. | ||
Joseph C. Flaherty | Investment Officer | 2012 | Now |
Biography | Joseph C. Flaherty, Jr., is an investment officer and chief investment risk officer at MFS Investment Management® (MFS®). He serves as the director of the MFS' Quantitative Solutions group and is a portfolio manager of the firm's asset allocation portfolios. Joe joined MFS as a fixed-income quantitative research associate in 1993 and was named quantitative research analyst in 1996. He became manager of the Quantitative Research Group and portfolio manager in 1999, director of Fixed Income Quantitative Research in 2004, and director of the Quantitative Solutions Team in 2005. | ||
Brian Huckstep | Portfolio Manager | 2012 | 2012 |
Biography | 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. | ||
Lucian Marinescu | - | 2012 | 2012 |
Biography | 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. | ||
Scott Wentsel | Vice President, Senior Portfolio Manager | 2008 | 2012 |
Biography | Wentsel is a vice president and senior portfolio manager with Ibbotson Associates. Prior to joining Ibbotson in 2005, Wentsel was an executive director with Morgan Stanley. He has over 20 years of investment industry experience. Prior to that, he spent thirteen years with Scudder Kemper Investments with responsibilities in their mutual fund business. Wentsel holds the Chartered Financial Analyst and Certified Financial Planner designations. | ||
Cindy Galiano | Portfolio Manager | 2008 | 2012 |
Biography | Galiano has been a Portfolio Manager at Ibbotson since 2006. Vice President and analyst with Northern Trust Corporation (2000-2006). | ||
Peng Chen | Managing Director | 2008 | 2012 |
Biography | Chen is managing director and chief investment officer at Ibbotson. He joined Ibbotson in 1997. Chen holds the Chartered Financial Analyst designation. | ||
John Thompson | Portfolio Manager | 2008 | 2012 |
Biography | Mr.Thompson joined Ibbotson in 2000. Mr. Thompson manages asset allocation portfolios for banks, mutual fund,insurance and money management companies. |
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