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Perfil
Mr. Leo Acheson, CFA, is a Director of Multi-Asset Ratings & Global Manager Research.
at Morningstar, Inc. He joined in 2013 and covers fund-of-funds strategies and a variety of target-date strategies and actively managed funds for firms including JPMorgan, AllianceBernstein, American Century Investments, Third Avenue Management, Mainstay, and American Beacon Advisors.
Mr. Acheson was previously employed as a Research Analyst by Capital Strategies Investment Group LLC and Wealth Management Analyst by Merrill Lynch, Pierce, Fenner & Smith, Inc. He spent three years working for a Chicago-based investment consultant, conducting mutual-fund and asset-class research to help corporations manage their investment programs.
He holds a Bachelor’s degree in Finance and Accounting from Indiana University’s Kelley School of Business.
Antiguos cargos conocidos de Leo Acheson.
| Empresas | Cargo | Fin |
|---|---|---|
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Provides investment research | Analyst-Equity | 01/09/2021 |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Capital Strategies Investment Group LLC
 Capital Strategies Investment Group LLC Investment ManagersFinance Operates as an institutional retirement plan consulting and wealth management firm | Corporate Officer/Principal | - |
Formación de Leo Acheson.
Experiencias
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Empresas privadas
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88
Relaciones de 1er grado
4
Empresas vinculadas al 1er grado
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Empresas relacionadas
| Empresas privadas | 4 |
|---|---|
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Provides investment research | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Capital Strategies Investment Group LLC
Capital Strategies Investment Group LLC Investment ManagersFinance Operates as an institutional retirement plan consulting and wealth management firm | Finance |
Kelley School of Business
 Kelley School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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