2024 Investment Portfolio Case Competition Judges

Keith Collier, CFA

Director of Asset Allocation Research, BNY Mellon Investor Solutions

Keith Collier is Director of Asset Allocation Research for BNY Mellon Investor Solutions. In this role, he oversees the team’s quantitative multi-asset investment research agenda, strategic & model portfolio design capabilities, and investment process digitization efforts, including the firm’s Robust Strategic Asset Allocation (RSAA) technology.

Keith is based in New York City, and has been with BNY Mellon since 2015, Previously, he worked at a boutique hedge fund start-up and Legg Mason’s quantitative affiliate – Batterymarch Financial Management – where he designed the firm’s first ETF-based tactical asset allocation strategy. Prior to his investment career, Keith worked in real estate development at Toll Brothers, Inc. and technical sales & marketing for General Electric Corporation.

Keith earned a Master of Business Administration degree from Cornell University in 2008. He also received Bachelor’s and Master’s degrees in Architectural Engineering from the Pennsylvania State University and is a graduate of the Schreyer Honors College. He is a CFA charterholder and a member of the CFA Institute, CFA Society New York, and the Society of Quantitative Analysts (SQA).

Todd Edmonds

Vice President in Equities Derivatives Trading, Goldman Sachs

Todd Edmonds graduated from Oklahoma State University in 2016 receiving degrees in Mathematics and Physics before attending Cornell University where he received a MEng in Financial Engineering.

Currently, Todd is a Vice President in Equity Derivative Trading for Goldman Sachs overseeing Illiquid and OTC Index Volatility markets. Previously, Todd traded products in Index Exotic Derivatives, Single Stock Exotic Derivatives and managed Global Credit Valuation for the Equity business.

Outside of work, Todd is a guest lecturer at Cornell University where he lectures on complex financial derivatives, Serves on the Board of Trustees at the Oklahoma School of Science and Mathematics and is a member of the Guggenheim’s Young Collectors Council.

Todd is married to fellow Oklahoman Victoria Som de Cerff Edmonds, who is Principle Developer for Schrodinger, published Nature Communications author, and multiple patent holder. Together they work to support first generation college students as well as mentoring athletes through recruiting processes and transitions into careers.

Glenn Friedman, CFA

Client Portfolio Manager, Morgan Stanley

Glenn Friedman joined Morgan Stanley in 2022 as a Client Portfolio Manager in the Wealth Management Global Investment Office.  As part of the Morgan Stanley Portfolio Solutions team, he discusses the MSPS suite of portfolios with financial advisors and contributes to ongoing analytical and field support efforts.  Previously, he was a Director at TIAA where he led client investment discussions and asset allocation recommendations for the firm’s $40 billion education savings platform.  His earlier experience includes positions in active equity portfolio management at AllianceBernstein and as a performance analyst in retirement services.  Glenn is an honors graduate of Tufts University, a CFA charterholder, and a member of CFA Society New York.  He holds licenses for FINRA Series 7 and 63.

Lacey Huebel, CFA

Head of Responsible Investment, North America, Senior Portfolio Manager, and Vice President, Dimensional Fund Advisors

Lacey Huebel is Dimensional’s Head of Responsible Investment, North America, as well as a Senior Portfolio Manager and Vice President. She has been involved with the firm’s social and sustainable fixed income portfolios since their inception and manages a variety of fixed income strategies. Lacey frequently represents Dimensional on ESG matters with clients and at conferences. Previously, she managed fixed income reporting as part of Dimensional’s Investment Analytics and Data team.

Before joining Dimensional, Lacey was an analyst at PlanMember Financial Corporation. She is a CFA® charterholder and has two master’s degrees – an MS in mathematics from Kansas State University and an MA in applied mathematics from the University of California, Santa Barbara. She earned her BS from Texas State University, San Marcos.

Doug Moon, CFA

Founder and CEO, O.F.O. Partners

Doug Moon co-founded O.F.O. Partners to create a world-class outsourced family office for entrepreneurs and successful families.

Prior to founding O.F.O., Doug ran an advisory team at J.P. Morgan Private Bank where he oversaw investing, lending, fiduciary, banking, and philanthropic needs for ultra-high net worth families and their related trusts and foundations.

Previously Doug co-founded an investment group at Goldman Sachs that managed capital for entrepreneurs and public company executives.  His early career included roles at Cambridge Associates and Harvard University.

Since 2001, Doug has been a member of the Boston Securities Analysts Society.  He enjoys supporting others through the South Shore Hospital’s Foundation Board, the UNH Dean’s Committee for Liberal Arts, and the Norwell Company Theatre.  Doug has degrees from U.N.H. and Cornell.

Jamie Norman

Vice President, Dimensional Fund Advisors

Jamie Norman, a Charlotte-based Regional Director and Vice President with Dimensional’s Independent Advisor Group, provides guidance to firms in New England on capital markets research and helps advisors put compelling investment concepts to work for their clients. He also delivers comprehensive support to aid advisors in communicating investment concepts and benefiting from business management insights.

Prior to joining Dimensional, Jamie worked for GuideStone Funds as a mutual fund analyst. He was responsible for investment reporting to the firm’s leadership and board of directors and provided operational oversight of the firm’s fixed income portfolios. He earned an MBA from the SC Johnson Graduate School of Management at Cornell University and a BBA from Baylor University, double majoring in finance and real estate.

Christopher Piros, CFA

Investment Strategy & Portfolio Manager, Private Foundation

Christopher Piros was an active investment practitioner and educator for more than 30 years. As managing director of investment strategy for Hawthorn, PNC Family Wealth and PNC Institutional Asset Management he led overall strategic and tactical guidance of client portfolios and oversaw the evolution of investment processes. At CFA Institute he was jointly responsible for developing the curriculum underlying the Chartered Financial Analyst® designation. Previously, he established and led the discretionary portfolio management activities of Prudential Investments LLC, the wealth management services arm of Prudential Financial. Earlier he was a global fixed income portfolio manager and head of fixed income quantitative analysis at MFS Investment Management. Dr. Piros began his career on the finance faculty of Duke University’s Fuqua School of Business. In subsequent years he was an adjunct faculty member at Boston University and Reykjavik University. He is a co-author of Portfolio Management: Theory and Practice and co-editor of Economics for Investment Decision-Makers. Dr. Piros, a CFA® charterholder, earned his PhD in Economics at Harvard University.

Jonathan Shelon, CFA

Chief Operating Officer, KraneShares

Jonathan Shelon is the Chief Operating Officer at KraneShares and joined the firm in 2015. He oversees several business functions that drive efficient growth, and serves on the leadership team.

Jonathan has extensive experience in managing investment portfolios and diverse teams at leading asset management organizations. Prior to Krane, Jonathan was the Chief Investment Officer of the Specialized Strategies Team at J.P. Morgan, overseeing $40 billion in AUM. Prior to joining J.P. Morgan, Jonathan was a portfolio manager at Fidelity Investments where he was responsible for $150 billion in assets for over five million shareholders in Fidelity’s target date strategies, the Freedom Funds. Before Fidelity, Jonathan was a quantitative consultant in the Capital Markets Research Group of Callan Associates where he developed strategic investment plans for institutional clients.

Jonathan received a Bachelor of Business Administration degree in actuarial science from the Fox School of Business and Management at Temple University, and is a Fellow of the Society of Actuaries and Chartered Financial Analyst charter holder.

Azeem Shirur

Advisor, Amicco

Shashender Singh

Private Wealth – Investment Strategist, Alliance Bernstein

Shashender is a part of the Investment and Wealth Strategies group within Bernstein Private Wealth. He is involved in designing strategic asset allocation advice, portfolio construction, and conducting manager research for a wide variety of clients and portfolio managers. Shashender earned his Masters in Financial Engineering from Cornell University and also holds a Masters in Economics. He has worked at firms like JP Morgan and AQR in the past.

Elina Steinberg

Client Portfolio Manager

Elina Steinberg has been with TIAA/Nuveen from 2010 to 2023 as a Managing Director in the Client Portfolio Management business. In that role, Ms. Steinberg served as a product specialist supporting a number of TIAA/Nuveen’s foreign equities and target date strategies and assisted in addressing the investment informational needs of TIAA/Nuveen’s institutional and consultant clients.

Prior to joining TIAA/Nuveen, Ms. Steinberg worked at a fund of hedge funds.  Prior to that, she held several roles at Lehman Brothers in the firm’s Private Equity Alternatives Advisory and Placement Group, at its subsidiary, Neuberger Berman, as an Alternatives Product Specialist covering sales of private equity, hedge funds, commodities, and structured investments, and in Lehman Brothers’ Private Investment Management Group.  Prior to joining Lehman Brothers, Ms. Steinberg worked as a Consultant at Booz Allen Hamilton as well as at PricewaterhouseCoopers.

Ms. Steinberg holds a B.S. in Applied Economics & Management from Cornell University and an M.B.A. in Finance from Columbia Business School.