2023 Investment Portfolio Case Competition Judges
Keith Collier, CFADirector 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).
Glenn Friedman, CFAClient 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, CFAHead 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, CFAFounder 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.
Chris Piros, CFAPresident, 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, CFAChief 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.
Shashender SinghPrivate 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 SteinbergClient Portfolio Manager, Multi-Asset, Nuveen
Elina is a Client Portfolio Manager for Nuveen’s Multi-Asset investment team, primarily responsible for representing our target date (Lifecycle) strategies, offering investment insights and views, delivering thought leadership and assisting in addressing the informational needs of our clients and consultants. She discusses current positioning with both internal and external audiences.
Prior to her current role, Elina worked as a client portfolio manager for the firm supporting a number of foreign equities and target date
(Lifecycle) strategies. Before joining the firm in 2010, she 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, Elina worked as a consultant at Booz Allen Hamilton, and began her career in 1999 at PricewaterhouseCoopers as a consultant in their financial risk management business.
Elina graduated with a B.S. in Applied Economics and Management from Cornell University and an M.B.A. in Finance from Columbia Business School. She also holds the series 7 and 24 FINRA registrations.