Harold Evensky, CFP, AIFP
Evensky & Katz Wealth Management
Mr. Evensky is an internationally recognized speaker on investment and financial planning issues.
He is the Chairman of Evensky & Katz / Foldes Financial and a Professor of Practice in
the Texas Tech University, Personal Financial Planning Department. He is on the Editorial Advisory Board of the
Journal of Financial Planning and Journal of Retirement
, and he is the Research Columnist for the Journal. He has also served on the National Board of the
IAFP and the Charles Schwab Institutional Advisory Board and Council.
In 1999, he was awarded the Dow Jones Investment Advisor Portfolio Management Award for Lifetime Achievement.
In 2001 he was listed by Financial Planning Magazine as one of five "Movers, Shakers and
Decision Makers, The Most Influential People in the Financial Planning Profession," and, he was
named one of the "25 Power Elite" in the financial services industry by Investment News.
In 2009 he was included in Money Magazine’s Six Top Advisors and in 2010 he was included in
Investment Advisor Magazine’s “Thirty for Thirty” – Investment Advisors most influential in
building the profession over the last 30 years. In 2013 he was listed as one of the professions 15 Transformational Advisors by
Investment News and is a recipient of the FPA Heart of Financial planning award.
Managing Director,Head of U.S. Retail Asset Allocation for MAPS
Michael Fredericks, Managing Director, is head of US Retail Asset Allocation for the BlackRock's Portfolio
Strategies (MAPS) group and the lead portfolio manager for the
Multi-Asset Income and Global Multi-Asset Income Funds.
Mr. Fredericks joined BlackRock in 2011 from JPMorgan Asset Management where he was an Executive
Director and portfolio manager in the Global Multi-Asset Group (GMAG) responsible for retail asset
allocation solutions. At JPMorgan he co-managed the JPMorgan Diversified Fund and the JPMorgan
Income Builder Fund, and served on the GMAG New York investment committee. Previously he was an
equity analyst responsible for global consumer discretionary stocks at Nicholas Applegate Capital Management.
He regularly contributes to financial news media and has been featured in print and broadcast outlets
including the Wall Street Journal, Financial Times, Associated Press, CNBC and Bloomberg TV, among others.
Executive Vice President/Chief Economist
Carl Tannenbaum is the Chief Economist for Northern Trust. In this role, Mr. Tannenbaum briefs clients
and colleagues on the economy and business conditions, prepares the bank’s official economic outlook
and participates in forecast surveys. He is a member of the bank’s investment policy committee, its
capital committee, and its asset/liability management committee.
Mr. Tannenbaum publishes weekly commentaries and is frequently interviewed by media outlets such as
The Wall Street Journal, Bloomberg, and Reuters.
Mr. Tannenbaum is the current Chairman of the American Bankers Association’s Economic Advisory
Committee and is a past Chairman of the National Association for Business Economics, the Conference
of Business Economists, and the North American Asset/Liability Management Association.
Mr. Tannenbaum also serves on the Board of Working in the Schools (WITS), a literacy organization that
supports the Chicago Public Schools.
Mr. Tannenbaum holds an M.B.A. and a B.A. in finance and economics from the University of Chicago.
Mary Ellen Stanek, CFA
Managing Director and Chief Investment Officer
Mary Ellen Stanek, CFA, serves as Managing Director and Chief Investment Officer for Baird Advisors
and President of the Baird Funds. She co-manages several fixed income mutual funds including Baird
Aggregate Bond Fund, Baird Core-Plus Bond Fund, Baird Intermediate Bond Fund, Baird Short-Term
Bond Fund, Baird Ultra Short Bond Fund and Baird Quality Intermediate Municipal Bond Fund as well as
a number of taxable and tax-exempt portfolios. Mary Ellen is a member of The CFA Institute. She serves
on the boards of Baird Financial Group, Journal Media Group, Northwestern Mutual, WEC Energy Group
and numerous community organizations.
Vice Chairman, Head of Investment Group Portfolio Manager
Charlie Bobrinskoy learned to be frugal at a young age. It was a value instilled in him by stories his
grandfather told of losing everything in war torn Russia and subsequently immigrating to the United
States. As an MBA student at the University of Chicago and over the course of an illustrious career,
Charlie translated his thoughtful disposition into a value-oriented investment strategy based on
buying great companies at significant discounts. Prior to joining Ariel in 2004, Charlie spent 21 years
as an investment banker at Salomon Brothers and its successor company Citigroup. While there,
he rose to managing director and head of North American investment banking branch offices and had
the distinction of managing approximately 100 professionals across six North American branches,
Charlie joined Ariel Investments in 2004 because its patient, value-based investment philosophy
aligned perfectly with his meticulous approach to investing. Today, Charlie oversees the firm’s
domestic investment team and its proprietary research.
Director, Personal Finance
Christine focuses on retirement and portfolio planning for Morningstar.com. She is also author of
30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances and
co-author of Morningstar Guide to Mutual Funds: 5-Star
Strategies for Success, a national bestseller. Before assuming her current role in 2010, she served as director
of mutual fund analysis as well as editor of Morningstar Practical Finance, Morningstar Mutual
Funds, and Morningstar FundInvestor.
Director, Economic Analysis
As director of economic analysis for Morningstar, Bob meets regularly with Morningstar’s sector teams to gather up-to-the minute economic data from more than 120 Morningstar equity and corporate credit analysts globally. He disseminates this information to other sector teams and to Morningstar subscribers via weekly columns and videos on Morningstar.com. In addition, Johnson provides general economic data to individual analysts to help them formulate their opinions on debt and equity securities. Bob has more than 30 years of investment industry experience, including both buy-side and sell-side assignments as a research analyst.
Dario Castagna, CFA
Associate Portfolio Manager
Dario Castagna is an associate portfolio manager for Morningstar Associates, LLC. He focuses on fund-of-funds management, with responsibility for multi-asset and income portfolios based in the U.S. and Europe. His areas of expertise include asset allocation, portfolio construction, and manager due diligence with a focus on fixed-income income and alternative funds. Castagna is a member of the Portfolio Manager Committee that, among other functions, makes positioning decisions affecting the group's various portfolios.
Previously, Castagna was an analyst working in support of the portfolio-management staff, contributing both quantitative and investment analysis since 2006. Prior to that, he spent several years as an analyst based in Morningstar's Milan and Stockholm offices. Castagna joined Morningstar as the head of quantitative analysis in the Morningstar Milan office in 2001.
Castagna holds a master’s degree in economics and finance from Bocconi University, Italy, and a master’s degree in business administration from the University of Chicago Booth School of Business. He also holds the Chartered Financial Analyst designation.
Director, Manager Research
Sarah Bush is director of manager research for fixed-income strategies, North America. She oversees Morningstar’s fixed-income manager research team and follows a variety of taxable, high-yield, and bank-loan strategies from asset managers including DoubleLine, Fidelity, Loomis Sayles, and PIMCO. Bush is the lead analyst on the DoubleLine and Loomis Sayles fund families and Fidelity’s fixed-income offerings.
Before rejoining the firm in 2011, Bush served from 2006 to 2010 as director of development and then director of investor programs for IFF, a Community Development Financial Institution that provides loans and real estate consulting to nonprofits serving low-income communities in the Midwest. Previously, she spent four years at Prudential Capital Group, an investment arm of Prudential Financial, where she researched, recommended, and negotiated private placement debt investments. Bush originally joined Morningstar in 1997 as a mutual fund analyst.
Bush holds a bachelor’s degree in history and mathematics from the University of Wisconsin, where she graduated as a member of Phi Beta Kappa, and a master’s degree in business administration, with concentrations in finance, economics, and international business, from the University of Chicago Booth School of Business.
Russ is director of manager research for Morningstar and editor of Morningstar FundInvestor. He heads the Analyst Ratings Committees, which issue the Morningstar Analyst Rating™ for funds. He also writes the Fund Spy column for Morningstar.com, and authored the book Fund Spy: Morningstar’s Inside Secrets to Selecting Mutual Funds That Outperform.
Since joining Morningstar in 1994, Kinnel has analyzed virtually every type of fund and has covered the most prominent fund families, including Fidelity, T. Rowe Price, and Vanguard. He has led studies on the predictive power of fund data, and created the bloat ratio for measuring changes in fund trading costs. He is also the author of Morningstar’s annual Mind the Gap report on the investor return shortfall.
Elizabeth Collins, CFA
Director, Equity Research
Elizabeth Collins, CFA, is director of equity research, North America for Morningstar, responsible for leading the firm’s team of North American-based equity research analysts. Collins is also co-author of Why Moats Matter: The Morningstar Approach to Stock Investing, published by John Wiley & Sons in 2014.
Before assuming her current role in 2014, Collins was chair of Morningstar’s Economic Moat committee, a group of senior members of the equity research team responsible for reviewing all Economic Moat and Moat Trend ratings issued by Morningstar. She has also served as director of basic materials equity research and senior analyst on the energy team. She joined Morningstar in 2005. Previously, Collins worked as a youth program coordinator for a public housing community organization in Boston.
Collins holds a bachelor’s degree in psychology from Boston College and a master’s degree in business administration from DePaul University. She also holds the Chartered Financial Analyst® designation.
Ben Johnson, CFA
Director, Global ETF Research
Ben Johnson, CFA, is director of global ETF research for Morningstar. Before assuming his current role in 2012, he was director of ETF research for Europe and Asia. He also previously served as a senior equity analyst, covering the agriculture and chemicals industries. Before joining Morningstar in 2006, he worked as a financial advisor for Morgan Stanley.
Johnson holds a bachelor’s degree in economics from the University of Wisconsin. He also holds the Chartered Financial Analyst® designation. In 2015, Fund Directions and Fund Action named Johnson among the 2015 Rising Stars of Mutual Funds.