Skip to Content

Leo Acheson

Leo Acheson, CFA, is director, multi-asset ratings, global manager research.

More From Leo Acheson

2020 Health Savings Account Landscape

HSAs continue to grow rapidly thanks to trends in health benefit plans and the unrivaled tax advantages they offer. But choosing an HSA is challenging given the industry's young, opaque, and frequently changing nature

2019 Health Savings Account Landscape

Health savings accounts continue to offer better tax advantages than 401(k)s, individual retirement accounts, and 529s, making them a valuable tool to boost retirement savings. (This article has been updated due to an error regarding Fifth Third for investors.)

2019 529 College-Savings Plan Landscape

This report showcases the 529 industry’s improvements, as well as how our evaluations have evolved as we continue to raise the bar, grading 529 plans on a curve.

This Big Balanced Fund Is Getting Better

Silver-rated American Funds American Balanced is a giant among allocation funds—and recent improvements on the fixed-income front further boost our confidence.

The Allocation Fund Investors Wish They Owned

Morningstar's 2017 Allocation Fund Manager of the Year David Giroux has amassed a tremendous record at the closed, Gold-rated T. Rowe Price Capital Appreciation.

HSAs: Room for Improvement

Providers of health savings accounts need to up their game, according to our study.

More About Leo Acheson

Leo Acheson, CFA, is director, multi-asset ratings, global manager research for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc.

He oversees Morningstar’s multi-asset ratings as well as the firm’s multi-asset and alternatives manager research team. The group covers a range of investment vehicles, including allocation strategies, alternatives, target-date funds, 529 plans, HSAs, model portfolios, and Mexican pension funds.

Before joining Morningstar in 2013, Acheson spent four years working for a Chicago-based investment consultant, conducting mutual fund and asset-class research to help corporations manage their investment programs.

Acheson holds a bachelor’s degree in finance and accounting from Indiana University’s Kelley School of Business. He also holds the Chartered Financial Analyst® designation.

Sponsor Center