Lori Miller Heinel
Directeur en chef des Investissements chez SSgA Funds Management, Inc.
Profil
Ms. Lori M.
Heinel, CFA MBA, is a Chief Portfolio Strategist at State Street Global Advisors and a Global Chief Investment Officer at SSgA Funds Management, Inc. She oversees industry-leading investment capabilities from index funds and exchange traded funds to active, multi-asset class solutions and alternative investments.
She leads an investment team of more than 600 professionals globally.
She is also a member of the company's Executive Management Group, Investment Committee and Global Product Committee.
Prior to this, she was deputy global chief investment officer at State Street Global Advisors, where she was responsible for various activities that impact the effective delivery of investment strategies and solutions to our global client base.
Before joining State Street Global Advisors, she was the chief investment strategist and head of Investment Products for OppenheimerFunds, Inc. Prior to that, she was a managing director and head of investments for Citi Private Bank.
Earlier in her career, she managed the new business development effort for Mellon Financial's eastern region and was a senior vice president at Parker/Hunter Incorporated running the equity and fixed income sales and trading departments.
She began her career at Credit Suisse First Boston, where she analyzed investment and financing alternatives for institutional clients.
Ms. Heinel received her Master of Business Administration degree from Carnegie Mellon University and her Bachelor’s degree in religion from Princeton University.
She earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the Boston Security Analysts Society.
Postes actifs de Lori Miller Heinel
| Sociétés | Poste | Début |
|---|---|---|
State Street Global Advisors
 State Street Global Advisors Investment ManagersFinance State Street Global Advisors (State Street Global Advisors) is a private equity subsidiary of State Street Corp. founded in 1978. The firm is headquartered in Boston, Massachusetts. | Corporate Officer/Principal | 28/10/2014 |
SSgA Funds Management, Inc.
 SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Directeur en chef des Investissements | 01/04/2021 |
Anciens postes connus de Lori Miller Heinel
| Sociétés | Poste | Fin |
|---|---|---|
Citigroup Private Bank
 Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Sales & Marketing | 31/07/2010 |
Parker Hunter, Inc.
 Parker Hunter, Inc. Investment Banks/BrokersFinance Parker/Hunter, Inc., a division of Janney Montgomery Scott LLC, is a broker/dealer headquartered in Pittsburgh, Pennsylvania. The firm believes that in order to achieve their financial goals, clients should utilize a disciplined, long-term approach to investing which emphasizes asset allocation and diversification in the context of the client's risk tolerance and financial objectives. The research team provides comprehensive research on a diversified list of companies and their industries | Corporate Officer/Principal | - |
OppenheimerFunds, Inc.
 OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | Sales & Marketing | - |
Formation de Lori Miller Heinel
| Princeton University | Undergraduate Degree |
| Tepper School of Business | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
OppenheimerFunds, Inc.
OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | Finance |
Citigroup Private Bank
Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Finance |
State Street Global Advisors
State Street Global Advisors Investment ManagersFinance State Street Global Advisors (State Street Global Advisors) is a private equity subsidiary of State Street Corp. founded in 1978. The firm is headquartered in Boston, Massachusetts. | Finance |
SSgA Funds Management, Inc.
SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Finance |
Parker Hunter, Inc.
Parker Hunter, Inc. Investment Banks/BrokersFinance Parker/Hunter, Inc., a division of Janney Montgomery Scott LLC, is a broker/dealer headquartered in Pittsburgh, Pennsylvania. The firm believes that in order to achieve their financial goals, clients should utilize a disciplined, long-term approach to investing which emphasizes asset allocation and diversification in the context of the client's risk tolerance and financial objectives. The research team provides comprehensive research on a diversified list of companies and their industries | Finance |