Daniel E. McNeela

Gestionnaire de Portefeuille-Actions chez

Morningstar Investment Management LLC

Finance

Consumer Services

Profil

Mr. Daniel E.
McNeela, CFA MBA, is a Senior Portfolio Manager & Head of Subadviser Selection at Morningstar Investment Services LLC and a Co-Head of Target Risk Strategies at Morningstar Investment Management LLC.
He is focused on portfolio construction, asset allocation, and manager due diligence.
Prior to Morningstar, he held a number of corporate finance positions at Scott Foresman, a leading educational publisher.
He holds a bachelor’s degree in finance from Indiana University and a master’s degree in business administration from the from the University of Illinois.
McNeela also holds the Chartered Financial Analyst designation.

Postes actifs de Daniel E. McNeela

Sociétés	Poste	Début
Morningstar Investment Management LLC Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management is active, long-term, valuation-driven investor which employs a fundamental investment approach. The firm aims to buy overlooked investments, especially those indicated by the firm’s research, to offer sound fundamentals at an attractive price. Similarly, they look to trim positions as valuations become rich or they find more attractive options. Their investment process begins with a thorough review of the institutional client's mission, investment objectives and spending needs. The firm then establishes a strategic asset allocation plan and constructs an investment portfolio with a customized selection of open-end, institutional class mutual funds.	Gestionnaire de Portefeuille-Actions	23/06/2015
Morningstar Investment Services LLC Morningstar Investment Services LLC Investment ManagersFinance MIS is a valuation-driven investor that strives to minimize costs by investing for the long-term and taking a fundamental approach to find opportunities. The firm focuses extensively on the portfolio structure to maintain a careful balance between being allocated similarly to the portfolio benchmarks and one that reflects their assessment of the value available in the current market environment.	Gestionnaire de Portefeuille-Actions	01/04/2015

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Entreprise privées	4
Morningstar Investment Services LLC Morningstar Investment Services LLC Investment ManagersFinance MIS is a valuation-driven investor that strives to minimize costs by investing for the long-term and taking a fundamental approach to find opportunities. The firm focuses extensively on the portfolio structure to maintain a careful balance between being allocated similarly to the portfolio benchmarks and one that reflects their assessment of the value available in the current market environment.	Finance
Indiana University Indiana University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Illinois University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Morningstar Investment Management LLC Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management is active, long-term, valuation-driven investor which employs a fundamental investment approach. The firm aims to buy overlooked investments, especially those indicated by the firm’s research, to offer sound fundamentals at an attractive price. Similarly, they look to trim positions as valuations become rich or they find more attractive options. Their investment process begins with a thorough review of the institutional client's mission, investment objectives and spending needs. The firm then establishes a strategic asset allocation plan and constructs an investment portfolio with a customized selection of open-end, institutional class mutual funds.	Finance