People Moves

State Street Global Advisors Creates Chief Portfolio Strategist Role

Eliane Chavagnon Editor - Family Wealth Report October 23, 2014

State Street Global Advisors Creates Chief Portfolio Strategist Role

State Street Global Advisors, the asset management business of State Street Corporation, has appointed Lori Heinel as chief portfolio strategist – a new role at the firm.

State Street Global Advisors, the asset management arm of State Street Corporation, has appointed Lori Heinel as chief portfolio strategist – a new role at the firm.

Heinel will oversee a global team of 20 investment professionals which transmit information about investment strategies and solutions to prospects, clients and consultants.

She most recently served as chief investment strategist at OppenheimerFunds, where she oversaw product management, product development and investment thought leadership. Before that, she was head of investment solutions at Citi Private Bank, leading a team responsible for working with ultra high net worth clients, family offices, private foundations and institutional clients.

Before Citi, Heinel led the global investment products group at SEI Investments. She began her career as an investment banking analyst and trader for Credit Suisse First Boston.

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