Daniel E. McNeela
Portfolio Manager-Equities at Morningstar Investment Management LLC
Profile
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.
Daniel E. McNeela active positions
| Companies | Position | Start |
|---|---|---|
Morningstar Investment Management LLC
 Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | Portfolio Manager-Equities | 23/06/2015 |
Morningstar Investment Services LLC
 Morningstar Investment Services LLC Investment ManagersFinance Morningstar Investment Services, Inc. (MIS) is a registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2000 and is a subsidiary of Morningstar Investment Management LLC, ultimately held by Morningstar, Inc. (NASDAQ: MORN). MIS offers various investment advisory services that focus on their core capacities in asset allocation, investment selection, and portfolio construction to retail investors and to institutional clients. | Portfolio Manager-Equities | 01/04/2015 |
Training of Daniel E. McNeela
| Indiana University | Undergraduate Degree |
| University of Illinois | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Morningstar Investment Management LLC
Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | Finance |
Morningstar Investment Services LLC
Morningstar Investment Services LLC Investment ManagersFinance Morningstar Investment Services, Inc. (MIS) is a registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2000 and is a subsidiary of Morningstar Investment Management LLC, ultimately held by Morningstar, Inc. (NASDAQ: MORN). MIS offers various investment advisory services that focus on their core capacities in asset allocation, investment selection, and portfolio construction to retail investors and to institutional clients. | Finance |
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