Profile
Mr. Leo Acheson, CFA, is a Director of Multi-Asset Ratings & Global Manager Research.
at Morningstar, Inc. He joined in 2013 and covers fund-of-funds strategies and a variety of target-date strategies and actively managed funds for firms including JPMorgan, AllianceBernstein, American Century Investments, Third Avenue Management, Mainstay, and American Beacon Advisors.
Mr. Acheson was previously employed as a Research Analyst by Capital Strategies Investment Group LLC and Wealth Management Analyst by Merrill Lynch, Pierce, Fenner & Smith, Inc. He spent three years working for a Chicago-based investment consultant, conducting mutual-fund and asset-class research to help corporations manage their investment programs.
He holds a Bachelor’s degree in Finance and Accounting from Indiana University’s Kelley School of Business.
Former positions of Leo Acheson
| Companies | Position | End |
|---|---|---|
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Analyst-Equity | 01/09/2021 |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Corporate Officer/Principal | - |
Capital Strategies Investment Group LLC
 Capital Strategies Investment Group LLC Investment ManagersFinance Capital Strategies Investment Group LLC provides investment advice. The private company is based in Oakbrook Terrace, IL. | Corporate Officer/Principal | - |
Training of Leo Acheson
| Kelley School of Business | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Finance |
Capital Strategies Investment Group LLC
Capital Strategies Investment Group LLC Investment ManagersFinance Capital Strategies Investment Group LLC provides investment advice. The private company is based in Oakbrook Terrace, IL. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |
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