2nd Qtr., 2011 Retirement Income Update

The Investment Strategies team at Mesirow Financial is an independent, third party consultant. We provide robust asset allocation strategies and manager selection to insurance companies, defined contribution providers, broker/dealers, and mutual fund companies. Our team has the ability to add value to our clients' investment platforms in a number of ways. Our core capabilities include: Risk-Based Asset Allocation Models, Fiduciary Partnership Services, Custom Target Maturity Portfolios, Retirement Income Solutions, Manager Searches and Due Diligence Engagements and Alternative Allocation Strategies.


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Segment One

 Contact Christopher O'Neill by phone at (312) 595-7282 or by email at coneill@mesirowfinancial.com

 


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Christopher O'Neill
Chief Investment Officer & Director of Research, Investment Strategies Group, Mesirow Financial

Christopher M. O'Neill, Ph.D., CFA, CFP®, FRM and ChFC is the Chief Investment Officer and Director of Research for the Investment Strategies Group of Mesirow Financial.  Investment Strategies is an independent, third party consultant that provides robust asset allocation strategies and fund selection to insurance companies, 401(k) providers, broker/dealers and mutual fund companies.

With over two decades of experience in finance and scientific research, Dr. O’Neill has expertise in the areas of quantitative investment manager selection, Monte Carlo simulation and quantitative finance. At Mesirow Financial, Chris has been responsible for developing innovative manager selection and portfolio construction methodologies, as well as a retirement income framework that optimizes both the product allocation and asset allocation for traditional investment products and advanced retirement income products. 

Prior to joining Mesirow Financial, Dr. O’Neill was a research consultant for Ibbotson Associates, where he applied quantitative analysis and product development experience to support the efforts of the Investment Management Services, Fund of Funds and Financial Communications groups. Earlier, he offered investment advice and methodology to other financial advisors as president and founder of Quantalent Investment Consulting, LLC, an independent Registered Investment Advisor.  Additionally, Chris dedicated five years to financial planning, which culminated in a senior product management role and the development of an online investment advice tool for a major mutual fund company.

Dr. O’Neill earned his Ph.D. and M.S. degrees in theoretical physics from Cornell University and an A.B. degree in physics magna cum laude from Princeton University. He is a CFA charter holder, a Certified Financial PlannerTM Professional, and holds Financial Risk Manager (FRM) and Chartered Financial Consultant (ChFC) designations. In addition, he has published a variety of papers and academic reports in theoretical particle, accelerator and gravitational physics.


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