Dominic A. Falaschetti, CFA Vice President, Investment Strategies
350 N. Clark St., Chicago, IL 60654  |  312.595.7285  |

Areas of Focus: Mutual Fund Research and Selection

Profile:

• Has more than 15 years of experience in the financial services industry
• Provides extensive quantitative and qualitative fund research that serves as a resource for the firm's investment advisors as they develop asset allocation models and client portfolios
• Is responsible for the development of fund specific model portfolios for the firm's risk-based managed accounts and target date retirement products
• Held various positions with Morningstar/Ibbotson Associates from 1994 to 2006, most recently as a 401(k) senior consultant managing a responsible for constructing asset class and mutual fund level portfolios for managed account clients with over $2.5 billion in assets. Dominic also served on Ibbotson Associates' Investment Policy Committee
• CFA Charterholder

• B.S., University of Illinois, with honors