Peter Mladina is the Director of Portfolio Research for PFS. He is responsible for the empirical research, analytical tools, and education that support PFS investments and advisor solutions. This includes research and tools that inform portfolio construction, manager selection and monitoring, Goals Powered Solutions, capital market assumptions and product development.
Previously, Mr. Mladina was the Director of Research at Waterline, a Los Angeles-based wealth management firm that was acquired by Northern Trust in 2010. In addition to advising high-net-worth and institutional clients, Mr. Mladina helped Waterline develop innovative wealth management solutions and an empirical investment approach rooted in academic research.
Mr. Mladina’s research on portfolio construction, expected return, common risk factors and manager skill has been awarded publication in peer-reviewed journals. He is a frequent guest speaker at investment conferences and universities. He received a B.A. in Economics from the University of California, Los Angeles and an MBA from Edinburgh Business School in Britain.