Peter Mladina is the Director of Portfolio Research for Wealth Management at Northern Trust. He is responsible for the empirical research, analytical tools, and education that support Wealth Management’s Investments Practice. This includes research and tools that inform asset allocation, portfolio construction, manager selection and monitoring, and the development of investment capabilities and products.
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 clients, Mr. Mladina helped Waterline develop innovative wealth management solutions and an empirical investment approach rooted in academic research. Prior to Waterline, Mr. Mladina advised high-net-worth clients at myCFO and was previously a portfolio manager responsible for quantitative equity strategies and private equity investments for large pension funds.
Mr. Mladina’s research on asset allocation, 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 BA in Economics from the University of California, Los Angeles and an MBA from Edinburgh Business School in Britain.