Peter Mladina is the Director of Portfolio Research for Wealth Management at Northern Trust. He is responsible for the application of leading research to the Wealth Management investment process. This includes research, tools and methods that support asset allocation, manager selection and monitoring, portfolio construction, and guidance on best practices.
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 goals-based 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, portfolio construction, risk factors and expected return has been awarded publication in peer-reviewed journals. He is a guest lecturer on financial markets and investments at the University of California, Los Angeles and an invited speaker at industry conferences. He received a BA in Economics from the University of California, Los Angeles and an MBA from Edinburgh Business School in Britain.
February 8, 2016 - Katie Nixon The issues facing global equity markets are formidable, but data suggests those challenges are manageable. What is the data telling us and what do investors need to know?