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Peter Mladina is the Director of Portfolio Research for Northern Trust Wealth Management. 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, portfolio construction, investment selection and best practices in portfolio management.

Previously, Mr. Mladina was the Director of Research at Waterline, a boutique wealth manager acquired by Northern Trust in 2010. In addition to advising high-net-worth clients, Mr. Mladina helped Waterline develop an innovative goals-based asset allocation solution and an empirical investment approach rooted in academic research.

Mr. Mladina is an Adjunct Professor of Economics at UCLA, where he teaches applied finance for the Master of Applied Economics program. His research on asset allocation and portfolio construction has been awarded publication in peer-reviewed journals, and he is a co-author of the CFA Institute’s revised Level III asset allocation curriculum. He received a BA in Economics from UCLA and an MBA from Edinburgh Business School (UK).

 

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