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How to Make Sure Your Personalized Portfolio Doesn’t Backfire
A total wealth approach can lead to better outcomes.
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Philip Straehl is chief investment officer, Americas, for Morningstar Wealth. In his role, he oversees the group’s capital markets research and chairs the asset-allocation committee. Additionally, he is chairman of the global capital markets and asset-allocation best practice working group. Previously, he was a portfolio manager and senior researcher responsible for managing asset-allocation portfolios. He joined Morningstar in 2007.
His research has been published in the Financial Analysts Journal, and a variety of media outlets, including The Wall Street Journal and The New York Times, have featured his work.
Straehl holds a bachelor’s degree in business administration from the University of St. Gallen (HSG), Switzerland, and a master’s degree in business administration, with honors, from the University of Chicago Booth School of Business with concentrations in analytic finance and economics.