He will be responsible for overseeing a staff of analysts and portfolio strategists and will manage all aspects of the portfolio engineering process for Morningstar Managed Portfolios, a fee-based, discretionary investment-management program.
Prior to joining Morningstar, Lutschaunig was executive vice president and director of research for Strategic Advisers, a Fidelity Investments company. There he was directly responsible for more than $11 billion in discretionary assets under management.
Lutschaunig also built the firm’s investment-management infrastructure, created a portfolio management process, and directed a mutual-fund research and analysis team.
« Headaches Hurt Productivity