Stephen Margaria
Analyst, Multi-Asset & Alternative Strategies Manager Research at Morningstar Research Services LLC
- Role
- Analyst, Multi-asset & Alternative Strategies Manager Research at Morningstar
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Stephen Margaria
Analyst at Morningstar on their Multi-Asset & Alternative Strategies Manager Research…
Experience
Analyst, Multi-asset & Alternative Strategies Manager Research
Oct 2022 — Present · Chicago, IL, US
Produce research, analysis, and written reports on multi-asset and alternative strategies, including: o Mutual funds o Target date fund series o Model portfolios o Mexican government-sponsored pension plans (afores) o 529 college savings plans o Health savings accounts (HSAs)• Conduct due diligence reviews with fund managers• Produce written pieces on independent research and thought leadership • Contribute to landscape reports (white papers) on topics like target date funds, model portfolios, and HSAs
Education
Kenyon College
Economics
2014 — 2018
Stockholm School of Economics
Economics
2016 — 2016
Skills
- Nonprofits
- Community Outreach
- Microsoft Office
- Microsoft Word
- Leadership
- Microsoft Excel
- Powerpoint
- Teaching
- Research
- Event Planning
- Fundraising
- Customer Service
- Social Media
- Volunteer Management
- Public Speaking
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