Lori Miller Heinel

Lori Miller Heinel

Chief Investment Officer at SSgA Funds Management, Inc.

Finance
Consumer Services

Profile

Ms. Lori M.
Heinel, CFA MBA, is a Chief Portfolio Strategist at State Street Global Advisors and a Global Chief Investment Officer at SSgA Funds Management, Inc. She oversees industry-leading investment capabilities from index funds and exchange traded funds to active, multi-asset class solutions and alternative investments.
She leads an investment team of more than 600 professionals globally.
She is also a member of the company's Executive Management Group, Investment Committee and Global Product Committee.
Prior to this, she was deputy global chief investment officer at State Street Global Advisors, where she was responsible for various activities that impact the effective delivery of investment strategies and solutions to our global client base.
Before joining State Street Global Advisors, she was the chief investment strategist and head of Investment Products for OppenheimerFunds, Inc. Prior to that, she was a managing director and head of investments for Citi Private Bank.
Earlier in her career, she managed the new business development effort for Mellon Financial's eastern region and was a senior vice president at Parker/Hunter Incorporated running the equity and fixed income sales and trading departments.
She began her career at Credit Suisse First Boston, where she analyzed investment and financing alternatives for institutional clients.
Ms. Heinel received her Master of Business Administration degree from Carnegie Mellon University and her Bachelor’s degree in religion from Princeton University.
She earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the Boston Security Analysts Society.

Lori Miller Heinel active positions

CompaniesPositionStart
Corporate Officer/Principal 27/10/2014
Chief Investment Officer 31/03/2021
All active positions of Lori Miller Heinel

Former positions of Lori Miller Heinel

CompaniesPositionEnd
Sales & Marketing 30/07/2010
Corporate Officer/Principal -
Sales & Marketing -
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Training of Lori Miller Heinel

Princeton University Undergraduate Degree
Tepper School of Business Masters Business Admin

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100 +

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7

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Private companies5

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