Andrew Gogerty

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Profile

Andrew Gogerty worked as a Vice President of Investment Strategies at Newfound Research LLC from 2014 to 2019.
Prior to that, he worked as an ETF Managed Portfolio Strategist at Morningstar Investment Management LLC, a Senior Fund Administrator at The Northern Trust Co., and a Field Supervisor at National Futures Association.
He received an undergraduate degree from the University of Illinois and an MBA from The University of Chicago Booth School of Business.

Former positions of Andrew Gogerty

Companies	Position	End
Newfound Research LLC Newfound Research LLC Investment ManagersFinance Newfound’s investment strategies are rule-based, quantitative and powered by data and signals from the firm’s momentum models or other intellectual property they developed.	Market Strategist	01/05/2019
National Futures Association National Futures Association Miscellaneous Commercial ServicesCommercial Services Operates as a self-regulatory organization	Corporate Officer/Principal	-
The Northern Trust Co. The Northern Trust Co. Investment ManagersFinance Provides financial advisory and wealth management services	Corporate Officer/Principal	-
Morningstar Investment Management LLC Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management is active, long-term, valuation-driven investor which employs a fundamental investment approach. The firm aims to buy overlooked investments, especially those indicated by the firm’s research, to offer sound fundamentals at an attractive price. Similarly, they look to trim positions as valuations become rich or they find more attractive options. Their investment process begins with a thorough review of the institutional client's mission, investment objectives and spending needs. The firm then establishes a strategic asset allocation plan and constructs an investment portfolio with a customized selection of open-end, institutional class mutual funds.	Corporate Officer/Principal	-

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Linked companies

Private companies	6
University of Illinois University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
National Futures Association National Futures Association Miscellaneous Commercial ServicesCommercial Services Operates as a self-regulatory organization	Commercial Services
The Northern Trust Co. The Northern Trust Co. Investment ManagersFinance Provides financial advisory and wealth management services	Finance
Morningstar Investment Management LLC Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management is active, long-term, valuation-driven investor which employs a fundamental investment approach. The firm aims to buy overlooked investments, especially those indicated by the firm’s research, to offer sound fundamentals at an attractive price. Similarly, they look to trim positions as valuations become rich or they find more attractive options. Their investment process begins with a thorough review of the institutional client's mission, investment objectives and spending needs. The firm then establishes a strategic asset allocation plan and constructs an investment portfolio with a customized selection of open-end, institutional class mutual funds.	Finance
The University of Chicago Booth School of Business The University of Chicago Booth School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Newfound Research LLC Newfound Research LLC Investment ManagersFinance Newfound’s investment strategies are rule-based, quantitative and powered by data and signals from the firm’s momentum models or other intellectual property they developed.	Finance