Leo Acheson

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Consumer Services

Profile

Mr. Leo Acheson, CFA, is a Director of Multi-Asset Ratings & Global Manager Research.
at Morningstar, Inc. He joined in 2013 and covers fund-of-funds strategies and a variety of target-date strategies and actively managed funds for firms including JPMorgan, AllianceBernstein, American Century Investments, Third Avenue Management, Mainstay, and American Beacon Advisors.
Mr. Acheson was previously employed as a Research Analyst by Capital Strategies Investment Group LLC and Wealth Management Analyst by Merrill Lynch, Pierce, Fenner & Smith, Inc. He spent three years working for a Chicago-based investment consultant, conducting mutual-fund and asset-class research to help corporations manage their investment programs.
He holds a Bachelor’s degree in Finance and Accounting from Indiana University’s Kelley School of Business.

Former positions of Leo Acheson

Companies	Position	End
Morningstar, Inc. (Research) Morningstar, Inc. (Research) Investment ManagersFinance Provides investment research	Analyst-Equity	01/09/2021
Merrill Lynch, Pierce, Fenner & Smith, Inc. Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	-
Capital Strategies Investment Group LLC Capital Strategies Investment Group LLC Investment ManagersFinance Operates as an institutional retirement plan consulting and wealth management firm	Corporate Officer/Principal	-

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Training of Leo Acheson

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Linked companies

Private companies	4
Morningstar, Inc. (Research) Morningstar, Inc. (Research) Investment ManagersFinance Provides investment research	Finance
Merrill Lynch, Pierce, Fenner & Smith, Inc. Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
Capital Strategies Investment Group LLC Capital Strategies Investment Group LLC Investment ManagersFinance Operates as an institutional retirement plan consulting and wealth management firm	Finance
Kelley School of Business Kelley School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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