Lori M. Heinel
Lori is Deputy Global Chief Investment Officer for State Street Global Advisors. In this capacity, Lori is responsible for a range of activities that impact the effective delivery of investment strategies and solutions to our global client base, including representing our market outlook and investment themes, taking a lead role in investment strategy oversight, governance and innovation and managing the implementation of enterprise-wide initiatives.
Prior to this role, she was Chief Portfolio Strategist, leading a team of professionals responsible for helping advisors, consultants and institutional clients analyze economic and market developments, assess the impact to their portfolios and identify specific products and solutions to help them manage risk and take advantage of market opportunities. She is a member of the company's Executive Management Group, Investment Committee and Global Product Committee.
Before joining State Street Global Advisors, Lori was Chief Investment Strategist and Head of Investment Products for OppenheimerFunds, Inc., a $250 billion asset management firm. In that capacity, she and her team identified market opportunities, spearheaded new product development and created thought leadership aimed at helping clients navigate markets and position their portfolios effectively. Prior to that, she was a managing director and head of Investments for Citi Private Bank. She and her team worked with ultra-high net worth clients, family offices, private foundations and institutional clients to develop investment strategies designed to meet financial, cash management and risk management needs. Before joining Citi, Lori ran the Global Investment Products Group for SEI Investments, where she developed innovative strategies to manage pension plans and other institutional assets, launched a series of investor portfolios designed to address specific client needs and pioneered integrated managed accounts with portfolio overlay functionality.
Earlier in her career, Lori 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. Lori received her MBA from Carnegie Mellon University and her AB in religion from Princeton University. She earned the Chartered Financial Analyst designation and is a member of the CFA Institute and the Boston Security Analysts Society.
- Years At SSGA : 9
- Industry Start Date : 1984
- College : Princeton University