Lori Heinel

Global Chief Investment Officer at State Street Global Advisors

Speaker

Lori is executive vice president and global chief investment officer at State Street Global Advisors. In this capacity, Lori 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, Lori was the chief investment strategist and head of Investment Products for OppenheimerFunds, Inc. In that role, she 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 worked with 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. She also 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 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.