Join Marta Norton, Chartered Financial Analyst & CIO of Americas at Morningstar Investment Management, and your Wealth Managers at Brophy Wealth Management, LLC to discuss the markets, the economy, and how Morningstar is positioning your portfolios for the future.
CIO, Americas, Morningstar Investment Management
Marta Norton oversees the Americas investment team, working with advisers and institutions to help them deliver investment offerings to investors. This investment team is part of Morningstar Wealth, which unites capabilities across Morningstar's business, including managed portfolios from Morningstar's Investment Management group.
Norton is a member of the Global Investment Policy Committee, which directs the unit’s global investment capabilities, committees, and processes. Marta is a named portfolio manager on the Morningstar Global Opportunistic Equity, the Morningstar Global Income Fund, and the Morningstar Alternatives Fund.
Before assuming the position of Chief Investment Officer – Americas, Marta was a portfolio manager and the head of the U.S. outcome-based strategies team. She joined the investment management team in 2008, from Morningstar, Inc.'s, manager research team.
Norton joined Morningstar in 2005, after working as an economist with the Bureau of Labor Statistics and as a research analyst at LECG, LLC.
Date and Time
Wed, Jun 07, 2023
5:30p - 8:30p EST
Buffet will be served ----PAPPAS ROOM ( Located in the restaurant, but does have its own private entrance)