T.J. Kistner

T.J. Kistner

T.J. Kistner

Vice President, Global Portfolio Solutions

Mr. Kistner currently serves as Vice President and the Head of Discretionary Portfolio Management and Solutions in Segal Marco Advisors’ Chicago office. He is responsible for strategic and dynamic positioning of the firm’s discretionary client portfolios. In this capacity, Mr. Kistner works closely with clients on investment program design and creating customized asset allocations to efficiently meet client investment objectives. Mr. Kistner is a member of the firm’s Investment Committee, Portfolio Management Committee and Manager Review Committee.

Mr. Kistner has prior experience in manager selection and due diligence across equity, fixed income and alternative strategies as well as a background in institutional portfolio review and analysis.

Mr. Kistner received his BB in Finance from Western Illinois University. He is a CFA Charterholder and is a member of the CFA Institute of Chicago. Mr. Kistner also holds the Chartered Alternative Investment Analyst designation.

Read insights from T.J.

  • March 23, 2022

    The Ends vs. the Means: Both Matter

    Is investing with the most recent period’s top-performing manager solely on that basis a good decision?

    Topics covered: Investment

    Read full insight

  • December 16, 2021

    Second Annual Survey of Investment Managers’ Internal ESG Practices Finds Progress on Some Issues

    We surveyed our top 100 managers by client assets on their ESG practices. See our key findings and learn what progress has been made.

    Topics covered: Investment

    Read full insight

  • October 29, 2021

    Define “Inflation” for Me. It’s Harder Than You Think.

    Inflation has arguably been the most discussed and debated topic in the financial markets of late. See why.

    Topics covered: Communications, Investment

    Read full insight

  • April 15, 2021

    The Effect of Rising Rates and Longer Duration on Fixed Income Returns

    Much media attention has been given recently to the swift rise in interest rates in the U.S., particularly at the back end of the yield curve.

    Topics covered: Investment, Communications

    Read full insight

  • March 3, 2021

    The U.S. Fiscal Condition: “Another Day Older and Deeper in Debt”

    The refrain from the song “Sixteen Tons,” sung by Ernie Ford in the late 40s, seems appropriate as the U.S. continues to add to its mountain of debt

    Topics covered: Investment, Compliance

    Read full insight

Contact T.J.

The information you provide will not be shared with anyone outside Segal.

T.J. Kistner

Leadership

T.J. Kistner

T.J. Kistner

Vice President, Global Portfolio Solutions

Mr. Kistner currently serves as Vice President and the Head of Discretionary Portfolio Management and Solutions in Segal Marco Advisors’ Chicago office. He is responsible for strategic and dynamic positioning of the firm’s discretionary client portfolios. In this capacity, Mr. Kistner works closely with clients on investment program design and creating customized asset allocations to efficiently meet client investment objectives. Mr. Kistner is a member of the firm’s Investment Committee, Portfolio Management Committee and Manager Review Committee.

Mr. Kistner has prior experience in manager selection and due diligence across equity, fixed income and alternative strategies as well as a background in institutional portfolio review and analysis.

Mr. Kistner received his BB in Finance from Western Illinois University. He is a CFA Charterholder and is a member of the CFA Institute of Chicago. Mr. Kistner also holds the Chartered Alternative Investment Analyst designation.

Read insights from T.J.

  • March 23, 2022

    The Ends vs. the Means: Both Matter

    Is investing with the most recent period’s top-performing manager solely on that basis a good decision?

    Topics covered: Investment

    Read full insight

  • December 16, 2021

    Second Annual Survey of Investment Managers’ Internal ESG Practices Finds Progress on Some Issues

    We surveyed our top 100 managers by client assets on their ESG practices. See our key findings and learn what progress has been made.

    Topics covered: Investment

    Read full insight

  • October 29, 2021

    Define “Inflation” for Me. It’s Harder Than You Think.

    Inflation has arguably been the most discussed and debated topic in the financial markets of late. See why.

    Topics covered: Communications, Investment

    Read full insight

  • April 15, 2021

    The Effect of Rising Rates and Longer Duration on Fixed Income Returns

    Much media attention has been given recently to the swift rise in interest rates in the U.S., particularly at the back end of the yield curve.

    Topics covered: Investment, Communications

    Read full insight

  • March 3, 2021

    The U.S. Fiscal Condition: “Another Day Older and Deeper in Debt”

    The refrain from the song “Sixteen Tons,” sung by Ernie Ford in the late 40s, seems appropriate as the U.S. continues to add to its mountain of debt

    Topics covered: Investment, Compliance

    Read full insight

Contact T.J.

The information you provide will not be shared with anyone outside Segal.

Leadership

T.J. Kistner

Vice President, Global Portfolio Solutions

T.J. Kistner

Contact T.J.

The information you provide will not be shared with anyone outside Segal.

Mr. Kistner currently serves as Vice President and the Head of Discretionary Portfolio Management and Solutions in Segal Marco Advisors’ Chicago office. He is responsible for strategic and dynamic positioning of the firm’s discretionary client portfolios. In this capacity, Mr. Kistner works closely with clients on investment program design and creating customized asset allocations to efficiently meet client investment objectives. Mr. Kistner is a member of the firm’s Investment Committee, Portfolio Management Committee and Manager Review Committee.

Mr. Kistner has prior experience in manager selection and due diligence across equity, fixed income and alternative strategies as well as a background in institutional portfolio review and analysis.

Mr. Kistner received his BB in Finance from Western Illinois University. He is a CFA Charterholder and is a member of the CFA Institute of Chicago. Mr. Kistner also holds the Chartered Alternative Investment Analyst designation.

Read insights from T.J.

  • March 23, 2022

    The Ends vs. the Means: Both Matter

    Is investing with the most recent period’s top-performing manager solely on that basis a good decision?

    Topics covered: Investment

    Read full insight

  • December 16, 2021

    Second Annual Survey of Investment Managers’ Internal ESG Practices Finds Progress on Some Issues

    We surveyed our top 100 managers by client assets on their ESG practices. See our key findings and learn what progress has been made.

    Topics covered: Investment

    Read full insight

  • October 29, 2021

    Define “Inflation” for Me. It’s Harder Than You Think.

    Inflation has arguably been the most discussed and debated topic in the financial markets of late. See why.

    Topics covered: Communications, Investment

    Read full insight

  • April 15, 2021

    The Effect of Rising Rates and Longer Duration on Fixed Income Returns

    Much media attention has been given recently to the swift rise in interest rates in the U.S., particularly at the back end of the yield curve.

    Topics covered: Investment, Communications

    Read full insight

  • March 3, 2021

    The U.S. Fiscal Condition: “Another Day Older and Deeper in Debt”

    The refrain from the song “Sixteen Tons,” sung by Ernie Ford in the late 40s, seems appropriate as the U.S. continues to add to its mountain of debt

    Topics covered: Investment, Compliance

    Read full insight

Leadership

T.J. Kistner

Vice President, Global Portfolio Solutions

T.J. Kistner

Contact T.J.

The information you provide will not be shared with anyone outside Segal.

Mr. Kistner currently serves as Vice President and the Head of Discretionary Portfolio Management and Solutions in Segal Marco Advisors’ Chicago office. He is responsible for strategic and dynamic positioning of the firm’s discretionary client portfolios. In this capacity, Mr. Kistner works closely with clients on investment program design and creating customized asset allocations to efficiently meet client investment objectives. Mr. Kistner is a member of the firm’s Investment Committee, Portfolio Management Committee and Manager Review Committee.

Mr. Kistner has prior experience in manager selection and due diligence across equity, fixed income and alternative strategies as well as a background in institutional portfolio review and analysis.

Mr. Kistner received his BB in Finance from Western Illinois University. He is a CFA Charterholder and is a member of the CFA Institute of Chicago. Mr. Kistner also holds the Chartered Alternative Investment Analyst designation.

Read insights from T.J.

  • March 23, 2022

    The Ends vs. the Means: Both Matter

    Is investing with the most recent period’s top-performing manager solely on that basis a good decision?

    Topics covered: Investment

    Read full insight

  • December 16, 2021

    Second Annual Survey of Investment Managers’ Internal ESG Practices Finds Progress on Some Issues

    We surveyed our top 100 managers by client assets on their ESG practices. See our key findings and learn what progress has been made.

    Topics covered: Investment

    Read full insight

  • October 29, 2021

    Define “Inflation” for Me. It’s Harder Than You Think.

    Inflation has arguably been the most discussed and debated topic in the financial markets of late. See why.

    Topics covered: Communications, Investment

    Read full insight

  • April 15, 2021

    The Effect of Rising Rates and Longer Duration on Fixed Income Returns

    Much media attention has been given recently to the swift rise in interest rates in the U.S., particularly at the back end of the yield curve.

    Topics covered: Investment, Communications

    Read full insight

  • March 3, 2021

    The U.S. Fiscal Condition: “Another Day Older and Deeper in Debt”

    The refrain from the song “Sixteen Tons,” sung by Ernie Ford in the late 40s, seems appropriate as the U.S. continues to add to its mountain of debt

    Topics covered: Investment, Compliance

    Read full insight

Leadership

T.J. Kistner

T.J. Kistner

Vice President, Global Portfolio Solutions

Contact T.J.

The information you provide will not be shared with anyone outside Segal.

Mr. Kistner currently serves as Vice President and the Head of Discretionary Portfolio Management and Solutions in Segal Marco Advisors’ Chicago office. He is responsible for strategic and dynamic positioning of the firm’s discretionary client portfolios. In this capacity, Mr. Kistner works closely with clients on investment program design and creating customized asset allocations to efficiently meet client investment objectives. Mr. Kistner is a member of the firm’s Investment Committee, Portfolio Management Committee and Manager Review Committee.

Mr. Kistner has prior experience in manager selection and due diligence across equity, fixed income and alternative strategies as well as a background in institutional portfolio review and analysis.

Mr. Kistner received his BB in Finance from Western Illinois University. He is a CFA Charterholder and is a member of the CFA Institute of Chicago. Mr. Kistner also holds the Chartered Alternative Investment Analyst designation.

Read insights from T.J.

  • March 23, 2022

    The Ends vs. the Means: Both Matter

    Is investing with the most recent period’s top-performing manager solely on that basis a good decision?

    Topics covered: Investment

    Read full insight

  • December 16, 2021

    Second Annual Survey of Investment Managers’ Internal ESG Practices Finds Progress on Some Issues

    We surveyed our top 100 managers by client assets on their ESG practices. See our key findings and learn what progress has been made.

    Topics covered: Investment

    Read full insight

  • October 29, 2021

    Define “Inflation” for Me. It’s Harder Than You Think.

    Inflation has arguably been the most discussed and debated topic in the financial markets of late. See why.

    Topics covered: Communications, Investment

    Read full insight

  • April 15, 2021

    The Effect of Rising Rates and Longer Duration on Fixed Income Returns

    Much media attention has been given recently to the swift rise in interest rates in the U.S., particularly at the back end of the yield curve.

    Topics covered: Investment, Communications

    Read full insight

  • March 3, 2021

    The U.S. Fiscal Condition: “Another Day Older and Deeper in Debt”

    The refrain from the song “Sixteen Tons,” sung by Ernie Ford in the late 40s, seems appropriate as the U.S. continues to add to its mountain of debt

    Topics covered: Investment, Compliance

    Read full insight