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.
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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
-
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
-
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
-
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
-
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
Contact T.J.
Leadership
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
-
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
-
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
-
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
-
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
Contact T.J.
Leadership
T.J. Kistner
Vice President, Global Portfolio Solutions
Contact T.J.
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
-
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
-
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
-
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
-
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
Leadership
T.J. Kistner
Vice President, Global Portfolio Solutions
Contact T.J.
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
-
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
-
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
-
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
-
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
Leadership
T.J. Kistner
Vice President, Global Portfolio Solutions
Contact T.J.
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
-
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
-
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
-
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
-
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
