Our Research Roundtable
Fiduciary Wealth Partners is committed to researching all strategies for the benefit of our clients. To assist us in analyzing innovative ideas and creating thought leadership, we have created a Research Roundtable of experienced academics and wealth management professionals.
The Roundtable is focused on independent academic research, combined with practical application. Our team reviews ideas in a round table format, where debate around all sides of issues are encouraged
Based on the combination of academic rigor and our years of experience in evaluation and practical implementation of ideas, products and strategies, we strive to increase education, knowledge and positive outcomes.
Elisabetta Basilico
PhD, CFA
Elisabetta Basilico is a seasoned investment professional with expertise in turning academic insights into investment strategies. Her life’s work is combining her scientific grounding in quantitative investment management with a pragmatic approach to business challenges, Elisabetta’s expertise spans the range from asset allocation to active quantitative investment strategies and she has helped several institutional investors and family offices evaluate and optimize stable returns from their global wealth portfolios.
Elisabatta has been a Chartered Financial Analyst since 2007 and has a PhD in Finance from the University of St. Gallen in Switzerland. She has taught at various international universities, co-authored numerous papers that have been published in peer-reviewed journals and is currently working on a book about research-backed investment ideas that is under contract with Palgrave/MacMillan.
Tommi Johnsen
PhD
Tommi Johnsen is the past Director of the Reiman School of Finance and a tenured member of the faculty at the Daniels College of Business at the University of Denver. She has worked extensively as an investment consultant in the areas of quantitative methods and portfolio construction and has a Phd in Finance and Econometrics from the University of Colorado - Bolder.
Tommi has taught at the graduate and undergraduate levels and published research in several areas including: capital markets, portfolio management and performance analysis, financial applications of econometrics and the analysis of equity securities. Her publications have appeared in numerous peer-reviewed journals.
Maneesh Shanbhag
CFA
Maneesh Shanbhag is the founder of Greenline Partners and responsible for research and the investment process. Maneesh oversees the management of customized portfolios of equities, fixed income and commodities for institutions and taxable families as well as advising them on asset allocation and manager selection. Prior to Greenline Partners, Maneesh was on the account management team at Bridgewater Associates, who managed over USD 150bln for the largest sovereign wealth funds, pensions, endowments and foundations.
Maneesh has an MBA and MS in electrical engineering specializing in semiconductor physics from the University of Illinois at Urbana-Champaign, is a CFA Charterholder, and lives in New York City with his wife and two children.
Sloane Ortel
Sloane Ortel is the Inclusion in Wealth columnist at Citywire RIA, a co-host of the Free Money podcast, and a consultant tackling issues around inclusion, financial innovation, and creativity.
She is an active contributor to industry dialogues, which has included writing and working for the CFA Institute to build the Enterprising Investor, helping to grow it into one of the most widely read investment blogs in the world.
Her writing has also been featured in The Singapore Business Times, London City A.M., Yahoo! Finance, CNBC, Morningstar, and various other media.
Outside of her work in the financial industry, she is active as a standup comedian and alpine ski racer.
Charlie Henneman
CFA
Charlie has served as a member of the CFA Institute Investment Committee, and as a member of the Executive Committee for the annual University of Virginia Investing Conference (UVIC). From 2004 to 2020 he was also the Head of Educational Events at CFA Institute where he designed and ran global educational conferences and seminars.
Previously, Charlie held several positions in credit and structured finance at firms including CDO manager Indosuez Capital, international advisory boutique AGS Financial, and Standard & Poor's Structured Ratings.
A CFA Charterholder since 1999, he holds a BA in political science from the University of Rochester and an MBA in finance from the New York University Stern School of Business. He resides in Charlottesville, Virginia.
Joachim Klement - Contributor
CFA
Joachim Klement is a trustee of the CFA Institute Research Foundation and offers regular commentary at Klement on Investing.
Previously, he was CIO at Wellershoff & Partners Ltd., and before that, head of the UBS Wealth Management Strategic Research team and head of equity strategy for UBS Wealth Management.
Klement studied mathematics and physics at the Swiss Federal Institute of Technology (ETH), Zurich, Switzerland, and Madrid, Spain, and graduated with a master’s degree in mathematics. In addition, he holds a master’s degree in economics and finance.
