Daniel Morillo, PhD, Managing Director, is the Global Head of Investment Research for iShares. Dr. Morillo's service with the firm dates back to 2003, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. At BGI, he served in a variety of senior research and portfolio management roles including, Head of Global Equities within the Scientific Active Equity group. Prior to joining BGI, Dr. Morillo served as a Senior Research Manager at PanAgora Asset Management for three years, where he developed US Equity risk and alpha models. Dr. Morillo earned a BS degree in economics from Universidad San Fran de Quito in 1995, a MS degree in statistics from the University of Illinois in 1998, and a PhD in econometrics from the University of Illinois in 2000.
Peter Hayes is a member of Americas Fixed Income within Alpha Strategies. He is head of the Municipal Group and a member of the Americas Fixed Income Executive Team. He leads the Municipal Bond Operating Committee which oversees municipal bond portfolio management, research and trading activities, and is a member of the firm's Global Operating Committee.
Mr. Hayes' service with the firm dates back to 1987, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. At MLIM, he was head of the short term tax-exempt trading desk, and managed the CMA Tax-Exempt Fund and other short term municipal bond portfolios. Prior to joining MLIM, Mr. Hayes was a trader for Shawmut Bank.
Mr. Hayes earned a BA degree in economics from the College of the Holy Cross in 1981.
Nelli Oster, PhD, Director, is an Investment Strategist in BlackRock's Multi-Asset Strategies Group, where her responsibilities include developing tactical country, sector and asset allocation models for implementation with iShares ETFs, in addition to relating the Investment Strategy Team's research and investment views to key institutional and financial advisor clients.
Dr. Oster's service with the firm dates back to 2008, including her time with Barclays Global Investors (BGI) which merged with BlackRock in 2009. At BGI Dr. Oster did research and portfolio management in the firm's quantitative stock selection business across the global portfolios. Prior to joining BGI, Dr. Oster was an Equity Research Analyst at Goldman Sachs after beginning her career in the Mergers and Acquisitions group of Salomon Smith Barney.
Dr. Oster holds a BSc (Hons) in Management Sciences from the London School of Economics and a PhD in Finance from the Stanford Graduate School of Business, where her Behavioral Finance dissertation focused on expectations formation and learning in the financial markets.
Matthew Tucker, CFA, Managing Director, is Head of the iShares Fixed Income Strategy team. He leads the product strategy effort for exchange-traded funds, and leads the platform's efforts in North and Latin America iShares. His team focuses on developing new fixed income iShares strategies, partnering with the iShares team on product delivery, and supporting iShares client sales. Matt is an associate of BlackRock Investments, LLC. BlackRock, Inc. and its affiliates are not affiliated with Seeking Alpha.
Matt's service with the firm dates back to 1996, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. At BGI, he led the US Fixed Income Investment Solutions team, where he was responsible for overseeing product strategy for active, index, enhanced index, iShares (ETF) and long/short products. Previously, he was a portfolio manager and trader in fixed income focused on US government securities. Matt was part of the team that developed and launched the first fixed income ETF in 2002, and worked as the lead portfolio manager for fixed income iShares. He began his career at Barra, where he supported clients in the use of Barra's fixed-income analytics. Matt earned a BS degree in business administration from the University of California at Berkeley in 1994 and is a CFA Charter Holder. He is a frequent contributor to a number of financial publications and has written extensively on fixed income ETF markets and dynamics.
Jeffrey Rosenberg, is BlackRock's Chief Investment Strategist for Fixed Income. His responsibilities include working closely with the Chief Investment Officer of Fundamental Fixed Income, fundamental portfolios and team to develop BlackRock's strategic and tactical views on sector allocation within fixed income, currencies and commodities.
Prior to joining BlackRock, Mr. Rosenberg spent nearly 10 years at Bank of America Merrill Lynch as the Chief Credit Strategist. His most recent role included coordination of strategy across all Fixed Income, Securitized Assets, Credit, FX and Commodities and formulating tactical and strategic risk-taking recommendations for external clients and internal trading desks. Jeff brought innovation to his credit strategy work producing the first commercialized quantitative corporate credit analytics system from a dealer firm. At BAML, Mr. Rosenberg and his team were consistently ranked in the top Institutional Investor High Grade Strategy teams and General and High Yield Strategy teams. The highly regarded Situation Room report, for which Mr. Rosenberg was editor and contributor, continues to be ranked among the top research reports in our industry.
Mr. Rosenberg earned an MS degree in Computational Finance from Carnegie Mellon, a BA degree in mathematics from the University of Minnesota, and a BA degree in finance from the University of Wisconsin. He has been a Chartered Financial Analyst since 1997.
Dodd Kittsley, is Global Head of ETP Research for BlackRock. BlackRock's ETP research team provides insights and perspectives on the global ETP marketplace delivered through the monthly ETP Landscape and other regular and customized research. Mr. Kittsley was previously Head of Due Diligence for iShares, a global provider of ETPs. Mr. Kittsley's service with the firm dates back to 2007, including his years at Barclays Global Investors (BGI), which merged with BlackRock in 2009. At BGI, he was responsible for providing customized portfolio solutions and product analytics to financial intermediaries. Dodd was a Director of Sales Strategy at BGI, leading a team that created and delivered ETP product and industry related insights. Prior to joining BlackRock, Mr. Kittsley held research and fund due diligence positions at State Street Global Advisors and Morgan Stanley. He has published extensively and is a frequent speaker at industry conferences and in the media.
Mr. Kittsley earned a B.A. degree from the Hamilton College and a Masters degree from University of Houston. He holds various U.S. securities licenses. He received the Chartered Financial Analyst (CFA®) designation and is a member of CFA® Institute.
Russ Koesterich, CFA, JD, Managing Director and head of Asset Allocation, is a member of the Global Allocation team within BlackRock's Multi-Asset Strategies Group. He serves as a member of BlackRock's Americas Executive Committee.
Mr. Koesterich's service with the firm dates back to 2005, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Prior to his current role, Mr. Koesterich was BlackRock's Global Chief Investment Strategist and Chairman of the Investment Committee for the Model Portfolio Solutions business. Previously, he served as the Global Head of Investment Strategy for scientific active equities and as senior portfolio manager in the US Market Neutral Group. Prior to joining BGI, Mr. Koesterich was the Chief North American Strategist at State Street Bank and Trust. He began his investment career at Instinet Research Partners where he occupied several positions in research, including Director of Investment Strategy for both U.S. and European research, and Equity Analyst. He is a frequent contributor to financials news media and the author of two books, including his most recent "The Ten Trillion Dollar Gamble."
Mr. Koesterich earned a BA in history from Brandeis University, a JD from Boston College and an MBA from Columbia University. He is a CFA Charterholder.
Chip Castille, Managing Director, is BlackRock's Chief Retirement Strategist. He is responsible for the development, product management and distribution of BlackRock's U.S. Retirement strategies and services. He is a member of BlackRock's Global Operating Committee.
Mr. Castille's current service with the firm dates back to 2007, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. At BGI, he was Head of U.S. Defined Contribution Product Development. Prior to joining BGI in 2007, he was a Managing Director at Wilshire Associates and Chief Investment Officer for Wilshire Funds Management. During an earlier stint with BGI, from 1993 to 1999, he was part of the team that developed LifePath portfolios, the industry's first target date fund, in 1993. In 1997, he developed BGI's Portfolio Works, a software solution that helped clients optimize manager structures.
Mr. Castille's investment management experience includes expertise in solving asset allocation, manager selection and structure problems. He co-authored "Optimizing Manager Structure and Budgeting Manager Risk" (Journal of Portfolio Management) with John Pirone and Duane Whitney, which received the Bernstein Fabozzi/Jacobs Levy award for outstanding article in 2000. He is a contributing author on the iShares Blog and serves on a variety of retirement industry boards.
Mr. Castille earned a BA degree in journalism from Louisiana State University in 1987 and an MBA degree from Loyola University in 1989.
Sue Thompson is Head of the Registered Investment Advisor Group and 401(k) Sales, overseeing the firm’s iShares and 401(k) sales efforts with registered investment advisors, independent broker/dealers and asset managers.
In 2007 Sue joined Barclays Global Investors (BGI), which merged with BlackRock in 2009. Prior to joining BGI, Sue was a principal at Vanguard, heading the national sales team focused on national full service brokerage firms. She joined Vanguard in August 1999 as Senior Counsel, specializing in tax law and structured products. Sue is an associate of BlackRock Investments, LLC. BlackRock, Inc. and its affiliates are not affiliated with Seeking Alpha.
Prior to joining Vanguard, Sue was an attorney at Orrick, Herrington & Sutcliffe, LLP in California, specializing in public finance. She received her B.A. in Accounting from the University of Washington and J.D. from the University of California, Davis. In addition to holding her Series 7, 63 and 24 FINRA licenses, Sue is also a C.P.A. and holds her Certified Investment Management Analyst (CIMA) designation through the Investment Management Consultants Association in conjunction with the Wharton School at the University of Pennsylvania.