John Mclaughlin, Cfa, Caia Email & Phone Number

Portland, OR, US

Portland, Oregon Metropolitan Area

Portland, Oregon, United States

Sellwood helps institutional clients achieve their unique goals with thoughtful investment advice, delivered with integrity. We are fiduciaries to all our clients, serve clients only in a fee-based capacity, and are absolutely free from any conflicts of interest.

Greater Chicago Area

Investment design, asset allocation, manager structure, operational implementation, and general investment research for Callan's discretionary mandates.

Greater Chicago Area

Portfolio manager for Morningstar Investment Management LLC’s active target date and target risk asset allocation portfolios. Contributed research and decision-making for Morningstar’s Total Return Bond, Multi-Sector Bond, and Municipal Bond strategies as a mutual fund prospectus listed portfolio manager. Additionally, served as a prospectus listed.

Greater Chicago Area

Constructed and monitored custom asset allocation fund-of-funds using ETFs, mutual funds, and variable annuities for financial intermediaries. Performed investment manger due diligence and selection across both traditional and alternative asset classes. Strategy lead for Ibbotson's multi-asset class target risk and target outcome momentum factor.

Portland, Oregon Area & Chicago, IL

Served as an institutional investment consultant with a primary focus on large state defined benefit pension systems and sovereign wealth funds.

Financial services focused management consultancy delivering advice on strategic planning, strategic industry research, and custom financial modeling.

Worked with a team of analysts and portfolio managers implementing derivative-based investment solutions. Group’s core offerings included derivative overlays (futures, forwards, and swaps), beta (market exposure) management, and liability-driven investing.

Greater Seattle Area

Interned in Mercer’s Human Capital Consulting Practice with a primary focus on executive compensation, including total cash compensation benchmarking, short-term incentive plan design, and long-term incentive plan design and modeling (e.g. stock options, RSUs, phantom equity).

Palo Alto, CA

Built databases and websites in support of the SLAC Summer Institute. Self taught SQL, HTML, XML, PHP, CSS, and multiple database systems.

Masters Of Business Administration (M.B.A.)

Concentrations in Analytic Finance, Accounting, Entrepreneurship, Statistics & Econometrics.

Baba, Finance

Graduated Magna Cum Laude and Beta Gamma Sigma. Full academic scholarship.