Jeff McConnell, CFA

Jeff is the Head of Institutional Investment Solutions within Morgan Stanley’s Wealth Management Investment Resources group. Jeff joined Morgan Stanley in September 2013 after spending three years at Johnson & Johnson as Director of Pension Funds, overseeing the firm’s defined-benefit and defined-contribution plans, which totaled more than $20 billion in assets. Prior to joining J&J, Jeff worked at Morningstar for 12 years as a retail mutual-fund analyst, a stock analyst, and primarily as a Senior Consultant/Portfolio Manager for Morningstar Associates. There he was a member of the firm’s portfolio management team, which subadvised a series of multi-manager funds of funds and with a combined total of $15 Billion.

Jeff holds an MBA from DePaul University and a BA in Economics from Michigan State University. He is a CFA charter holder and a member of the CFA Institute, the New York Society of Securities Analysts, and the Finance Advisory Board at Michigan State University.