Andy Kunzweiler

Direct indexing portfolio manager

Andy Kunzweiler, CFA, is the direct indexing portfolio manager at Morningstar Wealth.

Previously, he was a senior portfolio manager at Northern Trust, where he managed direct indexing portfolios for a diverse clientele ranging from foundations and endowments to corporations and nuclear decommissioning trusts, to family offices and ultrahigh net worth individuals. He began his career in the analyst program at UBS Investment Bank and graduated from Boston College. He is a CFA charterholder and a member of the CFA Institute and CFA Society of Chicago.

Practice and client management

Advisors can ignore these 2 things when choosing a direct indexing provider

It's a complicated choice, but tax alpha and customization shouldn't play that big of a role. On the other hand, the ability to have a solid partnership should.

By Andy Kunzweiler

December 26