Veronica Klaus
Veronica joined Lonsec in October 2011 as a Senior Investment Consultant. Veronica as head of the consulting team provides advice and input into the model portfolio construction process, including fund research, selection and portfolio construction advice, as well as and asset allocation decisions. She is also responsible for maintaining relationships with key dealer group clients and providing them with tailored solutions. Prior to joining Lonsec Veronica was a Director of Investment Consulting at 358 Australia Pty Ltd and prior to that, she spent a number of years at CPG Research & Advisory as a Senior Consultant; Standard & Poor’s Investment Consulting Division; Manager Investments at State Super Financial Services and as a research analyst at Bridges Financial Services.
Zach Dewhirst
Zach Dewhirst is a portfolio manager at Fidelity Institutional Asset Management® (FIAM®) managing equity portfolios, including US Total Market Equity, Large Cap Value and the FIAM suite of Low Volatility strategies. Prior to assuming his current responsibilities, he was a quantitative analyst responsible for conducting research to build and enhance the quantitative stock selection models used to manage various FIAM portfolios. Before joining Fidelity in 2007, Zach served as a quantitative research manager at PanAgora Asset Management and as a quantitative equity investment associate at Putnam Investments. Zach earned a Bachelor of Science in quantitative economics from Tufts University and his Master of Business Administration from the Massachusetts Institute of Technology Sloan School of Management. He is also a CFA® charterholder.
Ben Treacy
Ben Treacy is an institutional portfolio manager at Fidelity Investments, covering quantitative equity strategies. Prior to assuming his current responsibilities, Mr. Treacy was director, Investment Analysis at Fidelity Management and Research Company (FMR Co.) from 2000 through 2008. He was responsible for product management, product development, and analytical support for Fidelity mutual funds.