Joe Kolerich
Head-Fixed Income Invts at Dimensional Fund Advisors LP
Profile
Joseph Frank Kolerich is currently the Head of Fixed Income of Americas & Vice President at Dimensional Fund Advisors LP since 2021.
He is also a Portfolio Manager at Dimensional Fund Advisors Ltd.
Additionally, Mr. Kolerich previously worked as an Investment Analyst at Amalgamated Bank of Chicago.
He holds an MBA from The University of Chicago and an undergraduate degree from Northern Illinois University.
Joe Kolerich active positions
Companies | Position | Start |
---|---|---|
Dimensional Fund Advisors LP
Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds. | Head-Fixed Income Invts | 2020-12-31 |
Dimensional Fund Advisors Ltd.
Dimensional Fund Advisors Ltd. Investment ManagersFinance Dimensional Fund Advisors Ltd. (DFAL) is a mutual fund management firm headquartered in London, UK. The firm was founded in 1990 and is a subsidiary of Dimensional Fund Advisors LP (DFA), ultimately held by Dimensional Holdings, Inc. in the US. DFAL provides sub-advisory services to DFA, a registered investment advisor, primarily in connection with DFA’s management of the US Dimensional Funds, and also certain institutional separate accounts. | Portfolio Manager-Equities | - |
Former positions of Joe Kolerich
Companies | Position | End |
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Amalgamated Bank of Chicago
Amalgamated Bank of Chicago Regional BanksFinance Amalgamated Bank of Chicago provides commercial bank services. It offers personal, business and mortgage banking services. The company was founded in 1922 and is headquartered in Chicago, IL. | Corporate Officer/Principal | - |
Training of Joe Kolerich
The University of Chicago | Masters Business Admin |
Northern Illinois University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Dimensional Fund Advisors LP
Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds. | Finance |
Amalgamated Bank of Chicago
Amalgamated Bank of Chicago Regional BanksFinance Amalgamated Bank of Chicago provides commercial bank services. It offers personal, business and mortgage banking services. The company was founded in 1922 and is headquartered in Chicago, IL. | Finance |
Dimensional Fund Advisors Ltd.
Dimensional Fund Advisors Ltd. Investment ManagersFinance Dimensional Fund Advisors Ltd. (DFAL) is a mutual fund management firm headquartered in London, UK. The firm was founded in 1990 and is a subsidiary of Dimensional Fund Advisors LP (DFA), ultimately held by Dimensional Holdings, Inc. in the US. DFAL provides sub-advisory services to DFA, a registered investment advisor, primarily in connection with DFA’s management of the US Dimensional Funds, and also certain institutional separate accounts. | Finance |
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