Profile
Apollo D.
Lupescu trains and manages the client service team that provides support and analytical resources to financial advisor clients and prospects.
Apollo, who joined Dimensional in 2004 as a regional director and still works with a select number of advisors, created a professional development program for client service associates and designed processes to efficiently deliver services to advisors.
In addition, he serves as a 401(k) resource for advisors looking to enter the defined contribution market or expand their 401(k) business.
Prior to Dimensional, Apollo served in a variety of roles with the US Department of State, from which he formed his own consulting firm, Apollo Consulting Group.
His interests in finance and investments led him to teaching engagements at the University of California, Santa Barbara.
Apollo received his Ph.D.
in economics and finance from UCSB and holds a B.A.
from Michigan State University, where he competed in and coached water polo.
Former positions of Apollo D. Lupescu
Companies | Position | End |
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Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Sales & Marketing | 2010-12-30 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
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Linked companies
Private companies | 1 |
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Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Finance |
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