Alexander Brownlee, CFA in

Alexander Brownlee, CFA

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Portfolio Manager at Morningstar
📍 Greater Chicago Area, United States

Alexander Brownlee is a Senior Portfolio Manager at Morningstar Investment Management, specializing in multi-asset portfolios like target-date funds and 529 plans. A CFA charterholder and graduate of the University of Pittsburgh, he is recognized for his expertise in client advisory and creating custom investment solutions for major plan sponsors and asset managers.

Outside of his professional role, Alexander is a dedicated family man. He has publicly acknowledged the significant support from his wife and children, which was instrumental in his journey to earning his CFA charter, a process that involved many early mornings and late nights of study.

Unique fact: He completed a Customer Experience Certificate Program at The George Washington University School of Business.

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Experience
11 Years
Current Role
Portfolio Manager
Job Level
Middle
Location
Greater Chicago Area, United States
Personality Overview

How Alexander shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Alexander cares about

Multi-Asset Investing
Manages custom multi-asset portfolios, including target-date funds and 529 plans, for a wide range of institutional clients.
Retirement Solutions
His work focuses on constructing and managing investment portfolios designed for retirement savings and long-term financial goals.
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Career

Work history

1-2025
Portfolio Manager
Morningstar
1-2023 - 1-2025
Associate Portfolio Manager
Morningstar
1-2021 - 1-2023
Senior Investment Analyst, Portfolio Management
Morningstar
10-2019 - 1-2021
Investment Analyst, Portfolio Management
Morningstar
8-2018 - 9-2019
Associate Investment Analyst
Morningstar
In the press

Media appearances

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Education
2011 - 2015
Bachelor of Science in Business Administration
University of Pittsburgh
2022
Certificate
The George Washington University School of Business
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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