Head of Research

Today, we are speaking to leaders who can both geek out on data and translate the big picture of our economy. They are the Head of Research. From strategic planning to market analysis to industry trends, how do their roles guide the creation and management of ETFs? 

We have Matt Dines and Carol Spain with us today. 

Carol Spain is a Managing Director and Head of Credit Research for Schwab Asset Management. Carol earned a Master of Public Policy from the University of Chicago and a Bachelor of Arts in political science from the University of Notre Dame. She is an active member of the National Federation of Municipal Analysts and is a member of the External Advisory Panel of the Government Finance Research Center. Carol lives in Chicago with her husband and two small children. 

 

Matt Dines serves as Chief Investment Officer at Build Asset Management, where he oversees portfolio management, capital allocation, and strategy for the firm and its clients. Matt holds a Master’s degree in Finance from Washington University in St. Louis, with a focus on Quantitative Finance. He holds a Bachelor’s degree in Biological Science from the University of Notre Dame. Matt earned his Chartered Financial Analyst® designation in 2017. Matt and his wife live in Seattle with their twin boys.  

Kristine Delano guides the conversation about the hard work and skills it takes to research and analyze data in the world of ETFs. 

Follow on Instagram kristine.delano.writer 

Visit www.womeninetfs.com to find additional support in the ETF industry. 

Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.

In partnership with https://www.etfcentral.com/

Book recommendations: 

• Leading Lightly by Jody Michael

• The Asian Financial Crisis 1995-98: Birth of the Age of Debt by Russell Napier