Announcement


Dimensional Welcomes Bernie Grzelak as CFO

Bernie Grzelak
Pictured: Bernie Grzelak

AUSTIN, TX—Wednesday, September 9, 2020—Dimensional Fund Advisors, a global leader in systematic factor investing, has hired Bernard J. Grzelak to serve as Chief Financial Officer (CFO), effective September 14. Lisa Dallmer, Chief Operating Officer, has filled the role of CFO since Greg Hinkle’s retirement in January.

As CFO, Grzelak will oversee all aspects of Dimensional’s financial and accounting functions, both at the firm and fund level. He will sit on Dimensional’s Operating Forum and contribute to strategic and operating decisions. He will reside in Austin and report to Dallmer.

“With the addition, we will be in an even stronger position to develop and extend our growing range of investment solutions and client services,” said Dallmer.

Grzelak brings to Dimensional nearly thirty years of experience in finance, fund administration and investment operations within the asset management industry. He had been a Partner at Lord Abbett and most recently served as the Chief Operating Officer, Global Funds and Risk. In this role he worked closely with the board of Lord Abbett’s Family of Funds, UCITS board in Ireland, and Luxembourg alternative investment fund board. He also served as the funds’ Chief Financial Officer and sat on their Enterprise Risk Management Committee. His previous experience includes serving as vice president at Lazard Asset Management LLC and audit manager at Deloitte & Touche LLP. He has worked in the financial services industry since 1993. Grzelak earned a Bachelor of Business Administration in accounting from the University of Notre Dame.

ABOUT DIMENSIONAL FUND ADVISORS

Dimensional is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, we help investors pursue higher expected returns through a systematic investment process that integrates research insights with advanced portfolio design, management, and trading, while balancing tradeoffs that can impact returns. Dimensional is headquartered in Austin, Texas, and has offices across North America, Europe, and Asia Pacific. As of June 30, 2020, Dimensional manages US$514 billion for investors worldwide.

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