Organizational Announcement


Dimensional Announces Senior Appointments to its Investment Team

13 February 2019

Dimensional1 is making several senior appointments to its Investment team effective February 28. Jed Fogdall, currently Co-Head of Global Portfolio Management, will become Head of Global Portfolio Management and Chair of the Investment Committee. Mary Phillips, Allen Pu, and Joel Schneider will become Deputy Heads of Portfolio Management, North America. Pu and Schneider will also be joining Phillips as members of the Investment Committee.

On February 28, Joseph Chi will step down from his role as Co-Head of Global Portfolio Management and Chair of the Investment Committee to spend more time with his family. Chi plans to stay with Dimensional, serving as an ex officio member of the Investment Committee and helping to train and mentor future leaders.

“We have been cultivating a deep bench of investment team leaders throughout our history, and we look forward to expanded roles for Jed, Mary, Allen, and Joel,” said Co-CEO and Chief Investment Officer Gerard O’Reilly. “We thank Joe for his steady leadership and the contributions he has made to Dimensional. Together, he and Jed helped create efficiencies and scalability that have allowed Dimensional to consistently execute investment strategies around the world at the high standard we demand for our clients.”

Fogdall has been Co-Head of Global Portfolio Management since 2012. He joined Dimensional in 2004 as a Portfolio Manager on our International Equity team and has served in a variety of leadership roles, including on Dimensional’s Investment Committee and Investment Research Committee. Fogdall holds a BS in electrical engineering from Purdue and an MBA with a concentration in finance from the UCLA Anderson School of Management.

Mary Phillips is a Senior Portfolio Manager, Vice President, and member of the Investment Committee and Investment Research Committee. Before coming to Dimensional in 2012, Phillips worked as a portfolio manager at Russell Investments, where she designed and implemented derivatives strategies for commingled funds and pension funds. Phillips earned an MBA from the University of Chicago Booth School of Business. She also holds the CFA® designation and completed a BA in business administration at the University of Puget Sound.

Allen Pu is a Senior Portfolio Manager and Vice President. He joined Dimensional as a Portfolio Manager in 2006 from the California Institute of Technology. Earlier in his career, he spent four years making private equity investments as a vice president for Mellon Ventures, an affiliate of Mellon Financial. Pu earned an MBA in finance and entrepreneurial studies from the Anderson School of Management at the University of California, Los Angeles. He also holds an MS and a PhD in electrical engineering from California Institute of Technology and a BS in electrical engineering from the Cooper Union for the Advancement of Science and Art. In addition, Pu is a CFA® charterholder.

Joel Schneider is a Senior Portfolio Manager, Vice President, and Chair of Dimensional’s Corporate Governance Committee. Prior to joining Dimensional in 2011, Schneider worked in engineering, business development, and management consulting roles. Schneider holds an MBA from the University of Chicago Booth School of Business, an MS in industrial and systems engineering from the University of Minnesota, and a BS in computer engineering from Iowa State University.

Fogdall, Phillips, Pu, and Schneider will continue to work closely with Bhanu Singh, Head of Portfolio Management, Asia Pacific, and Nathan Lacaze, Head of Portfolio Management, EMEA and Co-CEO of Dimensional Fund Advisors Ltd., our London-based business.



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