Min Axthelm, Cfa
About Min Axthelm, Cfa
Min Axthelm, CFA, serves as the Director of Investment Research at Endowus in Singapore, where he has worked since 2022. He has extensive experience in investment research and portfolio management, having held positions at various financial institutions including Dimensional Fund Advisors, Wells Fargo, and Morgan Stanley.
Work at Endowus
Min Axthelm has been serving as the Director of Investment Research at Endowus since 2022. In this role, Axthelm focuses on conducting investment manager due diligence and driving research and content creation related to macro market trends and asset allocation. Additionally, Axthelm collaborates with the Product team to support product research and development, emphasizing portfolio construction and optimization.
Previous Employment Experience
Prior to joining Endowus, Min Axthelm held several positions in the finance industry. Axthelm worked at Morgan Stanley as a Wealth Management - Global Investment Manager Analysis from 2020 to 2022 in New York. Before that, Axthelm was with Wells Fargo as a Global Manager Research from 2018 to 2020 in Charlotte, North Carolina. Axthelm also served at Dimensional Fund Advisors in various roles, including Senior Associate and Equity Asset Class Specialist, from 2013 to 2017 across Singapore and Charlotte.
Education and Expertise
Min Axthelm holds a Bachelor of Engineering (B.Eng) from the National University of Singapore and a Master of Business Administration (M.B.A.) from The University of Chicago Booth School of Business. Axthelm also studied at the Illinois Institute of Technology and Raffles Girls' School. This educational background supports Axthelm's expertise in investment research, portfolio construction, and asset allocation.
Investment Research and Analysis Skills
In the role of Director of Investment Research, Min Axthelm conducts thorough investment manager due diligence and focuses on macro market analysis. Axthelm drives research initiatives that inform asset allocation strategies and collaborates with product teams to enhance product offerings. Axthelm's work emphasizes the importance of portfolio construction and optimization, contributing to effective investment strategies.
Career Progression
Min Axthelm's career in finance began at Morningstar Associates LLC, where Axthelm worked as a Project Manager and later as a Senior Investment Analyst from 2005 to 2013 in Chicago. Axthelm's experience spans various roles and locations, including significant positions at Dimensional Fund Advisors and Wells Fargo, showcasing a diverse and progressive career trajectory in investment research and management.