Kalman Fortoloczki

Senior Compliance Officer at LGIM America

Kalman Fortoloczki holds extensive experience in compliance, with a current position as Senior Compliance Officer at LGIM America since October 2022. Previously, Kalman served as Sr. Investment Compliance Manager at Aegon Asset Management from March 2019 to October 2022, and as Assistant Vice President with responsibilities in Marketing Review Compliance at Nuveen Investments from June 2010 to August 2018. Earlier roles include Associate Director and Compliance Officer at UBS Wealth Management from October 1999 to April 2009, and Sr. Litigation Assistant at prestigious law firms such as Simpson Thacher & Bartlett LLP and Cravath, Swaine & Moore LLP. Kalman earned a BA in Biology and English from Columbia University and studied law at the Cardozo School of Law.

Location

Chicago, United States

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LGIM America

LGIM America (LGIMA) was founded in 2006 with the purpose of helping people achieve their long-term financial goals. We offer a range of strategies to help our institutional clients (corporations, healthcare agencies, non-profit, educational institutions, public plans and Taft-Hartley multi-employer plans) manage their investment objectives, which can range from market-based alpha-oriented strategies, derivative overlays, equity solutions and those that are designed to be more liability-centric. Encouraging a diverse and inclusive environment coupled with a solutions-focused culture allows us to increase our breadth of knowledge and the likelihood of improved client outcomes and stronger financial performance. We have teams of experienced, innovative professionals committed to helping plan sponsors meet their pension promises, managing investment exposures efficiently to seek enhanced returns while mitigating risks, and working to generate returns while making a positive societal difference. As of June 30, 2023, LGIM America had $221 billion in assets under management.


Employees

201-500

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