Julia Bonafede, CFA
Co-Founder, Rosetta Analytics
Julia has spent the past four years with Co-Founder Angelo Calvello and the Rosetta Analytics team focused on research and development of the firm’s advanced AI investment platform.
Prior to co-founding Rosetta Analytics, Julia spent 24 years building teams and offices at Wilshire Associates. She served as President of Wilshire Consulting and was a member of Wilshire’s Board of Directors and Wilshire Consulting’s Investment Committee. She led over 90 consulting professionals servicing more than 200 client relationships with AUA of over $1 trillion. She has a strong history and philosophy of portfolio risk management and research and expanded Wilshire Consulting’s business into Outsourced CIO and Risk Consulting services for clients. She has served as strategic consultant to large state and corporate pension funds, and endowment and foundation clients.
Julia speaks regularly at industry conferences on topics such as risk management, fiduciary issues, asset allocation and rebalancing, the market environment, and the evolution of the investment consulting business. She was recognized in May 2021 as one of four women named by The Hedge Fund Journal in its “Tomorrow's Titans 2021 List of 50 Managers” and also listed as a top Knowledge Broker in Chief Investment Officer magazine’s annual list of the world’s most influential investment consultants in 2015. Her publications include: "The Wilshire 5000 Total Market Index: The Logistics Behind Managing Broad-Based Indexes," Journal of Indexes, 3rd Quarter 2003; and "A Multi-Period Linking Algorithm that Has Stood the Test of Time," The Journal of Performance Measurement, Volume 7: Number 1.
Ms. Bonafede earned a B.S. in Marketing from the University of Colorado and an M.B.A. in Finance and Entrepreneurship from the Marshall School of Business at the University of Southern California. She is a member of the CFA Institute and is a founding member of the United Kingdom Society of Investment Professionals/CFA Society United Kingdom. She currently serves on the Standards of Practice Council for the CFA Institute.