PANEL: Unlocking Potential: The Future of Actively-Managed ETFs

Mr. Koerner is Vice President, Senior ETF Sales Specialist for Touchstone Investments. He is responsible for representing the investment strategies employed by Touchstone’s sub-advisors and methods to best position and employ Touchstone ETF strategies in investor portfolios. He champions the strategic growth of Touchstone’s ETF products and provides detailed technical expertise on investment strategies and how such strategies can be implemented within client firm platforms and models.

Prior to joining Touchstone in February 2022, Mr. Koerner was Senior Vice President, Sector & ETF strategist manager at Fidelity Institutional Asset ManagementSM (FIAMSM), Fidelity Investments’ distribution and client service organization dedicated to meeting the needs of consultants and institutional investors, such as defined benefit and defined contribution plans, endowments, and financial advisors. Prior to assuming this position in 2013, Mr. Koerner was a senior vice president in FIAM’s Wealth Advisor Services group.

Before returning to Fidelity in 2010, he served as the national sales manager at State Street Global Advisors (SSgA), where he was responsible for managing SSgA’s regional consultant team. In this role, he and his team worked with financial advisors in the national and regional broker-dealer channel representing exchange traded funds (ETFs), mutual funds, and separate accounts. Previously, Mr. Koerner was a vice president at Delaware Investments, where he presented and distributed separate accounts strategies, mutual funds, and 401(k) plans to financial consultants in the wirehouse and regional broker-dealer channels. He has been in the investments industry since 1992.

Mr. Koerner earned a BS in industrial management from Carnegie Mellon University. He is also a Certified Investment Management Analyst (CIMA®), Certified ETF Advisor (CETF®) and Chartered Mutual Fund Counselor (CMFC®) charter holder.