JULIA BONAFEDE, CFA

Co-Founder of Rosetta Analytics Inc. 

Julia has spent the past several years with Co-Founder Angelo Calvello, and the amazing Rosetta Science Team focused on research and development of Rosetta Analytics advanced AI Investment Platform.

Prior to co-founding Rosetta Analytics, Julia spent 24 years building teams and offices at Wilshire Associates. Julia 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 brought a strong history and philosophy of portfolio risk management and research to Wilshire Consulting where she and her team expanded the consulting business into Outsourced CIO and Risk Consulting services for clients. Ms. Bonafede served as strategic consultant to large state and corporate pension funds, and endowment and foundation clients. She has spoken at industry conferences on a wide range of topics which include: risk management, fiduciary issues, asset allocation and rebalancing, the market environment and the evolution of the investment consulting business. Ms. Bonafede joined Wilshire Associates in 1991; she then moved to Wilshire Analytics in 1993 and in 1996, started Wilshire’s European Analytics business in London. In 1999, Ms. Bonafede managed Wilshire Analytics’ U.S.-based client service group located in Wilshire’s New York and Santa Monica offices.

She was 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. She currently serves on the Standards of Practice Council for the CFA Institute. She serves on retirement, school and corporate boards and is President of Jobs Peak Advisors.

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