| Kunal Kapoor |
Kunal Kapoor is currently the Chief Executive Officer & Director at Morningstar, Inc. He is also the Chief Executive Officer at Morningstar, Inc. (Research), Morningstar Investment Management LLC, and President at Morningstar Commodity Data, Inc. Additionally, he serves as a Director at The Economic Club of Chicago, Morningstar, Inc. Ltd., and Trustee at The Nature Conservancy in Illinois. Mr. Kapoor has previously worked as a Director at PitchBook Data, Inc., Wealth Enhancement Group LLC, and Morningstar Real-Time Data Ltd. He has also served as the President & Chief Investment Officer at Morningstar Investment Services LLC. Mr. Kapoor completed his undergraduate degree at Monmouth College in 1997 and holds an MBA from The University of Chicago Booth School of Business. |
| Conan Wiersema |
Conan Wiersema is currently working as the Chief Accounting Officer at Morningstar, Inc. |
| Jason M. Dubinsky |
Jason M. Dubinsky is currently the Chief Financial Officer at Morningstar, Inc. He previously worked as a Director at SBI Global Asset Management Co. Ltd. and as a Vice President-Investment Banking at Lehman Brothers, Inc. He also served as Treasurer & Vice President at Walgreen Co. and as a Vice President-Investment Banking at The Goldman Sachs Group, Inc. From 2009 to 2017, he held the position of Chief Financial Officer & Senior Vice President at Walgreens Boots Alliance, Inc. Mr. Dubinsky obtained his undergraduate degree from the University of Michigan in 1995 and his MBA from The Leonard N Stern School of Business in 2000. |
| Michael Holt |
Mr. Michael Holt, CFA MBA, is a Chief Strategy Officer at Morningstar, Inc. and a Chief Strategy Officer at Morningstar, Inc. He is responsible for driving value creation by working with Morningstar’s executive team and board of directors on the firm’s overall strategic positioning, capital allocation, and M&A activities.
Before assuming his current role in 2018, Mr. Holt was Global Head of Equity Research, leading a team of more than 100 Analysts responsible for providing in-depth, fundamental equity research on approximately 1,500 companies around the world. He previously served as Director of North American equity research, Associate Director for the technology equity research team, and Senior Analyst. He was an Associate for Municipal Mortgage & Equity and spent four years in the software industry before joining Morningstar in 2008.
Holt holds a Master’s degree in Business Administration from the University of Chicago Booth School of Business and Bachelor’s Degree in Business from Indiana University. |
| James Rhodes |
James Rhodes is currently the CTO and President-Research & Enterprise Solutions at Morningstar, Inc. Prior to his current position, he served as the Chief Technology Officer at Rocaton Investment Advisors LLC from 2011 to 2016. Mr. Rhodes holds a graduate degree from Carnegie Mellon University and an undergraduate degree from Muhlenberg College. |
| Daniel Joseph Dunn |
Daniel Joseph Dunn is currently the Director at Morningstar, Inc. Ltd. and the Chief Revenue Officer at Morningstar, Inc. He previously worked as the Vice President at International Business Machines Corp. and as a Manager at SmithBucklin Corp. Dunn received his undergraduate degree from the University of Vermont and his MBA from Kellogg School of Management. |
| Marie Trzupek Lynch |
Marie Trzupek Lynch is currently the Chief People Officer at Morningstar, Inc. She previously served as the President, Chief Executive Officer, and Director at Skills for Chicagoland's Future. Ms. Lynch holds a graduate degree from The University of Chicago and an undergraduate degree from the University of Illinois At Urbana-Champaign. |
| Frannie Besztery |
Frannie Besztery is currently working as the Chief of Staff at Morningstar, Inc. Ms. Besztery has an undergraduate degree from St. Mary's College and an MBA from Kellogg School of Management. |
| Steve Bendt |
Steve Bendt is currently the Chief Marketing Officer at Morningstar, Inc. He previously worked as the Vice President-Marketing & Editorial at PitchBook Data, Inc. He obtained an undergraduate degree from Marquette University. |
| Kathleen Peacock |
Kathleen Peacock currently works at Morningstar, Inc., as Chief Legal Officer. Ms. Peacock also formerly worked at Barclays Bank Plc, as Head-Investment Banking Division, Allen & Gledhill LLP, as Associate, and Allen & Overy LLP, as Associate. Ms. Peacock received her graduate degree from National University of Singapore. |
| David W. Williams |
David W. Williams is currently the Director at Morningstar, Inc. Ltd. He also holds the position of Chief Design Officer at Morningstar, Inc. since 1993. In addition, he is the Chief Design Officer & Executive Vice President at Caruso Affiliated Holdings LLC. Mr. Williams is a Member of the American Institute of Graphic Arts. He completed his undergraduate degree at The Ohio State University and his graduate degree at Yale School of Art. |
| Joseph D. Mansueto |
Mr. Joseph D. Mansueto is an Executive Chairman at Morningstar Investment Management LLC, an Executive Chairman at Morningstar, Inc., an Executive Chairman at Morningstar, Inc. and a Chairman at Chicago Fire Soccer LLC. He is on the Board of Directors at Morningstar, Inc. Ltd. and Art Institute of Chicago. He has served as chairman of the board of directors from the company’s inception, and as chief executive officer from 1984 to 1996 and again from 2000 to 2016.
Before founding Morningstar, Mansueto was a securities analyst at Harris Associates.
He holds a bachelor’s degree in business administration from the University of Chicago and a master’s degree in business administration from the University of Chicago Booth School of Business. Mansueto is a member of the board of directors for Whole Foods Market, Inc. |
| Detlef Scholz |
Detlef Scholz is currently the Director at DBRS Ratings Ltd., the Managing Director at DBRS Ratings GmbH, the President-Expanded Credit Ratings Organization at Morningstar, Inc., the President at DBRS Ltd., the President at Morningstar Credit Ratings LLC, and the President at DBRS, Inc. Previously, he held positions as the Global Head-Financial Institutions at Moody's Investors Service, Inc., Moody's Investors Service Ltd., and Moody's Deutschland GmbH. He obtained his undergraduate degree from the University of St. Gallen. |
| Daniel Edward Needham |
Daniel Edward Needham is currently the Director at Morningstar, Inc. Ltd. He is also the President at Morningstar Investment Services LLC since 2009 and the President-Morningstar Wealth at Morningstar, Inc. since 2015. Additionally, he holds the position of President at Morningstar Investment Management LLC since 2015 and serves as a Trustee at Morningstar Funds Trust. In the past, he worked as the Managing Director at Morningstar Investment Management Europe Ltd. from 2013 to 2015 and as the Managing Director & Chief Investment Officer at Morningstar Investment Management Australia Ltd. from 2002 to 2013. He also held the position of Chief Investment Officer at Ibbotson Pty Ltd. Mr. Needham completed his undergraduate degree at The University of Sydney. |
| Brock Johnson |
Brock Johnson is currently the President-Morningstar Retirement at Morningstar, Inc. He previously worked as the Director-Consultative Products at Victory Capital Management, Inc. He completed his undergraduate degree at Wheaton College (Illinois) and holds an MBA from Weatherhead School of Management. |
| Cheryl A. Francis |
Cheryl A. Francis is the founder of the Corporate Leadership Center, which was founded in 2002. She is currently a Non-Executive Director at Aon Global Ltd. (United Kingdom) since 2010, an Independent Director at HNI Corp. since 1999, an Independent Director at Morningstar, Inc. since 2002, a Director at United Way of Metro Chicago, Inc., an Independent Non-Executive Director at Aon Plc since 2010, and a Trustee at Cornell University. Ms. Francis's former positions include being a Director at Hewitt Associates, Inc. from 2002 to 2010, the Chief Financial Officer & Executive Vice President at R.R. Donnelley & Sons Co. from 1995 to 2000, the Treasurer at FMC Corp. from 1993 to 1995, and the Chief Financial Officer at FMC Gold Co. from 1987 to 1991. She holds an undergraduate degree from Cornell University and an MBA from The University of Chicago Booth School of Business. |
| Gail S. Landis |
Gail S. Landis is the founder of Evercore Asset Management, which was founded in 2006. Currently, she is an Independent Director at Morningstar, Inc. since 2013. She completed her undergraduate degree at Boston University and earned an MBA from The Leonard N Stern School of Business. |
| William M. Lyons |
William M. Lyons is currently serving as Vice Chairman at The Greater Kansas City Community Foundation, Vice Chairman at The Nature Conservancy of Kansas, Director at NASDAQ BX, Inc., Director at The Nasdaq Stock Market LLC, Independent Director at Morningstar, Inc., and Trustee at The Nelson-Atkins Museum of Art. Previously, he held the positions of President, CEO, COO & General Counsel at American Century Cos., Inc., President & Chief Executive Officer at American Century Investment Management, Inc., Chairman at Kansas City Symphony, Independent Director at NIC, Inc., Director at Nasdaq ISE LLC, Nasdaq GEMX LLC, and Nasdaq PHLX LLC, and Associate at McCutchen, Doyle, Brown & Enersen LLP. He is an alumnus of Yale University, where he completed his undergraduate degree, and Northwestern University School of Law, where he obtained his graduate degree. |
| Steven Neil Kaplan |
Steven Neil Kaplan is the founder of Polsky Center For Entrepreneurship & Innovation. He currently holds positions as an Independent Director at Morningstar, Inc., Director at Illinois Venture Capital Association, Research Associate at National Bureau of Economic Research, Inc., Advisor at Correlation Management LLC, Professor at The University of Chicago Booth School of Business, Trustee at Wanger Asset Trust, Advisor at Access Holdings Management Co. LLC, and Venture Partner at Trust LLC. He formerly held positions as Director at Zayo Group LLC, Independent Director at Zayo Group Holdings, Inc., Independent Director at R1 RCM, Inc., Trustee at Columbia Acorn Trust, Trustee at Columbia Acorn Fund, and Advisor at 213 Management LLC. Kaplan received his undergraduate and doctorate degrees from Harvard University. |
| Robin Diamonte |
Robin Diamonte is an Independent Director at Morningstar, Inc. and the Chief Investment Officer at RTX Corp. She previously worked as a Managing Director at Verizon Investment Management Corp. and as the Chief Investment Officer & Vice President at United Technologies Corp. Diamonte holds an undergraduate degree and an MBA from the University of New Haven. |
| Doniel N. Sutton |
Doniel N. Sutton is an Independent Director at Ross Stores, Inc., Morningstar, Inc., and a Director at Venminder, Inc. She is also a Member of the Executive Leadership Council, Inc., Orange County Chapter, and the National Coalition of 100 Black Women. Ms. Sutton was previously employed as SVP-Human Resources & Home Loan Servicing at Bank of America Corp., VP-Human Resources & Relocation Services at Prudential Financial, Inc., Senior Vice President-People at PayPal Holdings, Inc., and Vice President-Global Human Resources at Prudential Real Estate & Relocation Services, Inc. She was also the Chief People Officer at Fastly, Inc. and Alteryx, Inc. Ms. Sutton holds an undergraduate degree and an MBA from the University of Illinois At Urbana–Champaign. Ms. Sutton's current jobs are Independent Director at Ross Stores, Inc., Morningstar, Inc., and Director at Venminder, Inc. |
| Caroline J. Tsay |
Caroline J. Tsay was the founder of Compute Software, Inc. founded in 2017, where she held the title of Chief Executive Officer until 2022. Currently, she holds positions as an Independent Director at The Coca-Cola Co. since 2018, an Independent Director at Morningstar, Inc. since 2017, and an Advisor at Tau Ventures LLC. Ms. Tsay's former positions include Senior Director-Product Management at Yahoo!, Inc. from 2007 to 2013, Independent Director at Travelzoo Inc. from 2015 to 2017, Independent Director at Rosetta Stone, Inc. from 2014 to 2018, Board of Directors at Codefresh, Inc. from 2016 to 2017, Senior consultant at IBM Global Business Services from 2004 to 2007, and VP & General Manager-Software at Hewlett Packard Enterprise Co. from 2013 to 2016. Ms. Tsay received her undergraduate and graduate degrees from Stanford University. |
| Stephen W. Joynt |
Stephen W. Joynt is an Independent Director at Morningstar, Inc. He was previously the Chief Executive Officer at Fitch Ratings, Inc., Algorithmics, Inc., Fitch Group, Inc., and DBRS, Inc. He was also the President & Chief Executive Officer at Fitch Ratings Ltd. Additionally, he served as the Executive Chairman at DBRS Ltd. and Managing Director at S&P Global Ratings (United States). Joynt received his undergraduate degree from the University of Arizona. |
