Morningstar Associates

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Morningstar Associates Employees

Employee
Years
Job
Industry
Pablo Yepez Pablo Yepez Greater Chicago Area Details
Pablo Yepez's Morningstar Associates Experience April 2013 - Present
Job
Industry Investment Management
Experience
Illinois Institute of Technology  June 2014 - Present
Morningstar Associates   April 2013 - Present
Neuberger Berman  April 2005 - March 2013
Citi  April 2004 - March 2005
BankBoston Asset Management   2002 - 2003
American Express Private Bank   2000 - 2002

Education
The University of Chicago - Booth School of Business   2007 — 2010
MBA, Analytical Finance and Econometrics

Florida International University   2000 — 2003
Bachelor of Business Administration (BBA), Finance, General

Aaron Balch, CFA Aaron Balch, CFA Greater Chicago Area Details
Aaron Balch, CFA's Morningstar Associates Experience January 2014 - Present
Job Portfolio Specialist at Morningstar Associates
Industry Financial Services
Experience
Morningstar Associates   January 2014 - Present
MetLife  October 2010 - January 2014
MetLife  July 2009 - September 2010
MetLife  March 2008 - July 2009

Skills
Retirement, Series 7, Project Management

Education
University of Pittsburgh   1998 — 2003
BS, Economics

Daniel Yeung, CFA Daniel Yeung, CFA Greater Seattle Area Details
Daniel Yeung, CFA's Morningstar Associates Experience 2004 - 2006
Job Senior Associate at The CAPROCK Group
Industry Financial Services
Experience
The CAPROCK Group  August 2010 - Present
Seattle Alternative Investment Association   January 2014 - Present
Keller Graduate School of Management  May 2009 - Present
Purcell Advisory Services, LLC  2009 - 2010
Threshold Group  2008 - 2009
Accessor Capital Management  2006 - 2008
Morningstar Associates   2004 - 2006
Morningstar Associates   1997 - 2004

Skills
Portfolio Management, Manager Research, Quantitative Analytics, Hedge Funds, Investments, Research, Mutual Funds, Private Equity, Alternative Investments

Education
University of Chicago Graduate School of Business   2001 — 2003
MBA

University of Michigan at Ann Arbor
BA with Honors

Case Western Reserve University

Maggie Nelson Maggie Nelson Greater Minneapolis-St. Paul Area Details
Maggie Nelson's Morningstar Associates Experience April 2011 - March 2012
Job Creative Consultant for Small Businesses
Industry Information Technology and Services
Experience
Relan   March 2015 - Present
SPS Commerce  July 2014 - July 2015
Morningstar  April 2012 - July 2014
Morningstar Associates   April 2011 - March 2012
Focus Pointe Global  January 2011 - April 2011
Focus Pointe Global  July 2009 - April 2011
DePaul University  June 2010 - December 2010

Skills
Eloqua, Interviews, Talent Acquisition, Recruiting, New Hire Training, Microsoft Office, HRIS, Onboarding, Market Research, Management, Social Media Marketing, Client Services, LinkedIn, Financial Services, Training, Full-cycle Recruiting, Salesforce.com, Building Relationships, Leadership, Time Management, Social Networking, Group Presentations, Candidate Screening, Relationship Management, Marketing Communications, Change Management, Client Representation, Client Development, Marketing, Program Management

Education
DePaul University   2008 — 2012
Bachelor of Arts (BA), Communication Studies

Stoyan Angelov Stoyan Angelov Austria area Details
Stoyan Angelov's Morningstar Associates Experience May 2010 - November 2011
Job Senior Risk Manager at Vienna Insurance Group
Industry Financial Services
Experience
Vienna Insurance Group  December 2011 - Present
Morningstar Associates   May 2010 - November 2011
Morningstar  December 2008 - May 2010
Morningstar  December 2007 - December 2008
Morningstar  January 2007 - December 2007
Morningstar  September 2005 - January 2007
Morningstar  July 2004 - September 2005
UniCredit Bank Austria AG  October 2002 - May 2003

Skills
Risk Management, Investment Management, Financial Modeling, Credit Risk, Solvency II, ALM, Regulatory Affairs, Capital Markets, Corporate Finance, Valuation, Fixed Income, Project Finance, Project Management, Macroeconomics, Insurance, Asset Allocation

Education
London Business School   2008 — 2010
Masters in Finance (MSc), Concentrations in Corporate Finance, Asset Management

University of Chicago   2005 — 2005
Certificate in Financial Decision Making, Financial Accounting, Corporate Finance.

University of Vienna   2002 — 2003
International Law; Political Economy

Georgetown University   2002 — 2002
Summer school with Charles University in Prague, Political and Economic Studies

Kenyon College   2000 — 2004
Bachelor of Arts (B.A.), Economics, International Studies

The American College of Sofia   1995 — 2000
High School

Sean Klock, CFP® Sean Klock, CFP® Greater Chicago Area Details
Sean Klock, CFP®'s Morningstar Associates Experience April 2013 - Present
Job Sales Director at Morningstar Associates
Industry Investment Management
Experience
Morningstar Associates   April 2013 - Present
Catholic Charities  2006 - Present
Boys Hope Girls Hope  2005 - Present
Morningstar Institutional Sales   January 2012 - April 2013
Morningstar Investment Services  March 2006 - January 2012
Fairfield University Alumni Board of Directors   January 2007 - December 2011
Morningstar  2006 - 2007
Fifth Third Bank  2004 - 2006
US Senate  2002 - 2003

Skills
Investments, Leadership, Business Development, Customer Service, Sales, Marketing, Mutual Funds, CRM, Nonprofits, Partnering, Customer Relations, Social Media Marketing, Sales Operations, Business Strategy, Business Planning, Sales Management, New Business Development, Consultative Selling, Retirement Plan..., Retirement, Managed Accounts, ERISA, Fiduciary Services, Plan Sponsor Advice, Defined Contribution..., Defined Benefit plans, Financial Wellness

Education
Fairfield University   2000 — 2004
B.A., Double Major in History and Politics with a Minor in Irish Studies

Northridge Prep   1996 — 2000

Brittney McIngvale Brittney McIngvale Chicago, Illinois Details
Brittney McIngvale's Morningstar Associates Experience September 2013 - July 2014
Job Senior Implementation Project Manager, Investment Management at Morningstar Associates
Industry Financial Services
Experience
Morningstar  September 2014 - Present
Morningstar Associates   September 2013 - July 2014
Mattersight Corporation  2012 - 2013
Mattersight Corporation  2010 - 2012
Mattersight Corporation  2008 - 2010
Mattersight Corporation  2007 - 2008

Skills
Business Process..., Project Management, Program Management, SaaS, Analytics, Management Consulting, IT Strategy, Business Analytics, Enterprise Software, Predictive Analytics, Strategy, Talent Management, Team Management

Education
Kellogg School of Management   2011 — 2014
MBA

Northwestern University   2003 — 2007
BA, Psychology and Communication Studies

Nadine Pizarro Nadine Pizarro Greater Chicago Area Details
Nadine Pizarro's Morningstar Associates Experience August 2008 - February 2012
Job Director of Marketing at Morningstar
Industry Financial Services
Experience
Morningstar  August 2011 - Present
Morningstar Associates   August 2008 - February 2012
Morningstar Associates   March 2005 - August 2008
Morningstar Associates   November 2003 - March 2005
Accenture  September 2002 - November 2003
Accenture  September 2000 - August 2002

Skills
Product Marketing, Product Management, Strategy, B2B, Program Management, Marketing, Management, Project Management, Strategic Planning, Analysis, Financial Services, Predictive Analytics, Social Media Marketing, Marketing Strategy, Marketing Communications, Marketing Management, Integrated Marketing, Retirement Solutions

Education
Northwestern University - Kellogg School of Management   2005 — 2008
Masters, Business Administration; Marketing and Strategic Management

University of Illinois Urbana-Champaign, College of Commerce
Business Administration, Bachelor of Science, Marketing

Kimberly Hirsch Kimberly Hirsch Greater Chicago Area Details
Kimberly Hirsch's Morningstar Associates Experience June 2012 - May 2013
Job Director of Project Management at Morningstar
Industry Financial Services
Experience
Morningstar  June 2013 - Present
Morningstar Associates   June 2012 - May 2013
Morningstar Associates   February 2011 - July 2012
Morningstar Associates   August 2005 - February 2011
Morningstar Associates   June 2004 - August 2005

Skills
Business Analysis, SQL, Software Project..., Financial Services, Relationship Management, Team Leadership, Project Management, Retirement, Management, Agile Methodologies

Education
DePaul University   2002 — 2005
MS, Information Systems with minor in IT Project Management

Purdue University   1997 — 2001
BS, Business Management with a Minor in MIS

James, Ph.D, CFA, Xiong James, Ph.D, CFA, Xiong Greater Chicago Area Details
James, Ph.D, CFA, Xiong's Morningstar Associates Experience August 2003 - August 2006
Job Head of Quantitative Research at Morningstar Investment Management
Industry Financial Services
Experience
Morningstar  March 2013 - Present
Ibbotson Associates  August 2006 - March 2013
Morningstar Associates   August 2003 - August 2006
Morningstar Online Advice   May 2000 - August 2003
Argonne National Lab. & NIU   May 1997 - April 2000

Skills
Portfolio Management, Risk Management, Monte Carlo Simulation, VAR, Asset Allocation, Quantitative Analytics, Equities, Asset Managment, Investment Strategies, Portfolio Optimization, Investments, Financial Modeling, Alternative Investments, Hedge Funds, Financial Markets

Education
University of Houston   1992 — 1996
Ph.D, Physics

Chinese Academy, Institute of Plasma Physics   1989 — 1992
M.S. Candidate, Superconductor Physics

Wuhan University   1985 — 1989
B.S., Physics

Bill Harding, CFA Bill Harding, CFA Chicago, Illinois Details
Bill Harding, CFA's Morningstar Associates Experience August 2011 - October 2012
Job Vice President, Head of Investment Management at Jackson National Asset Management, LLC
Industry Investment Management
Experience
Jackson National Asset Management, LLC  October 2012 - Present
Morningstar Associates   August 2011 - October 2012
Morningstar Investment Services  March 2003 - August 2011
Morningstar  June 1999 - March 2003
Leprino Foods  June 1996 - May 1999

Skills
Mutual Funds, Asset Allocation, Absolute Return, Due Diligence, Portfolio Management, variable ann, Alternative Investments

Education
Loyola University of Chicago - Graduate School of Business   1999 — 2001
Master of Business Administration (M.B.A.), Finance

University of Colorado at Boulder   1992 — 1996
Bachelor of Science, Finance

Josh Walker, CFA Josh Walker, CFA Greater Chicago Area Details
Josh Walker, CFA's Morningstar Associates Experience September 2013 - Present
Job Investment Consultant at Morningstar Associates
Industry Financial Services
Experience
Morningstar Associates   September 2013 - Present
Northern Trust Corporation  June 2007 - September 2013
Northern Trust Company  January 2006 - June 2007
Northern Trust Company  April 2004 - January 2006

Skills
Asset Allocation, Fixed Income, Bloomberg, Equities, Investments, Investment Strategies, Alternative Investments, Performance Attribution, Asset Managment, Portfolio Management

Education
Bradley University   1995 — 1999
BS, Finance and Quantitative Methods

Bradley University   1995 — 1999
B.S, Finance

Julie Varga Julie Varga Chicago, Illinois Details
Julie Varga's Morningstar Associates Experience September 2014 - Present
Job Director of Account Management Morningstar
Industry Investment Management
Experience
Morningstar Associates   September 2014 - Present
Morningstar Associates   2006 - September 2014
Morningstar  January 1999 - September 2006

Skills
Financial Services, Wealth Management, Asset Management, Asset Managment, Investments, Salesforce.com, Mutual Funds, CRM, Asset Allocation, Business Analysis, Strategy, Portfolio Management, Hedge Funds, Relationship Management, Alternative Investments, Equities, Process Improvement, Business Development, Strategic Financial...

Education
University of Michigan   1993 — 1997
Bachelor of Science (BS), Mathematical Economics

Eric Laufer Eric Laufer Greater Chicago Area Details
Eric Laufer's Morningstar Associates Experience May 2015 - Present
Job Project Manager at Morningstar Associates
Industry Financial Services
Experience
Morningstar Associates   May 2015 - Present
Morningstar Associates   July 2014 - Present
Anixter  July 2011 - July 2014
Anixter  February 2009 - July 2011

Education
North Park University   2007 — 2012
Master of Business Administration (M.B.A.)

University of Iowa   2002 — 2006
Bachelor of Arts (B.A.), History

Keith Schleicher Keith Schleicher Greater Detroit Area Details
Keith Schleicher's Morningstar Associates Experience January 2007 - April 2009
Job Database Administrator at Quicken Loans
Industry Information Technology and Services
Experience
Quicken Loans  November 2013 - Present
Gaming Trend   2003 - Present
Sears Holdings  May 2009 - November 2013
Morningstar Associates   January 2007 - April 2009
Nielsen  1999 - 2006

Skills
MySQL, Databases, SQL, Database Administration, Informix

Education
Northwestern College   1993 — 1996
BA, Computer Science and Mathematics

University of Wisconsin-Sheboygan Center   1992 — 1993