Morningstar Associates, LLC
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Morningstar Associates, LLC Employees
Employee
Years
Job
Industry
Erin Tschirhart Erin Tschirhart's Morningstar Associates, LLC Experience March 2012 - January 2013
Job We're Investing In Our Infrastructure Security Team In CA! Explore Opportunities For Growth With Us.
Industry Human Resources
Experience
TransUnion May 2014 - Present
TransUnion January 2013 - May 2014
Morningstar Associates, LLC March 2012 - January 2013
DePaul University February 2011 - November 2012
DePaul University February 2011 - March 2012
Skills
Recruiting, Interviews, Human Resources, Leadership, LinkedIn Recruiter, Sourcing, SuccessFactors, Workday 2.0, Avature, Taleo
Education
DePaul University
Bachelor of Arts (B.A.), Industrial/ Organizational Psychology
TransUnion May 2014 - Present
TransUnion January 2013 - May 2014
Morningstar Associates, LLC March 2012 - January 2013
DePaul University February 2011 - November 2012
DePaul University February 2011 - March 2012
Skills
Recruiting, Interviews, Human Resources, Leadership, LinkedIn Recruiter, Sourcing, SuccessFactors, Workday 2.0, Avature, Taleo
Education
DePaul University
Bachelor of Arts (B.A.), Industrial/ Organizational Psychology
Sonya Morris, CFA Sonya Morris, CFA's Morningstar Associates, LLC Experience August 2010 - September 2013
Job Managing Director at Harbor Capital Advisors, Inc.
Industry Financial Services
Experience
Harbor Capital Advisors, Inc. September 2013 - Present
Morningstar Associates, LLC August 2010 - September 2013
Morningstar June 2004 - August 2010
ComStock Valuation Advisors November 2000 - June 2004
Skills
Investment Research, investment manager..., financial writing, investment analysis, Fixed Income, Equities, Mutual Funds, Finance, Research, Asset Managment, Due Diligence, Financial Modeling, ETFs, Strategic Communications, Communicative Skills, Public Speaking, Investment Strategies, Asset Management, Bonds, Investments, Asset Allocation, Valuation
Education
Northwestern University 1986 — 1988
MA, English
University of Illinois at Urbana-Champaign 1980 — 1984
BA, Finance, English
Harbor Capital Advisors, Inc. September 2013 - Present
Morningstar Associates, LLC August 2010 - September 2013
Morningstar June 2004 - August 2010
ComStock Valuation Advisors November 2000 - June 2004
Skills
Investment Research, investment manager..., financial writing, investment analysis, Fixed Income, Equities, Mutual Funds, Finance, Research, Asset Managment, Due Diligence, Financial Modeling, ETFs, Strategic Communications, Communicative Skills, Public Speaking, Investment Strategies, Asset Management, Bonds, Investments, Asset Allocation, Valuation
Education
Northwestern University 1986 — 1988
MA, English
University of Illinois at Urbana-Champaign 1980 — 1984
BA, Finance, English
Vince Klos, CFA's Morningstar Associates, LLC Experience December 2008 - March 2011
Job Key Account and Product Manager at Morningstar Investment Management
Industry Financial Services
Experience
Morningstar Investment Management December 2014 - Present
Morningstar Investment Management April 2011 - November 2014
Morningstar Associates, LLC December 2008 - March 2011
Morningstar, Inc. September 2007 - December 2008
Jacobs High School August 2005 - June 2007
Skills
Mutual Funds, Investments, Asset Allocation, Financial Analysis, Asset Managment, Fixed Income, Portfolio Management, Equities, Corporate Finance, Microsoft Excel, Performance Attribution, SQL, Morningstar Direct, ETFs, Closed-end Funds, Report Writing, Client Presentation, Client Development, Contract Negotiation, Asset Management, Alternative Investments, Finance, Financial Services, Financial Modeling, Investment Management, Analysis, Hedge Funds
Education
The University of Chicago - Booth School of Business 2011 — 2014
MBA, Finance, Economics, Accounting, and General Management
University of Illinois at Urbana-Champaign 2001 — 2005
BA, English
Morningstar Investment Management December 2014 - Present
Morningstar Investment Management April 2011 - November 2014
Morningstar Associates, LLC December 2008 - March 2011
Morningstar, Inc. September 2007 - December 2008
Jacobs High School August 2005 - June 2007
Skills
Mutual Funds, Investments, Asset Allocation, Financial Analysis, Asset Managment, Fixed Income, Portfolio Management, Equities, Corporate Finance, Microsoft Excel, Performance Attribution, SQL, Morningstar Direct, ETFs, Closed-end Funds, Report Writing, Client Presentation, Client Development, Contract Negotiation, Asset Management, Alternative Investments, Finance, Financial Services, Financial Modeling, Investment Management, Analysis, Hedge Funds
Education
The University of Chicago - Booth School of Business 2011 — 2014
MBA, Finance, Economics, Accounting, and General Management
University of Illinois at Urbana-Champaign 2001 — 2005
BA, English
Brian Killian Brian Killian's Morningstar Associates, LLC Experience August 1998 - Present
Job
Industry Financial Services
Experience
Morningstar Associates, LLC August 1998 - Present
Skills
Asset Managment, Mutual Funds, Asset Management, Asset Allocation, Valuation, Alternative Investments, Investments, Financial Modeling, Investment Strategies, Portfolio Management, Equities, Investment Management, Equity Research, Investment Advisory, Wealth Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2005
Finance, Strategy Execution and Valuation
DePaul University 2002 — 2004
MBA, Finance, Strategy Execution & Valuation
University of Notre Dame 1994 — 1998
BA, Finance, Computer Applications
Morningstar Associates, LLC August 1998 - Present
Skills
Asset Managment, Mutual Funds, Asset Management, Asset Allocation, Valuation, Alternative Investments, Investments, Financial Modeling, Investment Strategies, Portfolio Management, Equities, Investment Management, Equity Research, Investment Advisory, Wealth Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2005
Finance, Strategy Execution and Valuation
DePaul University 2002 — 2004
MBA, Finance, Strategy Execution & Valuation
University of Notre Dame 1994 — 1998
BA, Finance, Computer Applications
Diana Perger's Morningstar Associates, LLC Experience August 2012 - Present
Job Marketing Specialist at Morningstar Associates, LLC
Industry Marketing and Advertising
Experience
Morningstar Associates, LLC August 2012 - Present
Northern Trust 2006 - 2012
BMO Harris Bank 2004 - 2006
Harris Associates LP 2001 - 2004
CBRE 1992 - 1997
Skills
Marketing Management, Marketing Communications, Marketing Strategy, Email Marketing, Team Building, Project Planning, Survey Gizmo, SEO, Editing, Google Analytics, HTML, Problem Solving, Proofreading, Project Management, Organizing, Writing, Exact Target, Omniture Site Catalyst, Microsoft SharePoint, Adobe Photoshop, Eloqua, Omniture, Microsoft Office Suite..., Survey Monkey
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2010
Certificate
Northern Illinois University 1997 — 2001
B.A.
Morningstar Associates, LLC August 2012 - Present
Northern Trust 2006 - 2012
BMO Harris Bank 2004 - 2006
Harris Associates LP 2001 - 2004
CBRE 1992 - 1997
Skills
Marketing Management, Marketing Communications, Marketing Strategy, Email Marketing, Team Building, Project Planning, Survey Gizmo, SEO, Editing, Google Analytics, HTML, Problem Solving, Proofreading, Project Management, Organizing, Writing, Exact Target, Omniture Site Catalyst, Microsoft SharePoint, Adobe Photoshop, Eloqua, Omniture, Microsoft Office Suite..., Survey Monkey
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2010
Certificate
Northern Illinois University 1997 — 2001
B.A.
James Levin's Morningstar Associates, LLC Experience July 2005 - June 2006
Job Senior Marketing Manager at Amazon.com
Industry Internet
Experience
Amazon Business December 2014 - Present
Amazon October 2013 - November 2014
Signal (formerly BrightTag) June 2012 - September 2013
Morningstar December 2009 - June 2012
Morningstar March 2009 - December 2009
Morningstar, Inc. May 2007 - March 2009
Morningstar, Inc. June 2006 - August 2007
Morningstar Associates, LLC July 2005 - June 2006
Morningstar, Inc. July 2004 - July 2005
Skills
Product Management, Business Strategy, Product Development, Software Project..., Operations Management, New Business Development, Sales Operations, Sales, Salesforce.com..., QuickBase Administration, Business Development, Strategy, Management, Equities, Lead Generation, Digital Marketing, SaaS, E-commerce, Start-ups, B2B, CRM, Project Management, Marketing Strategy, Competitive Analysis, Marketing, Entrepreneurship, Marketing Management, SEO, SEM, Strategic Partnerships, Product Marketing, Salesforce.com
Education
Northwestern University - Kellogg School of Management 2009 — 2012
MBA
Northwestern University 2000 — 2004
BS, Economics; Communication Studies
Amazon Business December 2014 - Present
Amazon October 2013 - November 2014
Signal (formerly BrightTag) June 2012 - September 2013
Morningstar December 2009 - June 2012
Morningstar March 2009 - December 2009
Morningstar, Inc. May 2007 - March 2009
Morningstar, Inc. June 2006 - August 2007
Morningstar Associates, LLC July 2005 - June 2006
Morningstar, Inc. July 2004 - July 2005
Skills
Product Management, Business Strategy, Product Development, Software Project..., Operations Management, New Business Development, Sales Operations, Sales, Salesforce.com..., QuickBase Administration, Business Development, Strategy, Management, Equities, Lead Generation, Digital Marketing, SaaS, E-commerce, Start-ups, B2B, CRM, Project Management, Marketing Strategy, Competitive Analysis, Marketing, Entrepreneurship, Marketing Management, SEO, SEM, Strategic Partnerships, Product Marketing, Salesforce.com
Education
Northwestern University - Kellogg School of Management 2009 — 2012
MBA
Northwestern University 2000 — 2004
BS, Economics; Communication Studies
Dan McNeela, CFA's Morningstar Associates, LLC Experience 2006 - Present
Job Investment Consultant at Morningstar
Industry Investment Management
Experience
Morningstar September 2006 - Present
Morningstar Associates, LLC 2006 - Present
Morningstar January 2006 - September 2006
Education
University of Illinois at Urbana-Champaign 1991 — 1993
MBA
Indiana University Bloomington 1983 — 1987
B.S., Finance
Morningstar September 2006 - Present
Morningstar Associates, LLC 2006 - Present
Morningstar January 2006 - September 2006
Education
University of Illinois at Urbana-Champaign 1991 — 1993
MBA
Indiana University Bloomington 1983 — 1987
B.S., Finance
Lauren Burley's Morningstar Associates, LLC Experience December 2013 - August 2015
Job Vice President at Grosvenor Capital Management, L.P
Industry Financial Services
Experience
Grosvenor Capital Ltd August 2015 - Present
Morningstar Associates, LLC December 2013 - August 2015
Outerwall August 2013 - December 2013
Outerwall July 2011 - August 2013
Morningstar January 2011 - July 2011
Morningstar Inc August 2009 - January 2011
Morningstar Inc July 2008 - August 2009
Skills
Strategy, Leadership, Project Planning, Competitive Analysis, Software Development, Financial Modeling, Cross-functional Team...
Education
The University of Chicago - Booth School of Business 2009 — 2012
MBA, Strategic Management, Entrepreneurship, General Management, Marketing Management
Kenyon College 2004 — 2008
B.A., Economics
Mount Vernon High School
Grosvenor Capital Ltd August 2015 - Present
Morningstar Associates, LLC December 2013 - August 2015
Outerwall August 2013 - December 2013
Outerwall July 2011 - August 2013
Morningstar January 2011 - July 2011
Morningstar Inc August 2009 - January 2011
Morningstar Inc July 2008 - August 2009
Skills
Strategy, Leadership, Project Planning, Competitive Analysis, Software Development, Financial Modeling, Cross-functional Team...
Education
The University of Chicago - Booth School of Business 2009 — 2012
MBA, Strategic Management, Entrepreneurship, General Management, Marketing Management
Kenyon College 2004 — 2008
B.A., Economics
Mount Vernon High School
Paul Dowd's Morningstar Associates, LLC Experience March 2008 - Present
Job Regional Sales Director
Industry Financial Services
Experience
Morningstar Associates, LLC March 2008 - Present
DWS Investments June 2003 - March 2008
Charles Schwab 1996 - 2003
Education
International Foundation of Employee Benefits 1992 — 2002
CEBS, Employee Benefits
University of Illinois at Urbana-Champaign - College of Business 1986 — 1990
Finance, Finance
Morningstar Associates, LLC March 2008 - Present
DWS Investments June 2003 - March 2008
Charles Schwab 1996 - 2003
Education
International Foundation of Employee Benefits 1992 — 2002
CEBS, Employee Benefits
University of Illinois at Urbana-Champaign - College of Business 1986 — 1990
Finance, Finance
Gareth Lyons's Morningstar Associates, LLC Experience November 2003 - Present
Job Senior Investment Consultant at Morningstar
Industry Financial Services
Experience
Morningstar Associates, LLC November 2003 - Present
DHK Trading, LLC September 1998 - June 2002
UBS O'Connor 1994 - 1998
Education
University College Dublin 1987 — 1991
B.A., Economics and English.
DePaul University
Certificate in Financial Planning
Christian Brothers College
Morningstar Associates, LLC November 2003 - Present
DHK Trading, LLC September 1998 - June 2002
UBS O'Connor 1994 - 1998
Education
University College Dublin 1987 — 1991
B.A., Economics and English.
DePaul University
Certificate in Financial Planning
Christian Brothers College
Jonathan Rahbar's Morningstar Associates, LLC Experience December 2011 - May 2013
Job Senior Analyst, Investment Management
Industry Investment Management
Experience
Jackson National Asset Management, LLC May 2013 - Present
Morningstar Associates, LLC December 2011 - May 2013
Morningstar January 2007 - December 2011
Merrill Lynch March 2006 - December 2006
Macquarie Futures USA May 2005 - September 2005
Education
Northwestern University 2012 — 2014
Master's Degree
DePaul University
Bachelor's Degree
Jackson National Asset Management, LLC May 2013 - Present
Morningstar Associates, LLC December 2011 - May 2013
Morningstar January 2007 - December 2011
Merrill Lynch March 2006 - December 2006
Macquarie Futures USA May 2005 - September 2005
Education
Northwestern University 2012 — 2014
Master's Degree
DePaul University
Bachelor's Degree