Morningstar Investment Management
Industry: Company
DescriptionFounded: 1999 Parent organization: Morningstar, Inc. Subsidiaries: Morningstar Investment Management South Africa (Pty) Ltd, Morningstar Investment Management Asia Limited
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Morningstar Investment Management Employees
Employee
Years
Job
Industry
Eugene Souther Eugene Souther's Morningstar Investment Management Experience January 2014 - November 2014
Job Head of Sales Americas
Industry Computer Software
Experience
Roubini Global Economics June 2015 - Present
Growth Circle October 2014 - Present
ELIA Life Technology, Inc. August 2011 - Present
ThriveMetrics November 2014 - June 2015
Morningstar Investment Management January 2014 - November 2014
Inquiry Financial Europe AB October 2012 - July 2014
Morningstar April 2013 - January 2014
Morningstar September 2011 - April 2013
McGraw Hill Financial January 2011 - August 2011
Capital IQ (a Standard & Poor's Business) January 2007 - January 2011
Skills
Strategy, Equities, Fixed Income, Capital Markets, Investment Banking, Derivatives, Financial Markets, Finance, Business Development, Emerging Markets, Portfolio Management, Asset Management, Financial Services, Market Data, Equity Research, Securities, Trading, Structured Finance
Education
Fordham Gabelli School of Business 1998 — 2000
MBA, Marketing, Communications & Media Management
Lehigh University 1985 — 1989
BA, English; International Relations
Locust Valley High School 1981 — 1985
Diploma with Distinction
Brookville School
Roubini Global Economics June 2015 - Present
Growth Circle October 2014 - Present
ELIA Life Technology, Inc. August 2011 - Present
ThriveMetrics November 2014 - June 2015
Morningstar Investment Management January 2014 - November 2014
Inquiry Financial Europe AB October 2012 - July 2014
Morningstar April 2013 - January 2014
Morningstar September 2011 - April 2013
McGraw Hill Financial January 2011 - August 2011
Capital IQ (a Standard & Poor's Business) January 2007 - January 2011
Skills
Strategy, Equities, Fixed Income, Capital Markets, Investment Banking, Derivatives, Financial Markets, Finance, Business Development, Emerging Markets, Portfolio Management, Asset Management, Financial Services, Market Data, Equity Research, Securities, Trading, Structured Finance
Education
Fordham Gabelli School of Business 1998 — 2000
MBA, Marketing, Communications & Media Management
Lehigh University 1985 — 1989
BA, English; International Relations
Locust Valley High School 1981 — 1985
Diploma with Distinction
Brookville School
Rajneesh Motay, CFA Rajneesh Motay, CFA's Morningstar Investment Management Experience February 2012 - June 2013
Job Senior Research Consultant at Morningstar
Industry Financial Services
Experience
Morningstar June 2013 - Present
Morningstar Investment Management February 2012 - June 2013
Morningstar May 2009 - February 2012
Morningstar May 2005 - May 2009
Skills
Asset Allocation, Portfolio Management, Fund Of Funds, Asset allocation with..., Retirement Planning, Portfolio Analytics, Investment/ trading..., Morningstar, Investment Strategies, Alternative Investments, Investment Management, Equities, Asset Management, Mutual Funds, Investments
Education
University of Alabama 2003 — 2005
MBA, Finance
Jawaharlal Nehru Technological University 1997 — 2001
Bachelor of Technology, Computer Science and Engineering
Morningstar June 2013 - Present
Morningstar Investment Management February 2012 - June 2013
Morningstar May 2009 - February 2012
Morningstar May 2005 - May 2009
Skills
Asset Allocation, Portfolio Management, Fund Of Funds, Asset allocation with..., Retirement Planning, Portfolio Analytics, Investment/ trading..., Morningstar, Investment Strategies, Alternative Investments, Investment Management, Equities, Asset Management, Mutual Funds, Investments
Education
University of Alabama 2003 — 2005
MBA, Finance
Jawaharlal Nehru Technological University 1997 — 2001
Bachelor of Technology, Computer Science and Engineering
Vince Klos, CFA Vince Klos, CFA's Morningstar Investment Management Experience December 2014 - Present
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
Jim Foster, CFA Jim Foster, CFA's Morningstar Investment Management Experience January 2012 - June 2012
Job Vice President, Investment Strategist at AIG Advisor Group
Industry Financial Services
Experience
Symphony Consulting LLC April 2015 - Present
AIG Advisor Group June 2012 - March 2015
Morningstar Investment Management January 2012 - June 2012
Morningstar March 2009 - February 2012
Morningstar January 2006 - March 2009
Morningstar April 2000 - December 2005
Brinson Partners, a division of UBS Asset Management December 1998 - March 2000
Security Capital Group 1996 - 1998
Skills
Portfolio Management, Asset Management, Fund Research, Manager Search &..., Team Management, New Business Development, Global Strategy, Research, Asset Managment, Series 7, Wealth Management, Investments, Investment Strategies, Alternative Investments, Financial Services, Equities, Risk Management, Mutual Funds, Investment Management, Investment Advisory, Analysis, Hedge Funds, Asset Allocation, Financial Analysis, Fixed Income, Securities
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance
Tufts University 1986 — 1990
BA, Political Science
Bronxville, HS 1982 — 1986
Symphony Consulting LLC April 2015 - Present
AIG Advisor Group June 2012 - March 2015
Morningstar Investment Management January 2012 - June 2012
Morningstar March 2009 - February 2012
Morningstar January 2006 - March 2009
Morningstar April 2000 - December 2005
Brinson Partners, a division of UBS Asset Management December 1998 - March 2000
Security Capital Group 1996 - 1998
Skills
Portfolio Management, Asset Management, Fund Research, Manager Search &..., Team Management, New Business Development, Global Strategy, Research, Asset Managment, Series 7, Wealth Management, Investments, Investment Strategies, Alternative Investments, Financial Services, Equities, Risk Management, Mutual Funds, Investment Management, Investment Advisory, Analysis, Hedge Funds, Asset Allocation, Financial Analysis, Fixed Income, Securities
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance
Tufts University 1986 — 1990
BA, Political Science
Bronxville, HS 1982 — 1986
Jim Licato Jim Licato's Morningstar Investment Management Experience January 2014 - Present
Job Senior Product Manager, Retirement Solutions at Morningstar Investment Management
Industry Financial Services
Experience
Morningstar Investment Management January 2014 - Present
Morningstar March 2011 - January 2014
Morningstar October 2007 - March 2011
Zacks Investment Research December 2005 - October 2007
Ibbotson Associates January 1999 - December 2005
Skills
Portfolio Management, Equities, Investments, Finance, Valuation, Integrated Marketing, Relationship Management, Trading, Project Management, Asset Allocation, Financial Services, Mutual Funds, Product Development, Strategy, Asset Management
Education
Loyola University of Chicago 2004 — 2006
Master of Business Administration (MBA), Finance
Loyola University of Chicago 1994 — 1998
Bachelor of Business Administration (BBA), Finance
Morningstar Investment Management January 2014 - Present
Morningstar March 2011 - January 2014
Morningstar October 2007 - March 2011
Zacks Investment Research December 2005 - October 2007
Ibbotson Associates January 1999 - December 2005
Skills
Portfolio Management, Equities, Investments, Finance, Valuation, Integrated Marketing, Relationship Management, Trading, Project Management, Asset Allocation, Financial Services, Mutual Funds, Product Development, Strategy, Asset Management
Education
Loyola University of Chicago 2004 — 2006
Master of Business Administration (MBA), Finance
Loyola University of Chicago 1994 — 1998
Bachelor of Business Administration (BBA), Finance
J.D. Romero J.D. Romero's Morningstar Investment Management Experience July 2011 - July 2014
Job Senior Associate at PwC
Industry Management Consulting
Experience
PwC August 2014 - Present
Morningstar Investment Management July 2011 - July 2014
Morningstar May 2010 - July 2011
Dearborn Capital Management May 2009 - May 2010
Skills
Equity Research, Risk Management, Financial Reporting, Private Equity, Investment Management, Portfolio Management, Electronic Trading, Asset Management, Hedge Funds, Capital Markets, Banking, Financial Services, Credit Risk, Credit Analysis, Financial Analysis, Financial Modeling
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Finance, Economics
University of Illinois at Chicago 2009 — 2011
Bachelor, Finance/Information Systems
PwC August 2014 - Present
Morningstar Investment Management July 2011 - July 2014
Morningstar May 2010 - July 2011
Dearborn Capital Management May 2009 - May 2010
Skills
Equity Research, Risk Management, Financial Reporting, Private Equity, Investment Management, Portfolio Management, Electronic Trading, Asset Management, Hedge Funds, Capital Markets, Banking, Financial Services, Credit Risk, Credit Analysis, Financial Analysis, Financial Modeling
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Finance, Economics
University of Illinois at Chicago 2009 — 2011
Bachelor, Finance/Information Systems
Joe Grause Joe Grause's Morningstar Investment Management Experience February 2010 - May 2011
Job Independent Trustee
Industry Investment Management
Experience
The Korea Fund, Inc. November 2012 - Present
SEI Advisors' Inner Circle Funds November 2011 - Present
Morningstar Investment Management February 2010 - May 2011
Morningstar Associates Europe Ltd. May 2007 - March 2010
Morningstar UK and Morningstar France June 2005 - May 2007
AdvisorCentral September 2001 - October 2002
American General Asset Management/Fund Distributors November 2000 - May 2001
Cypress Holding Company November 1995 - March 2000
First Data Corporation/The Shareholder Services Group May 1993 - November 1995
Fidelity Investments June 1976 - May 1993
Education
University of Pennsylvania - The Wharton School 1974 — 1976
MBA
Brown University 1970 — 1974
ScB
The Korea Fund, Inc. November 2012 - Present
SEI Advisors' Inner Circle Funds November 2011 - Present
Morningstar Investment Management February 2010 - May 2011
Morningstar Associates Europe Ltd. May 2007 - March 2010
Morningstar UK and Morningstar France June 2005 - May 2007
AdvisorCentral September 2001 - October 2002
American General Asset Management/Fund Distributors November 2000 - May 2001
Cypress Holding Company November 1995 - March 2000
First Data Corporation/The Shareholder Services Group May 1993 - November 1995
Fidelity Investments June 1976 - May 1993
Education
University of Pennsylvania - The Wharton School 1974 — 1976
MBA
Brown University 1970 — 1974
ScB
Charles Roth Charles Roth's Morningstar Investment Management Experience 2011 - Present
Job SVP, Head of Investment Advisory at Morningstar Investment Management
Industry Financial Services
Experience
Morningstar Investment Management 2011 - Present
CDI Strategies 2010 - 2011
Wilshire Associates June 2004 - 2008
Ibbotson Associates 2000 - 2003
Kemper Financial Services Inc. 1985 - 1995
Skills
Investments, Mutual Funds, Asset Allocation, Financial Services, Business Development, Portfolio Management, Asset Management, Product Management, Investment Advisory, Relationship Management, CRM, Morningstar Direct, Leadership, Financial Advisory, Competitive Analysis, Finance, Retirement, Management
Education
The University of Chicago Booth School of Business 1982 — 1984
Loyola University Chicago
BBA, Marketing
Morningstar Investment Management 2011 - Present
CDI Strategies 2010 - 2011
Wilshire Associates June 2004 - 2008
Ibbotson Associates 2000 - 2003
Kemper Financial Services Inc. 1985 - 1995
Skills
Investments, Mutual Funds, Asset Allocation, Financial Services, Business Development, Portfolio Management, Asset Management, Product Management, Investment Advisory, Relationship Management, CRM, Morningstar Direct, Leadership, Financial Advisory, Competitive Analysis, Finance, Retirement, Management
Education
The University of Chicago Booth School of Business 1982 — 1984
Loyola University Chicago
BBA, Marketing
James Daley, CEBS, CFA, CFP® James Daley, CEBS, CFA, CFP®'s Morningstar Investment Management Experience February 2010 - Present
Job
Industry Investment Management
Experience
Morningstar Investment Management February 2010 - Present
The Chicago Council on Global Affairs 2009 - Present
CFA Sociey of Chicago 1994 - Present
CFA Sociey of Chicago 1994 - Present
Arlington Heights Bicycle Advisory Commission 1994 - Present
Chicago Chapter ISCEBS 1991 - Present
Skills
Investments, Asset Allocation, Asset Managment, Mutual Funds, Portfolio Management, Financial Services, Investment Strategies, Wealth Management, Financial Analysis, 401k, Retirement Planning, Analysis, Strategic Financial..., Pensions, Retirement, Financial Advisory, Investment Management, Project Management, Asset Management, Risk Management, Program Management, Product Management, Finance, Management, Employee Benefits, Business Analysis
Education
Northwestern University - Kellogg School of Management 1982 — 1984
MBA, Finance & Economics
University of Pittsburgh 1974 — 1976
MSPH, Biostatistics
Illinois State University 1970 — 1974
BS, Mathematics
Riverside Brookfield HS
Morningstar Investment Management February 2010 - Present
The Chicago Council on Global Affairs 2009 - Present
CFA Sociey of Chicago 1994 - Present
CFA Sociey of Chicago 1994 - Present
Arlington Heights Bicycle Advisory Commission 1994 - Present
Chicago Chapter ISCEBS 1991 - Present
Skills
Investments, Asset Allocation, Asset Managment, Mutual Funds, Portfolio Management, Financial Services, Investment Strategies, Wealth Management, Financial Analysis, 401k, Retirement Planning, Analysis, Strategic Financial..., Pensions, Retirement, Financial Advisory, Investment Management, Project Management, Asset Management, Risk Management, Program Management, Product Management, Finance, Management, Employee Benefits, Business Analysis
Education
Northwestern University - Kellogg School of Management 1982 — 1984
MBA, Finance & Economics
University of Pittsburgh 1974 — 1976
MSPH, Biostatistics
Illinois State University 1970 — 1974
BS, Mathematics
Riverside Brookfield HS
Hong Cheng, CFA's Morningstar Investment Management Experience July 2013 - Present
Job Senior Investment Analyst at Morningstar Investment Management
Industry Investment Management
Experience
Morningstar Investment Management July 2013 - Present
Morningstar Investment Management August 2011 - July 2013
Morningstar Investment Services April 2010 - August 2011
Morningstar June 2009 - March 2010
DePaul University January 2008 - April 2008
Skills
Financial Modeling, Portfolio Management, Mutual Fund Manager..., Asset Allocation, Valuation, Investments, Derivatives, Corporate Finance, Mutual Funds, Due Diligence, Investment Management, Trading, Finance, Economics, Investment Advisory, Financial Risk, Financial Services, Analysis, Business Analysis, Entrepreneurship
Education
The University of Chicago - Booth School of Business 2012 — 2015
Master of Business Administration (MBA), Analytic Finance, Managerial and Organizational Behavior, Entrepreneurship
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2009
Master’s Degree, Finance, 3.92/4.0
Renmin University of China 2003 — 2007
Bachelor’s Degree, Finance and Insurance
Morningstar Investment Management July 2013 - Present
Morningstar Investment Management August 2011 - July 2013
Morningstar Investment Services April 2010 - August 2011
Morningstar June 2009 - March 2010
DePaul University January 2008 - April 2008
Skills
Financial Modeling, Portfolio Management, Mutual Fund Manager..., Asset Allocation, Valuation, Investments, Derivatives, Corporate Finance, Mutual Funds, Due Diligence, Investment Management, Trading, Finance, Economics, Investment Advisory, Financial Risk, Financial Services, Analysis, Business Analysis, Entrepreneurship
Education
The University of Chicago - Booth School of Business 2012 — 2015
Master of Business Administration (MBA), Analytic Finance, Managerial and Organizational Behavior, Entrepreneurship
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2009
Master’s Degree, Finance, 3.92/4.0
Renmin University of China 2003 — 2007
Bachelor’s Degree, Finance and Insurance
Jeff Sanchez Jeff Sanchez's Morningstar Investment Management Experience January 2012 - Present
Job Director of Technology at Morningstar Investment Management
Industry Financial Services
Experience
Morningstar Investment Management January 2012 - Present
Morningstar June 2010 - January 2012
MF Global December 2008 - June 2010
MF Global Inc November 2005 - December 2008
Refco November 2001 - November 2005
Yes Trader 1999 - 2001
Skills
Sarbanes-Oxley Act, Change Management, SDLC, Disaster Recovery, Electronic Trading, Project Management, Business Analysis, Trading Systems, Technical Analysis, IT Management, Integration, Vendor Management, IT Strategy, Data Center, Morningstar Direct, Software Development, Software Project..., Requirements Analysis, Leadership, Visio, SharePoint, Databases, Risk Management, SQL, Strategy, Management
Education
Lake Forest College 1987 — 1990
BA, Computer Science
Lake Forest College 1987 — 1990
BA, Studio Art
Morningstar Investment Management January 2012 - Present
Morningstar June 2010 - January 2012
MF Global December 2008 - June 2010
MF Global Inc November 2005 - December 2008
Refco November 2001 - November 2005
Yes Trader 1999 - 2001
Skills
Sarbanes-Oxley Act, Change Management, SDLC, Disaster Recovery, Electronic Trading, Project Management, Business Analysis, Trading Systems, Technical Analysis, IT Management, Integration, Vendor Management, IT Strategy, Data Center, Morningstar Direct, Software Development, Software Project..., Requirements Analysis, Leadership, Visio, SharePoint, Databases, Risk Management, SQL, Strategy, Management
Education
Lake Forest College 1987 — 1990
BA, Computer Science
Lake Forest College 1987 — 1990
BA, Studio Art
Marc Zieger Marc Zieger's Morningstar Investment Management Experience 2010 - 2013
Job Director North America at EDHEC Risk Institute Scientific Beta
Industry Investment Management
Experience
EDHEC Risk Institute Scientific Beta 2013 - Present
Morningstar Investment Management 2010 - 2013
BlackRock International 2006 - 2009
Munich Reinsurance Group 2002 - 2006
Booz Allen Hamilton 2000 - 2002
Morgan Stanley 1998 - 2000
Skills
Asset Managment, Risk Management, Corporate Finance, Credit, Strategy
Education
Rice University - Jesse H. Jones Graduate School of Management 1996 — 1998
MBA, Finance and Venture Capital
University of San Francisco - Masagung Graduate School of Management 1995 — 1996
MBA Program, Research Fellow Scholarship for Management Studies
Eberhard-Karls-Universität Tübingen 1990 — 1995
Diplom Kaufmann, Corporate Finance, Industrial Management and Economics
Rowland Hall St Marks
Rowland Hall St Marks
EDHEC Risk Institute Scientific Beta 2013 - Present
Morningstar Investment Management 2010 - 2013
BlackRock International 2006 - 2009
Munich Reinsurance Group 2002 - 2006
Booz Allen Hamilton 2000 - 2002
Morgan Stanley 1998 - 2000
Skills
Asset Managment, Risk Management, Corporate Finance, Credit, Strategy
Education
Rice University - Jesse H. Jones Graduate School of Management 1996 — 1998
MBA, Finance and Venture Capital
University of San Francisco - Masagung Graduate School of Management 1995 — 1996
MBA Program, Research Fellow Scholarship for Management Studies
Eberhard-Karls-Universität Tübingen 1990 — 1995
Diplom Kaufmann, Corporate Finance, Industrial Management and Economics
Rowland Hall St Marks
Rowland Hall St Marks
Dario Castagna, CFA's Morningstar Investment Management Experience July 2006 - Present
Job
Industry Investment Management
Experience
Morningstar Investment Management July 2006 - Present
Skills
Asset Allocation, Investment Strategies, Investment Management, Fixed Income, Asset Managment, Portfolio Management, Asset Management, Financial Modeling, Investment Advisory, Strategic Financial..., Equities, Finance, Fund Of Funds
Education
The University of Chicago - Booth School of Business 2007 — 2010
MBA
Università Commerciale 'Luigi Bocconi' 1996 — 2001
Master
Morningstar Investment Management July 2006 - Present
Skills
Asset Allocation, Investment Strategies, Investment Management, Fixed Income, Asset Managment, Portfolio Management, Asset Management, Financial Modeling, Investment Advisory, Strategic Financial..., Equities, Finance, Fund Of Funds
Education
The University of Chicago - Booth School of Business 2007 — 2010
MBA
Università Commerciale 'Luigi Bocconi' 1996 — 2001
Master
Daniel Bruns's Morningstar Investment Management Experience December 2011 - March 2014
Job Associate Product Manager at Morningstar
Industry Financial Services
Experience
Morningstar April 2014 - Present
Morningstar Investment Management December 2011 - March 2014
A Beautiful Lawn, Inc January 2001 - April 2013
Morningstar July 2010 - December 2011
Skills
Start-ups, Product Development, Investments, Product Management, Software Project..., Software Quality..., business, Business Strategy, Entrepreneurship, Negotiation, Asset Management, Management, Analysis
Education
DePaul University 2012 — 2014
Master of Business Administration (M.B.A.), Strategy, Finance
Lewis University
Bachelor of Science, Physics, Mathematics
Morningstar April 2014 - Present
Morningstar Investment Management December 2011 - March 2014
A Beautiful Lawn, Inc January 2001 - April 2013
Morningstar July 2010 - December 2011
Skills
Start-ups, Product Development, Investments, Product Management, Software Project..., Software Quality..., business, Business Strategy, Entrepreneurship, Negotiation, Asset Management, Management, Analysis
Education
DePaul University 2012 — 2014
Master of Business Administration (M.B.A.), Strategy, Finance
Lewis University
Bachelor of Science, Physics, Mathematics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY