Morningstar Investment Services
Industry: Company
DescriptionHeadquarters: Chicago, IL Founded: 2000 Parent organization: Morningstar, Inc.
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Morningstar Investment Services Employees
Employee
Years
Job
Industry
Rob Caldwell Rob Caldwell's Morningstar Investment Services Experience December 2011 - October 2014
Job Investment Analyst
Industry Investment Management
Experience
Ibbotson Associates November 2014 - Present
Arts & Business Council of Chicago August 2014 - Present
Morningstar Investment Services December 2011 - October 2014
Archway Technology Partners August 2010 - July 2011
Column Capital Advisors, LLP February 2010 - April 2010
Two Fish Hedge Fund September 2009 - February 2010
Johnson & Johnson January 2009 - June 2009
Vought Aircraft May 2007 - August 2007
Vector Marketing April 2006 - October 2006
Skills
Strategic Financial..., Financial Modeling, Investments, Sales, Morningstar, Financial Analysis
Education
Butler University - College of Business Administration 2006 — 2010
B.S., Finance
Ibbotson Associates November 2014 - Present
Arts & Business Council of Chicago August 2014 - Present
Morningstar Investment Services December 2011 - October 2014
Archway Technology Partners August 2010 - July 2011
Column Capital Advisors, LLP February 2010 - April 2010
Two Fish Hedge Fund September 2009 - February 2010
Johnson & Johnson January 2009 - June 2009
Vought Aircraft May 2007 - August 2007
Vector Marketing April 2006 - October 2006
Skills
Strategic Financial..., Financial Modeling, Investments, Sales, Morningstar, Financial Analysis
Education
Butler University - College of Business Administration 2006 — 2010
B.S., Finance
Deepti Jain Deepti Jain's Morningstar Investment Services Experience July 2008 - June 2009
Job Software Implementation Expert
Industry Information Technology and Services
Experience
Morningstar October 2014 - Present
Silverline August 2013 - September 2014
Morningstar, Inc. February 2012 - August 2013
Morningstar, Inc. July 2009 - January 2012
Morningstar Investment Services July 2008 - June 2009
Morningstar, Inc. June 2007 - August 2007
ACTED December 2005 - January 2006
ACTED June 2005 - August 2005
Skills
Data Analysis, Financial Modeling, Financial Analysis, Project Management, Valuation, Quantitative Analytics, Strategy, Corporate Finance, Portfolio Management, Economics, Derivatives, Market Research, Bloomberg, Salesforce.com, MS Project, Visio, QuickBase, Atlassian JIRA, Management, CRM, Forecasting, Finance, Integration, Asset Management, Salesforce.com..., Solutions Design, Salesforce.com..., Wealth Management, Investment Banking, Salesforce.com..., JIRA, Technical Solution...
Education
Wellesley College 2004 — 2008
Bachelor of Arts (BA), Psychology and Spanish
Universidad de Buenos Aires / UBA 2006 — 2006
Spanish Language
International School Manila 1996 — 2004
Morningstar October 2014 - Present
Silverline August 2013 - September 2014
Morningstar, Inc. February 2012 - August 2013
Morningstar, Inc. July 2009 - January 2012
Morningstar Investment Services July 2008 - June 2009
Morningstar, Inc. June 2007 - August 2007
ACTED December 2005 - January 2006
ACTED June 2005 - August 2005
Skills
Data Analysis, Financial Modeling, Financial Analysis, Project Management, Valuation, Quantitative Analytics, Strategy, Corporate Finance, Portfolio Management, Economics, Derivatives, Market Research, Bloomberg, Salesforce.com, MS Project, Visio, QuickBase, Atlassian JIRA, Management, CRM, Forecasting, Finance, Integration, Asset Management, Salesforce.com..., Solutions Design, Salesforce.com..., Wealth Management, Investment Banking, Salesforce.com..., JIRA, Technical Solution...
Education
Wellesley College 2004 — 2008
Bachelor of Arts (BA), Psychology and Spanish
Universidad de Buenos Aires / UBA 2006 — 2006
Spanish Language
International School Manila 1996 — 2004
Venus Phillips, CFA's Morningstar Investment Services Experience February 2012 - May 2014
Job Manager, Investment Strategy
Industry Investment Management
Experience
Chrysler Group LLC May 2014 - Present
Morningstar Investment Services February 2012 - May 2014
University of Chicago February 2011 - February 2012
NexGen Capital Partners, LLC July 2009 - February 2011
JPMorgan Chase July 2005 - July 2008
Skills
Asset Allocation, Investments, Wealth Management, Portfolio Management, Asset Management, Financial Modeling, Equities, Hedge Funds, Private Equity, Excel, Due Diligence
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Economics, Finance, Entrepreneurship
University of Cape Town 2010 — 2010
Howard University 2001 — 2005
B.B.A., Finance
Chrysler Group LLC May 2014 - Present
Morningstar Investment Services February 2012 - May 2014
University of Chicago February 2011 - February 2012
NexGen Capital Partners, LLC July 2009 - February 2011
JPMorgan Chase July 2005 - July 2008
Skills
Asset Allocation, Investments, Wealth Management, Portfolio Management, Asset Management, Financial Modeling, Equities, Hedge Funds, Private Equity, Excel, Due Diligence
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Economics, Finance, Entrepreneurship
University of Cape Town 2010 — 2010
Howard University 2001 — 2005
B.B.A., Finance
Hong Cheng, CFA's Morningstar Investment Services Experience April 2010 - August 2011
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
Sean Klock, CFP® Sean Klock, CFP®'s Morningstar Investment Services Experience March 2006 - January 2012
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
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
Bill Harding, CFA's Morningstar Investment Services Experience March 2003 - August 2011
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
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
Adam Herakovich's Morningstar Investment Services Experience January 2004 - Present
Job Regional Director at Morningstar Investment Services
Industry Investment Management
Experience
Morningstar Investment Services January 2004 - Present
Morningstar 1999 - 2008
Morningstar, Inc. January 2001 - January 2005
Central Steel & Wire Co. 1996 - 1998
Skills
Asset Allocation, Asset Management, Mutual Funds, Investments, Sales, Wealth Management, Equities, Alternative Investments, Investment Strategies
Education
Indiana University Bloomington 1992 — 1996
Munster High School
Munster High School
Morningstar Investment Services January 2004 - Present
Morningstar 1999 - 2008
Morningstar, Inc. January 2001 - January 2005
Central Steel & Wire Co. 1996 - 1998
Skills
Asset Allocation, Asset Management, Mutual Funds, Investments, Sales, Wealth Management, Equities, Alternative Investments, Investment Strategies
Education
Indiana University Bloomington 1992 — 1996
Munster High School
Munster High School
Matthew Ochoa's Morningstar Investment Services Experience August 2014 - Present
Job Regional Director at Morningstar Investment Services
Industry Financial Services
Experience
Morningstar Investment Services August 2014 - Present
Morningstar Investment Services September 2012 - August 2014
Morningstar Investment Services October 2010 - August 2014
Morningstar Investment Services March 2007 - February 2011
Capital Financial Advisors, LLC June 2006 - December 2006
Skills
Financial Services, Portfolio Management, Investment Strategies, Retirement Planning, Series 7, Sales, Asset Managment, Account Management, Salesforce.com, Morningstar Direct, Investments
Education
Loras College 2002 — 2006
Bachelors, Finance and Business Management
Morningstar Investment Services August 2014 - Present
Morningstar Investment Services September 2012 - August 2014
Morningstar Investment Services October 2010 - August 2014
Morningstar Investment Services March 2007 - February 2011
Capital Financial Advisors, LLC June 2006 - December 2006
Skills
Financial Services, Portfolio Management, Investment Strategies, Retirement Planning, Series 7, Sales, Asset Managment, Account Management, Salesforce.com, Morningstar Direct, Investments
Education
Loras College 2002 — 2006
Bachelors, Finance and Business Management
Meegan Costello Ryan's Morningstar Investment Services Experience
Job Finance Director/Treasurer at Morningstar Investment Services
Industry Financial Services
Experience
Morningstar Investment Services
Skills
Investments, Financial Analysis, Financial Modeling, Finance, Portfolio Management
Education
Northwestern University - Kellogg School of Management
Masters, Finance
University of Notre Dame
Bachelor's Degree, Finance
Morningstar Investment Services
Skills
Investments, Financial Analysis, Financial Modeling, Finance, Portfolio Management
Education
Northwestern University - Kellogg School of Management
Masters, Finance
University of Notre Dame
Bachelor's Degree, Finance
Michelle Ward, CFA's Morningstar Investment Services Experience May 2014 - Present
Job Investment Manager at Morningstar Investment Services
Industry Financial Services
Experience
Morningstar Investment Services May 2014 - Present
Morningstar January 2012 - May 2014
Ellwood Associates March 2010 - January 2012
Ellwood Associates June 2009 - June 2010
Wachovia Securities Financial Network June 2008 - August 2008
Skills
Portfolio Management, Asset Allocation, Investment Research, Client Presentation, Fixed Income, Capital Markets, Investments, Mutual Funds, Morningstar Direct, Factset
Education
University of Michigan 2005 — 2009
BA, Economics
Morningstar Investment Services May 2014 - Present
Morningstar January 2012 - May 2014
Ellwood Associates March 2010 - January 2012
Ellwood Associates June 2009 - June 2010
Wachovia Securities Financial Network June 2008 - August 2008
Skills
Portfolio Management, Asset Allocation, Investment Research, Client Presentation, Fixed Income, Capital Markets, Investments, Mutual Funds, Morningstar Direct, Factset
Education
University of Michigan 2005 — 2009
BA, Economics
Sarah Bump's Morningstar Investment Services Experience September 2015 - Present
Job Associate Software Engineer at Morningstar
Industry Internet
Experience
Morningstar Investment Services September 2015 - Present
General Assembly March 2015 - Present
Assurance January 2013 - February 2015
Assurance January 2013 - December 2013
Assurance January 2009 - January 2013
CBS Radio June 2012 - August 2012
WXRT-FM June 2011 - August 2011
Skills
Marketing, Social Media Marketing, Social Media, Sponsorship, Microsoft Office, Social Networking, Newsletters, Microsoft Word, Microsoft Excel, PowerPoint, Leadership, Press Releases, WordPress, Blogging, CSS, Prezi, Painting, JavaScript, Eloqua, Marketing Event Planning, HTML, Ruby, Ruby on Rails, jQuery, Backbone.js, Bootstrap, SQL, PostgreSQL, SASS, Sinatra, Time Management, Customer Service
Education
St. Norbert College 2008 — 2012
Bachelor of Arts (B.A.), Communications and Media Studies
General Assembly 2015 — 2015
Web Development Immersive
Anglo-American University, Prague 2011 — 2011
Communication and Media Studies
Morningstar Investment Services September 2015 - Present
General Assembly March 2015 - Present
Assurance January 2013 - February 2015
Assurance January 2013 - December 2013
Assurance January 2009 - January 2013
CBS Radio June 2012 - August 2012
WXRT-FM June 2011 - August 2011
Skills
Marketing, Social Media Marketing, Social Media, Sponsorship, Microsoft Office, Social Networking, Newsletters, Microsoft Word, Microsoft Excel, PowerPoint, Leadership, Press Releases, WordPress, Blogging, CSS, Prezi, Painting, JavaScript, Eloqua, Marketing Event Planning, HTML, Ruby, Ruby on Rails, jQuery, Backbone.js, Bootstrap, SQL, PostgreSQL, SASS, Sinatra, Time Management, Customer Service
Education
St. Norbert College 2008 — 2012
Bachelor of Arts (B.A.), Communications and Media Studies
General Assembly 2015 — 2015
Web Development Immersive
Anglo-American University, Prague 2011 — 2011
Communication and Media Studies
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY