Morningstar Executive Team | Comparably
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 17 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $170 billion in assets under advisement and management as of Sept. 30, 2015. read more
EMPLOYEE
PARTICIPANTS
165
TOTAL
RATINGS
1288

Morningstar Executive Team

The Morningstar Executive Team is rated a "B-" and led by CEO Kunal Kapoor. Morningstar employees rate their Executive Team in the Top 40% of similar size companies on Comparably with 1,001-5,000 Employees.
Hispanic or Latino employees and Female employees are more confident in their Executive Team, while the Finance department and employees who have been at the company 2 to 5 Years think there is room for improvement. Out of their 4 competitors, LexisNexis Legal & Professional, Fidelity Investments, The Vanguard Group, and Growth, Morningstar's score ranks in 3rd place.

Last updated months ago.

Where This Score Ranks Morningstar's Executive Team

  • TOP
    40%

    In the Top 40% of 2023 Similar Sized Companies on Comparably

  • 3rd

    3rd place versus 4 competitors rated on Comparably

69
Nov
69
Jan
68
Mar
68
Apr
69
May
B-69 / 100
Jan

Morningstar Key Executives

Name & Title
Bio
Kunal Kapoor  CEO / President
Kunal Kapoor
CEO / President
Kunal Kapoor serves as the CEO / President of Morningstar.
Joseph Mansueto
Founder and Executive Chairman
Mr. Joseph D. Mansueto, also known as Joe, has been the Executive Chairman and Executive Director of Morningstar, Inc....
Jason Dubinsky
Chief Financial Officer
Mr. Jason M. Dubinsky has been a Chief Financial Officer of Morningstar, Inc. since July 24, 2017. Mr. Dubinsky served...
Bevin Desmond
Head of Global Markets & Human Resources
Ms. Bevin Desmond has been the Head of Global Markets and Human Resources at Morningstar, Inc. since 2010. Ms. Desmond...
Daniel E. Needham CFA
President of Investment Management and Chief Investment Officer of Investment Management
Mr. Daniel E. Needham, CFA serves as the President of Investment Management since February 2, 2015 and Chief Investment...
Nicolas Owens MBA
Head of Technical Marketing
Mr. Nicolas Owens, MBA has been Head of Technical Marketing at Morningstar Inc., since February 2016 and served as its...
Scott Burns
Head of Asset Management Client Solutions
Mr. Scott Burns has been the Head of Asset Management Client Solutions at Morningstar Inc., since January 2015. Mr....
John Gabbert
Chief Executive Officer of Pitchbook Data Inc
Mr. John Gabbert is the Founder of PitchBook Data, Inc and serves as its Chief Executive Officer. Prior to founding...
Tricia Rothschild CFA
Chief Product Officer
Ms. Tricia Rothschild, CFA, has been the Chief Product Officer at Morningstar, Inc. since January 2017. Ms. Rothschild...
Catherine Gillis Odelbo
Head of Corporate Strategy & Partnerships
Ms. Catherine Gillis Odelbo, also known as Cathy, serves as the President of Equity Research at Morningstar Inc.,...
Jeffrey Barry Ptak CFA
Global Head of Manager Research
Mr. Jeffrey Barry Ptak, also known as Jeff, CFA, serves as a Global Head of Manager Research at Morningstar Inc.,...
Scott Mackenzie
Head of Data & Research Products, CEO of Morningstar Canada and President of Morningstar Canada
Mr. Scott Mackenzie has been Chief Executive Officer and President of Morningstar Canada at Morningstar Inc., since...
Steven Smit
Head of Sustainability
Mr. Steven Smit has been Head of Sustainability at Morningstar, Inc. since March 2016. He serves as Chief Executive...
Nick Cheung
Chief Executive Officer of Morningstar Asia Limited
Nick Cheung serves as the Chief Executive Officer of Morningstar Asia Limited at Morningstar Inc.
Dan McNeela CFA
Head of Active Asset Allocation for Morningstar Investment Management
Mr. Dan McNeela, CFA, serves as Head of Active Asset Allocation for Morningstar Investment Management at Morningstar...
Frannie Besztery
Head of Data
Frannie Besztery serves as Head of Data of Morningstar Inc.
Chris Boruff
Managing Director of Business Operations
Mr. Chris Boruff has been the Managing Director of Business Operations at Morningstar Inc. since January 23, 2014. Mr....
David W. Williams
Head of Design
Mr. David W. Williams served as the Head of Design at Morningstar Inc., and also served as its Head of Design and...
James Tanner
Chief Innovation Officer
Mr. James Tanner has been Chief Innovation Officer at Morningstar Inc. since August 31, 2016. Mr. Tanner served as...
James Rhodes
Chief Data Officer
Mr. James Rhodes has been Chief Data Officer at Morningstar Inc. since October 31, 2016. Mr. Rhodes oversees data...
Linda Gu
Head of Operation for Product & Project Management
Ms. Linda Gu has been Head of Operation for Product & Project Management at Morningstar Inc., since July 2014. Ms. Gu...
Daniel Dunn
Chief Revenue Officer
Mr. Daniel Dunn, also Known as Danny, has been Chief Revenue Officer of Morningstar, Inc. since January 2017 and is...
Simon Ewan
Managing Director of EMEA
Mr. Simon Ewan has been Managing Director of EMEA at Morningstar Inc. since November 2013. Mr. Ewan serves as Managing...
Tal Nieburg
Managing Director for Morningstar South Africa
Tal Nieburg serves as Managing Director for Morningstar South Africa at Morningstar Inc.
Thomas M. Idzorek CPA, CFA
Head of Investment Methodology & Economic Research
Mr. Thomas M. Idzorek, also known as Tom, CPA, CFA, serves Head of Economic Research at Morningstar Inc., Research...
Who Ranks Morningstar's Executive Team the Highest?
Ethnicity - Hispanic or Latino 83/100
Gender - Female 75/100
Experience - Over 10 Years 74/100
Who Ranks Morningstar's Executive Team the Lowest?
Department - Finance 28/100
Tenure - 2 to 5 Years 35/100
Experience - 3 to 6 Years 42/100

Morningstar's Executive Team Trendline

  • Morningstar69
  • Similar Size on Comparably

Morningstar Executive Team At a Glance

The Executive Team Score of 69/100 is calculated by combining aggregate responses to the questions of “How would you rate your executive team?” and “Do you approve of the job your executive team is doing at your company?”

43% of employees say “Yes, they approve of the job the executive team is doing at Morningstar”, with 67% of the Engineering department saying yes and 33% of Male employees saying yes.

The last rating scoring Morningstar's executive team was provided months ago and has remained stable at 69 over the last 90 days.

How Morningstar's Executive Team Score is Calculated

FILTER RATINGS BY

Results from 68 Employees in All Departments, All Genders, All Ethnicities and All Yrs. Experience Experience

71
out of 100
How would you rate your executive team?
AnswerPercent
Yes43%
No57%
Do you approve of the job your executive team is doing at your company?

Morningstar's Executive Team Rank Against Similar Sized Companies on Comparably

TOP
40%

Morningstar ranks in the Top 40% of other companies on Comparably with 1,001-5,000 Employees for Executive Team Score.

  1. Sally Beauty
    69 / 100
  2. Colliers International
    69 / 100
  3. Protiviti
    69 / 100
  4. Morningstar
    69 / 100
  5. Dow Chemical Company
    69 / 100
  6. Jamba Juice
    69 / 100
  7. GardaWorld
    69 / 100

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