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: 167

TOTAL RATINGS: 1300

CEO: Kunal Kapoor

Tricia Rothschild CFA — Chief Product Officer at Morningstar

Executive Bio

Ms. Tricia Rothschild, CFA, has been the Chief Product Officer at Morningstar, Inc. since January 2017. Ms. Rothschild is responsible for product strategy, innovation, development and execution. She joined Morningstar in 1993 as a fund analyst and later served in leadership roles across research, products and business development. She was head of global advisor solutions, setting the strategic direction for the company's wealth management and online brokerage business. She holds the Chartered Financial Analyst?? (CFA) designation and sits on the board of directors of Y-Charts, a financial terminal provider based in Chicago. Ms. Rothschild holds a bachelor's degree from Northwestern University and a master's degree in Russian and Central European economics from Indiana University. She also holds the CFA designation.

Chief Product Officer Impact on Product Department's Culture

Tricia Rothschild CFA holds the highest position within the Product department at Morningstar — Chief Product Officer, and therefore has influence on the culture of the Product department. The average employee described daily life within the Product department as a Comfortably fast paced and not challenging 7 or less hour day, stating that they are not happy with their work life balance. Employees within Morningstar's Product department are not invested in Morningstar's goals, and feel as though there is space for career growth.

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Positive	100%
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Executive Team Culture Ratings from Morningstar Employees

TOP

35%

Morningstar's Executive Team scores in the Top 35%
of similar sized companies on Comparably

See Detailed Executive Team Ratings

Do you approve of the job your executive team is doing at your company?

43% Yes

Who ranks the Executive Team the highest?

Ethnicity - Hispanic or Latino 83/100

Gender - Female 75/100

Experience - Over 10 Years 74/100

Who ranks the 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 at a Glance

Based on 75 ratings, Morningstar's employees are satisfied with their Executive Team and give them a “B” or 70/100. On average, Women provided higher ratings for their Executive Team compared to Men.

Morningstar's Executive Team ranks in the Top 5% of other companies in Greenville, SC and Top 35% of other companies on Comparably that also have 1,001-5,000 Employees.

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