Joe Mansueto
Joe Mansueto founded Morningstar in 1984. He has served as our chairman since
our inception and as our chief executive officer from 1984 to 1996 and from
2000 to the present.
Joe holds a bachelors degree in business administration from The University
of Chicago and a masters degree in business administration from The University
of Chicago Booth School of Business.
Stéphane Biehler
As chief financial officer, Stéphane Biehler is responsible for corporate
finance, accounting, tax, and investor relations. He joined us in 2013 and previously
served as executive vice president, chief accounting officer, and corporate
controller for NYSE Euronext, a global operator of financial markets, since
2007. Before the 2007 merger of NYSE Group with Euronext to form NYSE Euronext
and the 2006 merger of Archipelago Holdings with the New York Stock Exchange
to form NYSE Group, he was managing director and corporate controller for Archipelago
Holdings, which he joined in 2004.
Stéphane holds a master’s degree in international business from
the University of Haute-Alsace in France.
Bevin Desmond
Bevin Desmond is head of global markets and human resources, a role she has
held since 2010. She is responsible for identifying, developing, managing and
directing international operations, and overseeing human resources functions
for all of Morningstar’s global operations. Previously, she was head of
international operations from 2001 until 2010. She joined Morningstar in 1993.
Bevin holds a bachelors degree in psychology from St. Marys College.
Catherine Gillis Odelbo
Catherine Gillis Odelbo is head of corporate strategy and partnerships, responsible
for working with Morningstar’s senior management team on the company’s
overall strategic planning process, mergers and acquisitions, and major partnerships.
She has been in this role since 2012. Previously, she was president of equity
and credit research from 2009 to 2012. Cathy joined Morningstar in 1988.
She holds a bachelors degree in American history from The University of Chicago
and a masters degree in business administration from The University of Chicago
Booth School of Business.
Kunal Kapoor
Kunal Kapoor is president of Morningstar. He is responsible for product development
and innovation, sales and marketing, and driving strategic prioritization and
accountability across the firm.
Before assuming his current role in 2015, Kunal was head of global products
and client solutions. Kunal became head of our global client solutions group
in 2013 and took on additional responsibility for the products group in February
2014. For part of 2013, he was president of our Data Division, and from 2010
until 2012, he was president of Equity and Market Data/Software. In 2009 and
2010, he was president of Individual Software. Kunal joined Morningstar in 1997.
He holds a bachelors degree in economics and environmental policy from Monmouth
College and a masters degree in business administration from The University
of Chicago Booth School of Business. He also holds the Chartered Financial Analyst
(CFA) designation.
Haywood Kelly
Haywood Kelly is head of global research for Morningstar and oversees our global
fund, equity, and credit research and data operations. Before taking on his
current role in January 2014, he was head of equity and credit research since
2009 and took on additional responsibility for equity data in 2013. Haywood
joined Morningstar in 1991.
He holds a bachelor’s degree in economics from The University of Chicago,
where he graduated as a member of Phi Beta Kappa. He also holds the CFA designation.
Daniel E. Needham
Daniel Needham is president and chief investment officer (CIO) of Morningstar
Investment Management and is responsible for building world-class investment
management solutions based on our proprietary research. Before taking on his
current role in February 2015, he served as CIO for Morningstar Investment Management,
and was previously managing director and CIO for Morningstar Investment Management’s
Asia-Pacific Operations. He joined our company when Morningstar acquired Intech
Pty Ltd (now Ibbotson Associates Australia) in 2009, where he served as chief
investment officer. Before joining Intech in 2002, Daniel worked for Zurich
Financial Services in Sydney.
He holds a bachelors degree in commerce with a major in finance and economics
from the University of Sydney. He also holds the CFA designation.
Rob Pinkerton
Rob Pinkerton is our chief marketing officer and is responsible for overseeing
our global marketing organization and corporate communications. He joined Morningstar
through our June 2014 acquisition of HelloWallet, where he served as chief marketing
officer. Before joining HelloWallet in 2012, Rob was a senior director for Adobe
Systems, a computer software company, beginning in 2007. He previously served
in executive marketing and product roles with LexisNexis and Siebel Systems
(which was acquired by Oracle).
He holds a bachelor’s degree in economics, political science, and history
from the University of Richmond, a juris doctor degree from the University of
Baltimore School of Law, and a master’s degree in business administration
with concentrations in information technology management, marketing, and strategy
from Carnegie Mellon University.
James Tanner
James Tanner is head of global business development and sales for Morningstar.
He joined us in January 2013. Previously he served as CEO of Markit On Demand,
an Internet technology company he founded as Wall Street On Demand in 1991.
In addition to his role as founder and CEO of Wall Street On Demand, he served
in various roles for the firms that have owned Wall Street On Demand, including
vice chairman for business development for Markit in 2012, head of distribution
for Markit in 2010 and 2011, and division head for Goldman Sachs from 2006 to
2010.
James holds a bachelor’s degree in Russian language and literature from
Haverford College and a master’s degree in business administration from
Harvard University.
David W. Williams
David Williams is head of design for Morningstar. He is responsible for corporate
design and its application to brand identity, products, communications, and
the workplace. He also oversees all aspects of Morningstars design as it relates
to our other core capabilities in research and technology. He joined us in 1993.
David holds a bachelors degree in industrial design from The Ohio State University
and a masters degree in fine arts from the Yale University School of Art.
Morningstar inc currently has 10973 employees.
