Morningstar leaders bring a diverse set of skills and experiences to their work – united by their commitment to our mission to create great products that help investors reach their goals.

Kunal Kapoor, CFA*, Chief Executive Officer

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Kunal Kapoor, CFA, is chief executive officer of Morningstar. Before assuming his current role in 2017, he served as president, responsible for product development and innovation, sales and marketing, and driving strategic prioritization across the firm.

Since joining Morningstar in 1997 as a data analyst, Kapoor has held a variety of roles at the firm, including leadership positions in research and innovation. He served as director of mutual fund research and was part of the team that launched Morningstar Investment Services, Inc., before moving on to other roles including director of business strategy for international operations, and later, president and chief investment officer of Morningstar Investment Services. During his tenure, he has also led Morningstar.com® and the firm’s data business as well as its global products and client solutions group.

Kapoor holds a bachelor’s degree in economics and environmental policy from Monmouth College and a master’s degree in business administration from the University of Chicago Booth School of Business. He also holds the Chartered Financial Analyst® designation, is a member of the CFA Society of Chicago, and served on the board of PitchBook, a private firm that provides a comprehensive private equity and venture capital database, prior to its acquisition by Morningstar in late 2016. Kapoor is also a member of the board of trustees of The Nature Conservancy in Illinois. In 2010, Crain’s Chicago Business named him to its annual 40 Under 40 class, a list that includes professionals from a variety of industries who are contributing to Chicago’s business, civic, and philanthropic landscape.

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Joe Mansueto*, Executive Chairman

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Joe Mansueto founded Morningstar in 1984 and became executive chairman in 2017. He has served as chairman of the board of directors from the company’s inception, and as chief executive officer from 1984 to 1996 and again from 2000 to 2016.

Under Mansueto’s leadership, Morningstar has been named twice to Fortune magazine’s “100 Best Companies to Work For” list, in 2011 and 2012. The Chicago Tribune recognized Morningstar as one of the top 100 workplaces in the Chicago area in 2010, 2011, and 2012, and Crain’s Chicago Business listed Morningstar in its Fast Fifty feature in 2007, 2008, 2009, and 2011. Morningstar won the 2010 AIGA Chicago Chapter Corporate Design Leadership Award, which recognizes forward-thinking organizations that have advanced design by promoting it as a meaningful business policy.

In December 2016, InvestmentNews named Mansueto to its list of 20 Icons & Innovators. MutualFundWire.com recognized Mansueto as one of the 10 most influential individuals in the mutual fund industry in 2015, and he was the recipient of PLANSPONSOR’s Lifetime Achievement Award in 2013. In 2010, Mansueto received the Tiburon CEO Summit award, MutualFundWire.com named him ninth on its list of the 100 Most Influential People of the year, and Chicago magazine listed Mansueto among its top 40 Chicago pioneers over the past four decades. In 2007, SmartMoney magazine recognized him in the “SmartMoney Power 30,” its annual list of the 30 most powerful forces in business and finance. He received the Distinguished Entrepreneurial Alumnus Award from the University of Chicago Booth School of Business in 2000.

Before founding Morningstar, Mansueto was a securities analyst at Harris Associates. He holds a bachelor’s degree in business administration from the University of Chicago and a master’s degree in business administration from the University of Chicago Booth School of Business.

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Bevin Desmond*, Head of Global Markets and Human Resources

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Bevin Desmond is president of international operations and global human resources for Morningstar, responsible for identifying and developing new markets, managing and directing operations, and launching new products, in addition to overseeing human resources functions for all of Morningstar's global operations.

Desmond joined Morningstar in 1993 and was one of three employees who started the company's international business in the late 1990s. From 1999 to 2000, she served as manager of all international ventures. From 2000 to 2008, Desmond was president of Morningstar's international business. She has also served as president of institutional software.

Desmond holds a bachelor's degree in psychology from St. Mary's College.

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Jason Dubinsky*, Chief Financial Officer

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Jason Dubinsky is chief financial officer for Morningstar, responsible for controllership, tax, internal audit, financial planning and analysis, and investor relations.

Before joining Morningstar in 2017, Dubinsky served as senior vice president and chief financial officer of planning and central operations for Walgreens Boots Alliance, Inc. where he was responsible for accounting and shared service functions for Walgreens’ U.S. operations and led the FP&A function for the global business. Prior to the merger, he was vice president of finance and treasurer with responsibility for business unit finance, treasury operations, risk management, and investor relations. Before joining Walgreens in 2009, he served as vice president of investment banking at Goldman Sachs and Lehman Brothers, where he led mergers and acquisitions and corporate finance activity for clients across various industries.

Dubinsky holds a bachelor’s degree in business administration from the University of Michigan and a master’s degree in business administration from New York University’s Stern School of Business. He is a Certified Public Accountant.

Daniel Dunn*, Chief Revenue Officer

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Danny Dunn is chief revenue officer for Morningstar. He is responsible for sales philosophy, strategy, and execution in order to drive revenue growth.

Before joining Morningstar in 2016, Dunn was vice president of IBM’s Midwest enterprise unit. He was responsible for marketing, strategy, sales, channels, and customer service for the complete IBM portfolio, including Cloud, Software, Services, Systems, and IBM Credit, LLC in the region. Prior to that, he was the Chicago territory director for IBM and held numerous other sales leadership roles. Before joining IBM in 2007, he was a practice manager at SmithBucklin, a consulting and business process outsourcing firm.

Dunn holds a bachelor’s degree from the University of Vermont and a master’s degree in business administration, with concentrations in marketing, strategy, and managerial economics, from the Kellogg School of Management at Northwestern University.

John Gabbert, Founder and Chief Executive Officer
PitchBook Data, Inc.

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John Gabbert is founder and chief executive officer of PitchBook. He has more than 17 years of experience developing technology for professionals doing business in private equity (PE), venture capital (VC), and merger and acquisitions (M&A).

Gabbert has been an integral part of establishing the award-winning PitchBook Platform as the most comprehensive VC, PE, and M&A database. The PitchBook Platform connects companies, investors, deals, funds, and people to provide transparency into the private markets.

Prior to founding PitchBook in 2007, he was the managing director of private markets for Dow Jones & Company and vice president of worldwide research for VentureOne, VentureSource, and The Private Equity Analyst. He has also played a key role in six acquisitions or mergers by both strategic and private equity investors.

Gabbert holds a degree in business with concentrations in finance and marketing from the University of Washington.

Haywood Kelly, CFA*, Head of Global Research

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Haywood Kelly, CFA, is head of global research for Morningstar. He oversees the firm’s global fund, equity, and credit research and data operations.

Kelly joined Morningstar in 1991 as an equity research analyst. He became director of equity analysis in 1998, served as head of equity and fund research from 2000 to 2008, and became head of equity and credit research in 2009. He has also served as editor of Morningstar® StockInvestor and interim president of Morningstar Credit Ratings, LLC. In 2013, he assumed responsibility for equity data and took on his current role in 2014.

Kelly 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 Chartered Financial Analyst® designation.

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Pat Maloney*, General Counsel

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Pat Maloney is general counsel for Morningstar. He is responsible for directing Morningstar’s legal department and managing its relationships with outside counsel. He also oversees Morningstar’s compliance department. In such roles, he provides counsel to Morningstar’s Board of Directors and management on legal and regulatory issues, legal risk management, and transactions and other business growth strategies.

Before joining Morningstar in June 2016, Maloney was a partner at Sheppard Mullin Richter & Hampton LLP in the firm’s corporate and securities practice. Previously, he was a partner at K&L Gates LLP and its legacy predecessor firm, Bell, Boyd & Lloyd LLP. Early in his career, he was an associate with the New York law firm of Dewey Ballantine and an Assistant General Counsel with the Prudential Insurance Company of America.

Maloney holds a bachelor’s degree with honors from the University of Chicago and a juris doctor degree with honors from the University of Chicago Law School. He is admitted to practice law in Illinois and New York.

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Daniel Needham, CFA*, President and Chief Investment Officer

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Daniel Needham, CFA, is president and chief investment officer for Morningstar’s Investment Management group, a unit of Morningstar, Inc. Investment Management provides retirement, investment advisory, and portfolio management services for financial institutions, plan sponsors, and advisors through investment management entities around the world. Needham also chairs the Global Investment Policy Committee, which oversees the unit’s global investment capabilities, committees, and processes.

Before assuming his current role in 2015, Needham was global chief investment officer for the Investment Management group, and his role expanded to include responsibility for Morningstar’s investment management operations in Europe in 2013. Previously, Needham was chief investment officer and managing director for Investment Management in Asia-Pacific, including Ibbotson Associates Australia, where he led the group’s business and investment activities in the region.

Needham joined Morningstar in 2009 through the company’s acquisition of Intech Pty Ltd, where he served as chief investment officer. He also held other investment roles including analyst, portfolio manager, and head of multi-strategy. Before joining Intech in 2002, Needham worked for Zurich Financial Services in Sydney.

Needham holds a bachelor’s degree in commerce from the University of Sydney, where he majored in finance and economics. He also holds the Chartered Financial Analyst® designation.

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Catherine Odelbo, Head of Corporate Strategy and Partnerships

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Catherine Odelbo is head of corporate strategy and partnerships, responsible for working with Morningstar’s senior management team on the firm’s overall strategic planning process, M&A activities, and major partnerships.

Odelbo joined Morningstar in 1988 as a mutual fund analyst and from 1995 to 2000 served as senior vice president of content development, as well as publisher and editor of stock and closed-end fund research. In 2000, she was named president of retail, overseeing all print and online products for individual investors.

Odelbo was president of Morningstar’s global Equity and Credit Research division from 2009 until she assumed her current role in 2012.

Odelbo holds a bachelor’s degree in American history from the University of Chicago and is a member of the Phi Beta Kappa Society. She also holds a master's degree in business administration, with honors, from the University of Chicago Booth School of Business.

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Rob Pinkerton, Chief Marketing Officer

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Rob Pinkerton is chief marketing officer for Morningstar.

An expert in consumer, business, and technology marketing, Pinkerton was previously chief marketing officer for HelloWallet, a leading provider of online financial wellness that Morningstar acquired in 2014.

Before joining HelloWallet, Pinkerton served in executive marketing and product roles for Adobe Systems, LexisNexis, and Siebel Systems (which was acquired by Oracle). Pinkerton was also a legislative counsel with responsibility for technology and social policy issues in the U.S. Senate during the 104th and 105th Congress.

Pinkerton 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.

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Tricia Rothschild, CFA*, Chief Product Officer

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Tricia Rothschild, CFA, is chief product officer for Morningstar. She is responsible for product strategy, innovation, development, and execution for the solutions delivered to clients.

Most recently, Rothschild was head of global advisor solutions, setting the strategic direction for the company’s wealth management and online brokerage business and overseeing priorities for this segment across Morningstar’s investment management, software, data, and research capabilities.

She previously led Morningstar’s Advisor Software business unit. In her 20 years at Morningstar, she has led aspects of the firm’s business serving each of its three core audiences: individuals, advisors, and institutions. Rothschild began her career at Morningstar as a closed-end fund analyst and later became the international editor of Morningstar Mutual Funds. She also created the firm’s initial 529 college-savings plan database and corresponding advisor tools, served as the e-commerce manager of Morningstar.com, and led the content management for that site for several years. She previously developed the firm’s equity research business, leading its growth from 2003 through 2012.

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 Chartered Financial Analyst® designation. She was a contributor to the book Exploring Advice: What You Need to Know About Good Financial Advice, a Quality Financial Plan and the Role of a Fiduciary (CreateSpace Independent Publishing Platform, 2016). She sits on the board of directors of Y-Charts, a financial-terminal provider based in Chicago.

Mitch Shue, Chief Technology Officer

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Mitch Shue is chief technology officer for Morningstar, responsible for the company’s technology vision and execution strategy.

Previously, he was chief technology officer for HelloWallet, a company that specializes in web and mobile financial wellness programs, which Morningstar acquired in 2014. Shue previously held leadership roles with Centrifuge Systems, webs.com, webMethods, and Transaction Network Services. He has helped grow three startups into strong publicly traded companies, and two others into successful acquisitions.

Shue holds a bachelor’s degree in computing and information sciences from Trinity University and a master’s degree in conflict analysis and resolution from George Mason University.

David W. Williams, Head of Design

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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.

Williams joined Morningstar in 1993 and has been instrumental in establishing design as one of the company’s core capabilities. Under his leadership, Morningstar has been nationally recognized for design quality in product marketing and communications.

Williams holds a bachelor’s degree in industrial design from Ohio State University and a master’s degree in fine arts from Yale University School of Art. He is a member of the American Institute of Graphic Arts.

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*Indicates executive officer.

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