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Adam McCullough

Adam McCullough, CFA, is a senior manager research analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers passive investment strategies.

Before joining Morningstar in 2016, McCullough was a growth equity analyst with FCI Advisors and served on the firm's manager research committee. Prior to FCI, he worked with the Chief Investment Officer at Tower Wealth Managers on two macro-driven investment strategies and a covered-call strategy. Both firms are Registered Investment Advisors in Kansas City, Missouri. McCullough began his career with Ernst & Young’s financial-services office advisory practice, focusing on risk management and derivative valuation.

McCullough holds a bachelor’s degree in finance and accounting from Syracuse University. He also holds the Chartered Financial Analyst® designation.


Vanguard Dividend Appreciation, Vanguard High Dividend Yield, and Schwab Equity Dividend are all fine--but different--passive choices.