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David Kathman

David Kathman, CFA, Ph.D., is a senior manager research analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He focuses on a variety of domestic large-, mid-, and small-cap equity strategies and is the team’s lead analyst for domestic large-cap funds as well as the Oppenheimer, Dreyfus, BNY Mellon, and Amana fund families. He is also the team’s specialist in real estate and utilities sector funds as well as socially responsible and faith-based funds. Kathman sits on the stewardship committee that oversees the manager research team’s assessment of fund companies. He joined Morningstar in 1998 as an equity analyst.

Kathman holds a bachelor’s degree and a master’s degree in linguistics from Michigan State University and a doctorate in linguistics from the University of Chicago. He also holds the Chartered Financial Analyst® designation.

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