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Kenneth Lamont

Kenneth Lamont is a manager research analyst for Morningstar UK Ltd, a wholly owned subsidiary of Morningstar, Inc. He covers European passive funds.

Before joining Morningstar in September 2013, Lamont was a research analyst at Mergermarket, where he covered the infrastructure finance sector, and an associate at Markit, where he held an operational role within the portfolio valuations team.

Lamont holds a master’s degree in business economics and marketing from the University of Dundee and a master’s degree in investment, banking, and finance from the University of Glasgow. He also holds the Chartered Alternative Investment Analyst® designation and has passed Level I of the Chartered Financial Analyst® program.

Lan Anh Tran

Lan Anh Tran is an associate manager research analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. She covers passive equity strategies.

Before joining Morningstar Research Services in 2020, Tran was a financial product specialist on the Morningstar Direct and Office team. She holds a bachelor's degree in economics from Kenyon College.

Eric Schultz

Eric Schultz is a manager research analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers equity strategies.

Before Joining Morningstar in 2019, Schultz was an associate at UBS in its wealth management division, conducting mutual fund research to help individuals, foundations, and corporations manage their investment goals.

Schultz holds a bachelor's degree in philosophy from Northwestern University. He also attended the Pembroke-King's Programme at the University of Cambridge and is a Level I candidate in the Chartered Financial Analyst® program.

Katherine Lynch

Katherine Lynch is a data journalist for Morningstar. She covers mutual fund and exchange-traded fund trends and creates educational content for new investors.

Lynch joined Morningstar in 2018 through the Morningstar Development Program for new graduates. She worked as a support representative for Morningstar Office and Direct clients.

Prior to joining Morningstar, Lynch studied economics and philosophy at Creighton University in Omaha, Nebraska.

Shannon Zimmerman

Shannon Zimmerman is a director, manager selection, for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He is responsible for manager assessment and selection, as well as portfolio construction.

Zimmerman has over 20 years of investment industry experience. He initially joined Morningstar in 2002 as a fund analyst. Prior to rejoining the firm, he worked for The Motley Fool as a senior analyst, advisor, and portfolio manager from 2004 through 2010. Prior to his current role, Zimmerman served as associate director of active strategies research and director of training for Morningstar’s manager research team. He covered domestic- and international-equity strategies and served as the lead analyst for the Oakmark, ClearBridge, and John Hancock fund families. He also oversaw the manager research analyst training program.

Zimmerman holds a bachelor’s degree from Rollins College and a doctorate from the University of Georgia.

William Kerwin

William Kerwin is an equity analyst on the technology team for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar Inc. He covers the IT supply chain, hardware, and semiconductor stocks.

Before joining the firm full-time in 2019, Kerwin was an intern on Morningstar's basic materials team.

Kerwin holds a Bachelor of Science in economics with a math emphasis and French from the University of Wisconsin-Madison.

Rajiv Bhatia

Rajiv Bhatia is an equity analyst on the financials team for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. His areas of focus include custody banks, credit bureaus, and life insurers.

Before joining Morningstar in 2019, Bhatia spent four years analyzing financial technology stocks for clients at Raymond James.

Bhatia holds a bachelor's degree in applied mathematics and economics from Northwestern University as well as a master's degree in finance from Washington University in Saint Louis. He also holds the Chartered Financial Analyst® designation.

Ryan Jackson

Ryan Jackson is a manager research analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers passive equity strategies.

Prior to assuming his current role, Jackson served as a customer support representative for Morningstar Direct.

Jackson holds a bachelor’s degree in finance from the University of Wisconsin-Madison. He graduated in the spring of 2019.

Sam Kulahan

Sam Kulahan, CFA, is a manager research analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers fixed-income strategies.

Before joining Morningstar in 2019, Kulahan spent more than three years at Deloitte Consulting and four years at General Electric, participating in its financial management program and working as a financial analyst for its defined-benefit pension plans.

Kulahan holds a bachelor's degree in business and management from Bournemouth University and a master's degree in finance and management from the University of St Andrews. He also holds the Chartered Financial Analyst® designation.

Adley Bowden

Adley Bowden, is the head of Individual Investor business for Morningstar, leading the firm's Investor, Editorial, and Investment Newsletter groups. He previously spent 13 years at PitchBook, leading a number of its functions including Research, Editorial, Marketing, and Data Operations. Follow Adley on Twitter: @adleyb.

Sanjay Arya

Sanjay Arya, CFA, is head of Investible Products, Morningstar Indexes. In this role, he is responsible for strategy, product development, and managing strategic relationships.

Arya founded the indexes group in 2001 and has guided the development of a broad suite of traditional equity, bond, and commodity beta indexes. Leveraging Morningstar’s proprietary research, Arya also led the creation of a series of strategic-beta and multi-asset class indexes. Through partnerships with asset managers, asset owners, and retirement plans, he has steered the creation of index-linked investment solutions that have $68 billion in assets.

Arya previously was director of equity data analysis. He joined Morningstar in 1993. He is a frequent speaker at industry forums and has written and contributed several thought leadership pieces in industry publications and books. He sits on the board of Index Industry Association.

Arya holds a bachelor’s degree in chemical engineering from Panjab University, India, and a master’s degree in business administration from Cleveland State University. He holds the Chartered Financial Analyst® designation and is a member of the Investment Analysts Society of Chicago.

Lauren Solberg

Lauren Solberg is a data journalist for Morningstar. She covers market trends, inflation, and other macroeconomic news.

Before joining Morningstar in 2020, Solberg designed educational content for Trala, a Techstars company, and led tours at the Chicago Architecture Biennial. She holds a bachelor's degree in economics and Spanish from the University of Illinois at Urbana-Champaign.

Follow Solberg on Twitter @lauren_solberg.

Christine Benz

Christine Benz is Morningstar's director of personal finance and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances and the Morningstar Guide to Mutual Funds: 5-Star Strategies for Success. Follow Christine on Twitter: @christine_benz.

Russel Kinnel

Russel Kinnel is director of manager research for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He heads the North American Morningstar Analyst Ratings Committees, which vet the Morningstar Analyst Rating™ for funds. He is the editor of Morningstar FundInvestor, a monthly newsletter, and has published a number of prominent studies of the fund industry covering subjects such as manager investment, expenses, and investor returns. Follow Russ on Twitter: @RussKinnel

He also writes the Fund Spy column for Morningstar.com, the company’s investment website, and authored the book Fund Spy: Morningstar’s Inside Secrets to Selecting Mutual Funds That Outperform, published in 2009.

Since joining Morningstar in 1994, Kinnel has analyzed virtually every type of fund and has covered the most prominent fund families, including Fidelity, T. Rowe Price, and Vanguard. He has led studies on the predictive power of fund data and helped develop the Morningstar Rating for funds and the Morningstar Style Box methodology. He is also co-author of the company’s first book, The Morningstar Guide to Mutual Funds: 5-Star Strategies for Success (Wiley, 2003).

Kinnel holds a bachelor’s degree in economics and journalism from the University of Wisconsin.

John Rekenthaler

John Rekenthaler is vice president of research for Morningstar.

Rekenthaler joined Morningstar in 1988 and has served in several capacities. He has overseen Morningstar’s research methodologies, led thought leadership initiatives such as the Global Fund Investor Experience report that assesses the experiences of mutual fund investors globally, and been involved in a variety of new development efforts. He currently writes regular columns for Morningstar.com and Morningstar magazine.

Rekenthaler previously served as president of Morningstar Associates, LLC, a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. During his tenure, he has also led the company’s retirement advice business, building it from a start-up operation to one of the largest independent advice and guidance providers in the retirement industry.

Before his role at Morningstar Associates, he was the firm’s director of research, where he helped to develop Morningstar’s quantitative methodologies, such as the Morningstar RatingTM for funds, the Morningstar Style BoxTM, and industry sector classifications. He also served as editor of Morningstar Mutual FundsTM and Morningstar® FundInvestorSM.

Rekenthaler holds a bachelor’s degree in English from the University of Pennsylvania and a master’s degree in business administration with high honors from the University of Chicago Booth School of Business.

Ben Johnson

Ben Johnson, CFA, is the head of client solutions, working with Morningstar's asset-management clients to leverage Morningstar's capabilities in advancing our shared mission of empowering investor success.

Prior to assuming his current role in 2022, Johnson was the director of global exchange-traded fund and passive strategies research within Morningstar's manager research group. Earlier in his tenure in the manager research organization, he served as the director of ETF research for Europe and Asia. He also previously served as a senior equity analyst, covering the agriculture and chemicals industries. Before joining Morningstar in 2006, he worked as a financial advisor for Morgan Stanley.

Johnson holds a bachelor's degree in economics from the University of Wisconsin. He also holds the Chartered Financial Analyst® designation. In 2015, Fund Directions and Fund Action named Johnson among the 2015 Rising Stars of Mutual Funds.

Susan Dziubinski

Susan Dziubinski is an investment specialist with more than 30 years of experience at Morningstar covering stocks, funds, and portfolios. She previously managed the company's newsletter and books businesses and led the team that created content for Morningstar's Investing Classroom. She has also edited Morningstar FundInvestor and managed the launch of the Morningstar Rating for stocks. Since 2013, Dziubinski has been delivering Morningstar's long-term perspective and research to investors on Morningstar.com.

Alex Bryan

Alex Bryan, CFA, is director of passive strategies for North America and editor of Morningstar ETFInvestor at Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc.

Before assuming his current role in 2016, Bryan spent four years as a manager analyst covering equity strategies. Previously, he was a project manager and senior data analyst in Morningstar’s Data department. He joined Morningstar in 2008 as an inside sales consultant for Morningstar Office.

Bryan holds a bachelor’s degree in economics and finance from Washington University in St. Louis, where he graduated magna cum laude, and a master’s degree in business administration, with high honors, from the University of Chicago Booth School of Business. He also holds the Chartered Financial Analyst® designation. In 2016, Bryan was named a Rising Star at the 23rd Annual Mutual Fund Industry Awards.

Jon Hale

Jon Hale, Ph.D., CFA, is director of sustainability research for the Americas at Sustainalytics. He directs the company’s research initiatives on sustainable investing, beginning with the launch of the Morningstar Sustainability Rating™ for funds in 2016.

Before assuming this role in 2016, Hale was director of manager research for Morningstar, where he led approximately 60 manager research analysts based in North America and oversaw the team’s operations, thought leadership, and manager research coverage across asset classes.

Hale first joined Morningstar in 1995 as a mutual fund analyst and helped launch the firm’s institutional investment consulting business in 1998. He left the company in 1999 to work for Domini Social Investments before rejoining Morningstar as a senior investment consultant in 2001. He became managing consultant in 2009 and head of the investment advisory unit in 2014.

Hale holds a bachelor’s degree, with honors, from the University of Oklahoma and a doctorate in political science from Indiana University. Follow Jon on Twitter: @Jon_F_Hale

Aron Szapiro

Aron Szapiro is head of retirement studies and public policy for Morningstar. Szapiro is responsible for developing research reports on policy matters, coordinating official responses to regulatory proposals, and providing investor-focused comments on policy issues to clients and the press. He also chairs Morningstar’s Public Policy Council. Szapiro also heads the Morningstar Center for Retirement Studies. His research has been covered in The New York Times, The Wall Street Journal, The Washington Post, The Journal of Retirement, and on National Public Radio. Follow Aron on Twitter: @AronSzapiro

Before assuming his current role in June 2021, he served as Morningstar’s head of policy research and as policy and finance expert at HelloWallet, a former subsidiary of Morningstar. Previously, he was a senior analyst at the U.S. Government Accountability Office (GAO), specializing in retirement security issues and pension plan policy. He also worked at the New Jersey General Assembly Majority Office.

Szapiro holds a bachelor’s degree in history from Grinnell College and a master’s in public policy from Johns Hopkins University.

Leo Acheson

Leo Acheson, CFA, is director, multi-asset ratings, global manager research for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc.

He oversees Morningstar’s multi-asset ratings as well as the firm’s multi-asset and alternatives manager research team. The group covers a range of investment vehicles, including allocation strategies, alternatives, target-date funds, 529 plans, HSAs, model portfolios, and Mexican pension funds.

Before joining Morningstar in 2013, Acheson spent four years working for a Chicago-based investment consultant, conducting mutual fund and asset-class research to help corporations manage their investment programs.

Acheson holds a bachelor’s degree in finance and accounting from Indiana University’s Kelley School of Business. He also holds the Chartered Financial Analyst® designation.

Joshua Aguilar

Joshua Aguilar is a senior equity analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers a variety of industrials stocks, including diversified conglomerates. Prior to becoming an analyst, Aguilar was an associate on Morningstar’s financial-services team and a member of the valuation committee.

Before joining Morningstar, Aguilar was a small-business-transaction attorney and represented clients in entity formation, buying and selling businesses, contract drafting, and deal negotiation.

Aguilar holds a juris doctor degree from Wake Forest, a Master of Business Administration in finance from Rollins College, and a bachelor’s degree in political science and criminology from the University of Florida, where he graduated magna cum laude.

Zain Akbari

Zain Akbari, CFA, is an equity analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers food companies, auto parts retailers, and information services firms.

Before joining Morningstar in 2015, Akbari spent several years at UBS, most recently leading the firm’s Liability Management, Americas team. During his time at UBS, Akbari structured and executed bond buybacks, exchange offers, and covenant modifications for investment-grade, high-yield, and convertible securities issued by American and Asian companies.

Akbari holds a bachelor’s degree in finance and real estate from The Wharton School of The University of Pennsylvania and master’s degree in business administration from the University of Chicago Booth School of Business.

Karen Andersen

Karen Andersen, CFA, is a healthcare strategist for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. She is responsible for biotechnology research.

Before joining Morningstar in 2005, Andersen received a master’s degree in business administration from Rice University, where she served as senior healthcare analyst for the M.A. Wright Fund and earned the distinction of Jones Scholar. She has scientific research experience in both academia (at Rice University and the University of Queensland in Australia) and industry (at Lexicon Genetics and a subsidiary of Genzyme).

Andersen also holds a bachelor’s degree in biochemistry from Rice University, where she graduated magna cum laude. She is a member of Phi Beta Kappa and holds the Chartered Financial Analyst® designation. She ranked first in the biotechnology industry, and had the highest score overall, in The Wall Street Journal’s annual “Best on the Street” analysts survey in 2013, the last year the survey was conducted.

Karin Anderson

Karin Anderson is director of North American fixed-income strategies for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. She oversees Morningstar’s U.S. fixed-income manager research team. She covers fixed-income strategies from Franklin Templeton, PIMCO, and TCW.

Before joining Morningstar’s manager research team in 2007, Anderson worked in investigations for the Chicago Board of Trade and Minneapolis Grain Exchange and in research for the Commercial Service of the U.S. Embassy in Brussels.

Anderson holds a bachelor’s degree in French from the University of Iowa and a master’s degree in business administration from Northwestern University’s Kellogg School of Management.

Brian Bernard

Brian Bernard, CFA, CPA, is director of industrials equity research for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. Before assuming his current role in 2019, he was an equity analyst covering homebuilding, building products, and industrial distribution industries.

Before joining Morningstar in 2016, Bernard was a mergers and acquisitions analyst for FIS. Previously, he was a research analyst for Heartland Advisors. Bernard also has experience as a corporate financial auditor for Fiserv and a staff auditor for Deloitte & Touche.

Bernard holds a bachelor’s degree in accounting and finance, investment, and banking and a master’s degree in business administration with a specialization in applied security analysis from the University of Wisconsin. He also holds the Chartered Financial Analyst® designation and is a Certified Public Accountant.

Andrew Bischof

Andrew Bischof, CFA, CPA, is a senior equity analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers regulated utilities, diversified utilities, and independent power producers.

Before joining Morningstar in 2011, Bischof was a senior treasury analyst for Mead Johnson Nutrition. Previously, he was a group audit officer for Bank of America in Chicago, and before that, an auditor for Ernst & Young.

Bischof holds a bachelor’s degree in business administration and accounting and a master’s degree in accounting from the University of Wisconsin. He also holds a master’s degree in business administration, with a concentration in finance, from Indiana University’s Kelley School of Business and the Chartered Financial Analyst® and Certified Public Accountant designations.

David Blanchett

David M. Blanchett, Ph.D., CFA, CFP®, is head of retirement research for Morningstar’s Investment Management group. In this role, he works to enhance the group’s consulting and investment services. He conducts research primarily in the areas of financial and tax planning, annuities, and retirement plans. Blanchett also serves as the chairman of the Advice Methodologies subcommittee, which is the group responsible for developing and maintaining all methodologies relating to wealth forecasting, general financial planning, automated investment selection, and portfolio assignment for Investment Management. Before joining Morningstar in 2011, he was director of consulting and investment research for Unified Trust Company’s retirement plan consulting group.

Blanchett’s research has been published in a variety of academic and industry journals, such as Financial Analysts Journal, Journal of Financial Planning, The Journal of Portfolio Management, Journal of Retirement, and The Journal of Wealth Management. He has also been featured in a variety of media outlets and publications, including InvestmentNews, MarketWatch, Money, The New York Times, PLANSPONSOR, and The Wall Street Journal. His research has won a number of awards, most recently the Journal of Financial Planning’s 2014 and 2015 Montgomery-Warschauer Awards, the Financial Analysts Journal 2015 Graham & Dodd Scroll Award, and the CFP Board Center for Financial Planning 2017 Academic Research Colloquium Best Investments Paper Award.

In 2014, InvestmentNews included him in their inaugural 40 under 40 list as a “visionary” for the financial planning industry, and in 2014, Money named him one of the brightest minds in retirement planning. He is a RetireMentor for MarketWatch and an expert retirement panelist for The Wall Street Journal. Blanchett is also on the executive committee for the Defined Contribution Institutional Investment Association (DCIIA) and serves on the editorial boards of Morningstar Magazine and the Journal of Retirement.

Blanchett holds a bachelor’s degree in finance and economics from the University of Kentucky, a master’s degree in financial services from The American College, a master’s degree in business administration from the University of Chicago Booth School of Business, and a doctorate in personal financial planning from Texas Tech University. Blanchett holds the Chartered Financial Analyst®, Certified Financial Planner™, Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC), and Accredited Investment Fiduciary Analyst™ designations. Follow David on Twitter: @davidmblanchett

Bobby Blue

Bobby Blue is a senior manager research analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He assists with coverage of multi-asset and alternative fund strategies.

Before assuming his current role in 2018, Blue was a senior data research analyst on the portfolio analytics and acquisition team at Morningstar, where he worked to develop new data points by incorporating advanced derivatives into Morningstar analytics. Prior to that, he interned at a growth equity fund, where he performed due diligence on potential investments.

Blue holds a bachelor’s degree in business economics from the University of Cincinnati’s Lindner College of Business.

Alaina Bompiedi

Alaina Bompiedi is a manager research analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. She assists with fixed-income coverage and contributed to Morningstar’s monthly closed-end fund newsletter until it ceased publication in May 2017.

Before assuming her current role in 2016, Bompiedi was a client services representative for the Morningstar Office and Morningstar Direct platforms.

Bompiedi holds a bachelor’s degree in philosophy from the University of Chicago.

Ben Brown

Ben Brown is a Certified Financial Planner professional and an IRS Enrolled Agent. He is the founder of Entelechy, a fee-only financial planning and investment management firm based in Bethesda, MD, serving clients in the Washington, DC, area and nationally.

Alfonzo Bruno

Alfonzo Bruno is a manager research analyst for Morningstar Research Services, LLC, a wholly owned subsidiary of Morningstar, Inc. He covers fixed-income strategies across the globe, inclusive of open-end mutual funds and separately managed accounts.

Before joining Morningstar in April 2018, Bruno spent more than three years at the Illinois Municipal Retirement Fund, where he was directly responsible for asset allocation, manager selection, risk management, and performance analysis within the firm’s public markets portfolio. Prior to IMRF, Bruno worked as a performance analyst for Aon Consulting in Chicago.

Bruno holds a bachelor’s degree in finance from the University of Iowa’s Tippie College of Business. He also holds the Chartered Financial Analyst® designation.

Sarah Bush

Sarah Bush is the North American manager research practice leader for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. She directs the firm’s manager research analyst team in North America.

Before assuming her current role in 2019, Bush was director of manager research for fixed-income strategies, North America. Bush rejoined the firm in 2011 as a senior manager research analyst for fixed-income. Prior to that, Bush served from 2006 to 2010 as director of development and then director of investor programs for IFF, a community development financial institution that provides loans and real estate consulting to nonprofits serving low-income communities in the Midwest. Previously, she spent four years at Prudential Capital Group, an investment arm of Prudential Financial, where she researched, recommended, and negotiated private placement debt investments. Bush originally joined Morningstar in 1997 as a mutual fund analyst.

Bush holds a bachelor’s degree in history and mathematics from the University of Wisconsin, where she graduated as a member of Phi Beta Kappa, and a master’s degree in business administration, with concentrations in finance, economics, and international business, from the University of Chicago Booth School of Business.

Preston Caldwell

Preston Caldwell is Head of U.S. Economics for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He also leads Morningstar’s China macroeconomics research team. Previously, he served as a member of the energy sector team, covering oilfield services stocks and helping to craft Morningstar’s long-term oil price forecasts.

Before joining Morningstar in 2016, Caldwell earned his master’s degree in business administration from Rice University. Caldwell also holds a bachelor’s degree in economics from the University of Arkansas.

Greg Carlson

Greg Carlson 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-equity, international-equity, and quantitative strategies. He is the lead analyst on the American Century, Artisan, First Eagle, and Janus Henderson fund families.

Before joining Morningstar in 2003, Carlson worked as a writer and editor for Mutual Funds magazine for six years.

Carlson holds a bachelor's degree in journalism from the University of Florida.

Mark Cash

Mark Cash is a senior equity analyst on the technology team for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers networking and cybersecurity stocks.

Before joining Morningstar in 2018, Cash spent eight years at a leading LED technology company as a product manager with profit-and-loss responsibility after various product development roles.

Cash holds a bachelor’s degree in electrical engineering from Northeastern University’s College of Engineering. He also holds a Master of Business Administration, with a finance concentration, from the University of North Carolina’s Kenan-Flagler Business School.

Natalie Choate

Natalie Choate is a lawyer in Wellesley, Massachusetts, who concentrates in estate planning for retirement benefits. Her book, Life and Death Planning for Retirement Benefits, is a leading resource for professionals in this field. The views expressed in this article do not necessarily reflect the views of Morningstar.

Brian Colello

Brian Colello, CPA, is director of technology equity research for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. In addition to leading Morningstar’s technology sector team, he covers semiconductor and hardware companies. Colello was a senior equity analyst before assuming his current role in 2015.

Before joining Morningstar in 2008, he worked in public accounting for KPMG and served as a manager in corporate finance for BMG Music, a subsidiary of Bertelsmann AG.

Colello holds a bachelor’s degree in accounting from Bucknell University and a master’s degree in business administration from Wake Forest. He is also a Certified Public Accountant.

Elizabeth Collins

Elizabeth Collins, CFA, is global head of equity research for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. In this role, she leads the global equity research team, which focuses on providing in-depth, fundamental equity research based on sustainable competitive advantages and long-term valuation analysis. Collins is a member of the Morningstar Research Services Economic Moat committee, a group of senior members of the equity research team responsible for reviewing all Economic Moat and Moat Trend ratings issued by Morningstar. She serves on the regulatory governance board for Morningstar Credit Ratings, LLC. Collins is also coauthor of Why Moats Matter: The Morningstar Approach to Stock Investing, published by John Wiley & Sons in 2014.

Before assuming her current role in 2018, Collins was director of North American equity research. She has also served as director of basic materials equity research, chair of the Morningstar Research Services Economic Moat committee, and a senior analyst on the energy team. She joined Morningstar in 2005. Previously, Collins worked as a youth program coordinator for a public housing community organization in Boston.

Collins holds a bachelor’s degree in psychology from Boston College and a master’s degree in business administration from DePaul University. She also holds the Chartered Financial Analyst® designation.

Eric Compton

Eric Compton, CFA, is an equities strategist for Morningstar Research Services LLC, covering the U.S. and Canadian banking sectors, including the U.S. money center banks, U.S. regional banks, and the Big Six Canadian banks.

Before joining Morningstar in 2015, Compton was a business analyst for ESIS, a global provider of risk management products and a subsidiary of ACE Group. Compton holds a bachelor’s degree in applied health science from Wheaton College. He also holds the Chartered Financial Analyst® designation.

Damien Conover

Damien Conover, CFA, is director of healthcare equity research for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He is also director of equity strategy, responsible for helping to shape, package, and surface research based on Morningstar’s investment philosophy by working closely with the firm’s North American sector strategists and directors.

Before joining Morningstar in 2007, Conover was an equity research analyst covering the healthcare sector for Raymond James, Bank of Montreal, and Tucker Anthony.

Conover holds bachelor’s and master’s degrees in finance from the University of Wisconsin and was a member of its Applied Security Analysis Program. He also holds the Chartered Financial Analyst® designation.

Jackie Cook

Jackie Cook is Director, Stewardship, Product Strategy & Development in Sustainalytics’ Stewardship services team. Up to October 2021, she was director of stewardship research for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. In her present role, she leads the ESG Voting Policy Overlay offering, which offers clients a specialist ESG voting lens.

Cook joined Morningstar in October 2018 with Morningstar’s acquisition of Fund Votes Research Ltd., a company that she founded in 2007. Fund Votes had been a provider of mutual fund and exchange-traded fund proxy-voting data on corporate resolutions and shareholder proposals across ESG topics. Previously, Cook had been a senior research associate at The Corporate Library (which merged with GMI in 2010 and was acquired by MSCI in 2014) and a junior research fellow at the Centre for Business Research at the University of Cambridge. Over the past 22 years, she has also worked as a consultant on governance research projects for UNCTAD and several nongovernment organizations and has published academic articles on mutual corporate form, investor advocacy, and energy governance.

Cook holds a bachelor’s degree with honors in clinical psychology from Nelson Mandela Metropolitan University, South Africa, and a master’s degree in research psychology from Rhodes University, South Africa. She also holds a bachelor’s degree with honors in economics and management from Saïd Business School of the University of Oxford, where she studied as a Rhodes Scholar. Follow Jackie on Twitter: @FundVotes

Dan Culloton

Dan Culloton is director of equity strategies for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He serves on the Morningstar Analyst Ratings Committee, primarily for international- and domestic-equity funds. Culloton has been the lead analyst on a number of asset managers, including BlackRock, Vanguard, Franklin Templeton, Dodge & Cox, FPA, and Davis Selected Advisors. He edited the first Morningstar ETFs 150 reference guide and served as editor of the Vanguard Fund Family Report for six years.

Before joining Morningstar in 1999, Culloton was a business writer for the Daily Herald and was a recipient of the Chicago Headline Club’s Peter Lisagor Award in 1998.

Culloton holds a bachelor’s degree in English and journalism from Marquette University and a master’s degree in public-affairs reporting from the University of Illinois at Springfield.

Andrew Daniels

Andrew Daniels, CFA, CMA, is associate director of equity strategies for Morningstar Asia Limited, a wholly owned subsidiary of Morningstar, Inc. He is responsible for qualitative research on investment managers and strategies in Asia, with a focus on Global Emerging Markets and Asia Pacific equities.

Before joining Morningstar in 2015, Daniels worked in corporate finance for Caterpillar and in portfolio management for Evanston Advisors.

Daniels holds bachelor’s degrees in finance, economics, and marketing from The University of Iowa, where he graduated with distinction. He also earned a master's degree in business administration from The University of Chicago Booth School of Business. Daniels holds the Chartered Financial Analyst® designation and is a Certified Management Accountant.

Abhinav Davuluri

Abhinav Davuluri, CFA, is a sector strategist for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers microprocessors, wafer manufacturing equipment, and other companies in the semiconductor space.

Before joining Morningstar in 2015, Davuluri spent two years as a process engineer for Intel.

Davuluri holds a bachelor’s degree in chemical engineering from the University of Michigan. He also holds the Chartered Financial Analyst® designation.

Gabrielle Dibenedetto

Gabrielle DiBenedetto is a data journalist for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. She works to tell stories and create visualizations using Morningstar’s broad spectrum of data and research.

Before assuming her current role in 2018, DiBenedetto was a client-services representative for the Morningstar Direct and Morningstar Office platforms. Prior to that, she interned at Boston Magazine, covering startup companies and venture capital. She also interned on the business desk at the Wisconsin State Journal, covering local business development.

DiBenedetto holds a bachelor’s degree in journalism and economics from the University of Wisconsin-Madison. Follow Gabrielle on Twitter: @gr_dibenedetto

Matthew Dolgin

Matthew Dolgin is an equity analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers companies in the technology sector.

Before joining Morningstar in 2016, Dolgin was a compliance examiner for the National Futures Association.

Dolgin holds a bachelor’s degree in kinesiology from Northern Illinois University, a master’s degree in business administration from the University of Notre Dame, and a juris doctor degree from the Illinois Institute of Technology’s Chicago-Kent College of Law. He holds the Chartered Financial Analyst® designation.

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