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Stephen Ellis

Stephen Ellis is an energy and utilities strategist for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc., covering midstream companies. Ellis is a former member of Morningstar’s China Economic Committee, which provides research on the long-term outlook for the Chinese economy.

Before assuming his current role in 2017, he was director of equity research for financial services and a senior equity analyst. He is also a former editor of the Morningstar Opportunistic Investor newsletter and a former member of the Economic Moat Committee, a group of senior members of the equity research team responsible for reviewing all Economic MoatTM and Moat TrendTM ratings issued by Morningstar.

Prior to joining Morningstar in 2007, he worked as a freelance analyst for The Motley Fool and spent three years working in project and financial analysis for Environmental Systems Research Institute (ESRI), a supplier of geographic information system software and geodatabase management applications.

He holds a bachelor’s degree in business administration and a master’s degree in business administration from the University of Redlands.

Charles Fishman

Charles Fishman, CFA, is an equity analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers utilities.

Before joining Morningstar in 2012, Fishman spent 12 years as an analyst covering utilities and alternative energy stocks for A.G. Edwards, Piper Jaffray, and Pritchard Capital. Before becoming an analyst, Fishman was the president of the subsidiaries of two NYSE-listed companies that were early entrants to the independent power industry. Both companies underwent initial public offerings during his 13 years as a senior manager.

Fishman holds a bachelor’s degree in engineering from Purdue University, a master’s degree in engineering from the University of California at Berkeley, 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.

Elizabeth Foos

Beth Foos is an associate director for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. She covers fixed income, focusing primarily on municipal-bond strategies. Before joining the manager research team in 2014, she was a municipal credit analyst.

Foos has more than 10 years of experience in public finance. Before joining Morningstar in 2011, she was an analyst for Moody’s Investors Service and a consultant to local governments for the Michigan Municipal League. Foos has also held various roles in marketing and public relations for Time Inc. and Teach for America.

Foos holds a bachelor’s degree in political science and a master’s degree in public policy from the University of Michigan.

Joe Gemino

Joe Gemino, CPA, is a senior equity analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc.. He covers Canadian oil and gas companies.

Before joining Morningstar in 2015, Gemino held equity analyst roles for Goldman Sachs and Gate City Capital Management. Before business school, he was a technical accountant for Citigroup and Northern Trust.

Gemino holds a bachelor’s degree and a master’s degree in accountancy from the University of Notre Dame along with a master’s degree in business administration from the University of Chicago Booth School of Business. He holds the Certified Public Accountant designation.

Margaret Giles

Margaret Giles is a data journalist for Morningstar. She covers IPOs, common questions from investors, and portfolio decisions, among other topics.

Giles joined Morningstar in 2018 through the Morningstar Development Program for new graduates. She worked as a support representative for Morningstar Direct clients. After a year in the role, Giles transitioned to her current position in content development for Morningstar.com.

Giles has bachelor's degrees in economics and Spanish from Grinnell College.

Seth Goldstein

Seth Goldstein, CFA, is an equities strategist for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers agriculture, chemicals, and lithium companies in the basic materials sector and is also the chair of Morningstar's electric vehicle committee.

Prior to assuming the equity analyst role in 2017, Goldstein was an associate equity analyst covering the basic-materials sector. Before joining Morningstar, Goldstein was a senior financial analyst for Oasis Financial, a financial analyst for Berkshire Hathaway Energy, and a field operations supervisor for the U.S. Census Bureau.

Goldstein holds a bachelor's degree in journalism from Ohio University and a Master of Business Administration, with a concentration in finance, from the University of Iowa. He also holds the Chartered Financial Analyst® designation.

Allen Good

Allen Good, CFA, is an energy strategist for Morningstar Holland BV, a wholly owned subsidiary of Morningstar, Inc. Based in Amsterdam, he covers the oil and gas industries. He is also chair 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.

Before joining Morningstar in 2008, he performed merger and acquisition advisory work for a middle-market investment bank. Before that, he spent several years at Black & Decker in various operational roles.

Good holds a bachelor’s degree in business from the University of Tennessee and a master’s degree in business administration from Kenan-Flagler Business School at the University of North Carolina. He also holds the Chartered Financial Analyst® designation.

Danny Goode

Danny Goode is an equity analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers oil services.

Before assuming his current position in 2016, he was an associate client service manager. He joined Morningstar as a product consultant in 2015.

Goode holds a bachelor’s degree in business administration, with an emphasis in finance and banking, from the University of Missouri. He is a Level II candidate in the Chartered Financial Analyst® program.

Philip Gorham

Philip Gorham, CFA, FRM, is director of equity research, Greater China, for Morningstar Asia Limited, a wholly owned subsidiary of Morningstar, Inc. He relocated to Morningstar's Hong Kong office from Tokyo in November 2020. Gorham leads the equity analysts who cover Greater China equities and are based in Hong Kong, Shenzhen, and Singapore. Gorham continues to cover the European consumer staples sector, spanning beverages, consumer packaged goods, and tobacco products.

Gorham had extensive experience covering the consumer sector in Europe and the United States before moving to Asia in 2017. His most recent role was the director of equity research for Ibbotson Associates Japan, a Morningstar subsidiary

Gorham holds a bachelor's degree in economics from the University of Sunderland and master's degrees in business administration and accounting from the University of North Carolina. He also holds the Chartered Financial Analyst® and Financial Risk Manager® designations.

Robby Greengold

Robby Greengold is a strategist for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers equity strategies from asset managers including Fidelity, PGIM Investments, and Ivy Funds.

Greengold worked in corporate finance and investment research roles prior to joining Morningstar in 2017. He holds a bachelor's degree in music composition from the University of California, Santa Barbara and a Master of Business Administration from the Lubar School of Business at the University of Wisconsin-Milwaukee. He also holds the Chartered Financial Analyst® designation.

Charles Gross

Charles Gross is an equity analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers paper and packaging companies. Gross was previously a data analyst at Morningstar.

Before joining Morningstar in 2013, he was a CME Group Fellow for the Margolis Market Information Laboratory.

Gross holds a bachelor’s degree in economics from the University of Illinois. He is a Level III candidate in the Chartered Financial Analyst® program.

David Harrell

David Harrell is an editorial director with Morningstar Investment Management and edits the monthly Morningstar DividendInvestor and Morningstar StockInvestor newsletters. Follow David on Twitter: @davidharrell.

Richard Hilgert

Richard Hilgert is a senior equity analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers automotive stocks.

Hilgert has more than 25 years of experience in automotive industry research, analysis, and forecasting. Before joining Morningstar in 2010, he founded Automotive Financial Research, LLC, a firm that published financial research reports focusing on automotive companies and special industry topics. Before founding Automotive Financial Research, Hilgert provided automotive industry research for Roland Berger Strategy Consultants in Troy, Michigan. From 2004 through 2007, he was director/lead analyst, responsible for Fitch’s credit ratings of the domestic automotive supplier sector.

Before joining Fitch, Hilgert covered automotive stocks for Oppenheimer for seven years in Detroit. Previously, he worked in the equity research departments of Stifel Nicolaus from 1995 to 1997 and A.G. Edwards from 1989 to 1995, covering automotive and other industrial companies.

Hilgert holds a bachelor’s degree in business administration from Illinois Wesleyan University and a master’s degree in finance from St. Louis University. He is a member of the Society of Automotive Analysts and the Society of Automotive Engineers.

Michael Hodel

Michael Hodel, CFA, is director of communications services equity research for Morningstar Research Services, LLC, a wholly owned subsidiary of Morningstar, Inc. He covers U.S. telecom service providers and related firms, including AT&T, Verizon, and Comcast. His team covers media companies, global telecom service providers, and owners of telecom infrastructure, such as wireless towers and data centers.

Hodel joined Morningstar in 1998. Prior to his current position, he spent two years as a portfolio manager for Morningstar Investment Management, LLC. Previously, he served as a technology strategist responsible for telecom research, chair of Morningstar’s Economic Moat Committee, and a senior member of Morningstar’s corporate credit ratings initiative.

Hodel holds a bachelor’s degree in finance, with highest honors, from the University of Illinois at Urbana-Champaign 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.

Jeff Holt

Jeff Holt, CFA, is director of multi-asset and alternative strategies for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers target-date funds and other multi-asset funds from various asset managers.

Before joining Morningstar in 2014, Holt spent nearly nine years at Jeffrey Slocum & Associates (since acquired by Pavilion Financial), where he was responsible for investment research to support the firm’s defined-contribution practice. He covered target-date funds, stable value funds, and other asset classes specific to defined-contribution clients.

Holt holds a bachelor’s degree in management, with a concentration in corporate finance, from Brigham Young University. He also holds the Chartered Financial Analyst® designation.

R.J. Hottovy

R.J. Hottovy, CFA, is a consumer strategist for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He is responsible for consumer discretionary and staples research. He has covered the consumer sector as an analyst and director of global consumer equity research for Morningstar since joining the company in 2008, and specializes in a broad range of consumer categories including restaurants, footwear and apparel retailers, consumer electronics retailers, fitness clubs, home improvement and furnishing retailers, and consumer product manufacturers.

Before joining Morningstar, Hottovy was a director and senior stock analyst for Next Generation Equity and an analyst for William Blair & Co., specializing in a wide range of retail and consumer product companies. He also spent two years at Deutsche Bank, covering waste management, water utilities, and equipment rental stocks.

Hottovy holds a bachelor’s degree in finance and a second degree in computer applications from the University of Notre Dame, where he graduated magna cum laude. He also holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and the CFA Society of Chicago.

Madeline Hume

Madeline Hume is a senior research analyst for Morningstar Research Services LLC, a wholly-owned subsidiary of Morningstar, Inc. She covers new and emerging asset classes for Morningstar, including cryptocurrencies.

Before assuming her current role in 2021, Hume was a manager research analyst at Morningstar, covering multi-asset strategies.

Hume holds a bachelor's degree in finance from the University of Illinois' Gies College of Business. She also holds the Chartered Financial Analyst® designation.

Kristoffer Inton

Kristoffer Inton is an equity strategist, ESG, for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers cannabis companies.

Before joining Morningstar in 2013, Inton was an investment banking associate for Guggenheim Securities in New York. Previously, he was an investment banking analyst for Merrill Lynch in Chicago and New York.

Inton holds a bachelor's degree in finance with high honors from the University of Illinois and a Master of Business Administration with distinction from Northwestern University's Kellogg School of Management.

Eric Jacobson

Eric Jacobson is a strategist for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. As a senior member of the fixed-income team, he shares responsibility for determining coverage and research priorities. Jacobson focuses on a variety of taxable, tax-exempt, and nontraditional fixed-income strategies, including several from asset managers such as Pimco, PGIM, and Guggenheim. He has also covered strategies from BlackRock, J.P. Morgan, Fidelity, Goldman Sachs, TCW, Vanguard, Loomis Sayles, Putnam, T. Rowe Price, American Century, Eaton Vance, FPA, and American Funds. He is the team's lead analyst on Pimco and sits on the Morningstar Analyst Ratings Committee.

From 2006 through mid-2008, Jacobson was director of fixed-income strategies for Morningstar Indexes and was responsible for the design and launch of Morningstar's original suite of U.S., global, and emerging-markets bond indexes. Before assuming that role, he was a senior analyst, associate director, and fixed-income editorial director for the fund research team. Before joining the company in 1995 as a closed-end fund analyst, he worked for Kemper Financial Services.

Jacobson holds degrees in political science, Hebrew and Semitic studies, and integrated liberal studies from the University of Wisconsin. Follow Eric on Twitter: @MstarEJacobson

Benjamin Joseph

Benjamin Joseph is a senior manager research analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers fixed-income mutual funds.

Before joining Morningstar in 2017, Joseph spent two years managing a global commodities research company in Paris. Before that, he spent more than five years in the hedge fund industry as an analyst and a fund of hedge funds portfolio manager in Paris and New York.

Joseph holds a specialized postgraduate degree in financial techniques from ESSEC Business School, a master’s degree in business administration from Université Paris-Dauphine, and a bachelor’s degree in international business from Regent's Business School London. He also holds the Chartered Alternative Investment Analyst designation.

Josh Charlson

Josh Charlson, CFA, is a director, manager selection, for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. Charlson provides fiduciary services for retirement plans and is responsible for selecting portfolio managers and mutual funds.

Previously, Charlson was a director of manager research focused on alternatives research. He was an editor of the Alternative Investments Observer, a quarterly newsletter. Charlson was also a member of Morningstar’s Analyst Ratings committee for alternative strategies and the Stewardship committee that oversees the manager research team’s assessment of fund companies.

Before assuming the role overseeing the alternatives team in 2014, Charlson was a strategist for the manager research team, covering a number of risk parity, target-date, and other fund-of-funds strategies. He oversaw Morningstar’s annual Target-Date Series Research white papers as well as its quarterly target-date series reports and ratings.

Prior to Charlson’s role as a strategist, he served as a hedge fund analyst for Morningstar for two years and as a senior editor for Morningstar Associates for seven years, where he focused on retirement planning and advice solutions. Charlson began his career at Morningstar as a mutual fund analyst.

Charlson holds a bachelor’s degree in English from the University of Michigan, as well as a master’s degree and doctorate in English from Northwestern University. He also holds the Chartered Financial Analyst® designation.

Kunal Kapoor

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.

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.

Jaime M. Katz

Jaime M. Katz, CFA, is a senior equity analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. She covers home improvement retailers and travel and leisure.

Before joining Morningstar in 2011, Katz was an associate for Credit Agricole Corporate and Investment Bank. She also worked in equity research for William Blair for three years and spent three years in asset management at Mesirow Financial.

Katz holds a bachelor’s degree in economics from the University of Wisconsin and a master’s degree in business administration from the University of Chicago Booth School of Business. She also holds the Chartered Financial Analyst® designation. She ranked first in the leisure goods and services industry in The Wall Street Journal’s annual “Best on the Street” analysts survey in 2013, the last year the survey was conducted.

Haywood Kelly, CFA

Haywood Kelly, CFA, is president of Morningstar Research. He oversees the firm’s global manager and equity research 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.

Dan Kemp

Dan Kemp is Chief Investment Officer for Morningstar’s Investment Management group for the Europe, Middle East and Africa region. Dan leads Morningstar’s 20-strong investment management team for the EMEA region, working with advisers and institutions to help them deliver world-class investment solutions to investors.

Dan joined Morningstar in 2014 as co-Head of Investment Consulting and Portfolio Management in the EMEA region. He previously served with Albemarle Street Partners, an investment consultancy partnership that he co-founded. Prior to Albemarle, he worked for Saltus Partners, managing the firm’s flagship Saltus Multi Asset Class Fund. He has also worked as fund manager and head of fund research for Williams de Broë (formerly Christows).

Dan has 19 years’ experience in research, investment management and investment consulting. He has managed a wide variety of portfolios, specialising in multi-asset risk graded products. He is also a well-known commentator on investment issues.

Dan holds a bachelor’s degree in theology from King’s College London. He also holds the Investment Management Certificate, the Securities Institute Diploma and the Advanced Financial Planning Certificate.

Jason Kephart

Jason Kephart, CFA, is director of multi-asset ratings for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc.

Before joining Morningstar in 2014, Kephart spent seven years as a journalist for InvestmentNews, Fund Action, and SmartMoney, reporting primarily on the mutual fund and exchange-traded fund industries.

Kephart holds a bachelor’s degree in English from Florida State University. Follow Jason on Twitter: @JasonKephart

Laura Lallos

Laura Lallos is managing editor of Morningstar magazine. Before joining the magazine in 2016, Lallos was a senior analyst covering equity strategies on Morningstar’s manager research team, managing editor of monthly newsletter Morningstar® FundInvestorSM, and a member of Morningstar’s Stewardship Committee.

Before rejoining Morningstar in 2012, Lallos was a senior writer for Money magazine from 2000 to 2002 and contributed articles to a wide variety of publications including Morningstar Advisor. She held a variety of roles on Morningstar’s manager research team from 1993 to 2000.

Lallos holds a bachelor’s degree and master’s degree in English literature from Catholic University of America and juris doctor degree from the University of Chicago.

Alina Lamy

Alina Lamy is a senior analyst on the quantitative research team at Morningstar. She writes the firm’s monthly asset flows commentary on open-end mutual funds and exchange-traded funds. She provides research, data analysis, graphics, and editorial coverage for multiple Morningstar publications including the Morningstar Markets Observer, Image Library, Article Library, and Andex charts. Alina has been quoted in the Wall Street Journal, Financial Times, Bloomberg, and Barron’s.

Lamy holds a bachelor’s degree in psychology and a master’s degree in business administration from the Illinois Institute of Technology.

Andrew Lane

Andrew Lane is the director of equity research, index strategies for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. In this role, he focuses on design and marketing efforts for indexes that leverage data points produced by the Morningstar equity research team. Before joining Morningstar in 2013, Lane earned a Master of Business Administration, with a specialization in applied security analysis, from the University of Wisconsin-Madison. Prior to business school, he spent three years at Harris Associates LP, working in the trading operations group. Lane also holds a bachelor’s degree in economics and history from Boston College.

Lane has passed Level II of the Chartered Financial Analyst® program.

Andrew Lange

Andrew Lange is an equity analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers application software and IT services companies.

Lange joined Morningstar in 2007 as an associate equity analyst based in Auckland, New Zealand before moving to the Chicago office in 2012.

Lange holds bachelor’s degrees in economics and finance from the University of Otago in New Zealand.

Erin Lash

Erin Lash, CFA, is director of consumer sector equity research for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. In addition to leading the sector team, Lash covers packaged food and household and personal care companies.

Before joining Morningstar in 2006, she spent four years as an investment analyst covering retail, transportation, and technology firms for State Farm Insurance.

Lash holds a bachelor’s degree in finance from Bradley University and a master’s degree in business administration, with concentrations in accounting and finance, from the University of Chicago Booth School of Business. She also holds the Chartered Financial Analyst® designation. She ranked second in the food and tobacco industry in The Wall Street Journal’s annual “Best on the Street” analysts survey in 2013, the last year the survey was conducted.

Tom Lauricella

Tom Lauricella is chief markets editor for Morningstar.

Lauricella joined Morningstar in 2015 after a long career at The Wall Street Journal and Dow Jones. During his time as a reporter and editor, he covered a wide array of investing topics, including mutual funds, retirement planning, and global financial markets. While at the Journal, he won the prestigious Gerald Loeb award for his role in covering the May 2010 stock market “Flash Crash.”

Lauricella holds a bachelor’s degree from New York University, where he majored in journalism. Follow Tom on Twitter: @LauricellaTom

Dan Lefkovitz

Dan Lefkovitz is strategist for Morningstar Indexes, responsible for producing research supporting Morningstar’s index capabilities across a range of asset classes. He contributes to the Morningstar Direct℠ Research Portal, authors white papers, and frequently hosts webinars on index-related topics.

Before assuming his current role in 2015, he spent 11 years on Morningstar’s manager research team. He held several different roles, including analyst and director of the company’s institutional research service. From 2008 to 2012, he was based in London, helping to build Morningstar’s fund research capability across Europe and Asia. Lefkovitz also participated in the development of the Morningstar Analyst Rating™, the Global Fund Report, and edited the Fidelity Fund Family report from 2006 to 2008.

Before joining Morningstar in 2004, Lefkovitz served as director of risk analysis for Marvin Zonis + Associates, a Chicago-based consultancy. During this time, he coauthored The Kimchi Matters: Global Business and Local Politics in a Crisis-Driven World (Agate, 2003).

Lefkovitz holds a bachelor’s degree from the University of Michigan and a master’s degree from the University of Chicago.

Alec Lucas

Alec Lucas is a strategist within manager research for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers equity strategies from asset managers such as American Funds, Vanguard, and Hartford. He is also the lead analyst on Capital Group and Vanguard, among other firms.

Before joining Morningstar in 2013, Lucas worked as a minister as well as a professor for Loyola University Chicago, among other institutions. From 2010 to 2011, he was a Fulbright Scholar at the University of Heidelberg.

Lucas holds bachelors’ degrees in philosophy and classics from the University of Missouri-Columbia, where he graduated summa cum laude and with departmental honors, and a Master of Divinity, summa cum laude, from Trinity International University. He also holds a doctorate in theology, with distinction, from Loyola University Chicago and has published several articles and one book within that field.

Neil Macker

Neil Macker, CFA, is a senior equity analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers media/entertainment and video game publishers.

Before joining Morningstar in 2014, Macker was a senior equity research associate for FBR & Co., where he covered the telecommunications services sector. Previously, he was an associate equity analyst for R.W. Baird and completed the summer associate rotational program at UBS Investment Bank. Before attending business school, Macker held analytical roles at Corporate Executive Board and Nextel.

Macker holds a bachelor’s degree from Carleton College, where he graduated cum laude, and a master’s degree in business administration from The Wharton School of the University of Pennsylvania. He also holds the Chartered Financial Analyst® designation.

Kevin McDevitt

Kevin McDevitt, CFA, is a senior manager research analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers primarily domestic- and international-equity strategies, as well as some multi-asset strategies.

Before rejoining Morningstar in 2009, McDevitt was an associate equity analyst and later managed trust portfolios for AG Edwards, which became Wachovia (now Wells Fargo). McDevitt originally joined Morningstar in 1995. He was a mutual fund analyst from 1996 to 1999 and also held positions within the company’s international team, Morningstar Associates, and Morningstar Investment Services.

McDevitt holds a bachelor’s degree in finance from the College of William & Mary and a master’s degree in business administration from Washington University. He also holds the Chartered Financial Analyst® designation.

Dave Meats

David Meats, CFA, is director of research, energy and utilities, for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc.

Before joining Morningstar in 2014, Meats was an associate analyst for Raymond James. Previously, he worked as a geophysicist for Burren Energy, a London-based exploration and production firm, and Italian multinational oil and gas firm Eni SpA, which acquired Burren in 2008.

Meats holds an undergraduate degree in physics from the University of Nottingham, a master’s degree in petroleum geoscience from Royal Holloway, University of London, 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.

Mark Miller

Mark Miller is a journalist and author who writes about trends in retirement and aging. He is a columnist for Reuters and also contributes to WealthManagement.com and the AARP magazine. He publishes a weekly newsletter on news and trends in the field at https://retirementrevised.com/enewsletter/.

Travis Miller

Travis Miller is an energy and utilities strategist for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers energy and utilities. Previously, Miller was director of the utilities equity research team at Morningstar.

Before joining Morningstar in 2007, he was a reporter for several Chicago-area newspapers, including the Daily Herald in Arlington Heights, Illinois.

Miller holds a bachelor’s degree in journalism from Northwestern University’s Medill School of Journalism and a master’s degree in business administration from the University of Chicago Booth School of Business, with concentrations in accounting and finance. He is a Level III candidate in the Chartered Financial Analyst® program.

Ali Mogharabi

Ali Mogharabi is a senior equity analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers Internet and software companies.

Before joining Morningstar in 2016, Mogharabi was a senior equity analyst for Singular Research, where he covered the technology and biotechnology sectors. His previous experience also includes roles as a senior equity analyst for B. Riley & Co., associate analyst for Roth Capital Partners, sales consultant for Oracle, and business development consultant for Aerospike.

Mogharabi holds a bachelor’s degree in economics from the University of California, San Diego; a master’s degree in business administration from University of California, Irvine; and a master’s degree in applied economics from the University of Michigan.

Brian Moriarty

Brian Moriarty is an associate director, fixed income strategies, for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers fixed-income strategies.

Before assuming his current role in 2015, Moriarty was a client solutions consultant for Morningstar Office, a practice and portfolio management system for independent financial advisors. Before joining Morningstar in 2013, he was a research assistant for DePaul University’s religious studies department.

Moriarty holds a bachelor’s degree in political science from Michigan State University and a bachelor’s degree in Islamic world studies from DePaul University.

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Alex Morozov

Alex Morozov, CFA, is director of European equity research for Morningstar Holland BV, a wholly owned subsidiary of Morningstar, Inc. He leads a team of equity analysts based in Europe who cover European and global companies across all major sectors of the economy.

Before assuming his current role in 2014, Morozov was head of global healthcare equity research. Previously, he was a senior equity analyst, covering the medical instruments, life sciences, and diagnostics industries. Before joining Morningstar in 2006, Morozov worked in the insurance industry.

Morozov holds a bachelor’s degree in finance, with a minor in mathematics, from the University of Missouri. He also holds the Chartered Financial Analyst® designation.

Linda Abu Mushrefova

Linda Abu Mushrefova, CFA, is a manager research analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. She covers equity strategies.

Before rejoining Morningstar in 2017, Mushrefova was an analyst on the fixed-income team at Neuberger Berman, covering opportunistic strategies. From 2013-16, she held a variety of roles at Morningstar, including as a product consultant and a data analyst for the firm's open-end and hedge fund databases.

Mushrefova holds a bachelor's degree in economics from Northwestern University. She also holds the Chartered Financial Analyst® designation.

Sachin Nagarajan

Sachin Nagarajan is an associate manager research analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He assigns forward-looking ratings to U.S.-based, actively managed stock funds.

Before joining Morningstar's manager research team in 2022, Nagarajan worked on Morningstar's editorial team, where he showcased the firm's equity research and sustainable investing content. He was also a customer support representative on the Morningstar Office support team.

Nagarajan holds a bachelor's degree in English from the University of Dayton.

Rodney Nelson

Rodney Nelson is a senior equity analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. His coverage spans enterprise software, including legacy software companies, software-as-a-service providers, and business intelligence software vendors.

Before assuming his current role in 2015, Nelson was an associate equity analyst on the technology, media, and telecommunications team, covering software, Internet, and Canadian telecom companies. He was also a member of the cross-sector equity research team from 2012 to mid-2014. He joined Morningstar in 2011 as an equity and credit research sales intern before becoming a full-time employee in 2012.

Nelson holds a bachelor’s degree in economics from the University of Chicago.

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