Michael Holt
Corporate Officer/Principal at MORNINGSTAR, INC.
Profile
Mr. Michael Holt, CFA MBA, is a Chief Strategy Officer at Morningstar, Inc. and a Chief Strategy Officer at Morningstar, Inc. He is responsible for driving value creation by working with Morningstar’s executive team and board of directors on the firm’s overall strategic positioning, capital allocation, and M&A activities.
Before assuming his current role in 2018, Mr. Holt was Global Head of Equity Research, leading a team of more than 100 Analysts responsible for providing in-depth, fundamental equity research on approximately 1,500 companies around the world.
He previously served as Director of North American equity research, Associate Director for the technology equity research team, and Senior Analyst.
He was an Associate for Municipal Mortgage & Equity and spent four years in the software industry before joining Morningstar in 2008.
Mr. Holt holds a Master’s degree in Business Administration from the University of Chicago Booth School of Business and Bachelor’s Degree in Business from Indiana University.
Michael Holt active positions
| Companies | Position | Start |
|---|---|---|
| MORNINGSTAR, INC. | Corporate Officer/Principal | - |
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Market Strategist | 31/12/2007 |
Former positions of Michael Holt
| Companies | Position | End |
|---|---|---|
MMA Financial, Inc.
 MMA Financial, Inc. Miscellaneous Commercial ServicesCommercial Services MMA Financial, Inc. provides multifamily housing financial services. It also provides debt and equity financing solutions, investment opportunities, and funding solutions. The company is headquartered in Baltimore, MD. | Corporate Officer/Principal | 30/05/2008 |
| MMA CAPITAL HOLDINGS, INC. | Analyst-Equity | - |
CS Stars LLC
 CS Stars LLC Packaged SoftwareTechnology Services Part of Marsh & McLennan Cos., Inc., CS Stars LLC develops risk, claims and compliance solutions. The company is based in Chicago, IL. Michael Scunziano has been the CEO of the company since 2012. | Corporate Officer/Principal | 30/01/2007 |
Gibson & Associates, Inc.
 Gibson & Associates, Inc. Engineering & ConstructionIndustrial Services Gibson & Associates, Inc. is a woman-owned business that provides construction services. Its services include construction, general contracting and construction management. The company was founded in 1985 and is located in Mesquite, TX | Corporate Officer/Principal | 29/11/2002 |
Training of Michael Holt
| Indiana University | Undergraduate Degree |
| The University of Chicago Booth School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| MORNINGSTAR, INC. | Finance |
| Private companies | 5 |
|---|---|
MMA Capital Holdings, Inc.
 MMA Capital Holdings, Inc. Real Estate Investment TrustsFinance MMA Capital Holdings, Inc. engages in investing in debt associated with renewable energy infrastructure and real estate. The firm focuses on the loans that finance renewable energy projects to enable developers, design, and build contractors and system owners to develop, build, and operate renewable energy systems. It also manages bond-related investments, cash, loan receivables, real estate-related investments, subordinated debt, and other assets and liabilities of the company. The company was founded in 1996 and is headquartered in Baltimore, MD. | Finance |
CS Stars LLC
CS Stars LLC Packaged SoftwareTechnology Services Part of Marsh & McLennan Cos., Inc., CS Stars LLC develops risk, claims and compliance solutions. The company is based in Chicago, IL. Michael Scunziano has been the CEO of the company since 2012. | Technology Services |
MMA Financial, Inc.
MMA Financial, Inc. Miscellaneous Commercial ServicesCommercial Services MMA Financial, Inc. provides multifamily housing financial services. It also provides debt and equity financing solutions, investment opportunities, and funding solutions. The company is headquartered in Baltimore, MD. | Commercial Services |
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Finance |
Gibson & Associates, Inc.
Gibson & Associates, Inc. Engineering & ConstructionIndustrial Services Gibson & Associates, Inc. is a woman-owned business that provides construction services. Its services include construction, general contracting and construction management. The company was founded in 1985 and is located in Mesquite, TX | Industrial Services |
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