Morningstar, Inc. Announces Management Appointments
January 11, 2017 at 02:44 pm
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Kunal Kapoor, chief executive officer of Morningstar, Inc. has appointed Tricia Rothschild, as chief product officer and Danny Dunn as chief revenue officer. As chief product officer, Rothschild is responsible for product strategy, innovation, development, and execution. A Morningstar veteran, she joined the company in 1993 as a fund analyst and later served in leadership roles across research, products, and business development. Most recently, Rothschild was head of global advisor solutions, setting the strategic direction for the company's wealth management and online brokerage business. Dunn joined Morningstar as its first chief revenue officer, responsible for the company's sales philosophy, strategy, and execution. He previously held several sales leadership roles at IBM. Dunn most recently served as vice president of IBM's Midwest enterprise unit, responsible for sales, marketing, strategy, channels, and customer service in the region for the complete IBM portfolio, including cloud, software, services, systems, and IBM Credit, LLC. Before joining IBM in 2007, he led sales, account management, and client service at Neology, a software and technology services division of SmithBucklin Corporation.
Morningstar, Inc. is a provider of independent investment insights. It operates through five segments: Morningstar Data and Analytics, PitchBook, Morningstar Wealth, Morningstar Credit, and Morningstar Retirement. Morningstar Data and Analytics segment provides investors comprehensive data, research and insights, and investment analysis to empower investment decision-making. PitchBook segment provides investors with access to a collection of data and research covering the private capital markets, including venture capital, private equity, private credit and bank loans, and merger and acquisition activities. Morningstar Wealth segment brings together its model portfolios and wealth platform and practice and portfolio management software for registered investment advisers (RIAs). Morningstar Credit segment provides investors with credit ratings, research, data, and credit analytics solutions. Morningstar Retirement segment include managed retirement accounts and fiduciary services.