Deals and People

Retirement Industry Moves

Morningstar Expands Executive Leadership Team; Mercer Advisors Acquires Novos Planning Associates; FPA and T. Rowe Price Launch Active Management Educational Initiative; and more.

By Javier Simon, Amanda Umpierrez editors@strategic-i.com | January 13, 2017
Page 1 of 11

Morningstar Expands Executive Leadership Team

Morningstar CEO Kunal Kapoor 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. She joined the firm 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. She holds the Chartered Financial Analyst (CFA) designation and sits on the board of directors of Y-Charts, a financial terminal provider based in Chicago.

Dunn joined Morningstar as its first chief revenue officer. He led the company's sales philosophy, strategy, and execution. Beforehand, Dunn held several sales leadership roles at IBM. Most recently, he served as vice president of IBM's Midwest enterprise unit, responsible for sales, marketing, strategy, and customer service in the region for the complete IBM portfolio including cloud, software, services, systems, and IBM Credit.

"We have a deep bench of talented leaders at Morningstar, balanced between long-tenured individuals who know the company inside and out as well as relatively newer executives who bring a diverse set of experiences across industries and geographies," says Kapoor. "While our mission remains the same, we have new opportunities in 2017 and beyond to further develop our offerings to serve today's investor."

NEXT: Mercer Advisors Acquires Novos Planning Associates