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."
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