MORNINGSTAR INVESTMENT MANAGEMENT LLC of CHICAGO, IL is an SEC-registered investment adviser (CRD 108031). Regulatory assets under management: $87.8B.
Compensation: % of AUM, Fixed, Other.
Clients served: High net worth, Pooled vehicles, Pensions, Charities, Investment cos.
Showing 25 of 27 people.
| Name | Role | Location |
|---|---|---|
| Daniel Kemp | CHIEF RESEARCH AND INVESTMENT OFFICER | Waltham, MA |
| Joseph D Mansueto | SHAREHOLDER | — |
| Sara Frances Kasun-Fretz | CHIEF COMPLIANCE OFFICER & SECRETARY | — |
| Daniel Edward Needham | CO-PRESIDENT, MORNINGSTAR WEALTH | — |
| Brock Allan Johnson | CO-PRESIDENT, MORNINGSTAR RETIREMENT | — |
| SCHILLING DONALD SCOTT | CHIEF COMPLIANCE OFFICER & SECRETARY; COMPLIANCE OFFICER; COMPLIANCE OFFICER & SECRETARY | — |
| MANSUETO JOSEPH D | CHAIRMAN; SHAREHOLDER | — |
| JOHNSON BROCK ALLAN | CO-PRESIDENT, GLOBAL RETIREMENT & WORKPLACE SOLUTIONS; CO-PRESIDENT, MORNINGSTAR RETIREMENT; VICE PRESIDENT BUSINESS DEVELOPMENT (+1 more) | — |
| REINKEMEYER PATRICK JOHN | PRESIDENT | — |
| CHEN PENG | PRESIDENT | — |
| WENTSEL SCOTT ALLEN | VICE PRESIDENT | — |
| PHILLIPS FRANCIS J | CHIEF EXECUTIVE OFFICER | — |
| LOFTUS LORI ANN | CHIEF COMPLIANCE OFFICER & SECRETARY | — |
| IDZOREK THOMAS MARK | PRESIDENT AND CIO | — |
| KAPLAN EDWARD DAVID | CHIEF INVESTMENT OFFICER; DIRECTOR, QUANTITATIVE RESEARCH; VICE PRESIDENT QUANTITATIVE RESEARCH | — |
| BARDELL RITA KAY | CHIEF COMPLIANCE OFFICER & SECRETARY | — |
| SKINNER ROBERT JOHN | VICE PRESIDENT BUSINESS DEVELOPMENT | — |
| ARMOUR TIMOTHY KEENAN | PRESIDENT | — |
| REKENTHALER JOHN ALBERT | PRESIDENT; VICE PRESIDENT OF RESEARCH | — |
| STEVENS SUSAN | DIRECTOR, FINANCIAL PLANNING | — |
| NEEDHAM DANIEL | CO-PRESIDENT; CO-PRESIDENT, MORNINGSTAR WEALTH; PRESIDENT | — |
| RADGOWSKI MATTHEW JOSEPH | MANAGING DIRECTOR | — |
| KRAFCISIN TERESA M | VICE PRESIDENT - DIRECTOR OF FINANCE | — |
| Kemp Daniel | CHIEF RESEARCH AND INVESTMENT OFFICER | — |
| motay rajneesh | HEAD OF ADVICE AND FINANCIAL PLANNING | — |