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Morningstar Adds 2 to C-Suite

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Morningstar says it has named a two executives and added two new positions to its leadership ranks.

Tricia Rothschild, CFA, is now chief product officer, and Danny Dunn is the firm’s first chief revenue officer.

Rothschild, who has been with Morningstar since 1993, is responsible for product strategy, innovation, development and rollout. Most recently, she led the firm’s global advisor solutions business.

“In her more than 20 years at Morningstar, Tricia has led numerous aspects of our company with an unwavering commitment to serving each of our core audiences, individuals, advisors and institutions,” said CEO Kunal Kapoor in a statement. “Her mix of research and product development experience make her a terrific fit for the chief product officer role.”

Dunn joins the research firm from IBM, where he recently was vice president of its Midwest enterprise unit. Before joining IBM in 2007, he worked for Neology, a software and technology services division of SmithBucklin.

“We’re pleased to welcome someone of Danny’s caliber into the new role of chief revenue officer as we continue to build a world-class sales organization at Morningstar,” explained Kapoor. “His robust experience will greatly benefit our ability to support our company’s growth and the delivery of our data, research and solutions to investors and the intermediaries that serve them.”

Other members of Morningstar’s senior leadership team include:

  • CFO Stéphane Biehler, who joined the firm in 2013 following roles at NYSE Euronext and Archipelago Holdings.
  • Bevin Desmond, head of global markets and human resources, who has been with Morningstar since 1993.
  • John Gabbert, CEO of PitchBook Data, which the research firm bought in 2016. Haywood Kelly, CFA, is head of global research, overseeing fund, equity, and credit research and data operations; he has been with Morningstar since 1991.
  • Pat Maloney, general counsel, moved to the firm last year from Sheppard Mullin Richter and Hampton.
  • Daniel Needham, CFA, is president and chief investment officer for Morningstar’s Investment Management group. He joined Morningstar in 2009 through the company’s acquisition of Intech.
  • Catherine Odelbo, head of corporate strategy and partnerships, has beenwith the firm since 1988.
  • Rob Pinkerton, chief marketing officer, came to Morningstar as part of its purchase of HelloWallet.
  • Mitch Shue, chief technology officer, assumed the role in 2016, and was with HelloWallet.
  • David Williams, head of corporate design, has been with Morningstar since 1993.

“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,” Kapoor said. “While our mission remains the same, we have new opportunities in 2017 and beyond to further develop our offerings to serve today’s investor.”

In October, Morningstar tapped James Rhodes to oversee its data operations at Morningstar as its first chief data officer. Earlier, he was chief technology officer and partner at Rocaton Investment Advisors, after spending 13 years at IBM Research.

— Check out Equity Funds Rule in 2016: Morningstar on ThinkAdvisor.


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