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Morningstar Inc (MORN.OQ)

MORN.OQ on NASDAQ Stock Exchange Global Select Market

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Summary

Name Age Since Current Position

Joseph Mansueto

61 2017 Executive Chairman of the Board

Kunal Kapoor

42 2017 Chief Executive Officer, Director

Jason Dubinsky

44 2017 Chief Financial Officer

Daniel Needham

39 2015 President, Chief Investment Officer, Investment Management

Kimberly McGarry

44 2018 Chief Accounting Officer, Principal Accounting Officer, Global Controller

Pat Maloney

60 2017 General Counsel

Bevin Desmond

51 2017 Head of Talent and Culture

Danny Dunn

42 2017 Chief Revenue Officer

Haywood Kelly

49 2014 Head of Global Research

Patricia Rothschild

51 2017 Chief Product Officer

Robin Diamonte

53 2015 Independent Director

Cheryl Francis

64 2002 Independent Director

Steven Kaplan

58 1999 Independent Director

Gail Landis

65 2013 Independent Director

William Lyons

62 2007 Independent Director

Jack Noonan

70 1999 Independent Director

Caroline Tsay

36 2017 Independent Director

Hugh Zentmyer

71 2010 Independent Director

Biographies

Name Description

Joseph Mansueto

Mr. Joseph Mansueto is Executive Chairman of the Board of the Morningstar, Inc.. He has served as chairman since our company’s inception and as chief executive officer from 1984 to 1996 and from 2000 to 2016. He holds a bachelor’s degree in business administration from The University of Chicago and a master’s degree in business administration from The University of Chicago Booth School of Business.

Kunal Kapoor

Mr. Kunal Kapoor is Chief Executive Officer, Director of the Morningstar, Inc. Kunal Kapoor is chief executive officer of Morningstar and a member of our board of directors. Before assuming his current role in 2017, he served as president, responsible for product development and innovation, sales and marketing, and driving strategic prioritization across the firm. Before becoming president in 2015, Kunal was head of global products and client solutions. Kunal became head of our global client solutions group in 2013 and took on additional responsibility for the products group in February 2014. For part of 2013, he was president of our Data Division, and from 2010 until 2012, he was president of Equity and Market Data/Software. In 2009 and 2010, he was president of Individual Software. Kunal joined Morningstar in 1997. He holds a bachelor's degree in economics and environmental policy from Monmouth College and a master's degree in business administration from The University of Chicago Booth School of Business. He also holds the Chartered Financial Analyst (CFA) designation.

Jason Dubinsky

Mr. Jason Dubinsky has been appointed as Chief Financial Officer of the Morningstar, Inc. effective July 24, 2017. Jason served as senior vice president and chief financial officer of planning and central operations for Walgreens Boots Alliance, Inc., where he was responsible for accounting and shared service functions for Walgreens' U.S. operations and led the financial planning and analysis function for the global business. Prior to the merger of Walgreens and Alliance Boots in 2014, he was Walgreens' vice president of finance and treasurer, with responsibility for business unit finance, treasury operations, risk management, and investor relations. Before joining Walgreens in 2009, he served as vice president of investment banking at Goldman Sachs and Lehman Brothers, where he led mergers and acquisitions and corporate finance activity for clients across various industries. Jason holds a bachelor's degree in business administration from the University of Michigan and a master’s degree in business administration from New York University's Stern School of Business.

Daniel Needham

Mr. Daniel E. Needham is President, Chief Investment Officer, Investment Management of the Morningstar, Inc.. He is president and chief investment officer (CIO) of Morningstar Investment Management and is responsible for building world-class investment management solutions based on our proprietary research. Before taking on his current role in February 2015, he served as CIO for Morningstar Investment Management, and was previously managing director and CIO for Morningstar Investment Management’s Asia-Pacific Operations. He joined our company when Morningstar acquired Intech Pty Ltd (now Ibbotson Associates Australia) in 2009, where he served as chief investment officer. Before joining Intech in 2002, Daniel worked for Zurich Financial Services in Sydney. He holds a bachelor's degree in commerce with a major in finance and economics from the University of Sydney. He also holds the CFA designation.

Kimberly McGarry

Ms. Kimberly McGarry is Chief Accounting Officer, Principal Accounting Officer, Global Controller of the Morningstar, Inc. Kimberly served as senior vice president and chief financial officer of the Options Clearing Corporation, the world’s largest equity derivatives clearing organization, from November 2014 to December 2016. From March 2010 to November 2014, she served as senior vice president and chief accounting officer of First Midwest Bancorp, Inc., a bank holding company.

Pat Maloney

Mr. Pat Maloney is General Counsel of the Morningstar, Inc.. He is responsible for directing Morningstar’s legal department and managing its relationships with outside counsel. He also oversees Morningstar’s compliance department.

Bevin Desmond

Ms. Bevin Desmond is Head of Talent and Culture of the Morningstar, Inc. a role she has held since 2010. She is responsible for overseeing talent and culture for all of Morningstar’s global operations. Previously, she was head of global markets from 2010 to 2017 and head of international operations from 2001 until 2010. She joined Morningstar in 1993. Bevin holds a bachelor's degree in psychology from St. Mary's College.

Danny Dunn

Mr. Danny Dunn is Chief Revenue Officer of the Morningstar, Inc. He is responsible for sales philosophy, strategy, and execution in order to drive revenue growth. He was vice president of the Midwest enterprise unit for IBM, a global information technology firm. He was responsible for marketing, strategy, sales, channels, and customer service for the complete IBM portfolio, including Cloud, Software, Services, Systems, and IBM Credit, LLC in the region. Prior to that, he was regional director for IBM's Chicago enterprise unit in 2013 and 2014, territory director for IBM's Wisconsin business unit from 2011 until June 2013, and territory sales leader for IBM Global Services from 2009 until July 2011. Before joining IBM in 2007, he led sales, account management, and client service at Neology, a software and technology consulting division of SmithBucklin Corporation. He holds a bachelor’s degree from the University of Vermont and a master’s degree in business administration, with concentrations in marketing, strategy, and managerial economics, from the Kellogg School of Management at Northwestern University.

Haywood Kelly

Mr. Haywood Kelly is Head of Global Research of the Morningstar, Inc. Mr. Kelly is head of global research for Morningstar and oversees our global fund, equity, and credit research and data operations. Before taking on his current role in January 2014, he was head of equity and credit research since 2009 and took on additional responsibility for equity data in 2013. Haywood joined Morningstar in 1991. He holds a bachelor’s degree in economics from The University of Chicago, where he graduated as a member of Phi Beta Kappa. He also holds the CFA designation.

Patricia Rothschild

Ms. Patricia Oehme Rothschild, CFA., is Chief Product Officer of the Morningstar, Inc.. She is responsible for product strategy, innovation, development, and execution for the solutions delivered to clients. Before taking on her current role in January 2017, Tricia was head of global advisor solutions for Morningstar, setting the strategic direction for our wealth management and online brokerage business and overseeing priorities for this customer group. From September 2012 until February 2013, Tricia was senior vice president of advisor software for Morningstar. Previously, she served as senior president for Morningstar's equity research business and held a variety of research and product management roles after joining Morningstar in 1993. Tricia holds a bachelor’s degree from Northwestern University and a master’s degree in Russian and Central European economics from Indiana University. She also holds the CFA designation.

Robin Diamonte

Ms. Robin Diamonte is Independent Director of the Morningstar, Inc. She has been vice president and chief investment officer of United Technologies Corporation, a diversified company providing high-technology products and services to the global aerospace and building systems industries, since 2004. Before joining United Technologies Corporation, she held several positions during her 12-year tenure at Verizon Investment Management Corporation, the asset management arm of Verizon Communications Inc., rising from research analyst to managing director. She holds a bachelor’s degree in electrical engineering and a master’s degree in business administration from the University of New Haven.

Cheryl Francis

Ms. Cheryl A. Francis is Independent Director of the Morningstar, Inc. She has been co-chair, Corporate Leadership Center, a not-for-profit organization focused on developing tomorrow’s business leaders, since August 2008 and vice-chair from 2002 to August 2008. She has been an independent business and financial advisor since 2000. From 1995 to 2000, she served as executive vice president and chief financial officer of R.R. Donnelley & Sons Company, a print media company. She currently serves as a member of the board of directors of HNI Corporation and Aon plc. She holds a bachelor’s degree from Cornell University and a master’s degree in business administration from The University of Chicago Booth School of Business.

Steven Kaplan

Dr. Steven N. Kaplan, Ph.D., is Independent Director of the Morningstar, Inc. He served as a member of our advisory board beginning in 1998 and was elected to the Board in August 1999. Since 1988, he has been a professor at The University of Chicago Booth School of Business where he currently is the Neubauer Family Distinguished Service Professor of Entrepreneurship and Finance. He holds a bachelor’s degree in applied mathematics and economics from Harvard College and a Ph.D. in business economics from Harvard University. He formerly served on the board of trustees of the Columbia Acorn Funds and on the board of directors of Accretive Health, Inc.

Gail Landis

Ms. Gail Landis is Independent Director of the Morningstar, Inc. She was a founding partner of Evercore Asset Management, LLC, an institutional asset management firm, and served as managing principal from 2005 until her retirement in December 2011. From 2003 to 2005, she served as head of distribution for the Americas for Credit Suisse Asset Management, the asset management division of Credit Suisse AG. From 1981 to 2002, she served in senior roles with Sanford C. Bernstein & Co., Inc. and its successor company AllianceBernstein L.P., a global asset management firm. She holds a bachelor’s degree in East Asian studies from Boston University and a master’s degree in business administration from New York University’s Stern School of Business.

William Lyons

Mr. William M. Lyons is Independent Director of the Morningstar, Inc. He served as president and chief executive officer of American Century Companies, Inc., an investment management company, from September 2000 until his retirement in March 2007. From 1987 to 2000, he served in other capacities at American Century Companies, Inc., including as general counsel, chief operating officer, and president. He currently serves as a member of the board of directors of NIC Inc. and The NASDAQ Stock Market LLC, and five affiliated exchanges, all wholly owned subsidiaries of the Nasdaq, Inc. He holds a bachelor’s degree in history from Yale University and a juris doctor degree from Northwestern University School of Law.

Jack Noonan

Mr. Jack Noonan is Independent Director of the Morningstar, Inc. He is a private investor and served as transition executive of International Business Machines Corporation, a leading manufacturer of information technologies, from October 2009 to December 2009. From January 1992 to October 2009, he served as president and chief executive officer of SPSS Inc., a software company specializing in predictive analytics. From January 2008 to October 2009, he also served as chairman of the board of directors of SPSS Inc. He formerly served as a member of the board of directors of Lionbridge Technologies, Inc. and Fleetmatics Group PLC.

Caroline Tsay

Ms. Caroline J. Tsay is Independent Director of the Morningstar, Inc. Ms. Caroline J. Tsay was elected to the Board in May 2017. She has served as chief executive officer of Compute Software, Inc., an enterprise cloud infrastructure software company, since January 2017. From March 2013 to December 2016, she served as vice president and general manager of the online channel at Hewlett Packard Enterprise Company, an information technology company. From April 2007 to March 2013, she held several product leadership positions across the consumer search, e-commerce, and advertising businesses at Yahoo! Inc., a digital media company. Caroline currently serves on the board of directors of Rosetta Stone Inc. She formerly served as a member of the board of directors of Travelzoo Inc. She holds a bachelor’s degree in computer science and master’s degree in management science and engineering, both from Stanford University.

Hugh Zentmyer

Mr. Hugh J. Zentmyer is Independent Director of the Morningstar, Inc. He served as executive vice president of Illinois Tool Works Inc., a diversified manufacturer of industrial systems and components, from 1995 until his retirement in January 2009. He holds a bachelor’s degree in accounting from the University of Cincinnati and a master’s degree in business administration from Xavier University.

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