1
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6y
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Portfolio
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Board Member
Jun 2020
The Boston Chapter of the National Investor Relations Institute (NIRI Boston) is dedicated to the professional advancement of its members by supporting the Investor Relations function. NIRI Boston is committed to fostering a greater understanding of effective and ethical investor relations practices.
Experience · 2 entries
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Investments (1)
Board (1)
2020
Board Member
Jun 2020
The Boston Chapter of the National Investor Relations Institute (NIRI Boston) is dedicated to the professional advancement of its members by supporting the Investor Relations function. NIRI Boston is committed to fostering a greater understanding of effective and ethical investor relations practices.
2015
Senior Equity Research Analyst - Enterprise Software
Aug 2015
Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, institutional
investors in the debt and private capital markets, and alliances and redistributors. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $369 billion in AUMA as of Sept. 30, 2025. The Company operates through wholly-owned subsidiaries in 32 countries.