|President, Investment Research|
|Don Phillips is president of Morningstar’s Investment Research division, overseeing the firm’s global fund, equity, and credit research. He has also served on the company’s board of directors since August 1999. |
Phillips joined Morningstar in 1986 as the company’s first mutual fund analyst and soon became editor of its flagship publication, Morningstar® Mutual Funds, establishing the editorial voice for which the company is best known. Phillips helped to develop the Morningstar Style Box, the Morningstar Rating, and other distinctive proprietary Morningstar innovations that have become industry standards.
Journalists regularly turn to Phillips for his insight on industry trends. In 2011, PlanAdviser named him to the magazine’s inaugural “Legends” list, recognising five individuals who have made a significant impact on the retirement plan industry and the advisers who support it. MutualFundWire.com named Phillips to its list of the 100 Most Influential People of 2010, and in 2003, 2004, and 2010, Investment Advisor magazine named him to its list of the most influential people in the financial planning industry. He received an honourable mention in 2006. Financial Planning magazine named Phillips one of the planning industry’s “Movers & Shakers” in 2003. In 2002, Registered Rep. named him one of the investment industry’s 10 key players. In October 2010, Phillips received a Tiburon CEO Summit award with Joe Mansueto, chairman and chief executive officer of Morningstar.
Phillips holds a bachelor’s degree from the University of Texas and a master’s degree from the University of Chicago.