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| | | | Financial Planning | | | | | Accumulation | Tom Idzorek, CFA
President,
Investment Management Division | | |
David Blanchett, CFA
Head of Retirement Research,
Investment Management Division |
| | | | | Asset Allocation/Risk Tolerance | Tom Idzorek, CFA
President,
Investment Management Division | | |
Paul Kaplan
Director of Research,
Morningstar Canada |
| | | | | Estate Planning | Christine Benz
Director of Personal Finance |
| | | | | Managed ETF Portfolios | Jeffrey Ptak, CFA
President and Chief Investment Officer, Morningstar Investment Services, Inc. |
| | | | | Monte Carlo Analysis | Tom Idzorek, CFA
President,
Investment Management Division | | |
Paul Kaplan, Ph.D., CFA
Director of Research,
Morningstar Canada |
| | | | | Morningstar Document Research | Heather Coleman
Product Manager |
| | | | Personal
Finance | Christine Benz
Director of Personal Finance | | |
David Blanchett, CFA
Head of Retirement Research,
Investment Management Division |
| | | | Portfolio Analysis/
Construction | Tom Idzorek, CFA
President,
Investment Management Division | | |
Paul Kaplan, Ph.D., CFA
Director of Research,
Morningstar Canada |
| | | | | Retirement Income | Tom Idzorek, CFA
President,
Investment Management Division | | |
David Blanchett, CFA
Head of Retirement Research,
Investment Management Division | | |
Brock Johnson
President, Retirement Solutions,
Investment Management Division |
| | | | | Retirement Income Tools | Mark Adams
VP, Global Integrated Web Tools | | |
Brock Johnson
President, Retirement Solutions
Investment Management Division |
| | | | | Retirement Planning | Christine Benz
Director of Personal Finance | | |
David Blanchett, CFA
Head of Retirement Research,
Investment Management Division |
| | | | | Tax Planning | Christine Benz
Director of Personal Finance |
| | | | | Macroeconomic Trends | Francisco Torralba
Economist,
Investment Management Division | | |
Robert Johnson, CFA
Director of
Economic Analysis |
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