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| Investment Types |
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| 529 College Savings Plans | Laura Lutton
Director of Fund-of-Funds Research |
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| Bond Funds | Eric Jacobson
Senior Fund Analyst, Active Funds Research | | |
Miriam Sjoblom
Associate Director, Active Funds Research |
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| Closed-End Funds | Mike Taggart, CFA
Associate Director, Closed-End Funds Research |
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| Commercial Mortgage-Backed Securities (CMBS) | Ken Cheng
Managing Director,
Morningstar Credit Ratings, LLC |
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| Corporate Bonds | David Sekera
Corporate Bond Strategist | | |
Haywood Kelly, CFA
Senior Vice President of Equity, Credit, and Structured Credit Research |
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| ETFs | Ben Johnson
Director, Passive Funds Research, North America
Director, Global ETF Research |
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ETFs - Managed
ETF Portfolios | Andrew Gogerty
Strategist, ETF Managed Portfolios Research |
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| ETFs - Index Construction | Sanjay Arya, CFA
Senior Vice President, Morningstar Indexes |
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| Hedge Funds | John Rekenthaler, CFA
Vice President, Research | | |
Nadia Papagiannis
Director of Alternative Funds Research |
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| Municipal Bonds | Jeff Westergaard
Director of Municipal Analytics |
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| Mutual Funds | Michael Herbst, CFA
Director of Active Funds Research | | |
Russel Kinnel
Director of Mutual Fund Research | | |
Scott Burns
Director of Fund Research,
North America | | |
Don Phillips
President, Investment Research | | |
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| Residential Mortgage-Backed Securities (RMBS) | Brian Grow
Managing Director,
Morningstar Credit Ratings, LLC |
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| Separate Accounts | Adam Baranowski
Database Leader,
Separate Accounts and Hedge Funds |
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| Stocks | Heather Brilliant, CFA
Global Director of Equity and Credit Research
Chief Equities Strategist | | |
Matt Coffina, CFA
Editor, Morningstar StockInvestor | | |
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Stocks -
Dividend
Investing | Josh Peters, CFA
Equities Strategist
Editor, Morningstar DividendInvestor
Author, The Ultimate Dividend Playbook |
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| Stocks - International Investing | Allan Nichols, CFA
Senior Equity Analyst |
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| Structured Finance Credit Ratings | Frank Innaurato
Managing Director,
Morningstar Credit Ratings, LLC | | |
Joe Petro
Managing Director,
Morningstar Credit Ratings, LLC |
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Variable Annuities/
Variable Life (data/trends) | Frank O'Connor
Director of Insurance Solutions | | |
Kevin Loffredi
Vice President, Custom Solutions |
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