Skip to Content

People

Find People

Morningstar.com

Morningstar.com offers coverage of 950 stocks, 1,150 mutual funds, and 300 ETFs, plus market news, economic analysis, portfolio-planning insights, and investment commentary.
Linda Abu Mushrefova

Linda Abu Mushrefova, CFA, is a manager research analyst for Morningstar.
Manan Agarwal
Romir Agarwal

Romir Agarwal is an associate product manager, analytics lab, for Morningstar.
Joshua Aguilar

Joshua Aguilar is the director of resources equity research for Morningstar.
Nour Al Twal

Nour Al Twal is an Associate Manager Research Analyst for Morningstar Research Services LLC.
Bella Albrecht

Bella Albrecht is an associate data journalist for Morningstar.
Eden Alemayehu

Eden Alemayehu is an associate equity analyst for Morningstar.
Amrutha Alladi

Amrutha Alladi is a quantitative analyst for Morningstar.
Mo'ath Almahasneh

Mo'ath Almahasneh is an associate manager research analyst for Morningstar.
Karen Andersen, CFA

Karen Andersen, CFA, is a strategist for Morningstar.
Diana Anghel

Diana Anghel is a member of the Morningstar Development Program and is on assignment with the Editorial department.
Denise Appleby

Denise Appleby is CEO of Appleby Retirement Consulting Inc., a firm that provides consulting on the tax laws and operational requirements that apply to IRAs and employer plan accounts.
Bryan Armour

Bryan Armour is director of passive strategies research for North America and editor of Morningstar ETFInvestor newsletter at Morningstar. Email Bryan at bryan.armour@morningstar.com.
Amy C. Arnott, CFA

Amy C. Arnott, CFA is a portfolio strategist for Morningstar Research Services LLC.
Sanjay Arya

Sanjay Arya, CFA, is head of Investible Products, Morningstar Indexes.
Sabeeh Ashhar

Sabeeh Ashhar is director of quantitative research for Morningstar.
Adrian Atkins

Adrian Atkins is a senior equity analyst for Morningstar.
Dan Baker

Dan Baker is a senior equity analyst for Morningstar.
Jack Barry

Jack Barry is a product owner for Morningstar Data Products.

Transparency is our policy. Learn how it impacts everything we do

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

How we make money

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your personal data

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

Verify your identity, personalize the content you receive, or create and administer your account.
Provide specific products and services to you, such as portfolio management or data aggregation.
Develop and improve features of our offerings.
Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

How we approach editorial content

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.