Kunal Kapoor

CEO

Chicago, Illinois, United States28 yrs 10 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • CEO of Morningstar since 2017.
  • Led the launch of Morningstar Investment Services.
  • Extensive experience in investment data management.
Stackforce AI infers this person is a Fintech executive with extensive leadership in investment data and client solutions.

Contact

Skills

Core Skills

Data Management

Other Skills

Financial AnalysisAsset AllocationRatingsEquitiesInvestmentsWealth ManagementPortfolio ManagementAsset ManagementFinancial PlanningData AnalysisWebsite ManagementMutual FundsEquity ResearchInvestment ManagementAlternative Investments

About

Kunal Kapoor, CFA, is the Chief Executive Officer of Morningstar. He took on this role in 2017 after previously serving as the president of the company. Kapoor joined Morningstar in 1997 as a data analyst and has since held various positions within the firm, including significant leadership roles in research and innovation. He was the Director of Mutual Fund Research and played a crucial role in launching Morningstar Investment Services, Inc. He later took on additional responsibilities, such as Director of Business Strategy for International Operations, and eventually became President and Chief Investment Officer of Morningstar Investment Services. He has also led Morningstar.com® and managed the firm's data business as well as its global products and client solutions group. Kapoor earned a bachelor’s degree in economics and environmental policy from Monmouth College and a master’s degree in business administration from the University of Chicago Booth School of Business. He holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Chicago. Additionally, he served on the board of PitchBook, a private firm that provides a comprehensive database for private equity and venture capital, before its acquisition by Morningstar in late 2016.

Experience

Morningstar

6 roles

Chief Executive Officer

Promoted

Jan 2017Present · 9 yrs 2 mos

President

Promoted

Oct 2015Dec 2016 · 1 yr 2 mos

Head of Products and Client Solutions

Promoted

Jan 2014Oct 2015 · 1 yr 9 mos

Head of Global Client Solutions

Apr 2013Jan 2014 · 9 mos

President, Data Division

Promoted

Jun 2012Apr 2013 · 10 mos

  • Morningstar’s Data division collects and maintains data on more than 380,000 investment offerings, including stocks, mutual funds, and similar vehicles along with real-time global market data on more than 8 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets.

President, Equity Data and Software

May 1997Aug 2012 · 15 yrs 3 mos

Pitchbook data

Board Member

Jan 2013Nov 2016 · 3 yrs 10 mos · Greater Chicago Area

Education

The University of Chicago Booth School of Business

Master of Business Administration (MBA)

Jan 2001Jan 2004

Monmouth College

BA — Economics and Environmental Policy

Jan 1993Jan 1997

Kodaikanal International School

High School

Jan 1987Jan 1993

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