Kunal Kapoor

Kunal Kapoor

Chief Executive Officer at Morningstar

Morningstar•Greater Chicago Area, United States

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Experience29+ Years
LevelLeadership

Executive Overview

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.

Career Timeline

Professional employment history
  • May 1997–Present· 29 yrs 5 mos
    • Chief Executive OfficerCurrent
      2017–Present
    • President
      Oct 2015–Dec 2016
    • Head of Products and Client Solutions
      2014–Oct 2015
    • Head of Global Client Solutions
      Apr 2013–2014
    • President, Data Division
      Jun 2012–Apr 2013
    • President, Equity Data and Software
      May 1997–Aug 2012
  • 2013–Nov 2016· 3 yrs 10 mos
    • Board Member
      2013–Nov 2016

Education

Master of Business Administration (MBA)

The University of Chicago Booth School of Business

BA

Economics and Environmental Policy

Monmouth College

High School

Kodaikanal International School

Executive Relationship Map

Reports To
Kunal Kapoor
Vice Chair & President
Chief Financial Officer
Chief Technology Officer
Chief Operating Officer

Executive Network Preview

BizKonnect has mapped this leadership network including reporting hierarchies, peer connections, and cross-functional relationships.

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Skills & Expertise

20 of 20 skills
Wealth ManagementWebsite ManagementRatingsPortfolio ManagementHedge FundsMutual FundsMorningstar DirectInvestment ManagementInvestment StrategiesData AnalysisAsset AllocationEquity ResearchFixed IncomeInvestmentsEquitiesFinancial PlanningAsset ManagementStrategic Financial PlanningData ManagementAlternative Investments