Kunal Kapoor
Chief Executive Officer chez MORNINGSTAR, INC.
Fortune : 33 M $ au 31/03/2024
Profil
M. Kunal Kapoor, CFA MBA, est directeur général de Morningstar Investment Management LLC, directeur général de Morningstar, Inc. et directeur général et administrateur de Morningstar, Inc., membre de la CFA Society of Chicago, membre de l'Investment Analysts Society of Chicago et président de Morningstar Commodity Data, Inc. Il est membre du conseil d'administration de Wealth Enhancement Group LLC, de Morningstar, Inc, de Morningstar, Inc, de The Economic Club of Chicago et de The Nature Conservancy in Illinois. M. Kapoor était auparavant employé en tant que président et directeur des investissements par Morningstar Investment Services, Inc. Il a également été membre du conseil d'administration de PitchBook Data, Inc. et de Morningstar Real-Time Data Ltd. Il a obtenu son diplôme de premier cycle au Monmouth College et un MBA à la Booth School of Business de l'Université de Chicago.
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
MORNINGSTAR, INC.
0,25% | 01/03/2024 | 107 235 ( 0,25% ) | 33 M $ | 31/03/2024 |
Postes actifs de Kunal Kapoor
| Sociétés | Poste | Début |
|---|---|---|
| MORNINGSTAR, INC. | Chief Executive Officer | 01/01/2017 |
| Investment Analysts Society of Chicago | Corporate Officer/Principal | 04/06/2009 |
CFA Society of Chicago
 CFA Society of Chicago Miscellaneous Commercial ServicesCommercial Services CFA Society of Chicago is an investment analysts society that brings together nearly 4,200 top professionals involved in investment analysis. The society is based in Chicago, IL and is the oldest of its kind. The CFA designation is recognized by the society as a recognition of knowledge, skills, and abilities in security analysis and portfolio management. Christopher Thomas Vincent has been the CEO of the non-profit company since 2020. | Corporate Officer/Principal | - |
Morningstar Commodity Data, Inc.
 Morningstar Commodity Data, Inc. Packaged SoftwareTechnology Services Morningstar Commodity Data, Inc. develops software for price analysis, equity, bond, and commodity research. It offers Morningstar Markets Commodities Edition which offers clients a complete web-based solution for real-time and historical fundamental and exchange data and Workflow Manager, an automated calculation engine. The company was founded by Anthony D. Kolton in 1988 and is headquartered in Chicago, IL. | President | - |
Morningstar Investment Management LLC
 Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | Chief Executive Officer | 01/01/1999 |
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Chief Executive Officer | 01/01/2017 |
The Nature Conservancy in Illinois
 The Nature Conservancy in Illinois Miscellaneous Commercial ServicesCommercial Services The Nature Conservancy in Illinois engages in conserving land and water. The company is headquartered in Chicago, IL. | Director/Board Member | - |
The Economic Club of Chicago
 The Economic Club of Chicago Miscellaneous Commercial ServicesCommercial Services The Economic Club of Chicago provides platform to discuss economic, business and social issues. The company was founded by Lucius Teter in 1927 and is headquartered in Chicago, IL. | Director/Board Member | - |
Morningstar, Inc. Ltd.
 Morningstar, Inc. Ltd. Internet Software/ServicesTechnology Services Morningstar, Inc. Ltd. was founded in 2017 and provides other information services. The private company is based in London, UK. | Director/Board Member | 18/01/2018 |
Anciens postes connus de Kunal Kapoor
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| ░░░░░░░░░░░ ░░░░░░░░░ ░░░░ ░░░░ | ░░░░░░░░░░░░░░ ░░░░░░ | - |
Formation de Kunal Kapoor
| Monmouth College | Undergraduate Degree |
| The University of Chicago Booth School of Business | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| MORNINGSTAR, INC. | Finance |
| Entreprise privées | 12 |
|---|---|
Morningstar Investment Services LLC
 Morningstar Investment Services LLC Investment ManagersFinance Morningstar Investment Services, Inc. (MIS) is a registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2000 and is a subsidiary of Morningstar Investment Management LLC, ultimately held by Morningstar, Inc. (NASDAQ: MORN). MIS offers various investment advisory services that focus on their core capacities in asset allocation, investment selection, and portfolio construction to retail investors and to institutional clients. | Finance |
PitchBook Data, Inc.
 PitchBook Data, Inc. Internet Software/ServicesTechnology Services PitchBook Data, Inc. provides data, news, and analysis to the private equity industries. The firm?s products include pitchbook desktop, pitchbook mobile, excel plugin, direct Data, CRM integration, chrome extension, institutional research group and product releases. It also offers solutions like private market Intel, fundraising, deal sourcing, due diligence, business development, networking and deal execution. The company was founded by John R. Gabbert in 2007 and is headquartered in Seattle, WA. | Technology Services |
Morningstar Commodity Data, Inc.
Morningstar Commodity Data, Inc. Packaged SoftwareTechnology Services Morningstar Commodity Data, Inc. develops software for price analysis, equity, bond, and commodity research. It offers Morningstar Markets Commodities Edition which offers clients a complete web-based solution for real-time and historical fundamental and exchange data and Workflow Manager, an automated calculation engine. The company was founded by Anthony D. Kolton in 1988 and is headquartered in Chicago, IL. | Technology Services |
| Investment Analysts Society of Chicago | |
CFA Society of Chicago
CFA Society of Chicago Miscellaneous Commercial ServicesCommercial Services CFA Society of Chicago is an investment analysts society that brings together nearly 4,200 top professionals involved in investment analysis. The society is based in Chicago, IL and is the oldest of its kind. The CFA designation is recognized by the society as a recognition of knowledge, skills, and abilities in security analysis and portfolio management. Christopher Thomas Vincent has been the CEO of the non-profit company since 2020. | Commercial Services |
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Finance |
Wealth Enhancement Group LLC
 Wealth Enhancement Group LLC Investment ManagersFinance Wealth Enhancement Group LLC engages in the provision of wealth management services. It offers investment management, financial, retirement income, and estate planning, tax strategies, risk management and insurance, business owner consulting, tax preparation, and family office services. The company was founded by Bruce W. Helmer and David J. Hess in 1997 and is headquartered in Plymouth, MN. | Finance |
Morningstar Investment Management LLC
Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | Finance |
Morningstar Real-Time Data Ltd.
 Morningstar Real-Time Data Ltd. Data Processing ServicesTechnology Services Morningstar Real-Time Data Ltd. provides market data and financial data workstations. The company is headquartered in London, the United Kingdom. | Technology Services |
The Nature Conservancy in Illinois
The Nature Conservancy in Illinois Miscellaneous Commercial ServicesCommercial Services The Nature Conservancy in Illinois engages in conserving land and water. The company is headquartered in Chicago, IL. | Commercial Services |
The Economic Club of Chicago
The Economic Club of Chicago Miscellaneous Commercial ServicesCommercial Services The Economic Club of Chicago provides platform to discuss economic, business and social issues. The company was founded by Lucius Teter in 1927 and is headquartered in Chicago, IL. | Commercial Services |
Morningstar, Inc. Ltd.
Morningstar, Inc. Ltd. Internet Software/ServicesTechnology Services Morningstar, Inc. Ltd. was founded in 2017 and provides other information services. The private company is based in London, UK. | Technology Services |
