Matt leads the go-to-market strategy and is responsible for Morningstar’s Advisor segment services in the U.S. While primarily focused on Morningstar license-based solutions including research, data, software and indexes, he also works closely with the Investment Management group, Workplace and other teams that are increasingly targeting the wealth space. He works in an executive business development capacity, partnering with marketing and sales to lead go-to-market strategy and field sales execution across the different advisor segments. He collaborates with corporate strategy and business unit leaders to identify market trends, analyze the solution portfolio, influence and shape product roadmaps, and lead go-to-market planning.
Matt previously oversaw the day-to-day business operations for Morningstar Managed Portfolios in his role as GM for the Americas. He also served as the COO for Morningstar Investment Management. Since rejoining the firm in 2013, he has helped focus the team’s efforts on our advisor-sold managed portfolios offerings, as well as its reorganization into a unified, global, investment management group. He held various positions for Ibbotson Associates, Inc. from 1999 to 2006, including head of its retirement advice business. All in, he has more than 23 years of industry experience through firms such as Horizon Investments, Wilshire Associates, and AEGON, holding various leadership roles in companies that serve the advisor, asset management and retirement markets.