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Lee Davidson Assumes Role as Chief Data and Analytics Officer at Morningstar

Morningstar, a global leader in investment research and analytics, proudly announces the appointment of Lee Davidson as its Chief Data and Analytics Officer.

Morningstar, a global leader in investment research and analytics, proudly announces the appointment of Lee Davidson as its Chief Data and Analytics Officer. With a career spanning over 13 years within the organization, Davidson brings a wealth of experience and expertise to his new role.

A Journey of Leadership and Expertise

In his most recent position as Chief Data and Analytics Officer, Davidson is at the helm of Morningstar’s global analytics group, overseeing the development of Morningstar’s analytics software products and services. He plays a pivotal role in shaping the product strategy, methodologies, and implementations for the Morningstar analytics software suite. Beyond this, Davidson sets the company’s broader AI and analytics vision and roadmap, aligning it with strategic business goals.

From Research Oversight to Founding Quantitative Research

Before stepping into his current role in 2023, Davidson served as the Global Director for Morningstar Research Services, a subsidiary of Morningstar, Inc. In this capacity, he led a global research business consisting of over 300 professionals across 16 countries. His tenure at Morningstar also includes the founding of Morningstar’s Quantitative Research department in 2014, which he scaled into a world-class research function. During this period, he advocated for Morningstar’s adoption of cloud computing and contributed to the design of Morningstar’s central data platform.

Leadership and Innovation

Throughout his career, Davidson has consistently demonstrated leadership and innovation. His journey began in 2010 when he joined Morningstar as a Product Consultant. Over the years, he progressed through various roles, including Senior Quantitative Analyst, Quantitative Analyst, Manager Research Analyst, and Director, Head of Quantitative Research.

Educational Background and Professional Accolades

Davidson holds a bachelor’s degree in economics from the University of Chicago and a master’s degree in business administration from the University of Chicago Booth School of Business. He is also a Chartered Financial Analyst®.

Morningstar expresses confidence in Lee Davidson’s ability to drive the company’s data and analytics initiatives forward, and his appointment reflects Morningstar’s commitment to continued leadership in the evolving landscape of financial analytics and investment research.

Anshika Mathews

Anshika Mathews

Anshika is an Associate Research Analyst working for the AIM Leaders Council. She holds a keen interest in technology and related policy-making and its impact on society. She can be reached at

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