Morningstar Appoints Jason Dubinsky as New CFO

Wednesday, 05/07/2017 | 15:03 GMT by Aziz Abdel-Qader
  • Jason is a seasoned executive with extensive experience overseeing finance organizations for many companies.
Morningstar Appoints Jason Dubinsky as New CFO
Bill Gross speaks at the Morningstar Investment Conference (Reuters)

Investment research firm Morningstar, Inc. (NASDAQ: MORN) continues its investment in new executive talent with the hiring of Jason Dubinsky as Chief Financial Officer (CFO), effective July 24, 2017.

The London Summit 2017 is coming, get involved!

As CFO at Morningstar Mr. Dubinsky will be responsible for ensuring that the finances of the investment research provider can enable the company to continue to drive growth, capitalizing on the growing worldwide demand for its solutions. Reporting to Morningstar's CEO Kunal Kapoor, he will be tasked with finance functions including controllership, tax, internal audit, financial planning and analysis, treasury and investor relations.

Jason is a seasoned executive with extensive experience overseeing finance organizations for high-growth companies, most recently serving as senior vice president and CFO of planning and central operations for Walgreens Boots Alliance.

Earlier in his career, he served as vice president of investment banking at Goldman Sachs and Lehman Brothers where he led mergers and acquisitions and corporate finance activity for clients across various industries.

Kunal Kapoor, Morningstar's CEO, commented: "We're incredibly pleased to welcome Jason into the role of chief financial officer as we continue to chart Morningstar's future growth. Jason's experience building a global finance organization, driving operational excellence, and connecting strategic priorities to financial goals will meaningfully impact Morningstar's future success."

Commenting on his appointment, Jason Dubinsky said: "I am extremely proud to join Morningstar as CFO at such an exciting time as the firm continues to grow in scale. This is a company that achieves financial success by standing behind its mission of helping investors reach their financial goals. I look forward to being part of an outstanding team and contributing to Morningstar's success on behalf of all stakeholders."

Investment research firm Morningstar, Inc. (NASDAQ: MORN) continues its investment in new executive talent with the hiring of Jason Dubinsky as Chief Financial Officer (CFO), effective July 24, 2017.

The London Summit 2017 is coming, get involved!

As CFO at Morningstar Mr. Dubinsky will be responsible for ensuring that the finances of the investment research provider can enable the company to continue to drive growth, capitalizing on the growing worldwide demand for its solutions. Reporting to Morningstar's CEO Kunal Kapoor, he will be tasked with finance functions including controllership, tax, internal audit, financial planning and analysis, treasury and investor relations.

Jason is a seasoned executive with extensive experience overseeing finance organizations for high-growth companies, most recently serving as senior vice president and CFO of planning and central operations for Walgreens Boots Alliance.

Earlier in his career, he served as vice president of investment banking at Goldman Sachs and Lehman Brothers where he led mergers and acquisitions and corporate finance activity for clients across various industries.

Kunal Kapoor, Morningstar's CEO, commented: "We're incredibly pleased to welcome Jason into the role of chief financial officer as we continue to chart Morningstar's future growth. Jason's experience building a global finance organization, driving operational excellence, and connecting strategic priorities to financial goals will meaningfully impact Morningstar's future success."

Commenting on his appointment, Jason Dubinsky said: "I am extremely proud to join Morningstar as CFO at such an exciting time as the firm continues to grow in scale. This is a company that achieves financial success by standing behind its mission of helping investors reach their financial goals. I look forward to being part of an outstanding team and contributing to Morningstar's success on behalf of all stakeholders."

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