Proven innovator and creator of new visual tools for investment research and data analysis
I'm an experienced investment analyst, researcher, and editor with a mile-wide creative streak.
Throughout my career at Morningstar, Inc., I've invented and implemented new ways to better communicate complex investment ideas and data. Examples include the Morningstar Style Universe, a three dimensional display of style-based investment performance that was the forerunner Morningstar's Ownership Zone, ClearFuture, Morningstar's first investment advice software, the Portfolio Stack, a new way to analyze investment portfolios, and the Performance Clock, a "small multiples" visualization that allows for easy comparisons of monthly performance.
In my current role, as editor of Morningstar StockInvestor and managing editor of Morningstar DividendInvestor, I oversee the publication of two of Morningstar's most popular investment newsletters. In addition to my editorial duties, I'm incorporating new data visualizations to illuminate investments better than traditional data tables can alone.
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