Lee Davidson
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Lee Davidson Email & Phone Number

Chief Data Officer at AssetMark
Location: San Francisco Bay Area, United States, United States 11 work roles 2 schools
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Current company
Role
Chief Data Officer
Location
San Francisco Bay Area, United States, United States
Company size

Who is Lee Davidson? Overview

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Quick answer

Lee Davidson is listed as Chief Data Officer at AssetMark, a company with 993 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Lee Davidson.

Lee Davidson previously worked as Investor at Investindata and Member at World 50 Group. Lee Davidson holds Master Of Business Administration (M.B.A.), Finance, Econometrics & Statistics, Entrepreneurship from The University Of Chicago Booth School Of Business.

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Email format at AssetMark

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AssetMark

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Profile bio

About Lee Davidson

Lee Davidson is chief data and analytics officer for Morningstar, Inc. He leads the global data and analytics group responsible for Morningstar’s data and analytics software products and services. He is responsible for the product strategy, methodologies, and implementations for the Morningstar data and analytics software suite. Additionally, he sets the broader company’s AI vision and roadmap, aligning with the firm’s strategic business goals. Before assuming his current role in 2023, Davidson was global director for Morningstar Research Services, a subsidiary of Morningstar, Inc. where he oversaw a global research business comprised of 300+ product managers, software engineers, researchers, and QA professionals across 16 countries. In 2014, he founded Morningstar’s Quantitative Research department and scaled it into a world-class research function. During this time, he championed Morningstar’s adoption of cloud computing and contributed to the design for Morningstar’s central data platform. Prior to that, he held analyst roles in Morningstar’s research team. He joined Morningstar in 2010 as a product consultant. 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 also holds the Chartered Financial Analyst® designation.

Current workplace

Lee Davidson's current company

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AssetMark
Assetmark
Chief Data Officer
California, United States
Website
Employees
993
AeroLeads page
11 roles

Lee Davidson work experience

A career timeline built from the work history available for this profile.

Chief Data Officer

California, United States

Investor

Current

San Francisco, US

Oct 2024 - Present

Member

Current

Atlanta, Georgia, US

Jan 2024 - Present

Chief Data And Analytics Officer

Current

Chicago, IL, US

Jan 2024 - Present

Chief Analytics Officer

Chicago, IL, US

Jun 2023 - Jan 2024

Global Director, Morningstar Research Services

Chicago, IL, US

Nov 2020 - Jun 2023

Director, Head Of Quantitative Research

Chicago, IL, US

Jan 2016 - Nov 2020

Senior Quantitative Analyst

Chicago, IL, US

Mar 2014 - Dec 2015

Quantitative Analyst

Chicago, IL, US

May 2013 - Mar 2014

Manager Research Analyst

Chicago, IL, US

Aug 2011 - May 2013

Product Consultant

Chicago, IL, US

Jul 2010 - Aug 2011
Team & coworkers

Colleagues at AssetMark

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2 education records

Lee Davidson education

Master Of Business Administration (M.B.A.), Finance, Econometrics & Statistics, Entrepreneurship

The University Of Chicago Booth School Of Business

Bachelor'S Degree, Economics

University Of Chicago
FAQ

Frequently asked questions about Lee Davidson

Quick answers generated from the profile data available on this page.

What company does Lee Davidson work for?

Lee Davidson works for AssetMark.

What is Lee Davidson's role at AssetMark?

Lee Davidson is listed as Chief Data Officer at AssetMark.

Where is Lee Davidson based?

Lee Davidson is based in San Francisco Bay Area, United States, United States while working with AssetMark.

What companies has Lee Davidson worked for?

Lee Davidson has worked for Assetmark, Investindata, World 50 Group, and Morningstar.

Who are Lee Davidson's colleagues at AssetMark?

Lee Davidson's colleagues at AssetMark include Darnie Havlicek, Thomas Overhoff, Michelle Mines, Darshan Kedambadi, and Anshu Agarwal.

How can I contact Lee Davidson?

You can use AeroLeads to view verified contact signals for Lee Davidson at AssetMark, including work email, phone, and LinkedIn data when available.

What schools did Lee Davidson attend?

Lee Davidson holds Master Of Business Administration (M.B.A.), Finance, Econometrics & Statistics, Entrepreneurship from The University Of Chicago Booth School Of Business.

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