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.
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Chief Data OfficerAssetmarkCalifornia, United States -
InvestorInvestindata Oct 2024 - PresentSan Francisco , Us -
MemberWorld 50 Group Jan 2024 - PresentAtlanta, Georgia, Us -
Chief Data And Analytics OfficerMorningstar Jan 2024 - PresentChicago, Il, Us -
Chief Analytics OfficerMorningstar Jun 2023 - Jan 2024Chicago, Il, Us -
Global Director, Morningstar Research ServicesMorningstar Nov 2020 - Jun 2023Chicago, Il, Us -
Director, Head Of Quantitative ResearchMorningstar Jan 2016 - Nov 2020Chicago, Il, Us -
Senior Quantitative AnalystMorningstar Mar 2014 - Dec 2015Chicago, Il, Us -
Quantitative AnalystMorningstar May 2013 - Mar 2014Chicago, Il, Us -
Manager Research AnalystMorningstar Aug 2011 - May 2013Chicago, Il, Us -
Product ConsultantMorningstar Jul 2010 - Aug 2011Chicago, Il, Us
Lee Davidson Education Details
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The University Of Chicago Booth School Of BusinessEntrepreneurship -
University Of ChicagoEconomics
Frequently Asked Questions about Lee Davidson
What company does Lee Davidson work for?
Lee Davidson works for Assetmark
What is Lee Davidson's role at the current company?
Lee Davidson's current role is Chief Data Officer.
What schools did Lee Davidson attend?
Lee Davidson attended The University Of Chicago Booth School Of Business, University Of Chicago.
Who are Lee Davidson's colleagues?
Lee Davidson's colleagues are Raghoo Balakrishnan, David Mcnatt, Cfa, Megan Cass, Steven Zajack, Mba, Joseph Perry, Lily Resnikoff, Amandeep Dhaliwal.
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