Michael Herbst
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Michael Herbst Email & Phone Number

Director, Program Management at Fidelity Charitable at Fidelity Charitable®
Location: Raleigh-Durham-Chapel Hill Area, United States, United States 8 work roles 2 schools
1 work email found @morningstar.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

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Work email m****@morningstar.com
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Current company
Fidelity Charitable®
Role
Director, Program Management at Fidelity Charitable
Location
Raleigh-Durham-Chapel Hill Area, United States, United States
Company size
480 employees

Who is Michael Herbst? Overview

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Quick answer

Michael Herbst is listed as Director, Program Management at Fidelity Charitable at Fidelity Charitable®, a company with 480 employees, based in Raleigh-Durham-Chapel Hill Area, United States, United States. AeroLeads shows a work email signal at morningstar.com and a matched LinkedIn profile for Michael Herbst.

Michael Herbst previously worked as Director, Program Management at Fidelity Charitable® and Data Director, Models & Institutional Investments at Morningstar. Michael Herbst holds Mba, Finance, Entrepreneurship from University Of Michigan - Stephen M. Ross School Of Business.

Company email context

Email format at Fidelity Charitable®

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{first}.{last}@morningstar.com
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Profile bio

About Michael Herbst

With a growth mindset, I have 20+ years leading high performing, cross functional teams and a proven skillset comprising asset management, wealth management, data program management and strategic communications. I'm intentionally seeking to apply those skills in new settings, including education, conservation, and other pillars of a peaceful and just society.

Listed skills include Investments, Equities, Fixed Income, Due Diligence, and 17 others.

Current workplace

Michael Herbst's current company

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Fidelity Charitable®
Fidelity Charitable®
Director, Program Management at Fidelity Charitable
Chapel Hill, NC, US
Website
fidelitycharitable.org
Employees
480
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8 roles

Michael Herbst work experience

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

Data Director, Models & Institutional Investments

Morningstar

Chicago, IL, US

  • Led global cross-functional team that expanded global databases of ~20,000 models and managed accounts; designed Strategy data methodology used to map +140,000 vehicles; and created ~110 new datapoints to drive.
  • Facilitated consumption and utilization of Morningstar Managed Investment Data by top tier asset managers, wealth management home offices and institutional clients.
  • Member of global leadership team that scaled global data development pipeline and program management via utilization of multiple tools (Asana, Jira) and proactive mentoring of early/mid-career talent.
Apr 2021 - Jun 2023

Portfolio Manager & Investment Specialist

Ubs Asset Management
  • Managed private client accounts and led ETF due diligence on team overseeing $52 billion in AUM; investment committee voting member with fiduciary oversight over $19 billion in multi-asset strategies.
  • Helped grow team’s AUM from $13 billion to $52 billion; facilitated integration of 10-member portfolio management team across IT, governance, risk control, product, marketing; collaborated across portfolio.
  • Investment Specialist for global multi-asset team with $100 billion in AUM for institutional and private clients; strategies covered included benchmark-relative, objective-oriented, cash/synthetic exposure.
Sep 2015 - Mar 2021

Director Of Manager Research, North America

Morningstar

Chicago, IL, US

  • Led 25-member team assigning Morningstar Analyst Rating for Funds to ~1200 strategies; managed team's performance, compensation, recruiting, training, workflow; voting member of Morningstar Analyst Ratings Committee.
  • Maintained due diligence on 300+ strategies across fixed income (core, high yield, emerging markets, inflation-protected, nontraditional), equities (domestic, global, emerging markets, long/short), and multi asset.
  • Led LEAN quality review to shorten cycle time and evolve CMS platform for 110-member global manager research team; experienced presenter and public speaker; coordinator and moderator for annual Morningstar Investment.
Mar 2011 - Aug 2015

Associate Director Of Fund Analysis

Morningstar, Inc.

Chicago, IL, US

  • Co-designed rating methodologies/reporting for Morningstar Target-Date Fund Series Rating.
  • Managed workflow, performance, compensation, training and recruiting for 4-analyst team.
  • Maintained due diligence and written analyses on 80+ investment strategies across all asset classes.
Oct 2006 - May 2010

Founder & Executive Director

Incubator, Inc.
  • Secured >$1 million for 175 performances, 225 workshops, 7 recordings, 23 new works co-sponsored by University of Pennsylvania, U.S. Congressman Raul Grijalva, others; funders included Pew Charitable Trusts.
  • Performed globally on saxophones, bass clarinet, oboe, English horn and flute with Antibalas, Medeski Martin & Wood, Binky Griptite, Victor Axelrod, Jordan McLean, Nomo, Saturday Looks Good To Me; recorded for.
Jan 1995 - Aug 2004
Team & coworkers

Colleagues at Fidelity Charitable®

Other employees you can reach at fidelitycharitable.org. View company contacts for 480 employees →

PM Paula Medrano Paula Medrano Colleague at Fidelity Charitable®Keller, Texas, United States, United States View → JF Jonathan Ferrel Jonathan Ferrel Colleague at Fidelity Charitable®Houston, Texas, United States, United States View → PT Preetam Thakur Preetam Thakur Colleague at Fidelity Charitable®Morrisville, North Carolina, United States, United States View → JC Jason Chase Jason Chase Colleague at Fidelity Charitable®Annandale, Virginia, United States, United States View → CO Catherine O'Dwyer Catherine O'Dwyer Colleague at Fidelity Charitable®Raleigh-Durham-Chapel Hill Area, United States View → MD Matthew Dao Matthew Dao Colleague at Fidelity Charitable®Arlington, Texas, United States, United States View → MH Mary Haywood, Pmp Mary Haywood, Pmp Colleague at Fidelity Charitable®Raleigh, North Carolina, United States, United States View → RS Robin Salvaggio Robin Salvaggio Colleague at Fidelity Charitable®Cary, North Carolina, United States, United States View → PZ Parissa Zargar Parissa Zargar Colleague at Fidelity Charitable®Greater Chicago Area, United States View → EC Emmet Clark Emmet Clark Colleague at Fidelity Charitable®Durham, North Carolina, United States, United States View →
2 education records

Michael Herbst education

Mba, Finance, Entrepreneurship

University Of Michigan - Stephen M. Ross School Of Business

B.A. And B.M.A., English (With Honors) And Oboe Performance

University Of Michigan
FAQ

Frequently asked questions about Michael Herbst

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

What company does Michael Herbst work for?

Michael Herbst works for Fidelity Charitable®.

What is Michael Herbst's role at Fidelity Charitable®?

Michael Herbst is listed as Director, Program Management at Fidelity Charitable at Fidelity Charitable®.

What is Michael Herbst's email address?

AeroLeads has found 1 work email signal at @morningstar.com for Michael Herbst at Fidelity Charitable®.

Where is Michael Herbst based?

Michael Herbst is based in Raleigh-Durham-Chapel Hill Area, United States, United States while working with Fidelity Charitable®.

What companies has Michael Herbst worked for?

Michael Herbst has worked for Fidelity Charitable®, Morningstar, Ubs Asset Management, Ennisknupp, Inc. (Acquired By Aon Corporation In July 2010), and Morningstar, Inc..

Who are Michael Herbst's colleagues at Fidelity Charitable®?

Michael Herbst's colleagues at Fidelity Charitable® include Paula Medrano, Jonathan Ferrel, Preetam Thakur, Jason Chase, and Catherine O'Dwyer.

How can I contact Michael Herbst?

You can use AeroLeads to view verified contact signals for Michael Herbst at Fidelity Charitable®, including work email, phone, and LinkedIn data when available.

What schools did Michael Herbst attend?

Michael Herbst holds Mba, Finance, Entrepreneurship from University Of Michigan - Stephen M. Ross School Of Business.

What skills is Michael Herbst known for?

Michael Herbst is listed with skills including Investments, Equities, Fixed Income, Due Diligence, Strategy, Analysis, Portfolio Management, and Asset Allocation.

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