Carrie Scherkenbach
Portfolio Manager-Equities at Morningstar Investment Management LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Daniel Needham | M | - |
Morningstar Investment Management LLC
 Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | 9 years |
| Jared Joseph Watts | M | 49 |
Ibbotson Associates, Inc.
 Ibbotson Associates, Inc. Investment ManagersFinance Founded in 1977, Ibbotson Associates Advisors LLC is a registered investment advisor located in Chicago, Illinois. The firm is a subsidiary of Morningstar, Inc. (NASDAQ: MORN). Their clients include mutual fund firms, banks, broker/dealers and insurance companies around the world.
Morningstar Investment Management LLC
Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | 18 years |
| Lucian V. Marinescu | M | 45 |
Ibbotson Associates, Inc.
Ibbotson Associates, Inc. Investment ManagersFinance Founded in 1977, Ibbotson Associates Advisors LLC is a registered investment advisor located in Chicago, Illinois. The firm is a subsidiary of Morningstar, Inc. (NASDAQ: MORN). Their clients include mutual fund firms, banks, broker/dealers and insurance companies around the world.
Morningstar Investment Management LLC
Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | 17 years |
| Daniel E. McNeela | M | - |
Morningstar Investment Management LLC
Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | 18 years |
| Marta Norton | F | 44 |
Morningstar Investment Management LLC
Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | - |
| Steve Tagarov | M | - |
Morningstar Investment Management LLC
Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | 10 years |
| Richard Middleton Williamson | M | - |
Morningstar Investment Management LLC
Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | 11 years |
| Paul Jordan Arnold | M | 41 |
Ibbotson Associates, Inc.
Ibbotson Associates, Inc. Investment ManagersFinance Founded in 1977, Ibbotson Associates Advisors LLC is a registered investment advisor located in Chicago, Illinois. The firm is a subsidiary of Morningstar, Inc. (NASDAQ: MORN). Their clients include mutual fund firms, banks, broker/dealers and insurance companies around the world.
Morningstar Investment Management LLC
Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | 17 years |
| Hong Cheng | F | - |
Morningstar Investment Management LLC
Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | 14 years |
| Joe Mansueto | M | 67 |
Morningstar Investment Management LLC
Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | 9 years |
| Dominic J. Pappalardo | M | - |
Morningstar Investment Management LLC
Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | 4 years |
| Michael A. Stout | M | 62 |
Morningstar Investment Management LLC
Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | 25 years |
| Edward Henry Fane | M | - |
Morningstar Investment Management LLC
Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | 6 years |
| Gareth Lyons | M | - |
Morningstar Investment Management LLC
Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | 21 years |
| Doug McGraw | M | - |
Morningstar Investment Management LLC
Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | 3 years |
| Navneesh Malhan | M | - |
Morningstar Investment Management LLC
Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | 2 years |
| Kunal Kapoor | M | 48 |
Morningstar Investment Management LLC
Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | 25 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Scott Allen Wentsel | M | 63 |
Ibbotson Associates, Inc.
Ibbotson Associates, Inc. Investment ManagersFinance Founded in 1977, Ibbotson Associates Advisors LLC is a registered investment advisor located in Chicago, Illinois. The firm is a subsidiary of Morningstar, Inc. (NASDAQ: MORN). Their clients include mutual fund firms, banks, broker/dealers and insurance companies around the world.
Morningstar Investment Management LLC
Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | 11 years |
| Azita Saleki-Gerhardt | M | 60 |
University of Wisconsin
| 8 years |
| Siu Ming Lee | M | 48 |
University of Wisconsin
| 4 years |
| Brian Ernest Huckstep | M | 54 |
Ibbotson Associates, Inc.
Ibbotson Associates, Inc. Investment ManagersFinance Founded in 1977, Ibbotson Associates Advisors LLC is a registered investment advisor located in Chicago, Illinois. The firm is a subsidiary of Morningstar, Inc. (NASDAQ: MORN). Their clients include mutual fund firms, banks, broker/dealers and insurance companies around the world.
Morningstar Investment Management LLC
Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | 14 years |
| Brian W. Bauman | M | - |
University of Wisconsin
| 7 years |
| Eric Alexander | M | - |
University of Wisconsin
| 6 years |
| Laura Agran | F | - |
University of Wisconsin
| 5 years |
| Bart F. Reuter | M | - |
University of Wisconsin
| 8 years |
| Jignesh Patel | M | 53 |
University of Wisconsin
| 5 years |
| James Michael Albers | M | - |
University of Wisconsin
| 12 years |
| Jay Warner | M | - |
University of Wisconsin
| 10 years |
| Jason Joseph Schultz | M | - |
University of Wisconsin
| 5 years |
| Kathleen Walsh | F | - |
University of Wisconsin
| 7 years |
| William E. Brumsickle | M | - |
University of Wisconsin
| 4 years |
| F. Alexander Charvat | M | - |
University of Wisconsin
| 8 years |
| Armand Ardika | M | 46 |
University of Wisconsin
| 6 years |
| Neil Peters-Michaud | M | - |
University of Wisconsin
| 8 years |
| Chris Armstrong | M | - |
Ibbotson Associates, Inc.
Ibbotson Associates, Inc. Investment ManagersFinance Founded in 1977, Ibbotson Associates Advisors LLC is a registered investment advisor located in Chicago, Illinois. The firm is a subsidiary of Morningstar, Inc. (NASDAQ: MORN). Their clients include mutual fund firms, banks, broker/dealers and insurance companies around the world. | 4 years |
| Andrew L. Nelson | M | - |
University of Wisconsin
| 7 years |
| Timothy Mattke | M | 48 |
University of Wisconsin
| 5 years |
| Chas Janisch | M | - |
University of Wisconsin
| 6 years |
| Greg J. Schroeder | M | - |
University of Wisconsin
| 8 years |
| John Patrick McLaughlin | M | - |
Morningstar Investment Management LLC
Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | - |
| Chantell Johnson | F | - |
University of Wisconsin
| 6 years |
| David W. Barden | M | - |
University of Wisconsin
| 5 years |
| Brian Flanagan | M | - |
University of Wisconsin
| 6 years |
| Sean McLeod | M | - |
University of Wisconsin
| 6 years |
| Robert W. Jacob | M | - |
University of Wisconsin
| 4 years |
| Teresa Sun | F | - |
University of Wisconsin
| 4 years |
| Renee Anderson | F | - |
University of Wisconsin
| 5 years |
| Vince Russo | M | - |
University of Wisconsin
| 6 years |
| Reik Watson Read | M | - |
University of Wisconsin
| 6 years |
| Han-Chul Kim | M | - |
University of Wisconsin
| 4 years |
| Todd Michael Griesbach | M | - |
University of Wisconsin
| 8 years |
| Christopher John Scheuer | M | - |
University of Wisconsin
| 14 years |
| Craig Kennison | M | - |
University of Wisconsin
| 8 years |
| Patrick Mark Gundlach | M | - |
University of Wisconsin
| 5 years |
| Erik R. Becker | M | - |
University of Wisconsin
| 6 years |
| Jason Lee Stephens | M | - |
University of Wisconsin
| 5 years |
| Gregory Anderson | M | - |
University of Wisconsin
| 6 years |
| Larry Cao | M | - |
Ibbotson Associates, Inc.
Ibbotson Associates, Inc. Investment ManagersFinance Founded in 1977, Ibbotson Associates Advisors LLC is a registered investment advisor located in Chicago, Illinois. The firm is a subsidiary of Morningstar, Inc. (NASDAQ: MORN). Their clients include mutual fund firms, banks, broker/dealers and insurance companies around the world. | 7 years |
| James Thalacker | M | - |
University of Wisconsin
| 8 years |
| Eric French | M | - |
University of Wisconsin
| 3 years |
| Kristin P. Hutchins | F | - |
University of Wisconsin
| 6 years |
| Scott G. van Ornum | M | - |
University of Wisconsin
| 3 years |
| Joe W. Barnard | M | - |
University of Wisconsin
| 4 years |
| Han Li Lim | M | 55 |
University of Wisconsin
| 4 years |
| Noah Michael Wise | M | - |
University of Wisconsin
| 5 years |
| Danny Fishman | M | - |
University of Wisconsin
| 4 years |
| Jonathan Fishman | M | - |
University of Wisconsin
| 4 years |
| Marta DeBellis | F | 54 |
University of Wisconsin
| 5 years |
| Michael Steinberg | M | - |
University of Wisconsin
| 4 years |
| Jesse Bockstedt | M | - |
University of Wisconsin
| 5 years |
| Conen Greg | M | - |
University of Wisconsin
| 3 years |
| Natalie Monarch Baumgartner | M | - |
University of Wisconsin
| 4 years |
| James R. Behnke | M | - |
University of Wisconsin
| 8 years |
| Martha Gaines | F | - |
University of Wisconsin
| 3 years |
| Yadong Li | M | - |
University of Wisconsin
| 1 years |
| Randy L. van Rooyen | M | - |
University of Wisconsin
| 4 years |
| Bill Bosch | M | - |
University of Wisconsin
| 4 years |
| Eric Hewitt | M | - |
University of Wisconsin
| 4 years |
| Travis Lee Keshemberg | M | - |
University of Wisconsin
| 4 years |
| Cecilia Anna Carlsson | F | - |
University of Wisconsin
| 4 years |
| Kevin Shields | M | - |
University of Wisconsin
| 1 years |
| Imad Abdul Basit Al-Ghandour | M | 56 |
University of Wisconsin
| 2 years |
| Lindsay Whaleysmith | F | - |
University of Wisconsin
| 4 years |
| Adam Gould | M | - |
University of Wisconsin
| 4 years |
| Michael J. Harrison | M | - |
University of Wisconsin
| 4 years |
| Aaron Broder | M | - |
University of Wisconsin
| 2 years |
| Greg Schick | M | - |
University of Wisconsin
| 5 years |
| Rob S. Cook | M | - |
University of Wisconsin
| 4 years |
| E. Kenneth Greenwald | M | 88 |
University of Wisconsin
| 10 years |
| Mark P. Duffert | M | - |
University of Wisconsin
| 4 years |
| Shannon Rahmlow | F | - |
University of Wisconsin
| 4 years |
| Sean Jacobsohn | M | - |
University of Wisconsin
| 5 years |
| Thomas Atkinson | M | - |
University of Wisconsin
| 4 years |
| Aniel N. Mahtani | M | - |
University of Wisconsin
| 4 years |
| Kelly Vanderboom | M | 49 |
University of Wisconsin
| 4 years |
| Casey Kopitzke | M | - |
University of Wisconsin
| 4 years |
| Nathan Kieffer | M | - |
University of Wisconsin
| 4 years |
| Emily Usow Kerstein | F | - |
University of Wisconsin
| 4 years |
| Martha N. Payne | F | - |
University of Wisconsin
| 4 years |
| Elsa Flores | F | - |
University of Wisconsin
| 5 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Carrie Scherkenbach
- Personal Network
