Jason Kephart
Analyst-Equity at Morningstar, Inc. (Research)
Profile
Mr. Jason Kephart, CFA, is Director of Multi-Asset Ratings at Morningstar, Inc. He joined in 2014 and covers alternative strategies on Morningstar’s manager research team.
He is a regular contributor to Morningstar’s Alternative Investments Observer, a quarterly newsletter.
Mr. Kephart was previously employed as Reporter by Interactive Telesis, Inc. He spent seven years as a journalist for InvestmentNews, Fund Action, and SmartMoney, reporting primarily on the mutual fund and exchange-traded fund industries.
He holds a Bachelor’s degree in English from Florida State University.
Jason Kephart active positions
| Companies | Position | Start |
|---|---|---|
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Analyst-Equity | 01/01/2014 |
Former positions of Jason Kephart
| Companies | Position | End |
|---|---|---|
Interactive Telesis, Inc.
 Interactive Telesis, Inc. Specialty TelecommunicationsCommunications Interactive Telesis, Inc. provides interactive voice response and speech-enabled hosting services. Its services include digital third party verification, phone real estate, InvestorREACH, voice and data hosting and telephony development. The firm’s products include IT voice mail, record on command and digital voice IQ. The company was founded on June 19, 1987 and is headquartered in Carlsbad, CA. | Corporate Officer/Principal | - |
Training of Jason Kephart
| Florida State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Finance |
Interactive Telesis, Inc.
Interactive Telesis, Inc. Specialty TelecommunicationsCommunications Interactive Telesis, Inc. provides interactive voice response and speech-enabled hosting services. Its services include digital third party verification, phone real estate, InvestorREACH, voice and data hosting and telephony development. The firm’s products include IT voice mail, record on command and digital voice IQ. The company was founded on June 19, 1987 and is headquartered in Carlsbad, CA. | Communications |
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