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Morningstar announces chief revenue officer transition set for November

Published 14/10/2025, 12:14
Morningstar announces chief revenue officer transition set for November
MORN
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Morningstar, Inc. (NASDAQ:MORN) announced Monday that Daniel Dunn, the company’s chief revenue officer, has informed the company of his decision to depart to pursue another opportunity. According to a statement based on a press release, Dunn’s departure will be effective November 21, 2025.

The company also stated that Julie Willoughby, currently head of global sales, will succeed Dunn as chief revenue officer, effective the same day. Willoughby has been with Morningstar for over 25 years, serving in various client-facing and sales roles. Under current management, the company has maintained strong financial health, achieving a perfect Piotroski Score of 9, according to InvestingPro analysis.

Morningstar’s announcement was made in a filing with the Securities and Exchange Commission. The company is headquartered in Chicago, Illinois, and its common stock is listed on the Nasdaq Stock Market under the ticker symbol MORN.

No additional details regarding the transition or compensatory arrangements were disclosed in the filing.

In other recent news, Morningstar, Inc. announced an agreement to acquire the Center for Research in Security Prices (CRSP) from the University of Chicago for $375 million. This acquisition will significantly expand Morningstar’s index business by giving it control over CRSP Market Indexes. These indexes serve as benchmarks for over $3 trillion in U.S. equities across various market segments. Notably, Vanguard uses these indexes for several of its funds, including the Vanguard Total Stock Market Index Fund and Vanguard Mid-Cap Index Fund. The move is expected to strengthen Morningstar’s position in the financial services industry. This development is part of Morningstar’s broader strategy to enhance its offerings and presence in the market. The acquisition is set to impact how Morningstar provides data and analytics to its clients.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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