Hale will oversee the team’s operations, thought leadership and manager research through active, passive, fund-of-fund and alternative investment strategies, leading a team of approximately 60 manager research analysts. He will report to Scott Burns, global director of manager research.
Hale joined Morningstar in 1995 as a mutual fund analyst and helped launch institutional investment consulting for the firm in 1998. He then worked for Domini Social Investments LLC in 2000 and 2001 until rejoining Morningstar. Most recently he led the consulting team for the investment advisory unit of Morningstar Associates, a registered investment adviser and wholly owned subsidiary of Morningstar Inc.
Hale was awarded a bachelor’s degree with honors by the University of Oklahoma. He holds a doctorate in political science from Indiana University as well as the Chartered Financial Analyst (CFA) designation.
“Jon’s wide-ranging experience, both as a researcher and as an investment consultant, will help guide our industry and strategy-level research,” Burns said. “His appointment strengthens our analyst team as we continue to expand our research and thought leadership for investors throughout North America.”