Deals & People July 1, 2013

Morningstar Adds Three to Retirement Solutions Group

Investment research firm Morningstar, Inc. has added three individuals to its retirement solutions group in its Investment Management division.
Reported by

David Falkof, Bryan Platz and Nathan Voris have been added to the retirement solutions group. Falkof and Platz will be investment consultants, responsible for the construction of customized target-date and target-risk solutions.

Voris is taking a newly created position as large market practice leader. He will work with a team of investment, client service and sales professionals to develop business and client strategy in the defined contribution plan sponsor marketplace.

Falkof was previously a mutual fund analyst in Morningstar’s research group. Platz, a CFA, joined Morningstar from Mesirow Financial where he was a consultant, supporting plan provider client relationships and manager selection.

Previously, Voris was a consultant with R.V. Kuhns & Associates, working with defined contribution plan sponsors.

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