Morningstar, a provider of independent investment insights, has appointed Michael Holt as its new Chief Financial Officer, effective January 1, 2025. Holt’s appointment follows the announcement that Jason Dubinsky, the current CFO, will step down at the end of the year and transition into a consulting role. Holt began his career at Morningstar in 2008 as an equity analyst, quickly earning recognition for his expertise in evaluating company value and competitive advantages. Over the next six years, he advanced to increasingly senior roles, eventually leading the global equity research team from 2014 to 2018.
Holt’s extensive experience, including leading the global equity research team and driving capital allocation and acquisitions, positions him well to guide Morningstar’s financial strategy. He holds a Chartered Financial Analyst designation, an MBA from the University of Chicago Booth School of Business, and a bachelor’s degree in business from Indiana University. In his new role, he will oversee the global finance organization and report to CEO Kunal Kapoor.
