Chief Strategy Officer and President of Research and Investments @ (January 2023 - January 2025)
Chief Strategy Officer @ (January 2018 - January 2025)
Global Head of Equity Research @ (January 2014 - January 2018)
Director of Equity Research, North America @ (January 2012 - January 2014)
Associate Director @ (January 2012 - January 2012)
Sr. Equity Analyst @ (January 2009 - January 2012)
Equity Analyst @ (January 2008 - January 2009)
Trustee @ (June 2025 - Present)
Board Member @ (January 2022 - Present)
Associate @ MMA Financial (January 2007 - January 2008)
Sr. Manager @ (January 2002 - January 2007)
Consultant @ (January 2001 - January 2002)
Michael Holt Education
The University of Chicago Booth School of Business
MBA
2006
Indiana University Bloomington
BS (Business)
Michael Holt Skills
Leadership
Equity Valuation
Valuation
Sales
Portfolio Management
Financial Modeling
Capital Markets
Investments
Bloomberg
Business Analysis
Asset Allocation
Equities
Equity Research
Morningstar Direct
Asset Management
Analytical Skill
Microsoft Excel
Customer Service
Business Strategy
Analysis
Investment Management
Financial Analysis
Hedge Funds
Michael Holt Summary
Michael Holt, based in Chicago, IL, US, is currently a Chief Financial Officer at Morningstar. Michael Holt brings experience from previous roles at Morningstar. Michael Holt holds a MBA @ The University of Chicago Booth School of Business. With a robust skill set that includes Leadership, Equity Valuation, Valuation, Sales, Portfolio Management and more. Michael Holt has 4 emails and 8 mobile phone numbers on RocketReach.
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