David Blanchett, PhD, CFA, CFP, Head of Retirement Research, Morningstar Investment Management LLC 14:00h UTC Virtual Panel Session
David M. Blanchett, PhD, CFA, CFP, is Head of Retirement Research for Morningstar Investment Management LLC. In this role, he helps develop and maintain methodologies relating to wealth forecasting, general financial planning, automated investment selection and portfolio assignment for Morningstar Investment Management LLC. Prior to joining Morningstar, he was the Director of Consulting and Investment Research for the Retirement Plan Consulting Group at Unified Trust Company. He has published over 100 papers in a variety of industry and academic journals. His research has received best paper awards from the Academy of Financial Services (2017), the CFP Board (2017), the Financial Analysts Journal (2015), the Journal of Financial Planning (2007, 2014, 2015, 2019) and the Retirement Management Journal (2012). He is currently an adjunct professor of Wealth Management at The American College, an Expert Panelist for the Wall Street Journal, a member of the Executive Committee for the Defined Contribution Institutional Investment Association (DCIIA), and a member of the ERISA Advisory Council. In 2014, InvestmentNews included him in their inaugural 40 under 40 list as a “visionary” for the financial planning industry, and that same year, Money magazine named him one of the brightest minds in retirement planning. He holds a bachelor’s degree in Finance and Economics from the University of Kentucky, a master’s degree in Financial Services from The American College, a master’s degree in Business Administration from the University of Chicago Booth School of Business and a doctorate in Personal Financial Planning from Texas Tech University. When Mr. Blanchett isn’t working, he’s probably out for a jog, playing with his four kids or rooting for the Kentucky Wildcats.