Connor Furlan

Investments

Role: Regional Executive at Morningstar
Location: Chicago, IL, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Connor Furlan

UIUC, Financial Economics, 20••••15 Charles Schwab, Vice President, 20••••21 Morningstar, Regional Executive, 2021-Now

Experience

Regional Executive
Morningstar
Oct 2021 — Present · Chicago, IL, US
I consult Wealth and Asset Managers on leveraging Morningstar to grow AUM in this territory:1) Massachusetts2) Connecticut3) New Hampshire4) Rhode Island5) Vermont6) Maine7) Delaware8) Maryland9) Washington DC

Skills

Finance
Microsoft Excel
Leadership
Teamwork
Time Management
Economics
Quantitative Models
Business Analysis
Financial Planning
Financial Risk
Financial Analysis
Financial Markets

Contact information

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Work email
•••••@morningstar.com
Personal email
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Current company

Morningstar

Financial Services · 12K employees · Chicago, Illinois, United States

Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, institutional investors in the debt and private capital markets, and alliances and redistributors. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $369 billion in AUMA as of Sept. 30, 2025. The Company operates through wholly-owned subsidiaries in 32 countries.

morningstar.com

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