Daniel Needham

Daniel Needham, CFA, is the president of Morningstar Wealth. With over two decades of experience in the financial services industry, Needham has been instrumental in shaping the strategic direction and operational excellence of Morningstar Wealth, driving innovation, and delivering value to clients globally.

Under his leadership, Morningstar Wealth has expanded its offerings, integrating cutting-edge technology with robust investment research to provide comprehensive wealth management solutions. Needham's commitment to empowering investors through transparency, education, and personalized service has solidified Morningstar Wealth's reputation as a trusted partner in the financial landscape.

Prior to his current role, Needham held various senior positions within Morningstar including chief investment officer (CIO), Morningstar Investment Management, president and chief investment officer, Morningstar Investment Management Europe, managing director, Investment Management Australia, and senior portfolio manager, Ibbotson Associates (acquired by Morningstar).

Needham holds a Bachelor's degree in Economics and Finance from the University of Western Sydney and is a CFA® charterholder. He serves on the board of directors for SMArtX Advisory, a leading managed accounts technology provider.