| Name | Title | Contact Details |
|---|---|---|
Chaim Gottesman |
Vice President – Senior Officer Legal | Profile |
Blake Wong |
Assistant General Counsel | Profile |
Richard Steele |
General Counsel | Profile |
Brian Keys |
Chief Legal Officer, Intellectual Property and Technology Law | Profile |
Alex Zuck |
Head of Compliance Products | Profile |
Morningstar, Inc. is a leading provider of independent investment research 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 retirement plan providers and sponsors. Morningstar provides data on approximately 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 15 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had more than $179 billion in assets under advisement and management as of March 31, 2015. The company has operations in 27 countries.
Williams Group is the worldwide leader in eyecare practice management consulting. Every day, we help eyecare practice owners realize their professional and personal vision. Whether it is establishing a new practice, growing revenues, improving work/life balance, or transitioning to retirement, Williams Group has the expertise that enables our clients to achieve their goals. We offer four proven programs as well as customized solutions to meet your specific needs. Talk with us today – we can help you master the business of owning, operating, and enjoying your practice.
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