Brian Ernest Huckstep

54 year

Finance

Consumer Services

Profile

Mr. Brian E.
Huckstep, CFA MBA, is a Senior Portfolio Manager & Co-Head of Target Risk Strategies at Morningstar Investment Management LLC.
Mr. Huckstep was previously employed as a Senior Portfolio Manager by Ibbotson Associates, Inc., a Principal by Morningstar, Inc., and a Vice President by The Northern Trust Co. He received his undergraduate degree from the University of Michigan and an MBA from The University of Chicago Booth School of Business.

Former positions of Brian Ernest Huckstep

Companies	Position	End
Morningstar Investment Management LLC Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions.	Portfolio Manager-Equities	2019-10-31
Ibbotson Associates, Inc. Ibbotson Associates, Inc. Investment ManagersFinance Founded in 1977, Ibbotson Associates Advisors LLC is a registered investment advisor located in Chicago, Illinois. The firm is a subsidiary of Morningstar, Inc. (NASDAQ: MORN). Their clients include mutual fund firms, banks, broker/dealers and insurance companies around the world.	Portfolio Manager-Equities	2015-12-30
MORNINGSTAR, INC.	Corporate Officer/Principal	2004-12-30
The Northern Trust Co. The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL.	Corporate Officer/Principal	2003-06-29

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Training of Brian Ernest Huckstep

University of Michigan	Undergraduate Degree
The University of Chicago Booth School of Business	Masters Business Admin

Experiences
Positions held

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Private companies

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Connections

100 +

1st degree connections

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Linked companies

Listed companies	1
MORNINGSTAR, INC.	Finance

Private companies	3
Ibbotson Associates, Inc. Ibbotson Associates, Inc. Investment ManagersFinance Founded in 1977, Ibbotson Associates Advisors LLC is a registered investment advisor located in Chicago, Illinois. The firm is a subsidiary of Morningstar, Inc. (NASDAQ: MORN). Their clients include mutual fund firms, banks, broker/dealers and insurance companies around the world.	Finance
The Northern Trust Co. The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL.	Finance
Morningstar Investment Management LLC Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions.	Finance

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