David Harrell

David Harrell

Formal First Name
David
Location

David Harrell is an Editorial Director for Morningstar Investment Management, a leading provider of independent investment research in North America, Europe, Australia, and Asia. He is Editor of the monthly newsletters, Morningstar StockInvestor and Morningstar DividendInvestor, a premier resource for dividend investors seeking to build a robust, income-generating portfolio. Throughout his career at Morningstar, Harrell has invented and implemented new ways to better communicate complex investment ideas and data. He was part of the three-person editorial team that launched Morningstar.com and was co-inventor of Morningstar's first investment advice software. He is also a member of the Editorial Board for Morningstar Magazine and contributes a data visualization feature to each issue.

Professional Experience


Academic History

MORNINGSTAR

  • Harrell communicates with thousands of investors via the two equity newsletters, Morningstar StockInvestor and Morningstar DividendInvestor, as well as his popular "3D Dividend Stocks" video series for Morningstar.

  • Some of his key contributions include Morningstar Style Universe, a 3D display of style-based investment performance; ClearFuture, Morningstar's first investment advice software; the Portfolio Stack, a new way to analyze investment portfolios; and the Performance Clock, a visualization that allows for easy comparisons of monthly performance.

  • He served as a Senior Product Manager for Morningstar's research integration team, focused on adding the firm's new research IP to its products and software.

  • He was also a member of the Editorial Board for Morningstar Magazine and contributed a data visualization feature to each issue.

  • Earlier in his career at Morningstar, he served as the firm's mutual fund analyst and editorial director. He also co-invented Morningstar's first online investment advice program for retirement plan participants.