Lee Davidson, CFA

Lee Davidson, CFA, is head of quantitative research at Morningstar, Inc., where he leads a team dedicated to developing innovative statistical models and data points. His team has implemented solutions for risk analysis, risk decomposition, stress testing, and synthetic equity research. The team’s current and future research and development pipeline is composed of projects related to fund, equity, and fixed-income analytics using techniques from econometrics, machine learning, and robotics process automation. Mr. Davidson holds a bachelor’s degree in economics from the University of Chicago and a master’s degree in business administration from the University of Chicago Booth School of Business.