Last Updated 11.18.14
David M. Blanchett is the head of retirement research for Morningstar Investment Management. In this role, he works to enhance the group’s consulting and investment services. He conducts research primarily in the areas of financial planning, tax planning, annuities, and retirement plans and he serves as the Chairman of the Advice Methodologies investment subcommittee. Prior to joining Morningstar, he was the Director of Consulting and Investment Research for the Retirement Plan Consulting Group at Unified Trust Company in Lexington, KY.
His research has been published in a variety of academic and industry journals and has been featured in media publications such as InvestmentNews, Kiplinger’s, Marketwatch, Money Magazine, the New York Times, PLANSPONSOR magazine, and the Wall Street Journal. His research won the Journal of Financial Planning’s 2007 Financial Frontiers Award, the Retirement Income Industry Association’s 2012 Thought Leadership Award, and the Journal of Financial Planning’s 2014 Montgomery-Warschauer Award. In 2014 Money Magazine named him one of the five brightest minds in retirement and InvestmentNews included him in their inaugural 40 under 40 list as a “visionary” for the financial planning industry. He is a RetireMentor for MarketWatch and an Expert retirement panelist for the Wall Street Journal.
He currently holds the following professional designations or certifications: Certified Financial PlannerTM (CFP®), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Accredited Investment Fiduciary Analyst TM (AIFA®), and he is a Chartered Financial Analyst (CFA) charterholder. He holds a bachelor’s degree in finance and economics from the University of Kentucky, a master‘s degree in financial services from the American College, and a master’s degree in business administration from the University of Chicago Booth School of Business. He currently is taking classes toward a doctorate in personal financial planning at Texas Tech University.