PROFESSIONAL
Last Updated 05.04.21

Here's a bio:

David M. Blanchett, PhD, CFA, CFP® is head of retirement research for Morningstar Investment Management LLC. In this role, he helps develop and maintain methodologies relating to wealth forecasting, general financial planning, automated investment selection, and portfolio assignment for Morningstar Investment Management LLC. He also serves as chairman of the Advice Methodologies subcommittee. Prior to joining Morningstar, he was the Director of Consulting and Investment Research for the Retirement Plan Consulting Group at Unified Trust Company. 

David has published over 100 papers in a variety of industry and academic journals. His research has received awards from the Academy of Financial Services (2017), the CFP Board (2017), the Financial Analysts Journal (2015), the Financial Planning Association (2020), the International Centre for Pension Management (2020), the Journal of Financial Planning (2007, 2014, 2015, 2019), and the Retirement Management Journal (2012). He is a regular contributor to the Advisor Perspectives, ThinkAdvisorand the Wall Street Journal.

He is currently an Adjunct Professor of Wealth Management at The American College of Financial Services (primarily focused on their new Wealth Management Certified Professional (WMCP®) designation) and a member of the Executive Committee for the Defined Contribution Institutional Investment Association (DCIIA). 

In 2021, ThinkAdvisor included him in the IA25 for "pushing the industry forward." In 2014, InvestmentNews included him in their inaugural 40 under 40 list as a “visionary” for the financial planning industry, and in 2014, Money magazine named him one of the brightest minds in retirement planning. He is a former member of the ERISA Advisory Council (2018-2020). 

David 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 of Financial Services, a master’s degree in business administration from the University of Chicago Booth School of Business, and a doctorate in personal financial planning program from Texas Tech University. 

When David isn’t working, he’s probably out for a jog, playing with his four kids, or rooting for the Kentucky Wildcats.