Daniel Needham on Aligning Investment Strategies with Client Goals 00:10:00
Daniel Needham, CFA, is the president of Morningstar Wealth. With over two decades of experience in the financial services industry, Needham has been instrumental in shaping the strategic direction and operational excellence of Morningstar Wealth, driving innovation, and delivering value to clients globally. Under his leadership, Morningstar Wealth has expanded its offerings, integrating cutting-edge technology with robust investment research to provide comprehensive wealth management solutions.
