James Rhodes

James Rhodes is the President of Morningstar Data, Research and Enterprise Solutions and Chief Technology Officer at Morningstar.123 He has an impressive technology and data management background, with key career highlights including:

Professional Background:

• Joined Morningstar in September 20161
• Previously served as chief technology officer at Rocaton Investment Advisors13
• Worked for 13 years at IBM Research, where he was named an IBM Master Inventor1

Technical Expertise:

• Filed over 30 patents in areas like financial modeling, text analytics, data mining, and data warehousing1
• Expert in transforming complex legacy software architectures into modern, scalable systems1
• Currently responsible for Morningstar's technology vision and execution strategy4

Education:

• Bachelor's degree in Computer Science from Muhlenberg College1
• Master's degree in Software Engineering Management from Carnegie Mellon University1

Current Role Responsibilities:

• Oversees Morningstar's Direct Platform, including flagship applications like Morningstar Direct SM1
• Leads efforts in AI-driven solutions, including an AI digital assistant named 'Mo'2
• Established a Responsible AI Council to ensure transparency and client trust2

Rhodes is located in the Greater Chicago Area and has over 500 professional connections on LinkedIn.5