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    Jason Stipp

    Director of Product Management at Morningstar

    Jason Stipp is the Director of Product Management at Morningstar, a financial services company. He specializes in financial planning capabilities and has been instrumental in developing goal-based planning solutions for the company.12 Stipp is known for his user-centered approach to product development, focusing on creating products and services that help investors and financial advisors.4

    At Morningstar, Stipp has been involved in several key projects:

    1. He played a significant role in the development of Goal Bridge, a goals-based planning tool designed to improve investor outcomes and provide value to financial advisors.1

    2. Stipp has contributed to Morningstar's research on behavioral science and its application in financial planning.2

    3. He has been involved in redesigning and improving Morningstar.com, focusing on making it more user-friendly and accessible.3

    Prior to his current role, Stipp worked in various editorial positions at Morningstar before transitioning to product management. He is based in Chicago, Illinois.5

    Highlights

    Feb 15 · morningstar.com
    How Goal-Based Investing Motivates Investors - Morningstar
    Oct 29 · morningstar.com
    Why Financial Advisors Should Operate as Financial Coaches—And ...
    Morningstar Offers Own Goals-Based Financial Planning
    Jan 24 · morningstar.com
    Welcome to the New Morningstar.com

    Related Questions

    What are Jason Stipp's main responsibilities at Morningstar?
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    What is Jason Stipp's background before joining Morningstar?
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    What are the key features of Morningstar's Goal Bridge?
    Jason Stipp
    Jason Stipp, photo 1
    Jason Stipp, photo 2
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    Location

    Chicago, Illinois, United States