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    Jeff Holt

    Associate Portfolio Manager at Morningstar Investment Management LLC

    Martha Conlon is a finance professional with a strong educational background. She pursued her Bachelor of Science (BS) in Finance, General from Brigham Young University. Additionally, she has studied at Anoka Ramsey Community College, showcasing her commitment to continuous learning and growth.

    Martha has gained valuable professional experience throughout her career. She currently serves as an Associate Portfolio Manager at Morningstar, where she plays a key role in managing investment portfolios. Prior to her current role, she held the position of Director at Morningstar, indicating her progression and expertise within the organization.

    Before joining Morningstar, Martha honed her skills as a Fund Analyst within the company, further solidifying her proficiency in financial analysis and investment management. Additionally, she has experience as a Research Associate at Jeffrey Slocum & Associates, where she contributed to research projects and strategic financial initiatives.

    Martha's journey in the finance industry began with an internship at Omni Investment Advisors, illustrating her early dedication to gaining practical experience and knowledge in the field. Her diverse background and positions held reflect her versatility and adaptability in various finance-related roles.

    Jeff Holt
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    Location

    Greater Chicago Area