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David Blanchett, CFA, CFP®, AIFA®, QPA

Head of Retirement Research, Morningstar Investment Management

David Blanchett is head of retirement research for the Morningstar Investment Management division. In this role, he develops new methodologies related to strategic and dynamic asset allocation, mutual fund classification and selection, alternative asset classes, simulations based on wealth forecasting, and other investment and financial planning areas for our consulting group, as well as client-specific research. His primary research focus for Morningstar is the areas of financial planning, tax planning, annuities, and retirement plans.

Prior to joining Morningstar, Blanchett was the director of consulting and investment research for the retirement plan consulting group at Unified Trust Company. He has published more than 35 papers in various industry journals and won the Journal of Financial Planning’s 2007 Call for Papers for research on asset allocation for retirees and the Retirement Income Industry Association 2012 Thought Leadership Award for research on portfolio withdrawal strategies.

He 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, and a master’s degree in business administration from the University of Chicago Booth School of Business.

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