David Blanchett

Area of Expertise: financial planning, retirement

Website: www.davidmblanchett.com

Biography:

David M. Blanchett is the head of retirement research for Morningstar Investment Management. In this role, he works to enhance the group’s consulting and investment services. He conducts research primarily in the areas of financial planning, tax planning, annuities and retirement plans, and he serves as the chairman of the advice methodologies investment subcommittee.

Blanchett's research has been published in a variety of academic and industry journals and has won numerous awards. In 2014 Money Magazine named him one of the five brightest minds in retirement, and in 2014 InvestmentNews included him in their inaugural 40 under 40 list as a “visionary” for the financial planning industry. He is a RetireMentor for MarketWatch and an Expert retirement panelist for the Wall Street Journal. 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. He currently is taking classes toward a doctorate in personal financial planning at Texas Tech University.