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Lee Davidson

Lee Davidson, CFA, is the head of global manager research and global quantitative research for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc.

Before assuming his current role in 2021, Davidson was head of quantitative research for Morningstar, Inc. Previously, he held roles as a senior analyst on the quantitative research team and as an analyst on Morningstar’s passive strategies manager research team, covering European-domiciled commodities, Asian-equity, and fixed-income exchange-traded funds. He joined Morningstar in 2010 as a product consultant.

Davidson holds a bachelor’s degree in economics from the University of Chicago and a master’s degree in business administration from the University of Chicago Booth School of Business. He also holds the Chartered Financial Analyst® designation.

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