Chris Roberts

Chris Roberts, CFA has over 20 years of experience in the finance industry. Chris began their career at MetLife Capital Markets in 1993 as a Fixed Income Analyst. Chris then moved on to NatAlliance Securities in 2000, where they served as the Senior Vice President of Institutional Sales for over 17 years. In 2017, they joined Morningstar as the Senior Vice President of Institutional Equity Research Sales.

Chris Roberts, CFA holds an MBA in Finance from Indiana University - Kelley School of Business. Chris also obtained a Bachelor of Applied Science (B.A.Sc.) in Marketing/Marketing Management, General from Miami University. In addition, they have certifications as a Chartered Financial Analyst (CFA) from the CFA Institute and has completed the General Securities Representative Examination - Series 7 and the Uniform Securities Agent State Law Examination - Series 63 from The Financial Industry Regulatory Authority (FINRA).