Former WBA finance executive named Morningstar CFO

CHICAGO — Morningstar, a provider of independent investment research, on Thursday named Jason Dubinsky CFO, effective July 24. Dubinsky joins Morningstar from Walgreens Boots Alliance, where he was SVP and CFO of planning and central operations and responsible for accounting and shared service functions for Walgreens’ U.S. operations.



“We’re incredibly pleased to welcome Jason into the role of chief financial officer as we continue to chart Morningstar’s future growth,” stated Kunal Kapoor, CEO Morningstar. “Jason’s experience building a global finance organization, driving operational excellence, and connecting strategic priorities to financial goals will meaningfully impact Morningstar’s future success.”



Dubinsky will oversee all of Morningstar’s finance functions including controllership, tax, internal audit, financial planning and analysis, treasury and investor relations.



Prior to the Walgreens merger with Boots Alliance, he served as VP finance and treasurer with responsibility for business unit finance, treasury operations, risk management and investor relations. Before joining Walgreens in 2009, he served as VP investment banking at Goldman Sachs and Lehman Brothers where he led mergers and acquisitions and corporate finance activity for clients across various industries.



“I am extremely proud to join Morningstar as CFO at such an exciting time as the firm continues to grow in scale,” Dubinsky said. “This is a company that achieves financial success by standing behind its mission of helping investors reach their financial goals. I look forward to being part of an outstanding team and contributing to Morningstar’s success on behalf of all stakeholders.”