From leading the first sales team at Morningstar to guiding the post-acquisition integration strategy with Pitchbook, Joanna McGinley has developed a talent for uniting data, research and people together. Joanna is not afraid to own her gifts and never loses sight of her next role. As she explains “it’s an evolution, not a revolution”. In an age of record job-switching, Joanna has found a way to try new skills all while carrying out the same mission at Morningstar. In this episode, we’ll unpack Joanna’s journey in the investment research industry and dive into her new-found interests along the way. Edible insects, anyone?
Guests: Joanna McGinley, PitchBook (acquired by Morningstar)
Joanna McGinley currently leads PitchBook’s integration strategy and initiatives with its parent company, Morningstar. Prior to the PitchBook acquisition, she led Alliances and Redistributor Solutions globally for Morningstar, Inc., responsible for developing solutions to meet the market’s needs, working with the business development teams to implement those solutions, and managing strategic alliances.
McGinley joined Morningstar in 1993 as an account manager, responsible for sales and business development with top financial institutions. In 1995, she was promoted to sales manager, overseeing Morningstar’s institutional sales team. McGinley took on a product management role in 1997, for which she evaluated new product opportunities and managed existing institutional product sales, including data feeds and fund profiles. She served as Product Manager for Morningstar Direct, Morningstar’s institutional research platform starting in 2006. She moved into a Solutions role in May 2013.
McGinley holds a bachelor’s degree in economics from the Wharton School of the University of Pennsylvania. She also holds the chartered financial analyst (CFA) designation and is a member of the CFA Society of Chicago.