Tom Nations

Analyst-Equity at

Morningstar, Inc. (Research)

Finance

Technology Services

Consumer Services

Profile

Mr. Tom Nations is a Director of Research & Content at Morningstar, Inc. Prior joining Morningstar, he spent more than five years working for a Chicago-based investment and financial advisory firm, conducting mutual fund and asset-class research to help build and review tailored asset allocations for high-net-worth and ultra-high-net-worth individuals and families.
Mr. Nations holds a bachelor's degree in business economics from Miami University's Farmer School of Business.

Tom Nations active positions

Companies	Position	Start
Morningstar, Inc. (Research) Morningstar, Inc. (Research) Investment ManagersFinance Provides investment research	Analyst-Equity	01/01/2019

All active positions of Tom Nations

Former positions of Tom Nations

Companies	Position	End
Brownson, Rehmus & Foxworth, Inc. Brownson, Rehmus & Foxworth, Inc. Investment ManagersFinance BRF focuses on their clients’ total financial picture and takes an integrated approach to the development and management of their clients' portfolios.	Corporate Officer/Principal	02/01/2019
Fidelity Brokerage Services LLC Fidelity Brokerage Services LLC Packaged SoftwareTechnology Services Prepackaged Software	Corporate Officer/Principal	01/05/2013

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Experiences
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Linked companies

Private companies	4
Fidelity Brokerage Services LLC Fidelity Brokerage Services LLC Packaged SoftwareTechnology Services Prepackaged Software	Technology Services
Miami University Miami University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Morningstar, Inc. (Research) Morningstar, Inc. (Research) Investment ManagersFinance Provides investment research	Finance
Brownson, Rehmus & Foxworth, Inc. Brownson, Rehmus & Foxworth, Inc. Investment ManagersFinance BRF focuses on their clients’ total financial picture and takes an integrated approach to the development and management of their clients' portfolios.	Finance