When Lee Davidson designed the Medalist Rating at Morningstar it changed how financial data could inform smarter decisions at scale. Now, Davidson is stepping into a new role as Chief Data Officer at AssetMark.
“Super excited to join the all-star team at AssetMark and be part of such an incredible culture of client service and advocacy,” Davidson posted on LinkedIn this week.
Davidson brings industry chops, having previously led a 1,500-person data and analytics division at Morningstar that delivered over $750 million in direct revenue with margins north of 45%. He also currently serves as Managing Partner at Investiture, LLC and advises early-stage data and AI startups through the InvestInData collective. It’s this combination of enterprise-scale leadership and startup a
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