Lee Davidson Steps in To Drive AssetMark’s Data Function As CDO

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