Adam Wheat

Head of Data & Research Solutions at Morningstar

📍 New York City Metropolitan Area, United States

As Head of Data & Research Solutions and CTO of the Direct Platform at Morningstar, Adam Wheat leads the firms technology strategy. He focuses on integrating generative AI through partnerships with companies like OpenAI and Anthropic to innovate workflows for investors. He is a graduate of Muhlenberg College.

While his professional work is his main focus, his time at college in Allentown, PA, may indicate an interest in Philadelphia sports. He is also passionate about sharing his learnings on AI with the broader industry.

He recently spoke at a Fortune Brainstorm Tech panel on how data security and governance are key enablers for innovation.

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Experience

25 Years

Current Role

Head of Data & Research Solutions

Job Level

Mid-senior

Location

New York City Metropolitan Area, United States

Personality Overview

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Priorities

Topics Adam cares about

Generative AI Applications

He is driving the integration of OpenAI's ChatGPT and Anthropic's Claude into Morningstar Direct to create new AI-native workflows for financial professionals.

AI Implementation

He has shared insights on the challenges and lessons learned in moving AI aspirations into production-ready reality and achieving user adoption.

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Career

Work history

10-2025

Head of Data & Research Solutions

Morningstar

10-2023

Chief Technology Officer

Morningstar

7-2021 - 10-2023

Head Of Technology, Direct

Morningstar

4-2002 - 6-2021

Partner

Rocaton Investment Advisors

7-2001 - 4-2002

Investment Analyst

BARRA Rogers Casey

In the press

Media appearances

Agents for financial services – Anthropic press release featuring Adam Wheat, Chief Technology Officer and Head of Data & Research Solutions, Morningstar. Featured in Anthropic

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Education

1998 - 2001

Muhlenberg College

Social presence

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Adam Wheat

Topics Adam cares about

Work history

Media appearances

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