Ed Fothergill

Collaborator
DISC Type : si

Vice President - Senior National Accounts Manager at Morningstar

Greater Boston, United States

Overview

Ed Fothergill is the Vice President and Senior National Accounts Manager at Morningstar Wealth, bringing extensive experience from his prior roles at SPDR Exchange Traded Funds. He holds a Bachelor of Business Administration from the Isenberg School of Management, UMass Amherst, and is Series 7 and 63 certified, underscoring his expertise in financial services.

With deep roots in Massachusetts from his education at UMass Amherst and Austin Preparatory School, Ed likely enjoys the vibrant local culture and community. His background suggests an appreciation for the New England areas heritage and activities outside of his professional life.

His career shows a dedicated progression within a single specialty, moving from Analyst to Vice President of National Accounts at SPDR before joining Morningstar.

Personality Overview

Appreciative

Good Listener

Consensus Builder

Win-win scenarios can appeal strongly to them.  Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are. They are more likely to go for proven solutions.

Topics They Care About

National Accounts
His career focus has been dedicated to managing and growing relationships with key national clients across the financial services industry.
Wealth Management
As a senior leader at Morningstar Wealth, he is deeply involved in the distribution and strategy of investment advisory services.
Exchange-Traded Funds
He has a significant background in the ETF space from his long tenure at SPDR, a major provider in the field.

Media Appearances

Ed has no verified media appearances

Work History

3-2026
Vice President - Senior National Accounts Manager at Morningstar
2-2024 - 3-2026
Vice President - National Accounts Manager at Morningstar
4-2019 - 2-2024
Vice President - National Accounts Manager at SPDR Exchange Traded Funds (ETFs)
3-2017 - 3-2019
Assistant Vice President - National Accounts Manager at SPDR Exchange Traded Funds (ETFs)
5-2015 - 2-2017
National Accounts Analyst at SPDR Exchange Traded Funds (ETFs)

Education

Bachelor of Business Administration (BBA) from Isenberg School of Management, UMass Amherst
Education details unavailable from Austin Preparatory School

More Information

Social Presence :

Prographics :

Exp : 12 Location : Greater Boston, United States Job Level : Leadership Designation : Vice President - Senior National Accounts Manager at Morningstar
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Insights For Selling To Ed

During A Call Or A Meeting

DO's

  • Take time to make them feel comfortable before getting to the main pitch
  • When asking them questions, sound relatable and informal
  • Be visibly appreciative of their actions during your interactions

DONT's

  • Avoid unnecessary confrontation if it arises incidentally
  • Don’t ask too many questions that sound too dry and objective
  • Don’t push them to make decisions very fast, let them take their time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ed is

  • Relationships can play a major role, followed by low risk and strong market validation.
  • Will you ever get a clear answer from Ed

  • They are not very direct, and unlikely to say no to your face.

Insights For Deal Planning

    How fast (or slow) will Ed move?

  • They can take their time to make decisions, even if they are constantly involved and friendly.
  • Can Ed take some risk or not?

  • It is unlikely that they will take many risks.

You And Ed

Personality Compatibility


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