Ed Fothergill in

Ed Fothergill

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Vice President - Senior National Accounts Manager at Morningstar
📍 Greater Boston, United States

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.

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Experience
12 Years
Current Role
Vice President - Senior National Accounts Manager
Job Level
Leadership
Location
Greater Boston, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Ed cares 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.
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Career

Work history

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

Media appearances

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Education
Bachelor of Business Administration (BBA)
Isenberg School of Management, UMass Amherst
Education details unavailable
Austin Preparatory School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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