Empowering Investor Success with Cindy Galiano

Morningstar is committed to creating a comprehensive wealth management platform. The company is on an accelerated path to modernizing its U.S. wealth platform tailored to create an exceptional investor experience.

In this episode, Jack talks with Cindy Galiano, Managing Director of the U.S. Wealth Platform at Morningstar Wealth. In her role, Cindy is responsible for product development, sales, marketing, and operations efforts supporting financial advisor-oriented products. That includes Morningstar's Turnkey Asset Management Platform (TAMP) and Morningstar office, which is the portfolio management and accounting system that's mainly geared towards independent RIAs and RIA aggregators. Cindy is also responsible for Morningstar's managed portfolio and investment strategies, which include mutual fund and direct indexing solutions.