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Jason Stipp

Director of Product Management at Morningstar

Jason Stipp is the Director of Product Management at Morningstar, a financial services company. He specializes in financial planning capabilities and has been instrumental in developing goal-based planning solutions for the company.12 Stipp is known for his user-centered approach to product development, focusing on creating products and services that help investors and financial advisors.4

At Morningstar, Stipp has been involved in several key projects:

  1. He played a significant role in the development of Goal Bridge, a goals-based planning tool designed to improve investor outcomes and provide value to financial advisors.1

  2. Stipp has contributed to Morningstar's research on behavioral science and its application in financial planning.2

  3. He has been involved in redesigning and improving Morningstar.com, focusing on making it more user-friendly and accessible.3

Prior to his current role, Stipp worked in various editorial positions at Morningstar before transitioning to product management. He is based in Chicago, Illinois.5

Highlights

Feb 15 · morningstar.com
How Goal-Based Investing Motivates Investors - Morningstar
Oct 29 · morningstar.com
Why Financial Advisors Should Operate as Financial Coaches—And ...
Morningstar Offers Own Goals-Based Financial Planning
Jan 24 · morningstar.com
Welcome to the New Morningstar.com

Related Questions

What are Jason Stipp's main responsibilities at Morningstar?
How did Jason Stipp contribute to the development of Goal Bridge?
What is Jason Stipp's background before joining Morningstar?
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Jason Stipp
Jason Stipp, photo 1
Jason Stipp, photo 2
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Location

Chicago, Illinois, United States