David Fabrisi

David Fabrisi, as SVP of Institutional Business Development at Morningstar Investment Management, LLC, plays a pivotal role in shaping the firm’s strategic growth within the institutional investment landscape. Leveraging his extensive experience in investment management business development, David specializes in establishing and expanding distribution relationships with large financial services firms, including retirement plan providers, advisory firms such as RIAs and broker-dealers, asset managers, and insurers. His expertise lies in delivering tailored solutions that meet the complex needs of institutional clients, particularly around retirement managed accounts, investment selection and oversight solutions, and custom target date/asset allocation strategies.

In his current role, David is instrumental in driving product development initiatives that enhance Morningstar’s offerings in defined contribution plans and fiduciary services, including 3(21) and 3(38) arrangements. His deep understanding of asset allocation, public speaking skills, and business strategy enable him to effectively communicate the value proposition of Morningstar’s innovative solutions to key stakeholders. He actively collaborates with clients to develop customized investment strategies that align with their fiduciary responsibilities and long-term goals, fostering trust and long-lasting relationships.

Furthermore, David’s proficiency in business relationship management and distribution channels positions him as a trusted advisor in the retirement savings space. He is dedicated to expanding Morningstar’s footprint by identifying new market opportunities and strengthening existing partnerships. His ability to navigate complex regulatory environments and his focus on client-centric solutions make him a vital contributor to Morningstar’s mission of providing transparent, data-driven investment insights and solutions that help investors achieve their financial objectives.