The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:After 22 Years, an SVP Leaves M*, And ... Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, March 5, 2024

After 22 Years, an SVP Leaves M*, And ...

Reported by Selma Khenissi, Reporter

A senior Morningstar veteran in the Sunshine State is leaving the Illinois investment research giant after more than 22 years and joining a technology ally to RIAs.

Dave Goes
President of Enterprise Sales
Dave Goes is leaving Chicago-based M* and his most recent role of senior vice president research sales specialist, confirms a M* spokesperson. And today the Advyzon team confirms that Naples, Florida-based Goes is joining the firm (also Chicago-based) in the newly created position of president of enterprise sales.

Goes' last day at M* was on February 1, the M* spokesperson tells MFWire. The spokesperson adds that Goes' role at M* has not been filled.

"As we figure out how to best backfill Dave's role, Dave's responsibilities are spread across the existing team," the M* spokesperson writes to MFWire. "We appreciate Dave's many years of contributions to Morningstar and wish him well."

"After 22 plus years, this past week, I resigned from Morningstar to pursue other opportunities," Goes wrote last month in a LinkedIn post. "More on the exciting future in the coming weeks, but in the meantime, I'd like to thank some the many people, still at Morningstar, with whom I've had the pleasure of journeying at this amazing, mission-based company."

Commenting on Goes' post, M* founder and executive chairman Joe Mansueto describes Goes as "an outstanding leader."

"We owe you many thanks for all your contributions. You've been great to work with — always positive, engaged and determined to find ways to win. You built great relationships with our clients so it was a pleasure (and great fun!) going on sales calls with you," Mansueto writes. "All the best to you in your next adventure. I'm sure you'll do great in whatever you put your mind to doing. Stay in touch!"

Goes joined Ibbotson Associates in 2001, and he stayed on in 2006 when M* acquired Ibbotson. He is an alumnus of St. Joseph's College. 

Stay ahead of the news ... Sign up for our email alerts now

 Do You Recommend This Story?

Return to Top
 News Archives
2024: Q3Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Add to My Yahoo!
follow us in feedly

©All rights reserved to InvestmentWires, Inc. 1997-2024
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use