Nathan Voris is a seasoned leader in the retirement and investment management industry, currently serving as Head of Channel Strategy at Morningstar Investment Management LLC. In this role, he oversees go-to-market strategies, product development, and client engagement across various distribution channels, including recordkeepers, advisors, and asset managers.
Voris's career spans over two decades, marked by a consistent focus on enhancing retirement outcomes through innovation and personalization. He rejoined Morningstar in 2023 after a tenure at Charles Schwab, where he played a pivotal role in launching an open-architecture managed account platform. This initiative streamlined personalized investment advice across multiple recordkeeping platforms, addressing a significant challenge in the industry .
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