Joe Agostinelli is the Senior Director of Market Research at Morningstar where he leads many of their insight initiatives, including the recently launched Voice of the Investor and Voice of the Advisor programs. Prior to joining Morningstar, Joe spent almost his entire career in analytics and consulting capacities within the retail banking space, including five years as VP of Analytics and Insights at Vibrant Credit Union. He holds an Economics degree from the University of Illinois Urbana-Champaign and an MBA from the University of Illinois-Chicago.
The latest from Joe
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Webinar: So You Want to Talk About...Embedded Finance
Review webinar materials from So You Want to Talk About...Embedded Finance hosted on August 10, 2023.