David Blanchett, CFP, CFA, is the head of retirement research for Morningstar Investment Management. He provides research support for the group’s consulting and investment management activities, primarily in the areas of financial planning, tax planning, annuities, and retirement plans. Mr. Blanchett also serves as chairman of the advice methodologies investment subcommittee. He holds a bachelor's degree in finance and economics from the University of Kentucky, a master's degree in financial services from The American College, and a master's degree in business administration from the University of Chicago Booth School of Business.