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Kathryn Spica, CFA

Kathryn Spica, CFA, is a senior analyst covering fund-of-fund strategies on Morningstar’s manager research team. She covers a variety of equity and target-date strategies from asset managers including T. Rowe Price, GMO, and Vanguard. She is lead analyst for firms including Russell and Invesco.

Spica joined Morningstar in 2007 as a data analyst for Morningstar’s variable annuities database, and in 2008, she became a project manager. She joined Morningstar Australasia as a client solutions consultant in 2009, and she spent two years in that role before joining the Fund Research team in 2011.

Spica holds a bachelor’s degree in psychology, with honors, from the University of Michigan and a master’s degree in business administration from the University of Chicago Booth School of Business. She also holds the Chartered Financial Analyst® designation.