Dan Romanoff, CPA

Dan Romanoff, CPA, is a senior equity analyst, AM Technology, for Morningstar*. He covers software, including Microsoft, Salesforce, Adobe, ServiceNow, and Amazon, among others, and also serves on Morningstar’s Moat Committee.

Before Joining Morningstar in 2019, Romanoff spent 12 years in buy-side equity research covering the technology and telecommunications sectors, most recently at Holland Capital Management. Prior to that, he spent five years in sell-side equity research as an associate analyst at UBS and a senior analyst at Credit Suisse covering various areas within technology, including hardware, software, and semiconductors. Romanoff also has worked as an auditor and in valuation services for major public accounting firms.

Romanoff holds both a bachelor’s degree in accountancy and a master of business administration in finance from University of Illinois at Urbana-Champaign’s Gies College of Business. He also holds the Certified Public Accountant designation.

* Morningstar Research Services LLC (“Morningstar”) is a wholly owned subsidiary of Morningstar, Inc