Shannon Zimmerman

Shannon Zimmerman is associate director of mutual fund analysis for Morningstar. He manages a team of analysts, oversees the fund analyst training program, and serves as a liaison between Morningstar's U.S. and international analysts. Zimmerman covers the Oakmark funds and Legg Mason’s ClearBridge offerings, among others, as well.

Prior to rejoining Morningstar in 2010, Zimmerman initially joined the firm in 2002 as a fund analyst. After two years as a fund analyst, he joined the Motley Fool, where he worked as a senior analyst, advisor, portfolio manager, and asset management strategist until 2010. From 1998 to 2002, he worked in web design and project management for the Motley Fool.

Zimmerman holds a bachelor’s degree in English from Rollins College and a doctorate degree in English from the University of Georgia. Prior to returning to Morningstar, he was pursuing a master’s degree in business administration, with a concentration in finance, at Johns Hopkins University and will continue his degree at the University of Chicago Booth School of Business.