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Mike Taggart
Head of U.S. Closed-End Fund Research

Mike Taggart, CFA is the head of U.S. closed-end fund research for Morningstar, Inc. In this role, he is responsible for Morningstar's coverage of the closed-end fund universe, providing analysis and commentary to advisors, individuals, and institutions.

Taggart has more than 16 years of financial industry experience. Before assuming his current position, Taggart was a senior equity analyst, providing research on consumer goods and retail companies. In his time on the equity research team, Taggart also covered capital markets and IT services firms.

Before joining Morningstar in the summer of 2003, he worked in institutional equity sales and pursued a doctorate degree in Russian history.

Taggart holds a bachelor’s degree in history from Virginia Tech University, a master’s degree in Russian history from the University of Illinois at Chicago, and a master’s degree in business administration from Northwestern University’s Kellogg School of Management. He earned his Chartered Financial Analyst (CFA) designation in 2000.



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