Speaker Details

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Paul Larson

Equities Strategist

Morningstar, Inc.

About

Paul Larson is an equities strategist for Morningstar and editor of the company's flagship stocks newsletter, Morningstar StockInvestor. As part of his role as editor, he manages two stock portfolios--the Tortoise Portfolio, which is designed for conservative stock investors who embrace slow and steady growth, and the Hare Portfolio, which is designed for those who can handle more volatility. In the fall of 2005, Morningstar launched its first workbook series on stock investing, which Mr. Larson edited. The Morningstar Investing Workbook Series: Stocks is a sequence of three workbooks that guide readers through every stage of stock investing, from understanding the basics to refining a retirement portfolio. The workbooks are offered independently but designed for use sequentially. Mr. Larson joined Morningstar as a stock analyst covering the energy sector in 2002, and, in 2004, he was named associate director of stock analysis for the energy sector. Previously, he spent more than five years as a writer-analyst with The Motley Fool. Mr. Larson holds a Bachelor's degree in biomedical engineering from the University of Illinois and an MBA from the Keller Graduate School of Management. He also completed two years of medical school at the University of Illinois.