Steven Kaplan

Director/Board Member at MORNINGSTAR, INC.

Net worth: 8 M $ as of 2026-05-30

66 year

68 connections

Finance

Miscellaneous

Consumer Services

Profile

Steven Neil Kaplan is the founder of Polsky Center For Entrepreneurship & Innovation, founded in 1998, where the title held is Faculty Director.
Current jobs include Independent Director at Morningstar, Inc. since 1999; Director at Illinois Venture Capital Association; Research Associate at National Bureau of Economic Research, Inc.; Advisor at Correlation Management LLC; Professor at The University of Chicago Booth School of Business since 1988; Trustee at Wanger Asset Trust; Advisor at Access Holdings Management Co. LLC; and Venture Partner at Trust Ventures Capital LLC.
Former jobs include Director at Zayo Group LLC; Independent Director at Zayo Group Holdings, Inc. from 2017 to 2020; Independent Director at R1 RCM, Inc. from 2011 to 2015; Trustee at Columbia Acorn Trust; Trustee at Columbia Acorn Fund; and Advisor at 213 Management LLC.
Education includes undergraduate and doctorate degrees from Harvard University, conferred in 1981 and 1988 respectively.

Known holdings in public companies

Company	Date	Number of shares	Valuation	Valuation date
MORNINGSTAR, INC. 0.11%	2026-05-14	43,080 ( 0.11% )	8 M $	2026-05-30

Steven Kaplan active positions

Companies	Position	Start
MORNINGSTAR, INC.	Director/Board Member	1998-12-31
The University of Chicago Booth School of Business The University of Chicago Booth School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Corporate Officer/Principal	1987-12-31
Wanger Asset Trust	Director/Board Member	-
Polsky Center For Entrepreneurship & Innovation Polsky Center For Entrepreneurship & Innovation Investment ManagersFinance Polsky Center invests in companies located in the United States. The firm targets companies operating in the fields of innovative businesses mainly consumer and technology services. It provides financing in the form of equity and convertible debt financing for seed and early-stage capital requirements with an investment size of USD 0.05 - 0.25 million.	Founder	1997-12-31
National Bureau of Economic Research, Inc. National Bureau of Economic Research, Inc. Investment ManagersFinance Provides investment research	Corporate Officer/Principal	-
Illinois Venture Capital Association Illinois Venture Capital Association Miscellaneous Commercial ServicesCommercial Services Operates as a association for venture capital & private equity industries	Director/Board Member	-
Correlation Management LLC Correlation Management LLC Investment ManagersFinance Correlation Ventures seeks investment opportunities in companies located in the US. The firm focuses on a broad range of sectors and industries. It provides financing for seed, early & later-stage capital requirements with an initial investment size ranges from $0.10 to $10 million and also makes co-investments and considers follow-on investments.	Consultant / Advisor	-
Trust LLC Trust LLC Investment ManagersFinance Trust Ventures invests in companies located in the United States. The firm targets companies operating across a broad range of sectors and industries. It provides financing for early-stage capital requirements.	Private Equity Investor	-
Access Holdings Management Co. LLC Access Holdings Management Co. LLC Investment ManagersFinance Access Holdings Management seeks investment opportunities in lower middle market companies located in the United States with an EBITDA of USD 5 - 100 million. The firm focuses on the service sectors. It provides financing for growth and buyout transactions with an investment size of USD 200 million.	Consultant / Advisor	-

All active positions of Steven Kaplan

Former positions of Steven Kaplan

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See the detail of Steven Kaplan's experience

Training of Steven Kaplan

Experiences
Positions held

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Inactive

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Private companies

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Connections

1st degree connections

1st degree companies

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Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	16
Columbia Acorn Trust Columbia Acorn Trust Investment Trusts/Mutual FundsMiscellaneous Acts as an umbrella fund	Miscellaneous
Columbia Acorn Fund Columbia Acorn Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Miscellaneous
Harvard University Harvard University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Morningstar, Inc. Morningstar, Inc. Financial Publishing/ServicesCommercial Services Operates as a investment insights company that provides investment and wealth management & credit rating services	Commercial Services
National Bureau of Economic Research, Inc. National Bureau of Economic Research, Inc. Investment ManagersFinance Provides investment research	Finance
Illinois Venture Capital Association Illinois Venture Capital Association Miscellaneous Commercial ServicesCommercial Services Operates as a association for venture capital & private equity industries	Commercial Services
Zayo Group LLC Zayo Group LLC Major TelecommunicationsCommunications Provides network connectivity services	Communications
Zayo Group Holdings, Inc. Zayo Group Holdings, Inc. Major TelecommunicationsCommunications Operates as a holding company through its subsidiaries, provides wireline telecommunication services	Communications
Correlation Management LLC Correlation Management LLC Investment ManagersFinance Correlation Ventures seeks investment opportunities in companies located in the US. The firm focuses on a broad range of sectors and industries. It provides financing for seed, early & later-stage capital requirements with an initial investment size ranges from $0.10 to $10 million and also makes co-investments and considers follow-on investments.	Finance
R1 RCM, Inc. R1 RCM, Inc. Packaged SoftwareTechnology Services Develops as a healthcare revenue cycle management platform	Technology Services
The University of Chicago Booth School of Business The University of Chicago Booth School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Polsky Center For Entrepreneurship & Innovation Polsky Center For Entrepreneurship & Innovation Investment ManagersFinance Polsky Center invests in companies located in the United States. The firm targets companies operating in the fields of innovative businesses mainly consumer and technology services. It provides financing in the form of equity and convertible debt financing for seed and early-stage capital requirements with an investment size of USD 0.05 - 0.25 million.	Finance
Wanger Asset Trust
Access Holdings Management Co. LLC Access Holdings Management Co. LLC Investment ManagersFinance Access Holdings Management seeks investment opportunities in lower middle market companies located in the United States with an EBITDA of USD 5 - 100 million. The firm focuses on the service sectors. It provides financing for growth and buyout transactions with an investment size of USD 200 million.	Finance
Trust LLC Trust LLC Investment ManagersFinance Trust Ventures invests in companies located in the United States. The firm targets companies operating across a broad range of sectors and industries. It provides financing for early-stage capital requirements.	Finance
213 Management LLC 213 Management LLC Investment ManagersFinance 213 Management invests in companies located in the United States. The firm focuses on healthcare, insurance and sustainability sectors. It participates in early and growth stage transactions. It takes a seat in the board.	Finance