![Steven Kaplan](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Steven Kaplan
Director/Board Member at
MORNINGSTAR, INC.
Net worth: 8 M $ as of 31/07/2026
Profile
Steven Neil Kaplan is the founder of Polsky Center For Entrepreneurship & Innovation, founded in 1998, serving as Faculty Director since its founding.
Current jobs include Professor at The University of Chicago Booth School of Business since 1988, 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, Trustee at Wanger Asset Trust, Advisor at Access Holdings Management Co. LLC, Venture Partner at Trust Ventures Capital LLC, and Director at Illinois Venture Capital Association.
Former jobs include Independent Director at Zayo Group Holdings, Inc. from 2017 to 2020, Independent Director at R1 RCM, Inc. from 2011 to 2015, Director at Zayo Group LLC, Trustee at Columbia Acorn Trust, Advisor at 213 Management LLC, and Trustee at Columbia Acorn Fund.
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% | 15/05/2026 | 43,080 ( 0.11% ) | 8 M $ | 31/07/2026 |
Steven Kaplan active positions
| Companies | Position | Start |
|---|---|---|
| MORNINGSTAR, INC. | Director/Board Member | 01/01/1999 |
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 | 01/01/1988 |
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 | 01/01/1998 |
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 | - |
Former positions of Steven Kaplan
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| ░░░░░░░░ ░░░░░ ░░░░░ | ░░░░░░░░░░░░░░ ░░░░░░ | - |
Training of Steven Kaplan
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
77
1st degree connections
16
1st degree companies
Male
Female
Members of the board
Executives
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 |
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