Profiel
Jeffrey Barry Ptak worked as the Head of Global Manager Research at Morningstar Investment Services LLC from 2008 to 2015.
Prior to that, he held the same position at Morningstar, Inc. He received his undergraduate degree from the University of Wisconsin in 1994.
Eerdere bekende functies van Jeffrey Ptak
Bedrijven | Functie | Einde |
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Morningstar Investment Services LLC
Morningstar Investment Services LLC Investment ManagersFinance Morningstar Investment Services, Inc. (MIS) is a registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2000 and is a subsidiary of Morningstar Investment Management LLC, ultimately held by Morningstar, Inc. (NASDAQ: MORN). MIS offers various investment advisory services that focus on their core capacities in asset allocation, investment selection, and portfolio construction to retail investors and to institutional clients. | Analyst-Equity | 01-03-2015 |
MORNINGSTAR, INC. | Corporate Officer/Principal | - |
Opleiding van Jeffrey Ptak
University of Wisconsin | Undergraduate Degree |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
Beursgenoteerde bedrijven | 1 |
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MORNINGSTAR, INC. | Finance |
Bedrijven in privébezit | 1 |
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Morningstar Investment Services LLC
Morningstar Investment Services LLC Investment ManagersFinance Morningstar Investment Services, Inc. (MIS) is a registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2000 and is a subsidiary of Morningstar Investment Management LLC, ultimately held by Morningstar, Inc. (NASDAQ: MORN). MIS offers various investment advisory services that focus on their core capacities in asset allocation, investment selection, and portfolio construction to retail investors and to institutional clients. | Finance |