Profil
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.
Ehemalige bekannte Positionen von Jeffrey Ptak
| Unternehmen | Position | Ende |
|---|---|---|
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 | - |
Ausbildung von Jeffrey Ptak
| University of Wisconsin | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Börsennotierte Unternehmen | 1 |
|---|---|
| MORNINGSTAR, INC. | Finance |
| Private Unternehmen | 1 |
|---|---|
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 |
