Jamie Hopkins: A Framework for Financial Freedom
The author and retirement-planning expert discusses goals-based planning, managing sequence risk, and bucketing.
Jeffrey Ptak, CFA, is managing director for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc.
Before assuming his current role, Ptak was chief ratings officer for Morningstar Research Services and prior to that head of global manager research. Previously, he was president and chief investment officer of Morningstar Investment Services, Inc., an investment unit that provides managed portfolio services through fee-based, independent financial advisors, for six years. Ptak joined Morningstar in 2002 as a senior mutual fund analyst and has also served as director of exchange-traded fund analysis, editor of Morningstar ETFInvestor, and an equity analyst. He briefly left Morningstar to become an investment products analyst for William Blair & Company, and earlier in his career, he was a manager for Arthur Andersen.
Ptak formerly co-hosted The Long View podcast with Morningstar's director of personal finance and retirement planning, Christine Benz. A full episode list is available here: https://www.morningstar.com/podcasts/the-long-view. You can find him on social media at syouth1 (X/fka 'Twitter'), on Substack at "Basis Pointing", and he's also active on LinkedIn.
Ptak holds a bachelor’s degree in accounting from the University of Wisconsin and the Chartered Financial Analyst® designation.
United States