Morningstar

Jeffrey Ptak, CFA

Jeffrey Ptak, CFA, is managing director for Morningstar Research Services LLC. Email Jeff at jeffrey.ptak@morningstar.com.

More From Jeffrey Ptak

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An esteemed investor in Asian equities discusses what to make of the Chinese government's recent market interventions and whether China's sell-off represents a buying opportunity.
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The financial advisor and 'Sketch Guy' discusses what constitutes 'real' financial advice, why traditional retirement is a faulty concept, and how to break the culture of 'I'm busy.'
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The author and financial educator discusses how social media affects financial well-being, how women can close the wealth gap, and why young people should steer clear of individual stock trading.
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The Physician on FIRE blogger discusses the financial and lifestyle choices that go into retiring early, passive sources of income, and why and how he and his family give back.
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The XY Planning Network cofounder discusses serving younger clients, the trading frenzy in individual stocks and cryptocurrencies, and the future of a fiduciary standard.
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The economist and Social Security expert discusses whether or not there's a retirement crisis, and how the U.S. government's retirement plan could be a model for how low- and middle-income workers save.
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The author and “Capital Allocators” podcast host discusses his new book, the various guests he has interviewed, and the reason why he shared his portfolio with the world.
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More About Jeffrey Ptak

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.

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