Chris Tate
Senior Analyst, Equity Strategies at Morningstar
- Role
- Senior Analyst, Equity Strategies, Morningstar Research Services Llc at Morningstar
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Chris Tate
Experienced financial services professional with expertise in manager research, asset allocation and portfolio construction, as well as a demonstrated history of providing holistic financial and investment advice.
Experience
Senior Analyst, Equity Strategies, Morningstar Research Services Llc
Oct 2022 — Present · Chicago, IL, US
Education
CFA Institute
Chartered Financial Analyst
2017 — 2021
Financial Planning Association
Certified Financial Planner
2008 — 2011
Deakin University
Bachelor of Commerce, Accounting & Financial Planning
2005 — 2007
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