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
Finance & AccountingView LinkedIn profile

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

  1. Senior Analyst, Equity Strategies, Morningstar Research Services Llc

    Morningstar

    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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Chris Tate — Senior Analyst, Equity Strategies, Morningstar Research Services Llc at Morningstar in Chicago, IL, US | Unifers