Bryan N. Platz
Consultant, Mutual Fund Research
Investment Strategies

Chicago, IL
+1 312.595.7294

Areas of Focus: Mutual Fund Research and Selection

Profile:
  • Holds more than 10 years of experience in the financial services industry
  • Provides extensive quantitative and qualitative fund research that serves as a resource for the firm's investment advisors as they develop asset allocation models and client portfolios
  • Previously served as a consultant with Morningstar, assisting clients with manager search and due diligence and asset allocation strategies
  • Prior to Morningstar, held positions at Deutsche Bank and WJC Trading
  • Chartered Financial Analyst (CFA®) Charterholder
Education:
  • B.S., Miami University