Bryan N. PlatzConsultant, 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
- B.S., Miami University

