Speaker Details

speaker photo

Jeffrey Ptak

Director of Exchange Traded Securities

Morningstar, Inc.


Jeffrey Ptak is director of exchange traded securities for Morningstar, Inc. From April 2006 to July 2007, he was a stock analyst in Morningstar's equity research department, where he covered the asset management and asset servicing industries. From June 2005 to April 2006, Mr. Ptak served as an investment products analyst at William Blair & Company. Prior to that, he was a senior analyst in Morningstar's mutual fund research department. Before joining Morningstar in 2002, Mr. Ptak was a manager in Arthur Andersen's national office. He holds a Bachelor's degree in accounting from the University of Wisconsin, Madison. Mr. Ptak is a Certified Public Accountant and also holds the Chartered Financial Analyst designation.