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Zachary Patzik

Zachary Patzik, CFA, is a manager research analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers fixed-income strategies.

Before joining Morningstar in 2017, Patzik was an associate portfolio manager at Northern Trust, a Chicago-based asset manager, focusing on quantitative active equity strategies within the tax-advantaged equity team. Prior to joining that team, he was a member of Northern Trust’s Global Opportunities in Leadership Development (GOLD) program with an emphasis in portfolio management, research, and investment strategy.

Patzik holds a bachelor’s degree in finance from the University of Michigan’s Ross School of Business. He holds the Chartered Financial Analyst® designation.

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