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Eric Schultz

Eric Schultz is a manager research analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers equity strategies.

Before Joining Morningstar in 2019, Schultz was an associate at UBS in its wealth management division, conducting mutual fund research to help individuals, foundations, and corporations manage their investment goals.

Schultz holds a bachelor's degree in philosophy from Northwestern University. He also attended the Pembroke-King's Programme at the University of Cambridge and is a Level I candidate in the Chartered Financial Analyst® program.

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