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Patricia Oey

Patricia Oey

Patricia Oey is a senior manager research analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. She covers a range of multi-asset strategies, including target-date series, 529 plans, and model portfolios.

Before joining Morningstar in 2007, Oey was an equity research analyst for Morgan Joseph.

Oey holds a bachelor's degree in Asian studies from Williams College and a master's degree in business administration from the UCLA Anderson School of Management.


Get the facts about what plan assets can be used for, whether it's best to stick with your state's plan, and how plan assets can affect financial aid.

Average fees paid by ETF investors have fallen over the last decade as low-cost options gain popularity and large flows create economies of scale.