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.
Latest
5 Charts Tracking Recent 529 Savings Plan Trends
May 25, 2022
Myths About 529 Plans
May 20, 2022
Myths About 529 Plans
May 20, 2022
Do 529 Plans Have Contribution Limits?
May 20, 2022
Do 529 Plans Have Contribution Limits?
May 20, 2022
Vanguard Maintains Its Lead in 529 Plans
May 17, 2022
Addressing Common 529 Plan Concerns
May 5, 2022
How Much Are 529 Plans' Tax Benefits Worth?
Apr 25, 2022
529 Education Savings Plans That Receive Top Marks
Apr 14, 2022
What New Management Means for Vanguard Wellington
Apr 12, 2022