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Patricia Oey

Patricia Oey is a senior manager research analyst for Morningstar.

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We answer your questions about 529 college savings plan investment choices, fees, impact on aid, and withdrawals.

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More About 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.

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