Jaime M. Katz, CFA

Jaime Katz, CFA is an equity analyst for Morningstar, covering leisure and travel and retail. Prior to joining Morningstar in 2011, Katz spent 15 months as an associate for Credit Agricole Corporate and Investment Bank. Before that, she worked in equity research at William Blair for three years and spent three years in asset management at Mesirow Financial. Katz holds a bachelor’s degree in economics from the University of Wisconsin-Madison and a master’s degree in business administration from the University of Chicago Booth School of Business. She also holds the Chartered Financial Analyst (CFA) designation.