Rajiv Bhatia, CFA

Rajiv Bhatia, CFA, is an equity analyst, AM Financial Services, for Morningstar*. He covers the custody banks, credit bureaus, credit rating agencies, and financial data and software providers.

Before joining Morningstar in 2019, Bhatia spent four years analyzing financial technology stocks for clients at Raymond James.

Bhatia holds a bachelor's degree in applied mathematics and economics from Northwestern University He also holds a master's degree in finance from Washington University’s Olin School of Business. He also holds the Chartered Financial Analyst® designation.

* Morningstar Research Services LLC (“Morningstar”) is a wholly owned subsidiary of Morningstar, Inc