Chris Tate

Chris Tate, CAIA®, CFA®

Senior Analyst, Market Research
Chicago

Joined Curi Capital

June 2026

Education

  • Bachelor of Commerce in Accounting and Finance, Deakin University

Accreditations

  • Chartered Financial Analyst®
  • Chartered Alternative Investment Analyst®

Previous Experience

  • Morning Star, Senior Analyst Manager

Bio

Chris Tate joined Curi Capital in 2026 as a Senior Analyst. He supports the firm’s investment research efforts through manager due diligence and analysis across a range of asset classes. 

Prior to joining Curi Capital, Chris served as a Senior Analyst in Manager Research at Morningstar, working across a range of asset classes in the firm’s Chicago and Sydney offices. Chris earned a Bachelor of Commerce in Finance and Accounting from Deakin University in Melbourne, Australia. 

Chris is a Chartered Financial Analyst (CFA®) charterholder, a Chartered Alternative Investment Analyst (CAIA®) charterholder, and a member of the CFA Society Chicago. 

Outside of work, Chris enjoys distance running and is currently training for the Chicago Marathon after securing a spot through this year’s ballot. 

  • CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association.
  • CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.