Patrick is head of the Fundamental Equity team and serves as co-lead portfolio manager on the Classic Large Cap Value strategy. Patrick is responsible for researching the financial and healthcare sectors, contributing insights and stock recommendations. He joined the Firm in 1998. He is a member of the Firm’s Executive Board, co-chair of the firm’s Brokerage Committee, and Executive Sponsor of the firm’s DEI Council. Before becoming a portfolio manager, Patrick worked for the Firm as an analyst on the Large Cap Value Equity team. He was also with Dean Witter as an account executive (1996-1997). Patrick is a CFA® charterholder and earned an M.B.A. in Finance from the University of Delaware and a B.A. in Political Science from Arizona State University. He is a member of the CFA Society of Philadelphia and has been quoted in The Wall Street Journal, Financial Times, The Washington Post, Barron’s and others. Patrick has appeared on CNBC, Fox Business News, and Bloomberg television and radio.
