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Patrick Larson, Cfa is listed as Principal, Director of Institutional Investment Management at Advanced Capital Group, a company with 33 employees, based in Minneapolis, Minnesota, United States. AeroLeads shows a matched LinkedIn profile for Patrick Larson, Cfa.
Patrick Larson, Cfa previously worked as Portfolio Manager at Windsor Financial Group and Portfolio Manager and Senior Consultant at Pfm. Patrick Larson, Cfa holds Master Of Business Administration - Mba, Finance, General from University Of St. Thomas - Opus College Of Business.
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Patrick has been working in fixed-income investment management for over 20 years where he has been serving both institutional and individual clients in capacities including; credit analysis, trading, portfolio management, liquidity management and derivatives advisory. Prior to joining ACG as a Principal in 2007, Patrick’s focus was managing fixed-income portfolios for financial institutions, using an asset-liability framework, at Windsor Financial Group. He also advised municipalities on derivative solutions, investments and debt issuance. Other posts in Patrick’s career involved trading and portfolio management assistance roles at Delaware Investments, Voyageur Asset Management (now RBC Global Asset Management), and Piper Capital Management. Since his first internship in 1989, Patrick has enjoyed working in the area of fixed-income investment management, with a particular interest in all aspects of municipal bonds. Patrick serves as the director of ACG’s fixed-income investment management group.
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Greater Minneapolis-St. Paul Area
Manage ACG's institutional investment management group. Oversees the processes and performance of all duties required to serve our institutional clients in the creation and management of fixed-income-centered portfolios. For ACG's insurance and banking clients we focus on delivering asset-liability driven portfolios. Corporate, tribal nation, foundation.
Greater Minneapolis-St. Paul Area
Managed asset-liability portfolios for several banks and focused on municipal bond portfolio management for both institutions and individuals. Developed a credit analysis methodology and process to evaluate the creditworthiness of both municipal and corporate entities.
Greater Minneapolis-St. Paul Area
Managed bond proceed investment solutions for public entities, evaluated and proposed derivative solutions for municipalities and consulted clients in the areas of debt issuance, investment optimization and regulatory compliance.
Greater Minneapolis-St. Paul Area
Traded municipal securities and assisted with the portfolio management efforts for 12 state-specific municipal bond funds.
Greater Minneapolis-St. Paul Area
Executed the daily trading and portfolio management duties for two tax free money market funds. Assisted with the trading activity for several taxable money market funds as well as liquid asset funds that served Minnesota municipal entities. Analyzed municipal credit and traded securities for two municipal bond funds.
Other employees you can reach at acgbiz.com. View company contacts for 33 employees →
Michael Hoeschen
Colleague at Advanced Capital GroupEden Prairie, Minnesota, United States, United States
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Dean Miller
Colleague at Advanced Capital GroupGreater Minneapolis-St. Paul Area, United States
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Peter Espig
Colleague at Advanced Capital GroupSacramento, California, United States, United States
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Bob Sliker
Colleague at Advanced Capital GroupCosta Mesa, California, United States, United States
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Kristen Kirby
Colleague at Advanced Capital GroupGreater Minneapolis-St. Paul Area, United States
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Rob Russo
Colleague at Advanced Capital GroupSmithtown, New York, United States, United States
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Jun Sheng
Colleague at Advanced Capital GroupMinneapolis, Minnesota, United States, United States
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Chad Rice, Cfa
Colleague at Advanced Capital GroupGreater Minneapolis-St. Paul Area, United States
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Brian Knapp
Colleague at Advanced Capital GroupMinneapolis, Minnesota, United States, United States
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Jay Garnock
Colleague at Advanced Capital GroupSmithtown, New York, United States, United States
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Quick answers generated from the profile data available on this page.
Patrick Larson, Cfa works for Advanced Capital Group.
Patrick Larson, Cfa is listed as Principal, Director of Institutional Investment Management at Advanced Capital Group.
Patrick Larson, Cfa is based in Minneapolis, Minnesota, United States while working with Advanced Capital Group.
Patrick Larson, Cfa has worked for Advanced Capital Group, Windsor Financial Group, Pfm, Delaware Investments, and Rbc Global Asset Management - Formerly Voyageur Asset Managment.
Patrick Larson, Cfa's colleagues at Advanced Capital Group include Michael Hoeschen, Dean Miller, Peter Espig, Bob Sliker, and Kristen Kirby.
You can use AeroLeads to view verified contact signals for Patrick Larson, Cfa at Advanced Capital Group, including work email, phone, and LinkedIn data when available.
Patrick Larson, Cfa holds Master Of Business Administration - Mba, Finance, General from University Of St. Thomas - Opus College Of Business.
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