Patrick Larson, Cfa Email and Phone Number
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.
Advanced Capital Group
View- Website:
- acgbiz.com
- Employees:
- 33
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Principal, Director Of Institutional Investment ManagementAdvanced Capital Group Jul 2007 - PresentGreater Minneapolis-St. Paul AreaManage 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 and public clients needs often center on liquidity management. All of ACG's clients have a common interest in achieving a portfolio that is compliant with their specific regulatory, statutory and investment policy limitations while generating strong risk-adjusted returns. -
Portfolio ManagerWindsor Financial Group 2004 - 2007Greater Minneapolis-St. Paul AreaManaged 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.
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Portfolio Manager And Senior ConsultantPfm 2002 - 2004Greater Minneapolis-St. Paul AreaManaged 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.
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TraderDelaware Investments 2000 - 2002Greater Minneapolis-St. Paul AreaTraded municipal securities and assisted with the portfolio management efforts for 12 state-specific municipal bond funds.
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TraderRbc Global Asset Management - Formerly Voyageur Asset Managment 1996 - 2000Greater Minneapolis-St. Paul AreaExecuted 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.
Patrick Larson, Cfa Education Details
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Finance, General -
Finance, General -
Totino Grace High SchoolHigh School Diploma
Frequently Asked Questions about Patrick Larson, Cfa
What company does Patrick Larson, Cfa work for?
Patrick Larson, Cfa works for Advanced Capital Group
What is Patrick Larson, Cfa's role at the current company?
Patrick Larson, Cfa's current role is Principal & Director of Institutional Investment Management.
What schools did Patrick Larson, Cfa attend?
Patrick Larson, Cfa attended University Of St. Thomas - Opus College Of Business, Drake University, Totino Grace High School.
Who are Patrick Larson, Cfa's colleagues?
Patrick Larson, Cfa's colleagues are Brian Knapp, Dan Schroeder, Qka, Qpfc, Chad Rice, Cfa, Bob Sliker, Jun Sheng, Verena Selva, Robert Cappelli.
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