Patrick Larson, Cfa

Patrick Larson, Cfa Email and Phone Number

Principal & Director of Institutional Investment Management @ Advanced Capital Group
minneapolis, minnesota, united states
Patrick Larson, Cfa's Location
Minneapolis, Minnesota, United States, United States
About Patrick Larson, Cfa

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.

Patrick Larson, Cfa's Current Company Details
Advanced Capital Group

Advanced Capital Group

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Principal & Director of Institutional Investment Management
minneapolis, minnesota, united states
Website:
acgbiz.com
Employees:
33
Patrick Larson, Cfa Work Experience Details
  • Advanced Capital Group
    Principal, Director Of Institutional Investment Management
    Advanced Capital Group Jul 2007 - Present
    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 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.
  • Windsor Financial Group
    Portfolio Manager
    Windsor Financial Group 2004 - 2007
    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.
  • Pfm
    Portfolio Manager And Senior Consultant
    Pfm 2002 - 2004
    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.
  • Delaware Investments
    Trader
    Delaware Investments 2000 - 2002
    Greater Minneapolis-St. Paul Area
    Traded municipal securities and assisted with the portfolio management efforts for 12 state-specific municipal bond funds.
  • Rbc Global Asset Management - Formerly Voyageur Asset Managment
    Trader
    Rbc Global Asset Management - Formerly Voyageur Asset Managment 1996 - 2000
    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.

Patrick Larson, Cfa Education Details

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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