Patrick Larson, Cfa Email & Phone Number

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.

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.

Master Of Business Administration - Mba, Finance, General

Bachelor'S Degree, Finance, General

High School Diploma