Managing Director, Institutional Equity Research (E And P)
Atb Capital Markets (Formerly Altacorp Capital Inc.)
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Patrick O'Rourke, Cfa Email & Phone Number
Managing Director, Institutional Equity Research (E and P)
at
ATB Capital Markets (formerly AltaCorp Capital Inc.)
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 100%
Current company
ATB Capital Markets (formerly AltaCorp Capital Inc.)
Role
Managing Director, Institutional Equity Research (E and P)
Location
Calgary, Alberta, Canada
Who is Patrick O'Rourke, Cfa? Overview
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Quick answer
Patrick O'Rourke, Cfa is listed as Managing Director, Institutional Equity Research (E and P) at ATB Capital Markets (formerly AltaCorp Capital Inc.), based in Calgary, Alberta, Canada. AeroLeads shows a matched LinkedIn profile for Patrick O'Rourke, Cfa.
Patrick O'Rourke, Cfa previously worked as Managing Director, Institutional Equity Research (E&P) at Atb Capital Markets (Formerly Altacorp Capital Inc.) and Institutional Equity Research Analyst at Altacorp Capital. Patrick O'Rourke, Cfa holds Bachelors, Economics And Statistics from Mcmaster University.
Profile bio
About Patrick O'Rourke, Cfa
Experienced Oil & Gas Equity Research Professional. I like to roll up my sleeves and get into the gritty areas to uncover the cracks and find the value. We take a differentiated but empirically backstopped approach to value and stock picking.
Listed skills include Gas, E&P, Cap, Investment Management, and 1 others.
Current workplace
Patrick O'Rourke, Cfa's current company
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Atb Capital Markets (Formerly Altacorp Capital Inc.)
5 roles
Patrick O'Rourke, Cfa work experience
A career timeline built from the work history available for this profile.
Managing Director, Institutional Equity Research (E&P)
Atb Capital Markets (Formerly Altacorp Capital Inc.)
Current Public Equity Research Coverage Universe:ARC Resources (ARX-T)Baytex Energy (BTE-T)Birchcliff Energy Ltd (BIR-T)Canadian Natural Resources (CNQ-T)Cenovus Energy Inc (CVE-T)Crescent Point Energy (CPG-T)Crew Energy Inc (CR-T)Enerplus Corp (ERF-T)Gear Energy (GXE-T)Imperial Oil Ltd (IMO-T)Kelt Exploration Ltd (KEL-T)Leucrotta Exploration Inc (LXE-T)MEG Energy Corp (MEG-T)NuVista Energy Ltd (NVA-T)Paramount Resources Ltd (POU-T)Suncor Energy Inc. (SU-T)Tamarack Valley Energy Ltd (TVE-T)Topaz Energy Co (TPZ-T)Tourmaline Oil Corp (TOU-T)Vermilion Energy Inc (VET-T)Whitecap Resources (WCP-T)Yangarra Resources (YGR-T)
Institutional Equity Research Analyst
Altacorp Capital
Equity research analyst at AltaCorp Capital, where I cover Montney and Deep Basin Producers, along with a few others, as well as forecast and provide macro analysis for Natural Gas and NGLs.At AltaCorp we take a differentiated approach to coverage assignments, grouping our coverage universes geologically/geographically and not by market cap or business strategy. We believe this gives us a competitive advantage in identifying the geological, technological and infrastructure trends that impact producer economics at the earliest stage.
Oil & Gas Equity Research Associate
Stifel Nicolaus
Associate to Analyst Kurt Molnar.Covered Western Canadian Sedimentary Basin Junior and Mid-Cap E&P companies.
May 2011 - Aug 2013
Portfolio Associate
Bissett Investment Management, Franklin Templeton Institutional
Portfolio Associate to three Portfolio Managers, approximately $1.8bil CAD in balanced, income, and growth institutional accounts, funds and trusts. Create and analyze asset class risk/return and cash flow models used by Portfolio Managers to optimally construct client investment policies and portfolios. Monitor quarterly/annual financial reporting for equity securities held in large cap global growth mutual fund and provide fundamental security valuation analysis. Construct DCF valuation models; analyze qualitative, quantitative and relative value security characteristics, author formal internal research reports including investment recommendations for new holdings. Communicate daily with institutional clients including senior officers at educational institutes, health services operators and foundations, corporate pension plans, as well as consultants. Produce PowerPoint client presentations; collaborate with team members in response to RFP’s and consultant due diligence requests. Act as liaison between Portfolio Managers and various internal points of contact: sales, marketing, executive/back office and treasury. Attend and participate in weekly buy side research meetings.
Oct 2007 - May 2011
4 education records
Patrick O'Rourke, Cfa education
Bachelors, Economics And Statistics
Cfa Charterholder
Cfa Institute
Canadian Securities License
Canadian Securities Institute
Series 7, 16, 86, 87
Finra
FAQ
Frequently asked questions about Patrick O'Rourke, Cfa
Quick answers generated from the profile data available on this page.
What company does Patrick O'Rourke, Cfa work for?
Patrick O'Rourke, Cfa works for ATB Capital Markets (formerly AltaCorp Capital Inc.).
What is Patrick O'Rourke, Cfa's role at ATB Capital Markets (formerly AltaCorp Capital Inc.)?
Patrick O'Rourke, Cfa is listed as Managing Director, Institutional Equity Research (E and P) at ATB Capital Markets (formerly AltaCorp Capital Inc.).
Where is Patrick O'Rourke, Cfa based?
Patrick O'Rourke, Cfa is based in Calgary, Alberta, Canada while working with ATB Capital Markets (formerly AltaCorp Capital Inc.).
What companies has Patrick O'Rourke, Cfa worked for?
Patrick O'Rourke, Cfa has worked for Atb Capital Markets (Formerly Altacorp Capital Inc.), Altacorp Capital, Stifel Nicolaus, and Bissett Investment Management, Franklin Templeton Institutional.
How can I contact Patrick O'Rourke, Cfa?
You can use AeroLeads to view verified contact signals for Patrick O'Rourke, Cfa at ATB Capital Markets (formerly AltaCorp Capital Inc.), including work email, phone, and LinkedIn data when available.
What schools did Patrick O'Rourke, Cfa attend?
Patrick O'Rourke, Cfa holds Bachelors, Economics And Statistics from Mcmaster University.
What skills is Patrick O'Rourke, Cfa known for?
Patrick O'Rourke, Cfa is listed with skills including Gas, E&P, Cap, Investment Management, and Equity Research.
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