Patrick Deptula, Cfa Email and Phone Number

• Manage laddered bond portfolios of using treasuries, corporate bonds, and municipal bonds.• Lead manager research for the overall fixed income allocation.• Investment Committee member: Contribute to meetings by providing updates and insights on fixed income trends such as changes to the yield curve and opportunities in the bond market.• Provide written commentary to advisors covering the bond market, inflation, Federal Reserve meetings, and the overall economic landscape.

• Utilize Factset, Tradweb, and Tamarac to monitor and manage client portfolios and make suggestions to advisors and clients for improved income generation, credit quality, liquidity, and tax-efficiency.• Build and generate custom reports and proposals for Custom Fixed Income clients and prospects.

• Took the lead on the day-to-day activities of discretionary client relationships ranging from $5M to $1B+ including trading, wires, and managing liquidity to meet cash flow needs.• Worked with the client advisory team to recommend managers and understand each one’s place in a given portfolio.• Communicated with clients, research teams, investment managers, accountants and custodians to gain a complete understanding of the factors impacting each uniqute client.• Asset Allocation modeling using Morningstar Direct to provide a clear picture of risk and return.

• Trained analysts to ensure our standards are met, answered questions relating to audit, attribution, data import, return streams, private market transactions, and data reconciliation of fixed income, equity, hedge fund, and private markets investments.

• Prepared and reviewed highly customized monthly and quarterly asset allocation, cash flow, and performance reports for clients.

• Analyzed public and private retirement plans while considering the value associated with the services being rendered to help clients find the optimal fee point.