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Patricia M. Healy, Cfa Email & Phone Number

Senior Vice President of Research at Cumberland Advisors at Cumberland Advisors
Location: Sarasota, Florida, United States 9 work roles 1 school
1 work email found @cumber.com 2 phones found area 941 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email p****@cumber.com
Direct phone (941) ***-****
LinkedIn Profile matched
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Current company
Cumberland Advisors
Role
Senior Vice President of Research at Cumberland Advisors
Location
Sarasota, Florida, United States
Company size
25 employees

Who is Patricia M. Healy, Cfa? Overview

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Quick answer

Patricia M. Healy, Cfa is listed as Senior Vice President of Research at Cumberland Advisors at Cumberland Advisors, a company with 25 employees, based in Sarasota, Florida, United States. AeroLeads shows a work email signal at cumber.com, phone signal with area code 941, and a matched LinkedIn profile for Patricia M. Healy, Cfa.

Patricia M. Healy, Cfa previously worked as Senior Vice President of Research at Cumberland Advisors and Senior Director at Bayern Lb. Patricia M. Healy, Cfa holds Bachelor Of Science (B.S.), Finance from State University Of New York At New Paltz.

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Email format at Cumberland Advisors

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*@cumber.com
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Profile bio

About Patricia M. Healy, Cfa

CREDIT ANALYST | PUBLIC FINANCEInstitutions: Rating Agency ▪ Sell Side ▪ Investment Management ▪ Letter of Credit Banks Sectors: Public Finance ▪ Bond Insurance ▪ CorporateCommittees: Co-Chair NFMA committee charged with updating RBP in water and sewer disclosureCFA designation received in 2000===========================================================================Public finance credit professional possessing diverse, in-depth experience across institutions and industry sectors. Exposure to municipal and corporate workouts. Strength in producing and presenting in-depth credit analysis; and making timely buy / sell decisions based on market and credit circumstances and customer needs. Designed Access database and reports to more efficiently cover a large portfolio of municipal credits. Expertise on water and wastewater financing issues, often requested to participate in roundtable discussions with industry leaders including Johnson Foundation, EPA and Columbia University. Currently, Co-Chair of National Federation of Municipal Analysts committee charged with updating Recommended Best Practices for Water and Sewer Disclosure.Consistently engages with professional organizations, forges strong relationships and collaborates with co-workers, clients and industry professionals, maintaining a robust network of industry contacts.

Listed skills include Banking, Public Finance, Credit Analysis, Bonds, and 14 others.

Current workplace

Patricia M. Healy, Cfa's current company

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Cumberland Advisors
Cumberland Advisors
Senior Vice President of Research at Cumberland Advisors
sarasota, florida, united states
Website
cumber.com
Employees
25
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9 roles · 43 years

Patricia M. Healy, Cfa work experience

A career timeline built from the work history available for this profile.

Senior Vice President Of Research

Current
Cumberland Advisors

Sarasota, Florida, United States

Member of team managing portfolio construction, analysis, trading, and research for both tax-free and taxable bond accounts.

Jun 2016 - Present

Senior Director

Bayern Lb

New York, NY

Successes include running $3BN TOB liquidity program, managing relationships with large and complex public finance clients (in some cases as agent), investment banks, finance companies and bond insurers and managing through a customer bankruptcy with 100% recovery. The portfolio required multifaceted juggling with clients, head office, bank group members.

2004 - Oct 2015

Vice President - Credit Analyst And Transaction Manager, Liquidity Facility Banking - Municipal

Td Securities

New York, NY

- Managed exit of Public Finance portfolio (March 2003 to Nov. 2004).- Performed detailed credit analysis on municipal borrowers and financial guarantee companies.

2001 - 2004 ~3 yrs

Senior Municipal Credit Analyst

Offitbank

New York, NY

- Conducted all facets of “buy side” municipal credit and market analysis for private clients’ portfolios and mutual funds; including making buy, sell and hold recommendations, monitoring existing portfolio and approved credits list; and critical review of new clients’ portfolios. - Provided opinions on financial guarantee companies.

2000 - 2001 ~1 yr

Director - Financial Guaranties / Municipal Finance

Fitch Ratings

New York, NY

- Member of team responsible for claims-paying and long-term debt ratings of financial guaranty insurance companies, reinsurance companies, and niche players. - Provided expertise on transportation, state revolving fund, and water and sewer ratings.- Conducted, presented and published in-depth analysis. Voted at rating committees. - Developed sector.

1996 - 2000 ~4 yrs

Assistant Vice President - Municipal Bond Analyst, Global Investment Management

Bankers Trust Company

New York, NY

- Advised mutual fund and private client portfolio managers on municipal bond credit quality, including purchase and sale recommendations. Responsible for new client portfolio review.- Interacted with internal traders and the “street” to develop value added ideas for portfolio managers, while also considering portfolio needs to provide relative value buy.

1991 - 1995 ~4 yrs

Corporate Bond Analyst - High Grade And High Yield Bonds

Westinghouse Pension Investment Corporation

Evaluated and monitored the credit quality of issues in the investment-grade and high-yield fixed income portfolios. Participated in buy and sell decisions. Chair of creditors committee for bankrupt company.

1988 - 1991 ~3 yrs

Municipal Bond Analyst

Bear Stearns And Co., Inc.

Advised sales and trading staff and institutional clients’ on the quality of predominately electric utility revenue bonds; and advised public finance investment banking staff and their clients on market perception and rating agencies.

1986 - 1987 ~1 yr

Ratings Specialist - Municipal Utilities

Standard & Poor'S

New York, NY

1983 - 1986 ~3 yrs
Team & coworkers

Colleagues at Cumberland Advisors

Other employees you can reach at cumber.com. View company contacts for 25 employees →

DJ Donnamarie Jackson Donnamarie Jackson Colleague at Cumberland Advisors Sarasota, Florida, United States, United States View → BM Barbara Mcaleer Barbara Mcaleer Colleague at Cumberland Advisors Sarasota, Florida, United States, United States View → MK Michael Kendrick Michael Kendrick Colleague at Cumberland Advisors Greater Tampa Bay Area, United States View → BP Ben Pease Ben Pease Colleague at Cumberland Advisors Sarasota, Florida, United States, United States View → RE Robert Eisnbeis Robert Eisnbeis Colleague at Cumberland Advisors Bradenton, Florida, United States, United States View → RD Richard Daskin, Cfa, Cfp(R) Richard Daskin, Cfa, Cfp(R) Colleague at Cumberland Advisors New York City Metropolitan Area, United States View → JS Juan Sebastian Ojeda Juan Sebastian Ojeda Colleague at Cumberland Advisors Bradenton, Florida, United States, United States View → SB Shaun Burgess Shaun Burgess Colleague at Cumberland Advisors Sarasota, Florida, United States, United States View → WH William Hannan William Hannan Colleague at Cumberland Advisors Manhasset, New York, United States, United States View → BM Barbara Mcaleer Barbara Mcaleer Colleague at Cumberland Advisors Bradenton, Florida, United States, United States View →
1 education record

Patricia M. Healy, Cfa education

FAQ

Frequently asked questions about Patricia M. Healy, Cfa

Quick answers generated from the profile data available on this page.

What company does Patricia M. Healy, Cfa work for?

Patricia M. Healy, Cfa works for Cumberland Advisors.

What is Patricia M. Healy, Cfa's role at Cumberland Advisors?

Patricia M. Healy, Cfa is listed as Senior Vice President of Research at Cumberland Advisors at Cumberland Advisors.

What is Patricia M. Healy, Cfa's email address?

AeroLeads has found 1 work email signal at @cumber.com for Patricia M. Healy, Cfa at Cumberland Advisors.

What is Patricia M. Healy, Cfa's phone number?

AeroLeads has found 2 phone signal(s) with area code 941 for Patricia M. Healy, Cfa at Cumberland Advisors.

Where is Patricia M. Healy, Cfa based?

Patricia M. Healy, Cfa is based in Sarasota, Florida, United States while working with Cumberland Advisors.

What companies has Patricia M. Healy, Cfa worked for?

Patricia M. Healy, Cfa has worked for Cumberland Advisors, Bayern Lb, Td Securities, Offitbank, and Fitch Ratings.

Who are Patricia M. Healy, Cfa's colleagues at Cumberland Advisors?

Patricia M. Healy, Cfa's colleagues at Cumberland Advisors include Donnamarie Jackson, Barbara Mcaleer, Michael Kendrick, Ben Pease, and Robert Eisnbeis.

How can I contact Patricia M. Healy, Cfa?

You can use AeroLeads to view verified contact signals for Patricia M. Healy, Cfa at Cumberland Advisors, including work email, phone, and LinkedIn data when available.

What schools did Patricia M. Healy, Cfa attend?

Patricia M. Healy, Cfa holds Bachelor Of Science (B.S.), Finance from State University Of New York At New Paltz.

What skills is Patricia M. Healy, Cfa known for?

Patricia M. Healy, Cfa is listed with skills including Banking, Public Finance, Credit Analysis, Bonds, Municipal, Letters Of Credit, Municipalities, and Financial Analysis.

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