Patrick is head of small cap equities team and the lead portfolio manager for US Opportunistic Equity strategies and head of the small mid cap equity research team.
- Joined industry
- 1998
- Joined the Group
- 2019
Topics of expertise
Patrick joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. Before joining Newton, Patrick was a senior portfolio manager at Mellon Investments Corporation (a BNY Mellon group company).
Earlier in his career, Patrick was a portfolio manager at Wellington. There, he co-managed the firm’s global all-cap impact investing strategy. Prior to Wellington, Patrick was an equity analyst with Alydar Capital, CR Intrinsic Investors and Schroders. He also spent four years with The Boston Company Asset Management, a BNY Mellon group company, on the Opportunistic Equity team.
Patrick has a BA from Bowdoin College and an MBA from Babson College’s Franklin W. Olin Graduate School of Business. He received his CFA1 designation in 2001 and is a member of the CFA Institute and the CFA Society Boston. Patrick holds the Chartered Market Technician designation and is a member of the CMT Association.
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