Patrick Edler
Analyst-Fixed Income chez Public Trust Advisors LLC
Profil
Mr. Patrick Edler, CFA, is a Senior Credit Analyst at Public Trust Advisors LLC.
He is responsible for covering and providing counterparty research and analysis for companies in which portfolio management may invest.
His sectors include corporates (technology and industrials), government-sponsored enterprises, sovereigns, and municipals.
Prior to joining Public Trust, Patrick most recently held the position of Financial Planning Analyst for AMG National Trust Bank where he conducted planning and analysis to provide tax, estate, and investment strategy advice to ultra-high net worth individuals and college endowments.
He received a Bachelor of Science in Finance from Colorado State University.
Postes actifs de Patrick Edler
| Sociétés | Poste | Début |
|---|---|---|
Public Trust Advisors LLC
 Public Trust Advisors LLC Investment ManagersFinance Public Trust Advisors LLC (Public Trust) is a SEC-registered investment advisor and holding firm headquartered in Denver, Colorado. The firm was founded by Randy S. Palomba in 2011. Public Trust offers investment advisory services to state and local US government entities, non-profit corporations, charitable organizations, and other institutional clients. | Analyst-Fixed Income | 01/03/2019 |
Anciens postes connus de Patrick Edler
| Sociétés | Poste | Fin |
|---|---|---|
AMG National Trust Bank
 AMG National Trust Bank Investment ManagersFinance AMG National Trust Bank (AMG) is a privately-held, national trust bank headquartered in Greenwood Village, Colorado. The firm was founded in 1972 as a division of private investment bank and later evolved into a separate corporation. They are a subsidiary of AMG National Corp. AMG provides investment management solutions to executives, business owners, high net worth individuals, and institutions. | Corporate Officer/Principal | 01/03/2019 |
Formation de Patrick Edler
| Colorado State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Public Trust Advisors LLC
Public Trust Advisors LLC Investment ManagersFinance Public Trust Advisors LLC (Public Trust) is a SEC-registered investment advisor and holding firm headquartered in Denver, Colorado. The firm was founded by Randy S. Palomba in 2011. Public Trust offers investment advisory services to state and local US government entities, non-profit corporations, charitable organizations, and other institutional clients. | Finance |
AMG National Trust Bank
AMG National Trust Bank Investment ManagersFinance AMG National Trust Bank (AMG) is a privately-held, national trust bank headquartered in Greenwood Village, Colorado. The firm was founded in 1972 as a division of private investment bank and later evolved into a separate corporation. They are a subsidiary of AMG National Corp. AMG provides investment management solutions to executives, business owners, high net worth individuals, and institutions. | Finance |
