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Patrick Winfield Larson
Directeur en chef des Investissements chez
Advanced Capital Group, Inc.
Profil
Mr. Patrick W.
Larson, CFA MBA, is a Principal & Director of Institutional Investment Management at Advanced Capital Group, Inc. He has over 20 years of industry experience.
Mr. Larson was previously employed as a Portfolio Manager by Windsor Financial Group LLC, a Principal by Insight Investment Management (Global) Ltd., and a Senior Managing Consultant by Public Financial Management, Inc.
He received his undergraduate degree from Drake University and an MBA from the University of St. Thomas (Minnesota).
Postes actifs de Patrick Winfield Larson
| Sociétés | Poste | Début |
|---|---|---|
Advanced Capital Group, Inc.
 Advanced Capital Group, Inc. Investment ManagersFinance ACG follows the principles of Modern Portfolio Theory and aims to build portfolios along an efficient frontier and then discuss the pros and cons of taking on more, or less, risk along that arc with each client. Throughout their investment management practice, credit analysis is also a significant focus. The firm’s investment decisions are principally driven by each client's unique financial objectives and tolerance for risk. | Directeur en chef des Investissements | 01/01/2007 |
Anciens postes connus de Patrick Winfield Larson
| Sociétés | Poste | Fin |
|---|---|---|
Windsor Financial Group LLC
 Windsor Financial Group LLC Investment ManagersFinance Windsor Financial Group manages the inherent risk in the financial markets through asset allocation. The firm's approach incorporates traditional asset classes, such as domestic and international equities, taxable and non-taxable fixed income investments, as well as non-traditional classes such as commodities, precious metals, real estate and, where appropriate, private equity hedge funds and other alternative assets. The firm employs a value-oriented investment approach to select both individual investments, as well as outside managers. Windsor Financial Group focuses on a multi-cap equity strategy with a regional and dividend bias. Their fixed income strategy is centered around credit research as well as effective yield curve management. Windsor’s investment specialists perform initial due diligence on outside managers in the areas of international equities, fixed income, commodities, real estate, precious metals, hedge funds and other alternative assets. Prospective managers are evaluated on several quantitative as well as qualitative characteristics. | Portfolio Manager-Fixed Income | 01/06/2007 |
Public Financial Management, Inc.
 Public Financial Management, Inc. Investment ManagersFinance Provides investment advisory services | Corporate Officer/Principal | 31/07/2004 |
Insight Investment Management (Global) Ltd.
 Insight Investment Management (Global) Ltd. Investment ManagersFinance Insight designs innovative investment solutions for their clients that have one objective mind: meeting their specific needs. The firm aims to deliver consistent and repeatable performance by focusing only on those things they know they can do well. Their core focus is on risk and counterparty management as well as building a diversified yet focused range of investment solutions. | Corporate Officer/Principal | 31/07/2004 |
Formation de Patrick Winfield Larson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
76
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Windsor Financial Group LLC
Windsor Financial Group LLC Investment ManagersFinance Windsor Financial Group manages the inherent risk in the financial markets through asset allocation. The firm's approach incorporates traditional asset classes, such as domestic and international equities, taxable and non-taxable fixed income investments, as well as non-traditional classes such as commodities, precious metals, real estate and, where appropriate, private equity hedge funds and other alternative assets. The firm employs a value-oriented investment approach to select both individual investments, as well as outside managers. Windsor Financial Group focuses on a multi-cap equity strategy with a regional and dividend bias. Their fixed income strategy is centered around credit research as well as effective yield curve management. Windsor’s investment specialists perform initial due diligence on outside managers in the areas of international equities, fixed income, commodities, real estate, precious metals, hedge funds and other alternative assets. Prospective managers are evaluated on several quantitative as well as qualitative characteristics. | Finance |
Insight Investment Management (Global) Ltd.
Insight Investment Management (Global) Ltd. Investment ManagersFinance Insight designs innovative investment solutions for their clients that have one objective mind: meeting their specific needs. The firm aims to deliver consistent and repeatable performance by focusing only on those things they know they can do well. Their core focus is on risk and counterparty management as well as building a diversified yet focused range of investment solutions. | Finance |
Public Financial Management, Inc.
Public Financial Management, Inc. Investment ManagersFinance Provides investment advisory services | Finance |
Drake University
 Drake University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of St. Thomas
 University of St. Thomas Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Advanced Capital Group, Inc.
Advanced Capital Group, Inc. Investment ManagersFinance ACG follows the principles of Modern Portfolio Theory and aims to build portfolios along an efficient frontier and then discuss the pros and cons of taking on more, or less, risk along that arc with each client. Throughout their investment management practice, credit analysis is also a significant focus. The firm’s investment decisions are principally driven by each client's unique financial objectives and tolerance for risk. | Finance |
