Patty Dahl
Directeur Financier/CFO chez Confluence Investment Management LLC
Profil
Ms. Patricia A.
Dahl is a Chief Financial Officer at Confluence Investment Management LLC.
She is a member of the Asset Allocation Investment Committee.
She also leads finance and marketing functions for Confluence.
Prior to joining Confluence, Ms. Dahl served for nine years as Managing Director – Private Equity at A.G.
Edwards & Sons where she managed the firm’s diversified private equity fund of funds portfolios.
Her primary responsibilities included sourcing, evaluating, selecting and monitoring the private equity portfolios, which comprised buyout funds, venture capital funds and direct co-investments in private companies.
Before joining A.G.
Edwards, she managed the private equity program for the University of California, which had over $1.4 billion committed to venture capital, buyout, subordinated debt and emerging markets private funds.
Previously, she was with Pacific Corporate Group, a California-based private equity consultant, and McDonnell Douglas Corporation, where she was a member of the two-person team responsible for the financial management of the company’s $8 billion retirement funds.
Ms. Dahl earned a Master of Business Administration from St. Louis University and a Bachelor of Science in business administration from Washington University in St. Louis.
Postes actifs de Patty Dahl
| Sociétés | Poste | Début |
|---|---|---|
Confluence Investment Management LLC
 Confluence Investment Management LLC Investment ManagersFinance Confluence Investment Management LLC (Confluence) is an independent, SEC-registered investment advisor firm headquartered in St. Louis, Missouri. The firm was founded in 2007 by Brian Hansen. Confluence provides a wide range of professional portfolio management and advisory services to institutional and individual clients. | Directeur Financier/CFO | - |
Anciens postes connus de Patty Dahl
| Sociétés | Poste | Fin |
|---|---|---|
| University of California | Corporate Officer/Principal | 31/12/1998 |
Pacific Corporate Group LLC
 Pacific Corporate Group LLC Investment ManagersFinance Pacific Corporate Group LLC operates as an investment management and advisory firm. The company provides private equity investment management services to institutional and high-net worth clients worldwide. The company was founded by Christopher Bower founded the company in 1979 and is headquartered in Colorado, CA. | Corporate Officer/Principal | - |
| McDonnell Douglas Corp. | Corporate Officer/Principal | - |
A.G. Edwards & Sons, Inc.
 A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC. | Corporate Officer/Principal | - |
Formation de Patty Dahl
| Washington University in St. Louis | Undergraduate Degree |
| St. Louis University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Confluence Investment Management LLC
Confluence Investment Management LLC Investment ManagersFinance Confluence Investment Management LLC (Confluence) is an independent, SEC-registered investment advisor firm headquartered in St. Louis, Missouri. The firm was founded in 2007 by Brian Hansen. Confluence provides a wide range of professional portfolio management and advisory services to institutional and individual clients. | Finance |
A.G. Edwards & Sons, Inc.
A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC. | Finance |
Pacific Corporate Group LLC
Pacific Corporate Group LLC Investment ManagersFinance Pacific Corporate Group LLC operates as an investment management and advisory firm. The company provides private equity investment management services to institutional and high-net worth clients worldwide. The company was founded by Christopher Bower founded the company in 1979 and is headquartered in Colorado, CA. | Finance |
| McDonnell Douglas Corp. | Electronic Technology |