Senior Vice President, Chief Financial Officer, and Portfolio Manager
Patty is a portfolio manager and member of the Asset Allocation Investment Committee. She also leads finance and marketing functions for Confluence.
Prior to joining Confluence, Patty served for nine years as a managing director – private equity at A.G. Edwards & Sons where she managed the firm’s diversified private equity fund of funds portfolios, which were comprised of buyout funds, venture capital funds, and direct co-investments in private companies. Before joining A.G. Edwards, Patty 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.
Patty earned a Master of Business Administration from St. Louis University and a Bachelor of Science in business administration from Washington University in St. Louis.