As Market Strategist at Confluence, Patrick analyzes financial market trends, global economics, and geopolitical developments, including international security issues, in order to map their implications on investment strategy. Patrick also writes various reports that lay out the firm’s geopolitical, economic, and market insights, which can be found on the Confluence website under Research & News. He is a member of the investment committees for the firm’s asset allocation, international equities, and fixed income strategies and participates in the management of those portfolios.
Patrick worked in a wide variety of investment roles prior to joining Confluence. Before joining Confluence, Patrick served as a portfolio manager at AdvisorNet Financial Partners in Phoenix, Arizona, where he had responsibility for developing and implementing the investment strategy related to a series of multi-asset model portfolios. Prior to that position, Patrick was a portfolio manager at Terra Nova Ventures, a niche private-equity fund focused on international agriculture companies. Patrick is also an alumnus of A.G. Edwards & Sons, Inc. in St. Louis, having served as an analyst following foreign currencies, precious metals, and interest-rate futures, and as the firm’s international economist.
Patrick’s global, top-down approach to investment strategy builds on his early career experience at the North Atlantic Treaty Organization in Brussels, Belgium, and at the Central Intelligence Agency in Washington, D.C. The insights and methods of CIA-style “Strategic Intelligence” he has acquired throughout his career can be effective tools for investment strategy and management. Patrick has written widely on the evolving global “megatrends,” and has often been quoted in media sources such as the Wall Street Journal.
Patrick holds a Master of Business Administration degree from Arizona State University as well as a Master of Public Policy degree from the John. F. Kennedy School of Government at Harvard University. He earned his Bachelor of Arts degree from the University of Notre Dame, and he is a CFA charter holder.