Establish workand life balance
Identify your values,strengths and goals
Move past yourblind spots
Learning how toManage stress

Trusted By

Patrick is a highly skilled and diligent professional investor with expertise across multiple sectors. He made significant contributions to portfolio results by adhereing to a disciplined investment approach that blended rigorous bottoms-up work with original top-down insights. His portfolio management abilities, along with his attention to detail, would make him a valuable asset to any investment organization.

Jeremy Cote, CFA

Jeremy Cote, CFA

Research Analyst

Professor Gregory is the most professional and hands-on challenging professor I have had the pleasure of learning from and interacting with both inside and outside the classroom. His work ethic and integrity can easily be quantified by looking at his success and that of those students who have worked for him. Patrick is truly an asset to any organization and I look forward to any opportunity to work with him in the future.

Chris Valois, CFA

Chris Valois, CFA

Risk Analyst

Patrick is adept at seamlessly executing both quantitative and fundamental research while at the same time employing a level headed GARP framework to valuing a business. By overlaying rigorous portfolio management, Patrick is able to understand and navigate the various risks in managing a Healthcare sector fund, resulting in consistent outperformance. Enthusiasm and a strong work ethic only add to the value Patrick brings to an organization.

Paul Washburn, CFA

Paul Washburn, CFA

Portfolio Manager
And you are determined to make your life be what you want it to be!

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