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Carl Patchen, CFA

Carl Patchen, CFA

Consultant

Followers of Carl Patchen, CFA414 followers
location of Carl Patchen, CFANew York, New York, United States

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  • Timeline

  • About me

    Multi-Asset Portfolio Manager, J.P. Morgan Private Bank

  • Education

    • University of Michigan

      2007 - 2011
      Bachelor of Arts (B.A.) Public Policy

      Activities and Societies: Global Intercultural Experience for Undergraduates (GIEU; a global education program which prepares student teams for international field site experiences) Major: Public Policy; Minor: International Studies with Economic Development and Latin America Concentrations

    • The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)

      2012 - 2014
      Master of Arts (M.A.) International Economics

      Activities and Societies: Traveled to Beijing and Shanghai, China with student delegation to research China's business, economic, and diplomatic ties with the Western Hemisphere. Concentrations: International Economics and Latin American StudiesSpecialization: Emerging Markets

    • University of Michigan

      -

  • Experience

    • American Bar Association Rule of Law Initiative

      Aug 2011 - May 2012
      Consultant

    • Thomson Reuters

      Jun 2013 - Aug 2013
      Summer Analyst

    • Albright Stonebridge Group LLC

      Sept 2013 - May 2014
      Graduate Intern

    • EY

      Jul 2014 - Nov 2015
      Economic Consultant

    • BlackRock

      Nov 2015 - Oct 2022
      Vice President

    • JPMorgan Chase & Co.

      Oct 2022 - now
      Multi-Asset Portfolio Manager, J.P. Morgan Private Bank Chief Investment Office

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute