Truman Patterson, CFA

Truman Patterson, CFA

Equity Research Associate

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  • Timeline

  • About me

    Senior Housing Equity Analyst at Wolfe Research

  • Education

    • Truman State University

      2005 - 2009
      Bachelor of Arts (BA) Finance
    • Truman State University

      2005 - 2009
      Bachelor's degree Finance, General
  • Experience

    • Ticonderoga Securities LLC

      Mar 2010 - Jan 2012
      Equity Research Associate
    • ISI Group

      Feb 2012 - Nov 2014
      Associate Managing Director
    • Truman State University

      Oct 2014 - Oct 2018
      Foundation Board of Directors - Investment Committee
    • Evercore ISI

      Nov 2014 - May 2016
      Director
    • Wells Fargo Securities

      Jun 2016 - Mar 2021
      Director
    • Wolfe Research, LLC

      Mar 2021 - now
      Director - Housing Equity Research Analyst
  • Licenses & Certifications

    • CFA Charterholder

      CFA Institute
      Aug 2014
    • Series 7

      FINRA
    • Series 24

      FINRA
    • Series 86

      FINRA
    • Series 87

      FINRA
    • Series 63

      FINRA