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William Patterson

William Patterson

Managing Director

Followers of William Patterson328 followers
location of William PattersonMinneapolis, Minnesota, United States

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  • Timeline

  • About me

    Principal at Second Avenue Capital and Portfolio Manager at Marks Group

  • Education

    • Orono High School

      -

    • Harvard Business School

      1988 - 1990
      Master of Business Administration - MBA Banking, Corporate, Finance, and Securities Law

      Activities and Societies: President, Finance Club

    • University of Colorado Boulder

      1982 - 1986
      Bachelor of Science - BS Electrical and Electronics Engineering

  • Experience

    • Piper Jaffray

      Aug 1990 - Mar 2000
      Managing Director

      Investment Banking

    • Deephaven Capital Management

      Apr 2000 - Apr 2006
      Portfolio Manager

      Equity Long/Short Portfolio Manager

    • Second Avenue Capital LLC

      Apr 2006 - now
      Principal

      Money Manager and advisor.

    • Marks Group Wealth Management

      Jan 2009 - now
      Portfolio Manager

      Manage a stalwart portfolio that has owner/operators and compounders and focuses on long holding periods.

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Jan 2002

    • Series 56

      FINRA
      Jan 1990

    • Series 7

      FINRA
      Jan 1990