William Patterson

William Patterson

Managing Director

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

Connect with William Patterson to Send Message

Connect

Connect with William Patterson to Send Message

Connect
  • 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