Patrick Edler

Analyst-Festverzinsliche Wertpapiere bei Public Trust Advisors LLC

Finance

Consumer Services

Profil

Mr. Patrick Edler, CFA, is a Senior Credit Analyst at Public Trust Advisors LLC.
He is responsible for covering and providing counterparty research and analysis for companies in which portfolio management may invest.
His sectors include corporates (technology and industrials), government-sponsored enterprises, sovereigns, and municipals.
Prior to joining Public Trust, Patrick most recently held the position of Financial Planning Analyst for AMG National Trust Bank where he conducted planning and analysis to provide tax, estate, and investment strategy advice to ultra-high net worth individuals and college endowments.
He received a Bachelor of Science in Finance from Colorado State University.

Aktive Positionen von Patrick Edler

Unternehmen	Position	Beginn
Public Trust Advisors LLC Public Trust Advisors LLC Investment ManagersFinance Public Trust Advisors LLC (Public Trust) is a SEC-registered investment advisor and holding firm headquartered in Denver, Colorado. The firm was founded by Randy S. Palomba in 2011. Public Trust offers investment advisory services to state and local US government entities, non-profit corporations, charitable organizations, and other institutional clients.	Analyst-Festverzinsliche Wertpapiere	01.03.2019

Alle aktiven Positionen von Patrick Edler

Ehemalige bekannte Positionen von Patrick Edler

Unternehmen	Position	Ende
AMG National Trust Bank AMG National Trust Bank Investment ManagersFinance AMG National Trust Bank (AMG) is a privately-held, national trust bank headquartered in Greenwood Village, Colorado. The firm was founded in 1972 as a division of private investment bank and later evolved into a separate corporation. They are a subsidiary of AMG National Corp. AMG provides investment management solutions to executives, business owners, high net worth individuals, and institutions.	Corporate Officer/Principal	01.03.2019

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Ausbildung von Patrick Edler

Colorado State University

Undergraduate Degree

Erfahrungen
Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

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Beziehungen

Beziehungen ersten Grades

Unternehmen ersten Grades

Herr

Frau

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Führungskräfte

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Unternehmensverbindungen

Private Unternehmen	2
Public Trust Advisors LLC Public Trust Advisors LLC Investment ManagersFinance Public Trust Advisors LLC (Public Trust) is a SEC-registered investment advisor and holding firm headquartered in Denver, Colorado. The firm was founded by Randy S. Palomba in 2011. Public Trust offers investment advisory services to state and local US government entities, non-profit corporations, charitable organizations, and other institutional clients.	Finance
AMG National Trust Bank AMG National Trust Bank Investment ManagersFinance AMG National Trust Bank (AMG) is a privately-held, national trust bank headquartered in Greenwood Village, Colorado. The firm was founded in 1972 as a division of private investment bank and later evolved into a separate corporation. They are a subsidiary of AMG National Corp. AMG provides investment management solutions to executives, business owners, high net worth individuals, and institutions.	Finance