2018 -
now Co-Head of Equities and Portfolio Manager @
2006 -
now Partner, Portfolio Manager @
Kelly Patrick Education
CFA Institute
Chartered Financial Analyst
John Molson School of Business
Master of Business Administration (MBA) (Finance)
University of Alberta
Bachelor of Arts (B.A.)
Kelly Patrick Skills
Portfolio Management
Equities
Investments
Asset Management
Fixed Income
Financial Modeling
Equity Research
Valuation
Wealth Management
Mutual Funds
Financial Analysis
Asset Allocation
Investment Strategies
Equity Valuation
Bloomberg Terminal
Bloomberg
Alternative Investments
Strategy
Asset Managment
Customer Service
Business Strategy
Kelly Patrick Summary
Kelly Patrick, based in Montreal, QC, CA, is currently a Co-Head of Equities and Portfolio Manager at Jarislowsky, Fraser Limited. Kelly Patrick brings experience from previous roles at Jarislowsky, Fraser Limited. Kelly Patrick holds a Chartered Financial Analyst @ CFA Institute. With a robust skill set that includes Portfolio Management, Equities, Investments, Asset Management, Fixed Income and more. Kelly Patrick has 2 emails on RocketReach.
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