Patrick Palfrey Email & Phone Number
Managing Director, Head of Portfolio Strategy @ Seaport Research Partners
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Patrick Palfrey Location
- New York, NY, US
Patrick Palfrey Work
- 2025 -now Managing Director, Head of Portfolio Strategy @
- 2023 -2025 Senior Equity Strategist and Co-Head of Portfolio Analytics @
- 2020 -2023 Co-Head of Quantitative Research and Senior Equity Strategist @
- 2019 -2020 Director, Senior Equity Strategist @
- 2017 -2018 Vice President, Equity Strategist @
- 2016 -2017 Vice President, Equity Strategist @
- 2015 -2016 Assistant Vice President, Associate Strategist, Equity Strategy @
- 2014 -2015 Associate Stategist, Equity Strategy @
- 2010 -2014 Associate, Equity Research @
- 2008 -2010 Assistant, Equity Research (Part-Time) @
- 2007 -2007 Intern, Global Private Client @
Patrick Palfrey Education
- Fordham University
Master of Arts (M.A.) (Economics; Concentration: Finanical Economics)
2008-2010 - The College of William and Mary
Bachelor of Arts (B.A.) (Economics and International Relations)
2004-2008 - St. Thomas Aquinas High School 2000-2004
Patrick Palfrey Skills
- Bloomberg
- FactSet
- Haver
- Financial Modeling
- Valuation
- Equities
- Equity Research
- Capital Markets
- Corporate Finance
- Financial Analysis
- Wealth Management
- Equity
- Advisory
- Python
- Quantitative Research
- Factset Alpha Testing
Patrick Palfrey Summary
- Patrick Palfrey, based in New York, NY, US, is currently a Managing Director, Head of Portfolio Strategy at Seaport Research Partners. Patrick Palfrey brings experience from previous roles at UBS and Credit Suisse. Patrick Palfrey holds a 2008 - 2010 Master of Arts (M.A.) in Economics; Concentration: Finanical Economics @ Fordham University. With a robust skill set that includes Bloomberg, FactSet, Haver, Financial Modeling, Valuation and more. Patrick Palfrey has 2 emails and 3 mobile phone numbers on RocketReach.
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