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
- Managing Director, Head of Portfolio Strategy @ (July 2025 - Present)
- Senior Equity Strategist and Co-Head of Portfolio Analytics @ (September 2023 - April 2025)
- Co-Head of Quantitative Research and Senior Equity Strategist @ (December 2020 - December 2023)
- Director, Senior Equity Strategist @ (January 2019 - December 2020)
- Vice President, Equity Strategist @ (October 2017 - December 2018)
- Vice President, Equity Strategist @ (December 2016 - September 2017)
- Assistant Vice President, Associate Strategist, Equity Strategy @ (December 2015 - December 2016)
- Associate Stategist, Equity Strategy @ (April 2014 - December 2015)
- Associate, Equity Research @ (July 2010 - April 2014)
- Assistant, Equity Research (Part-Time) @ (June 2008 - July 2010)
- Intern, Global Private Client @ (July 2007 - August 2007)
Patrick Palfrey Education
- Fordham University
Master of Arts (M.A.)
2008-2010 - William & Mary
Bachelor of Arts (B.A.)
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.) @ 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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