Patrick Early, CFA

Patrick Early, CFA has diverse experience in the finance industry. Patrick currently works as a Product Manager at Golf Genius Software. Prior to this, they served as a Vice President at BNY Mellon | Pershing, where they were a Senior Advisory Solutions Consultant for Lockwood Advisors. In this role, Patrick was part of an investment team managing $8.1 billion in multi-asset wrap and UMA products.

Before joining BNY Mellon | Pershing, Patrick held the position of Assistant Vice President at Delaware Investments. As a Private Placement Research Analyst, they covered the Transportation and Utility sectors, participating in the management of a $13 billion portfolio and underwriting new investments worth $1 - $2 billion per year. Patrick'sresponsibilities included conducting credit analysis, assessing relative value, and providing portfolio recommendations.

Patrick also gained experience at Barclays Capital, where they worked as an Assistant Vice President in the Index, Portfolio and Risk Solutions division. Patrick supported the lead account manager, assisted with client service and training, and delivered product demonstrations. Additionally, Patrick was part of the Americas POINT Analytics Desk, providing clients with risk and analytic solutions.

Starting their career at EY, Patrick worked as a Senior Auditor within the Philadelphia Asset Management Practice. Patrick managed multiple audit engagements for various clients, including mutual funds, hedge funds, and private equity funds. Patrick'sfocus areas included valuation policies and procedures in response to changes in accounting guidance.

Overall, Patrick Early has consistently demonstrated their expertise in investment management, product development, and financial analysis throughout their career.

Patrick Early, CFA completed their BBA degree in Finance and Accounting from Emory University - Goizueta Business School, which they attended from 2002 to 2006. Prior to that, they attended Radnor High School from 1998 to 2002. In addition to their academic achievements, Patrick has obtained various certifications, including the Series 7 from the Financial Industry Regulatory Authority (FINRA) in July 2017, the Investment Adviser Representative designation from the Securities Exchange Commission in March 2017, and the CFA designation from the CFA Institute in August 2016.