Pat leads Thematic Opportunities, NDR's most actionable investment research product. Pat authors Theme Initiation, Thematic Focus, and On the Radar publications, which provide recommendations and insights on unique, emerging macro-driven trends. Pat also provides investment recommendations based on NDR strategist high-conviction overweight recommendation.
Prior to the Portfolio Strategist role, Pat served as NDR's U.S. Sector Strategist for four years, and Consumer Strategist for 10 years. Pat began his investment career covering Consumer Staples for Bank of America Capital Management in St. Louis, MO. Subsequently, Pat worked as a Senior Equity Analyst at RCM Capital Management in San Francisco, CA, covering Consumer Discretionary and Consumer Staples industries. He joined Ned Davis Research Group in 2006.
Pat has been featured as a guest on CNBC and Bloomberg television in addition to being quoted by The Wall Street Journal. Pat earned his Master of Business Administration from the University of Chicago Booth School of Business and has a Bachelor of Science in Computer Science from Illinois State University. Pat is a CFA charterholder and is a member of the CFA Institute. He is also a Chartered Market Technician and a member of the Market Technicians Association.