Bill Patterson, CFA®

Senior Equity Consultant

A graduate from the Harvard Graduate School of Business Administration and a Chartered Financial Analyst with over 25 years of Wall Street experience, Bill’s track record speaks for itself. An innovator in the field, Bill has a reputation for managing index-beating portfolios using his self-designed proprietary tracking model. Prior to consulting for Marks Group, Bill formed Second Avenue Capital and previously managed a $200 million long/short portfolio at Deephaven Capital.

When he’s not tracking financial markets, Bill enjoys hockey, golf, and off-piste skiing. Like most devoted dads, Bill also chauffeurs his three kids to hockey and lacrosse practice. He and his wife Joanne live in Edina.


Bill Patterson is not affiliated with LPL Financial.