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Bill Patterson, CFA®

Portfolio Manager
Bill Patterson, CFA®

Since January 2015, Bill has served as lead manager of our Marks Group Tactical Equity portfolio. His strategy focuses on “stalwart stocks;” high-quality companies with strong franchises run by shareholder-oriented management. Our most actively-traded strategy, Tactical Equity also contains several special situation stocks, including some more likely to be involved in mergers or acquisitions.

Bill’s investment style is agnostic to traditional benchmark weightings. He is comfortable concentrating exposure in specific sectors or asset classes in order to find value. He is a student of the global economy and believes macroeconomic trends are an important contributor to investment returns.

A Chartered Financial Analyst (CFA®), Bill is the founder of Second Avenue Capital and previously managed a long/short equity portfolio at Deephaven Capital. He graduated from the Harvard Graduate School of Business Administration and has more than 30 years of experience in the financial industry.

Bill enjoys hockey, golf, and off-piste skiing. He and his wife Joanne live in Edina with their three children.

Bill Patterson is not affiliated with LPL Financial.


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