Ativo Capital

Rigorous Thinking

Financial and economic commentary reflecting Ativo’s world view:

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Patricia Halper

Friday, May 22, 2020


Patricia (Trish) has more than twenty years of experience in the institutional asset management industry.  She brings extensive expertise in quantitative equity investing, alpha and risk modeling, as well as experience interacting with a wide array of institutional investors. Ms. Halper was formerly the Chief Investment Officer of Equities at Chicago Equity Partners where she oversaw all equity products, as well as the equity portfolio management and quantitative research groups. Initially, she was a member of the quantitative research team. Previously, she worked at the institutional futures sales desk at Paine Webber. Ms. Halper was named one of Crain’s Notable Women in Finance in 2019. She holds the Chartered Financial Analyst (CFA) designation, and is a member of the CFA Institute, CFA Society Chicago, the Chicago Quantitative Alliance (CQA), the Economic Club of Chicago, and the Chicago Network. Additionally, she is on the Board of Trustees for La Rabida Children’s Hospital. She previously served on the CFA Society Chicago’s Board of Directors. This year, the nonprofit service provider Easterseals elected her to serve on its National Board of Directors.  She holds a bachelor’s degree in mathematics from Loyola University Chicago and a master’s degree in financial mathematics from the University of Chicago.