Patrick Cunningham, CFA®, CAIA®
Thursday, March 10, 2016
POSTED BY Shane Grimes
Patrick joined the firm in 2015. He oversees all aspects of operations at Ativo, including account reconciliation, reporting and performance measurement. He has over 20 years of Investment Operations experience, having worked with Keeley Asset Management, Gardner Lewis Asset Management, Advent Software, Morgan Stanley, Bankers Trust and The Vanguard Group. Patrick holds a bachelor’s degree in Finance from the University of Dayton and a master’s degree from Eastern University. He is a Chartered Financial Analyst (CFA) and a Chartered Alternative Investment Analyst (CAIA).