Patrick joined Ehlers in 2018 as a Public Finance Analyst for our Bond Marketing and Sales Team. After gaining vital experience with the firm, he was promoted to Financial Analyst, supporting our Municipal Advisors with debt structure, modeling and analysis. In 2022, Patrick was again promoted to Client Service Advisor with our Investments Team. In this role, he works with our Investment Advisers to provide ongoing portfolio analysis and reporting to clients. Prior to joining Ehlers, Patrick worked as a legislative policy aide at the Minnesota State Senate. His experience in public policy focused on the Senate Judiciary Committee, Commerce Committee and Finance Committee.
Patrick lives in the Cathedral Hill area of St. Paul and appreciates the neighborhood’s architecture and walk-ability. He is an avid sports fan, particularly for his Minnesota Gophers and Minnesota Twins.
Areas of Expertise
Fixed Income Trading
Cash Flow Forecasting
Municipal Markets Research
Portfolio Analysis & Administration
Competitive Bond Sales
Paying Agent Services
State & Local Government Finance
Refundings
Debt Structure
Licenses & Certifications
Series 50 License: Municipal Advisor Representative
Series 65 License: Uniform Investment Advisor
WallStreet Prep Bootcamp: Financial & Valuation Modeling completion
Education
Bachelor’s Degree in Political Science, University of Minnesota
Master’s Degree in Business Finance/Finance & Investment Banking, University of Minnesota Carlson School of Management