Patrick Rooney
I take pride in contributing to communities of all sizes through effective investment management.

Patrick Rooney

Senior Client Service Advisor
Patrick Rooney

Patrick is a Senior Client Service Advisor supporting Ehlers’ clients with bond market investing, analytics, reporting, and client engagement. Since joining the firm in 2018, he has held a series of analytical roles focused on debt structuring, financial modeling, and quantitative analysis. Prior to working at Ehlers, Patrick served as a legislative policy aide in the Minnesota State Senate, advising on matters related to the Judiciary, Commerce, and Finance Committees.

Patrick resides in the Highland Park neighborhood of Saint Paul with his wife, Beth, their son, Joe, and their dog, Goldy. He is also an avid Minnesota sports fan.


Education

Bachelor’s Degree in Political Science, University of Minnesota – Twin Cities
Master’s Degree in Business Finance/Finance & Investment Banking, University of Minnesota Carlson School of Management

Licenses & Certifications

Series 50 License: Municipal Advisor Representative
Series 65 License: Uniform Investment Advisor
WallStreet Prep Bootcamp: Financial & Valuation Modeling completion