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

Patrick Rooney

Client Service Advisor
Patrick Rooney

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 Highland Park St Paul with his wife, Beth, and dog, Goldy. He is an avid sports fan of the Minnesota Gophers and lately a Minnesota Timberwolves bandwagoner.


Focus Areas

Investments

Fixed Income Trading
Cash Flow Forecasting
Municipal Markets Research
Portfolio Analysis & Administration

Debt Issuance & Management

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