After gaining a decade of institutional investment experience, Patrick joined Ballast in 2017 as an investment analyst responsible for evaluating investments and assisting with portfolio management and trading. Previously, Patrick was a credit analyst for American Equity, responsible for multiple industries totaling more than $3B in assets while holding roles including hedging the annuity business and portfolio management reporting. His earlier experience includes investment management of over $190B in assets ranging from stocks to bonds, bank loans, and derivatives. Patrick earned the right to use the Chartered Financial Analyst designation and has a bachelor’s degree in accounting and economics from Loras College. Outside of work, he enjoys traveling and outdoor activities with his wife and three children.
Patrick Freund
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