Patrick (Pat) Riley, CFA, Partner

Growth Equity Portfolio Manager
20 Years of Investment Experience

Mr. Riley is a Partner and is primarily responsible for generating new ideas for both the small cap and large cap portfolios by managing a new ideas “on-deck” portfolio specific to each product. He is the Assistant Portfolio Manager on all small cap growth equity portfolios and serves on the Firm’s Equity Management Research Committee. Additionally, Mr. Riley assists in the maintenance of the Firm’s proprietary quantitative modeling system. Mr. Riley was formerly with Barnett Capital Advisors, Inc., where he served as Senior Analyst and Assistant Portfolio Manager for the small cap growth equity product. Mr. Riley has a M.B.A. with a concentration in Finance from Auburn University and a B.B.A. with a major in Marketing from Marshall University. He has earned the Chartered Financial Analyst (CFA) designation and is a member of The CFA Institute (formerly AIMR) and the Jacksonville Financial Analysts Society.