Anthony Pata, CFA, CAIA

Research analyst

Anthony Pata, Research Analyst, joined the firm in September 2013 after successfully completing a 15-month internship. He provides quantitative portfolio and risk analytics for the investment team and assists the portfolio managers with the quarterly ESG review. He also serves as back-up trader. Prior to his role on the investment team, Tony was a Compliance/Operations Analyst responsible for compliance surveillance and operational support. His prior experience also includes an internship at Cdex Inc. supporting inventory management and purchasing of medical equipment components. Tony currently serves on the board of the Community Resource Center, a non-profit organization that addresses homelessness and food issues for low income families and domestic violence victims. He earned a B.S. in Mathematics, magna cum laude, from Point Loma Nazarene University. Tony has 7 years of investment experience and has earned the right to use the Chartered Financial Analyst and Chartered Alternatives Investment Analyst designation.