Anthony Pata, CFA

Research analyst

Anthony Pata, Research Analyst, joined the firm in September 2013 after successfully completing a 15-month internship. He contributes to the investment team’s fundamental research and due diligence process as a generalist by sector and specialist in credit research. 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. He earned a B.S. in Mathematics, magna cum laude, from Point Loma Nazarene University. Tony has 5 years of investment experience and has earned the right to use the Chartered Financial Analyst designation.