Patrick Parisi
Sr Director of Portfolio Management at BMO Family Office. A part of BMO Financial Group.
- Role
- Sr Director of Portfolio Management at Bmo Family Office
- Location
- Hampton Falls, NH, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Patrick Parisi
Specialties: Portfolio Management, Investment Consulting, Alternative Research…
Experience
Sr Director of Portfolio Management
Jun 2012 — Present · Portsmouth, NH, US
Education
University of New Hampshire
BS, Business Administration
1993 — 1996
Skills
- Asset Allocation
- Mutual Funds
- Portfolio Management
- Fixed Income
- Capital Markets
- Series 7
- Financial Analysis
- Strategy
- Financial Modeling
- Wealth
- Asset Management
- Valuation
- Wealth Management
- Financial Advisory
- Emerging Markets
- Venture Capital
- Securities
- Estate Planning
- Due Diligence
- Manager Selection
- Hedge Funds
- Investments
- Finance
- Financial Markets
- Bloomberg
- Wealth Management Services
- High Net Worth Individuals
- Series 63
- Investment Strategies
- Alternative Investments
- Private Equity
- Investment Advisory
- Investment Management
- Equity Research
- Equities
- Investment Advisory Services
- Asset Managment
- Investor Relations
- Financial Services
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