Patrick Franke
Investor | Financial Analyst
- Role
- Investor at Raymond James
- Location
- Barrington, RI, US
- LinkedIn followers
- 500 followers
About Patrick Franke
After decades of success as an institutional investor, I am excited to leverage my…
Experience
Investor
Jun 2020 — Present · Barrington, RI, US
GARP-based approach focused on combination of capital appreciation and income utilizing taxable, tax-deferred and non-taxable accounts. Primarily long-term focused public equity investments, augmented by investment in real estate and outside partnerships focused on private equity, private credit and complementary public market strategies.
Education
Northwestern University - Kellogg School of Management
MM, Finance, Marketing and Accounting
1999 — 2001
Boston College
BA, Economics
1991 — 1995
Skills
- Asset Management
- Portfolio Management
- Equity Research
- Valuation
- Investment Banking
- Equities
- Investment Strategies
- Stock Picking
- Financial Analysis
- Investments
- Fundamental Research
- Research
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