PROVIDING QUALITY SERVICES TO GOVERNMENTS IN FUNDS MANAGEMENT AND TREASURY CONSULTING

 
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OUR PROFESSIONAL TEAM

The greatest advantage that P&A brings to all of its clients is the experience and dedication of its professional team. The blending of talents and backgrounds benefits all clients with a continuously coordinated and informed effort.

The unparalleled expertise and judgment of the team built on decades of experience blends to serve the customized services to each unique portfolio. The wealth of experience, market contacts and lessons learned create reasonable and practical strategies and solutions.

P&A is staffed with experts in market analysis, strategic portfolio development, trading, and settlement.

The independence of P&A from any other financial institution allows our professionals to garner information and relative value across the markets. They are free to dedicate all their time and effort to our clients.

  The greatest advantage that P&A brings to all its clients is the experience and dedication of its professional team.

The unparalleled expertise and judgment of the team built on decades of experience.

  Linda
Linda T. Patterson, CTP
President
Portfolio Manager
linda@patterson.net

Ms. Patterson has been a hands-on manager of public funds since 1983. She is a registered adviser and certified finance administrator. Linda teaches nationally on the full range of treasury functions including investment strategy, investments, benchmarking, cash flow, cash handling and banking. During her 20 years in public finance, Ms. Patterson was the City Treasurer of Fort Worth, TX and Deputy State Treasurer for Texas. Ms. Patterson is an active member of multiple public finance professional organizations and has authored two books on public investing. She holds a Masters degree in Public Administration and was a Fulbright Scholar in Germany.

  Ross
Ronald B. Ross, Jr.
Portfolio Manager
Ron@patterson.net

Mr. Ross is a SEC registered investment advisor and portfolio manager responsible for portfolio strategy, design and management. He is focused on achieving the right strategy for every client’s portfolio. "Ross" has worked hands-on in every area of portfolio analysis and construction at Invesco and Wells Fargo as well as in the energy industry. He entered the financial services industry in 2002. Prior to joining Patterson and Associates he was an Investment Strategist a nd Portfolio Manager with Wells Fargo Wealth Management responsible for research and execution of strategies for both large and small portfolios. At Invesco Ross acted as a liaison between the portfolio management team and the operations groups. He hold a BBA and MS from Texas Tech University.

  David
David Meserve
Portfolio Manager
David@patterson.net

Mr. Meserve joined Patterson & Associates in April 2017. Prior to joining the team, David had been working for Charles Schwab & Company as a member of Schwab’s retirements plan services. David partnered and worked closely with participants of employer sponsored retirement plans to educate and assist individuals in reaching their retirement and other financial goals. David began his career at Edward D. Jones as an investment advisor focusing on customized portfolios. He designed, presented, and implemented personalized investment solutions to help clients work toward their long-term financial goals. David has his Bachelor’s in Business Administration with specialization in Finance and Investment Management, McCombs School of Business, University of Texas at Austin, Austin, Texas. At Patterson & Associates he monitors market and economic conditions which directly impact our portfolios and management decisions in this team oriented organization.

  Rikki
Jo 'Rikki' Ramirez
Portfolio Analyst/Reporting Specialist
Rikki@patterson.net

Ms. Ramirez started her career in banking and private industry but has been with Patterson & Associates since 2001. Rikki is responsible for all client reporting and oversees special projects. In the area of documentation and compliance, Rikki supports the trading desk and advisers. Before joining P&A, her organizational skills were used in finance operations where accuracy and compliance are key. Rikki has her BA in Mathematics from the University of Texas Austin.

     


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Patterson & Associates, Barton Oaks Plaza II, 901 S. MoPac, Suite 195, Austin, Texas 78746   T: 800-817-2442
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