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16 Years of Excellence
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The Patterson & Associates Team
![[P&A Team]](howie.jpg)
![[P&A Team]](linda.jpg)
Patterson & Associates is organized as a team of treasury
professionals. Not only do all the team members take an active role in
monitoring market trends and activity, but also play an active role in
understanding each client's needs and objectives.
Although each portfolio has one manager assigned who takes direct
responsibility for the client portfolio, funds are managed in a team
process so that the experience and talents of each can be magnified
within the team by each other's specific abilities. The team process
involves an ongoing review of the market sectors by the managers who then
compare and contrast market and trade information to develop a complete
and identify opportunities for the various portfolios. The team approach
also allows for continuity and backup in the firm. Each portfolio manager
is very familiar with each portfolio. In addition, since the firm has
determined to stay in the short and intermediate term fixed income and
money market sectors only and does not manage considerably different types
of portfolios such as insurance and pensions (which differ in objectives
and process and risk levels because of their duration) the overlapping
analysis of the four professionals enhances each portfolio under
management.
LINDA T. PATTERSON, CTP*
email: linda@patterson.net
Bio: Bio
Linda Patterson is perhaps the most experienced, well respected, and
knowledgeable public funds manager in Texas. Her performance at the State
Treasury as Assistant Deputy Treasurer and Director of Investments surpassed
hundreds of entities in performance, including all other 49 states. As City
Treasurer of the City of Fort Worth, she brought new banking and funds
management techniques which raised tens of millions of dollars for the City.
She has been involved professionally at the state and national level improving
the field of treasury management as the founder and first President of the
Texas Treasurer's Association (GTOT), a Board member and officer of the
international treasurer's association (MTA US&C), member of the national Cash
Committee of GFOA, and creator of the Texas Public Funds Investment Act and
Public Funds Collateral Act. She was recognized as the national outstanding
treasurer of the year in 1990 (MTA US&C) and nominated as Public Official of
the Year in 1988. She is an active contributor, teacher, lecturer and author
throughout the nation.
Upcoming speaking engagements
Recent articles
HOWARD N. HERRING
email: howie@patterson.net
Howard "Howie" Herring has extensive experience as both a private
portfolio manager with the primary dealer NY Hanseatic (responsible for
over $2 bilion) and as a registered investment to public entities. After
serving in the Marine Corps, where he was decorated with a Bronze Star and
2 Purple Hearts, Howard began his financial career in 1969. As a
registered principal and portfolio manager for a number of firms, Howard
has been responsible for client relations, portfolio design and
management. He focuses on market conditions and economic forecasts. Howard
holds several advisory licenses and focuses on economic trends and their
relationship to the markets.
* Certified Treasury Professional, as designated by the
Association for Financial Professionals.
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