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The Patterson & Associates Team

[P&A Team] [P&A Team] [P&A Team]

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 Patterson 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 H Herring 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.

William MacArthur WILLIAM "Will" MacARTHUR
email: will@patterson.net
As a corporate treasurer at Combustion Engineering from 1967, Will's duties involved direct management of the corporate portfolio which averaged in excess of $1 billion and two foreign portfolio from subsidiary operations. His active management style and cash management improvements in cash activation resulted in performance above all benchmarks. Appointed as Treasurer of the company's foreign sales corporation and political action committee Will used his experience and interest cash management functions to become a founding member of the Corporate Cash Management Assocation (now the national Association for Financial Professionals.) He designed and implemented an automated cash management system for over $8 billion in annual cash flow. Later at Morgan Stanley, he was responsible for client relationships and advice to fixed income portfolios across the United States and globally. Because of his background, he worked primarily with public entities in fixed income and focused on reinvestment of bond proceeds building relationships with multiple entities in fifteen states. His advice extends beyond portfolios to cash management functions which help our clients build effective and efficient treasury functions.

* Certified Treasury Professional, as designated by the Association for Financial Professionals.

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