Patrick Larson
Principal, Director of Institutional Investment Management at Advanced Capital Group | Minneapolis, Minnesota, United States
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Patrick Larson, as Principal and Director of Institutional Investment Management at Advanced Capital Group (ACG), brings over two decades of expertise in fixed-income investment management to the forefront of the firm’s operations. Since joining ACG in 2007, Patrick has played a pivotal role in shaping the firm’s approach to serving institutional clients, including insurance companies, banks, corporate entities, tribal nations, foundations, and public clients. His deep understanding of asset-liability driven portfolio management allows him to create tailored fixed-income strategies that align with the unique financial objectives and risk profiles of each client.
Under Patrick’s leadership, the institutional investment management group at ACG has successfully navigated complex market environments, leveraging his extensive background in credit analysis, trading, portfolio management, and liquidity management. His commitment to delivering high-performance portfolios is evident in the innovative solutions he devises, particularly in the realm of derivatives advisory, where he applies creative problem-solving skills to optimize client outcomes. Patrick’s client-centric approach ensures that he advocates for the best interests of his clients, fostering long-term relationships built on trust and transparency.
In addition to his technical acumen, Patrick’s diverse interests, including surfing and Kung Fu, reflect his dynamic personality and ability to maintain balance in both his professional and personal life. His multifaceted skill set, combined with a passion for investment analysis and asset allocation, positions him as a thought leader in the industry, continually driving ACG’s mission to provide exceptional investment management services tailored to the evolving needs of institutional investors.
Principal, Director of Institutional Investment Management at Advanced Capital Group in July 2007 to Present
Portfolio Manager at Windsor Financial Group in January 2004 to January 2007
Portfolio Manager and Senior Consultant at PFM in January 2002 to January 2004
Trader at Delaware Investments in January 2000 to January 2002
Trader at RBC Global Asset Management - Formerly Voyageur Asset Managment in January 1996 to January 2000
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Investments
Asset Management
Fixed Income
Portfolio Management
Asset Liability Based Bond Portfolio Management
Successful Business Owner
Municipal Bonds
Team Leadership
Asset Allocation
Wealth Management
Client Advocate
Investment Analysis
Risk Management
Finance
Valuation
Financial Services
Surfing
Kung Fu
Client Solutions
Creative Strategy
Creative Problem Solving
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Discover more about Advanced Capital GroupWhat is Patrick Larson email address?
Email Patrick Larson at [email protected] and [email protected]. This email is the most updated Patrick Larson email found in 2026.
What is Patrick Larson phone number?
Patrick Larson phone number is +17633505626 and +17632614468.
How to contact Patrick Larson?
To contact Patrick Larson send an email to [email protected] or [email protected]. If you want to call Patrick Larson try calling on +17633505626 and +17632614468.
What company does Patrick Larson work for?
Patrick Larson works for Advanced Capital Group
What is Patrick Larson's role at Advanced Capital Group?
Patrick Larson is Principal, Director of Institutional Investment Management
What industry does Patrick Larson work in?
Patrick Larson works in the Financial Services industry.
Patrick Larson Email Addresses
Patrick Larson Phone Numbers
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