Patrick Edler
Senior Credit Research Analyst at Public Trust Advisors, LLC | Denver, Colorado, United States
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As a Senior Credit Research Analyst at Public Trust Advisors, LLC, Patrick Edler plays a pivotal role in shaping investment strategies for public funds, managing an impressive $90 billion in assets under management (AUM). Based in Denver, Colorado, Patrick is dedicated to delivering insightful fundamental analysis that enhances value in investment-grade credit, particularly within the realm of high-grade money market investing. His expertise lies in conducting comprehensive research across a select universe of 25 large global banks and 4 life insurance companies, where he meticulously evaluates creditworthiness and market conditions to inform investment decisions.
Patrick’s analytical acumen is complemented by his strong foundation in financial modeling and accounting, skills that he honed while successfully passing all three levels of the CFA exams on his first attempt, culminating in earning his charter in January 2021. His commitment to excellence is evident in his approach to credit analysis, where he utilizes advanced tools such as Bloomberg to gather and interpret data, ensuring that his insights are both timely and relevant.
In addition to his analytical responsibilities, Patrick is adept at event planning and public speaking, skills that enhance his ability to communicate complex financial concepts to diverse stakeholders. His proficiency in Microsoft Office applications, particularly PowerPoint and Word, allows him to present his findings in a clear and engaging manner. As he continues to navigate the evolving landscape of public fund investment management, Patrick remains focused on leveraging his expertise to drive informed decisions that align with the strategic objectives of state and local governments.
Senior Credit Research Analyst at Public Trust Advisors, LLC in November 2021 to Present
Credit Research Analyst at Public Trust Advisors, LLC in March 2019 to November 2021
Analyst at AMG National Trust Bank in September 2017 to March 2019
Chief Economist, Telecommunications Sector Analyst at Colorado State University Summit Fund in June 2015 to May 2016
Seasonal Client Associate at Merrill Lynch Wealth Management in March 2015 to December 2015
Summer Analyst Allianz China Global Automotive at Allianz Group in May 2015 to August 2015
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Colorado State University, Bachelor's Degree, October 2026
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Leadership
Communication
Event Planning
Time Management
Microsoft Excel
Public Speaking
Bloomberg
Microsoft Office
Microsoft Word
Equity Research
Financial Accounting
Financial Modeling
Customer Service
Finance
Social Media
Management
PowerPoint
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Discover more about Public Trust Advisors, LLCWhat is Patrick Edler email address?
Email Patrick Edler at [email protected] and [email protected]. This email is the most updated Patrick Edler's email found in 2026.
What is Patrick Edler phone number?
Patrick Edler phone number is 3037945378.
How to contact Patrick Edler?
To contact Patrick Edler send an email to [email protected] or [email protected]. If you want to call Patrick Edler try calling on 3037945378. (updated on September 03, 2024)
What company does Patrick Edler work for?
Patrick Edler works for Public Trust Advisors, LLC
What is Patrick Edler's role at Public Trust Advisors, LLC?
Patrick Edler is Senior Credit Research Analyst
What industry does Patrick Edler work in?
Patrick Edler works in the Financial Services industry.
Patrick Edler Email Addresses
Patrick Edler Phone Numbers
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