Rick Patsy
Investment Strategist at Chevron | San Ramon, California, United States
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Rick Patsy serves as an Investment Strategist at Chevron, where he leverages his extensive experience in investment management to drive strategic asset allocation and enhance the performance of the company’s Corporate Defined Benefit (DB) pension assets. With a proven track record as a Chief Investment Officer and Portfolio Manager, Rick excels in navigating the complexities of capital markets and has consistently achieved top quartile performance within ERISA universes. His expertise in fixed income allocations is particularly noteworthy, as he meticulously researches, recommends, and implements investment strategies that align with Chevron's long-term financial goals.
In his current role, Rick is responsible for conducting rigorous due diligence on active managers and investment vehicles, ensuring that every investment decision is backed by comprehensive analysis and performance assessment. He adeptly negotiates contracts related to the investment of corporate pension assets, balancing risk management with the pursuit of optimal returns. Rick's results-oriented approach is complemented by his strong communication skills, allowing him to effectively convey complex investment strategies and outcomes to executive leadership.
Key projects under Rick's stewardship include the evaluation and potential termination of underperforming investment vehicles, followed by the strategic redeployment of assets to capitalize on emerging opportunities. His ability to synthesize market trends and investment data positions him as a valuable asset to Chevron’s investment team, driving innovation in investment strategies that encompass equities, alternative investments, and bonds. Through his leadership, Rick continues to enhance Chevron's investment portfolio, ensuring sustainable growth and financial stability for the organization.
Investment Strategist at Chevron in May 2022 to Present
Head of Pensions & Investments at CSX in July 2009 to June 2020
Senior Fixed Income Officer at South Carolina Retirement Systems Investment Commission in February 2002 to July 2009
Fixed Income Portfolio Manager at Florida State Board of Administration in January 1996 to February 2002
Investment Analyst at Florida Blue in February 1994 to January 1996
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Asset Allocation
Portfolio Management
Fixed Income
Investments
Asset Management
Investment Management
Capital Markets
Pension Funds
Bonds
Strategy
Equities
Financial Modeling
Valuation
Alternative Investments
Investment Strategies
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Discover more about ChevronWhat is Rick Patsy email address?
Email Rick Patsy at [email protected] and [email protected]. This email is the most updated Rick Patsy's email found in 2026.
What is Rick Patsy phone number?
Rick Patsy phone number is 9042399691.
How to contact Rick Patsy?
To contact Rick Patsy send an email to [email protected] or [email protected]. If you want to call Rick Patsy try calling on 9042399691. (updated on August 25, 2024)
What company does Rick Patsy work for?
Rick Patsy works for Chevron
What is Rick Patsy's role at Chevron?
Rick Patsy is Investment Strategist
What industry does Rick Patsy work in?
Rick Patsy works in the Investment Management industry.
Rick Patsy Email Addresses
Rick Patsy Phone Numbers
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