September 7, 2016

Will Patterson

will2William B. Patterson, CFA, has over 30 years of experience in the equity and fixed income markets and has been responsible for the portfolio management of assets of over $4.2 billion. He has been a senior portfolio manager with Credit Suisse Asset Management (previously DLJ Asset Management), Chase Manhattan Bank, Bankers Trust, and Scudder Stevens & Clark. In addition, he was a portfolio manager and research analyst with McCullough and Associates LLC, an equity investment management firm based in San Francisco. Then, along with Rick Cullen, he formed CPCM. He has a BA in Economics from Claremont McKenna College, an MBA in Finance from the University of Southern California and a CFA from the Institute of Chartered Financial Analysts. He also is a member of the CFA Society San Francisco (CFASF).