CFA Society of Minnesota Board of Directors

Patrick Coleman, CFA
Jeffrey Slocum & Associates, Inc.
colem167@aol.com
612-216-6333

Patrick has over 30 years of investment management experience.  From 1980 to 1993, Pat worked for Washington Square Capital, Inc. as Vice President Fixed Income Securities, managing a portfolio of fixed income securities, and investing in private placement debt, public Taxable/Tax-Exempt Fixed Income Securities, High Yield Debt, and LBOs.  In 1993, Pat joined Voyageur Asset Management where he formed and directed the Fixed Income Credit Research Department as a Managing Director – Fixed Income Research.  Since 2007, Pat has worked for Slocum, Inc. as Director – Capital Markets Research.  Pat received his BBA from the University of Notre Dame and his MBA – Finance from the University of Minnesota.  Pat received his CFA Charter in 1983 and has been a member of the CFA Society of Minnesota’s Board of Directors since 1995; he served as society president in 2000.