Patrick Edler, CFA, currently serves as a Senior Credit Research Analyst at Public Trust Advisors, LLC, where responsibilities include conducting in-depth fundamental research on large global banks and life insurance companies, with a keen focus on credit rating migration. Prior to this role, Patrick held positions as a Credit Research Analyst, where development of an expedited review process for municipal issuers was a key achievement. Experience extends to AMG National Trust Bank as an Analyst, providing comprehensive financial services, and includes roles at Colorado State University Summit Fund as Chief Economist, Merrill Lynch Wealth Management as a Seasonal Client Associate, and Allianz Group as a Summer Analyst. Patrick Edler earned a Bachelor's Degree in Finance, specializing in Investment Analysis, from Colorado State University.
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