Charles Patton, CFA
Investment Associate at Gridline- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Credentials
-
Chartered Financial Analyst (CFA)
CFA InstituteSep, 2019- Nov, 2024
Experience
-
Gridline
-
United States
-
Financial Services
-
1 - 100 Employee
-
Investment Associate
-
Nov 2022 - Present
Gridline helps connect investors with high quality Alternative opportunities. I facilitate that by sourcing and evaluating managers across Venture Capital, Private Equity, and more. Gridline helps connect investors with high quality Alternative opportunities. I facilitate that by sourcing and evaluating managers across Venture Capital, Private Equity, and more.
-
-
-
Darden Capital Management
-
United States
-
Investment Management
-
1 - 100 Employee
-
Chief Investment Officer
-
Apr 2021 - Mar 2022
Darden Capital Management is a 24 person student team overseeing a portfolio of securities representing a portion of Darden's endowment. Chief Investment Officer is responsible for improving pitch quality, monitoring portfolio construction and risk limits, and reporting performance to outside stakeholders. Darden Capital Management is a 24 person student team overseeing a portfolio of securities representing a portion of Darden's endowment. Chief Investment Officer is responsible for improving pitch quality, monitoring portfolio construction and risk limits, and reporting performance to outside stakeholders.
-
-
-
University of Virginia Investment Management Company (UVIMCO)
-
United States
-
Investment Management
-
1 - 100 Employee
-
Summer Investments Associate
-
Jun 2021 - Aug 2021
• Analyzed potential $50MM repeat investment in Asian private equity fund by evaluating portfolio firms against publicly traded comparable firms to understand purchase discount and interviewing GPs to identify potential sourcing advantages • Evaluated investment level exposure to energy transition related firms and projects and outlined options for increasing exposure like infrastructure and venture capital funds to UVIMCO Investment Committee • Researched leveraged loan market for potential knock-on effects for UVIMCO’s buyout portfolio • Assessed potential investments across variety of asset classes including venture capital, carbon credits, and hedge funds Show less
-
-
-
Wells Fargo
-
United States
-
Financial Services
-
700 & Above Employee
-
Portfolio Analytics Consultant
-
May 2017 - Jun 2020
• Calculated the Investment Portfolio’s earnings exposure to interest rate and macroeconomic variable shocks using Quantitative Risk Management (QRM); these scenarios (including Federal Reserve mandated Stress Tests) informed management about portfolio return in variety of market conditions and showed the impact of buy and sell decisions• Presented the Investment Portfolio’s income projections and interest rate sensitivity to Asset and Liability Management to optimize strategic decision making on the Investment Portfolio’s role as a strategic lever for the firm• Simulated prepayments for a variety of Agency MBS coupons and collateral types, allowing management to select Agency MBS with optimal risk and return tradeoff for over $1Bn in monthly purchases• Wrote and defended model documentation of assets totaling over $200Bn in exposure including Collateralized Loan Obligations, Municipal Bonds, US Treasuries, and more Show less
-
-
Credit Risk Specialist
-
Jul 2015 - May 2017
• Assembled credit risk presentation to help WIM Risk Management Committee and Senior Credit Officer explain growth trends and emerging risks of $70Bn loan portfolio of mostly margin loans and jumbo mortgages• Improved effectiveness of Risk Appetite Metrics by combining metrics on similar topics into a single group, and explaining performance of groups to management• Presented a new Wealth technology system to empower client-facing team members to connect with clients more seamlessly to the WIM Operating Committee as a part of the Early Talent Analyst Program Show less
-
-
-
Wells Fargo
-
United States
-
Financial Services
-
700 & Above Employee
-
Wealth, Brokerage, and Retirement Credit Risk Summer Analyst
-
Jun 2014 - Aug 2014
• Integrated data on credit scores, delinquencies, and corporate exceptions in a credit risk newsletter summarizing credit portfolio composition and performance for a wide range of stakeholders • Recommended enhancements to learning and development rollout tying leadership names to employee completion rates • Integrated data on credit scores, delinquencies, and corporate exceptions in a credit risk newsletter summarizing credit portfolio composition and performance for a wide range of stakeholders • Recommended enhancements to learning and development rollout tying leadership names to employee completion rates
-
-
-
COR365 Information Solutions
-
United States
-
Information Services
-
1 - 100 Employee
-
Summer Intern
-
May 2013 - Jul 2013
Revised previous financial, operational, sales, and human resources dashboards with advanced Excel tools, and leveraged data compiled to facilitate discussions between President and CEO on healthcare costs and receivables collection Revised previous financial, operational, sales, and human resources dashboards with advanced Excel tools, and leveraged data compiled to facilitate discussions between President and CEO on healthcare costs and receivables collection
-
-
Education
-
2020 - 2022
University of Virginia Darden School of Business
Master of Business Administration - MBA -
2011 - 2015
University of North Carolina at Chapel Hill
Bachelor of Science (BS), Business Administration and History -
2007 - 2011
Episcopal High School
Community
