Patrick Li, CFA
Associate Portfolio Manager at San Francisco Employees' Retirement System (SFERS)- Claim this Profile
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Bio
Nathan Tong
Patrick has always embodied a client-first mentality and consistently succeeds in upholding FactSet's high standards for customer service. Not only does Patrick excel at providing meaningful solutions to complex issues, Patrick also demonstrates an outstanding ability to manage many simultaneous client requests. Over the past 6 years, Patrick has always been a valuable colleague and his willingness to extend help to me has left me a great impression on Patrick's high character and financial acumen. I've always admired his work ethic and professionalism and am confident that Patrick will continue to succeed in his future endeavors.
Jeff Hsieh
I have had the opportunity to work with Patrick Li very closely these last few months and I can say without doubt that he is a dream to work with. He is a quick learner, and has already added a ton of value through his contributions. His attention to detail and his ability to think one step ahead in problem-solving are recognized by both his colleagues as well as his clients. Patrick is extremely reliable, and that is one of his greatest strengths. When given a task, you can be sure that he will go about it thoroughly with care and focus, while accomplishing it in a timely manner. To top it all off, he has a "can-do" attitude towards all aspects of his life. I am very thankful to be working with Patrick!
Nathan Tong
Patrick has always embodied a client-first mentality and consistently succeeds in upholding FactSet's high standards for customer service. Not only does Patrick excel at providing meaningful solutions to complex issues, Patrick also demonstrates an outstanding ability to manage many simultaneous client requests. Over the past 6 years, Patrick has always been a valuable colleague and his willingness to extend help to me has left me a great impression on Patrick's high character and financial acumen. I've always admired his work ethic and professionalism and am confident that Patrick will continue to succeed in his future endeavors.
Jeff Hsieh
I have had the opportunity to work with Patrick Li very closely these last few months and I can say without doubt that he is a dream to work with. He is a quick learner, and has already added a ton of value through his contributions. His attention to detail and his ability to think one step ahead in problem-solving are recognized by both his colleagues as well as his clients. Patrick is extremely reliable, and that is one of his greatest strengths. When given a task, you can be sure that he will go about it thoroughly with care and focus, while accomplishing it in a timely manner. To top it all off, he has a "can-do" attitude towards all aspects of his life. I am very thankful to be working with Patrick!
Nathan Tong
Patrick has always embodied a client-first mentality and consistently succeeds in upholding FactSet's high standards for customer service. Not only does Patrick excel at providing meaningful solutions to complex issues, Patrick also demonstrates an outstanding ability to manage many simultaneous client requests. Over the past 6 years, Patrick has always been a valuable colleague and his willingness to extend help to me has left me a great impression on Patrick's high character and financial acumen. I've always admired his work ethic and professionalism and am confident that Patrick will continue to succeed in his future endeavors.
Jeff Hsieh
I have had the opportunity to work with Patrick Li very closely these last few months and I can say without doubt that he is a dream to work with. He is a quick learner, and has already added a ton of value through his contributions. His attention to detail and his ability to think one step ahead in problem-solving are recognized by both his colleagues as well as his clients. Patrick is extremely reliable, and that is one of his greatest strengths. When given a task, you can be sure that he will go about it thoroughly with care and focus, while accomplishing it in a timely manner. To top it all off, he has a "can-do" attitude towards all aspects of his life. I am very thankful to be working with Patrick!
Nathan Tong
Patrick has always embodied a client-first mentality and consistently succeeds in upholding FactSet's high standards for customer service. Not only does Patrick excel at providing meaningful solutions to complex issues, Patrick also demonstrates an outstanding ability to manage many simultaneous client requests. Over the past 6 years, Patrick has always been a valuable colleague and his willingness to extend help to me has left me a great impression on Patrick's high character and financial acumen. I've always admired his work ethic and professionalism and am confident that Patrick will continue to succeed in his future endeavors.
Jeff Hsieh
I have had the opportunity to work with Patrick Li very closely these last few months and I can say without doubt that he is a dream to work with. He is a quick learner, and has already added a ton of value through his contributions. His attention to detail and his ability to think one step ahead in problem-solving are recognized by both his colleagues as well as his clients. Patrick is extremely reliable, and that is one of his greatest strengths. When given a task, you can be sure that he will go about it thoroughly with care and focus, while accomplishing it in a timely manner. To top it all off, he has a "can-do" attitude towards all aspects of his life. I am very thankful to be working with Patrick!
Credentials
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DataRobot Essentials
DataRobotJun, 2019- Oct, 2024 -
Chartered Financial Analyst (CFA) Charterholder
CFA Institute
Experience
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San Francisco Employees' Retirement System (SFERS)
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United States
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Government Administration
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1 - 100 Employee
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Associate Portfolio Manager
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Jun 2023 - Present
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Education
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University of California, Berkeley, Haas School of Business
Bachelor of Science - BS -
Bellarmine College Preparatory
High School