Patrick Schulz, CFA
Equity Research Analyst at Baird- Claim this Profile
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Bio
Credentials
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CFA
CFA Institute -
CFA Institute - 2016 Research Challenge - Local Participant
CFA Institute
Experience
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Equity Research Analyst
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Mar 2018 - Present
Sell-side analystCurrently cover - Fin Tech and IT Outsourcing/BPO Previously covered - IT Security and Infrastructure
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Commercial Banking Analyst
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Jun 2016 - Mar 2018
Middle Market Analyst working with Wisconsin based corporations with revenues between $20M-$500M. Experience with M&A, Private Equity firms and traditional credit products while delivering best-in-class service to our clients. Completed an eight-week training program consisting of accounting, financial statement analysis and applicable case studies.
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Division One Student Athlete - Men's Soccer
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Jul 2012 - May 2016
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Commissioner - Youth Futsal
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Sep 2013 - Jan 2015
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Research Analyst Intern
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May 2015 - Aug 2015
Huizenga Capital Management ("HCM") was founded in 1990 and oversees investments in a wide range of asset classes, including private equity, venture capital, hedge funds, public securities, real estate and oil & gas. The Huizenga family has been involved in founding, operating and investing in numerous successful businesses including Waste Management, Blockbuster Video and a wide range of private businesses. The firm was recognized by Institutional Investor as its – “2012 Family Office… Huizenga Capital Management ("HCM") was founded in 1990 and oversees investments in a wide range of asset classes, including private equity, venture capital, hedge funds, public securities, real estate and oil & gas. The Huizenga family has been involved in founding, operating and investing in numerous successful businesses including Waste Management, Blockbuster Video and a wide range of private businesses. The firm was recognized by Institutional Investor as its – “2012 Family Office of the Year”. Mr. Bradley was named as a "Top 30 Family Office Investor" in 2016. Show more Show less
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Education
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Marquette University