SEASON 2 - June 12, 2011
Demystifying Wall Street: Inside the Mind of Patty Edwards

Patty Edwards became the CIO (Chief Investment Officer) at Trutina Financial Partners last year after the firm she founded founded, Storehouse Partners, LLC, and another local firm merged. Prior to launching Storehouse Partners, Patty was a Managing Director with Wentworth, Hauser and Violich (WHV) where she gained international recognition as an analyst. While at WHV, Patty also managed portfolios for individuals and institutions, developed and led the Large Cap Growth strategy, and co-managed the firm’s Midcap strategy.

Previously, Patty was a portfolio manager at Dynamic Capital and a research analyst at McKinley Capital Management, both in Anchorage, Alaska. At Paine Webber and Smith Barney, she was a portfolio manager and broker. Patty also developed the quantitative research platform for Towle/Johnson Associates as their senior research analyst. From 1988 through 1992, Patty managed international assets for Parametric Portfolio Associates. Patty began her investment career at Boettcher & Company in 1986.

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