Patricia Feld, CFA, CFP®

Portfolio Manager

Pat has been with Capital Growth, Inc. since 2001.  Pat earned her MBA degree in 1989 from the University of Houston.  She is a CFA Charterholder since 1996 and earned the CERTIFIED FINANCIAL PLANNER™ certification in 2003.

From 1998 to 2001, Pat was a Portfolio Manager for Northern Trust in Houston, TX, managing portfolios for high net worth clients and trusts.  Pat began her career in the Financial Services Industry in 1989 with JP Morgan Chase in Houston.  During the 9 years with Chase, Pat held several positions in the areas of consumer credit, capital markets, and investment management, ultimately serving as a credit and equity analyst for mutual funds and private accounts.  While working for JP Morgan Chase, she wrote an article entitled “Quantifying the Credit Risk Exposure of an Interest Rate Swap” which was published in the Journal of Bank Cost & Management Accounting in 1993, early in the life of these derivative products.

Pat holds 2 securities licenses and is currently a member of the CFA Institute, the CFA Society of San Diego and the National Association of Active Investment Managers.  She is also an active member of Soroptomist International of La Jolla, a volunteer organization devoted to improving the lives of women and girls.

Pat resides in La Jolla with her husband Mark.  She savors the Southern California outdoor lifestyle, traveling, and the 24/7 access to investment/market news and information. 
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