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Speaker

Patricia Wilson

Global Head of Research
CFRA

Patricia Wilson has been involved in the investment community for 35 years gaining experience initially in private equity before moving to analyze global quoted companies.  Moving from an analyst to Director of Research roles at large financial institutions and hedge funds before using her extensive research insight to join Bloomberg and together with the senior team build Bloomberg Intelligence to one of the top read investment research firms in the USA.  During that time she took on additional responsibilities as Director of Product Development for BI using her and her teams knowledge to build state of the art tools to validate investment decisions across equities, credit, ETF, ESG, Strategy and FX for global investors.  As early as her tenure at SWIP (Scottish Widows Investment Management) where she collaborated to build her first research tool to standardize modelling procedures, technology has been a large part of her day to day to try and bring efficiencies and insights to her clients