1. Adam K. Patros, CFA
6511 Hannum Ave Culver City, CA 90230 H: 310-398-0219 C: 714-785-2839
adam_patros@yahoo.com
CAREER SUMMARY
Seasoned investment professional with over twenty years of fixed income buy-side and consulting experience,
searching for a challenging and rewarding portfolio management career opportunity. Significant expertise in the
management and client service of global fixed income portfolios; present to Boards of Directors, clients and the
internal Investment Committee.
PROFESSIONAL EXPERIENCE
Tortoise Credit Strategies (formerly, Bradford & Marzec); Global Bond Trader/Quantitative Analyst 2013 – Present
 Manage non-dollar assetallocation for all global bond and coreplus strategies
 Trade all global bonds and currencies
 Execute currency strategies and manage currency exposure
 Present portfolios and strategies to clients,Boards of Directors and consultants
 Provideleadership to subordinates and colleagues
 Lead the firm’s risk management effort; including,quantitativereportingand analytic requirements
Wilshire Associates; Senior Associate 2010 – 2013
 Conduct on-site investment manager due diligenceand providemanagement reviews
 Conduct fixed income platformreviews for potential purchaseof assetmanagers
 Provideconsulting opinions on fixed income, equity and hedge fund assetmanagers and strategies
 Lead a team of analysts for Core/Core Plus,Long Duration, TIPS, Mortgage-Related and CLO products
 Review RFPs and recommend prospectivemanagers to Investment Committees and Boards of Directors
 Responsiblefor fixed income assetallocation and portfolio management
 Superviseand mentor research analysts and conducteducational trainingseminars
Western Asset Management Company; Research Analyst 2000 – 2009
 Research, analyzeand trade Residential Mortgage-Backed Securities (RMBS), Commercial Mortgage-Backed
Securities (CMBS), Asset-Backed Securities (ABS) and Collateralized Debt Obligations(CDOs)
 Develop prepayment (CPR), default(CDR) and loss assumptionsfor all ABS and RMBS securities
 UtilizeIntex to model cash flow, price-yield and expected loss scenarios
 Meet with clients to review ABS, RMBS and CMBS positions,strategy and performance
 Manage a portfolio of over $500 million Enhanced Equipment Trust Certificates (EETCs)
 Build advanced excel models utilizingmacros,pivottables and arrays
 Supervisea group of analysts to develop risk management metrics and reports
Pacific Investment Management Company; Pricing Analyst 1997 – 2000
 Create fixed income models to pricederivative,hybrid and illiquid securities
 Oversee compliancefor over twenty-five mutual funds and separate accounts
 Reconcilemutual funds to bank data and research par and pricediscrepancies
EDUCATION
University of Southern California; MBA-Finance 2004
University of Wisconsin-Madison; BS-Economics 1994
SKILLS
Proficientwith Excel, Bloomberg, PowerPoint, Access, Yieldbook,Trepp, Point, VBA, SQL, and WilshireAnalytics