Adam Patros is a seasoned investment professional with over 20 years of experience in fixed income portfolio management and client services. He is currently a Global Bond Trader/Quantitative Analyst at Tortoise Credit Strategies, where he manages non-dollar asset allocation and trades global bonds and currencies. Prior to this role, he held positions at Wilshire Associates conducting due diligence and providing investment consulting, and at Western Asset Management researching and trading mortgage-backed securities. He holds an MBA in Finance from USC and a BS in Economics from UW-Madison.

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