Team

Patrick D. Morris, CFA

Investment Operations Manager

Patrick oversees investment operations and asset management policies including investment research, due diligence, deal structure, asset valuation, performance analysis, and investor reporting.  Patrick joined PIA in 2015 after working in banking, corporate finance, and as a writer covering the financial sector for The Motley Fool.  He graduated magna cum laude from the Darla Moore School of Business at the University of South Carolina where he received a BS in Business Administration double majoring in Finance and Business Economics.  He is a CFA charterholder.