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Patrick Trencansky

Senior Performance Analyst at Diamond Hill Capital Management Inc.

Jacksonville, FL , United States

About

Patrick Trencansky is a Senior Performance Analyst at Diamond Hill Capital Management Inc., where he specializes in investment performance measurement and attribution. Based in Columbus, Ohio, he brings over 14 years of industry experience to his role, supporting the firm’s portfolio management and client reporting functions.

Patrick holds the CIPM (Certificate in Investment Performance Measurement) credential, demonstrating his expertise in GIPS (Global Investment Performance Standards) compliance and performance evaluation methodologies. His core focus areas include performance analytics for public equity and fixed income strategies, investment data integrity, and process optimization within asset management operations.

Throughout his tenure, Patrick has contributed thought leadership to the industry, including panel participation on AI’s role in investment performance as reported by FTF News. He is recognized for championing technology integration in performance measurement and has participated in sector-wide initiatives to advance reporting standards and analytical capabilities.

Career History

OrganizationRoleDate RangeDetails
Diamond Hill Capital Management, Inc.Senior Performance AnalystJan 2021 to Present
Diamond Hill Capital Management, Inc.Performance AnalystApr 2018 to Jan 2021
Bank of AmericaAVP; Investment Performance Measurement AnalystJul 2013 to Apr 2018
- Performance Measurement Subject Matter Expert and Team Manager -Verify monthly performance of US Trust and Bank of America Global Capital Accounts -Responsible for annual GIPS (Global Investment Pol...
Merrill LynchProject AnalystMay 2012 to Jun 2013
-Supported Financial Advisor Network with Wealth Planning software -Expertise in retirement planning and investment proposal programs -Specialized in tools for Goals Based Wealth Management and Behavi...
Merrill EdgeInvestment SpecialistMay 2011 to May 2012
-Responsible for answering client questions regarding Merrill Lynch self-directed online brokerage accounts. - Supported maintenance requests, transaction questions, and technical issues. - Maintained...
Merrill EdgeOperations SpecialistOct 2010 to May 2011
Investment Center inbound call center customer service associate. Contract employee through Sherpa LLC
Merrill LynchFinancial Advisor InternAug 2009 to Dec 2009
-Analyzed client holdings in order to recommend portfolio enhancements -Assisted Financial Advisor with implementation and upkeep of SalesForce.com software -Reviewed Research Investment Committee (RI...
ING Financial PartnersFinancial Advisor InternAug 2008 to May 2009
-Responsible for forming and maintaining a top fund analysis summary -Assisted with preparation of PowerPoint presentations for client events -Supported Registered Rep in reviewing, analyzing and prep...
M&T BankTellerJul 2005 to Jan 2009
-Performed cash handling transactions -Built customer relations through customer service -Assisted customers in selecting products appropriate to their individual needs

Education

University of North Carolina at Charlotte

Master of Business Administration (M.B.A.)

2014 2016

Cabrini University

Bachelor of Science, Finance and Accounting

2006 2009

Vestal Senior High School

2002 2006

Others at Diamond Hill Capital Management Inc. (23)

NameRoleLocation
Aaron Monroe
Aaron Monroe
Portfolio ManagerUnited States
Alex Dergun
Alex Dergun
AnalystNew York, NY , United States
A
Arthur Cheng
Portfolio ManagerLos Angeles, CA , United States
Brian Bath
Brian Bath
Research AnalystColumbus, OH , United States
D
Dana Wainer
Accounting and Business AnalystColumbus, OH , United States
John Kroeger
John Kroeger
Managing Director - Information TechnologyColumbus, OH , United States
K
Krishna Mohanraj
Portfolio ManagerGroveport, OH , United States
K
Kristen Christman
Senior Product AnalystColumbus, OH , United States
Nate Palmer
Nate Palmer
Portfolio ManagerColumbus, OH , United States
Rick Snowdon
Rick Snowdon
Portfolio ManagerColumbus, OH , United States
Showing 1-10 of 23 team members