Ryan Patton
Partner, Investment Analyst at Callodine Capital Management, LP
About
Ryan Patton is an analyst at Callodine Capital Management, LP, based in Winter Park, FL, and has seven years of equity investment experience focusing on sectors such as technology, financials, business services, and healthcare. At Callodine, he specializes in identifying income-oriented equity opportunities with a focus on public equities and yield strategies, contributing to portfolio selection and stock research targeting stable, cash-flowing businesses across the capital structure.
Prior to joining Callodine, Ryan spent over four years as an Investment Analyst at Junto Capital Management, a fundamental equity long-short hedge fund, where he led investments—both long and short—in technology, financial, and business services firms, often participating in the initial fund launch investment team. He also brings experience from his earlier role as an Equity Research Analyst at Robert W. Baird in Chicago, where he provided research on biotech, life sciences, and diagnostic companies.
Ryan holds a Bachelor of Business Administration in finance, cum laude, from the University of Notre Dame, where he participated in the Applied Investment Management course, and he is a CFA charter holder as well as a member of the Boston Securities Analyst Society. His expertise lies in fundamental equity research, portfolio construction, and sector allocation, and he has contributed to investment strategies that emphasize attractive risk-adjusted returns and value-oriented stock selection in competitive markets.
Career History
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Callodine Capital Management | Partner, Investment Analyst | Jan 2023 to Present | — | 
| Callodine Capital Management | Investment Analyst | Apr 2018 to Feb 2023 | — | 
| Junto Capital Management | Investment Analyst | Jul 2013 to Feb 2018 | • Initiated and maintained coverage of IT Services subsector under direction of Services sector head; independently managed the investment process to generate ideas; resulted in 21 coverage companies,... | 
| Baird | Equity Research Analyst | Jul 2011 to Jun 2013 | • Published written investment theses for hundreds of institutional investors on covered companies, including: o Biotechnology: ACHN, ALKS, CBST, FRX, GILD, INCY, INHX, ITMN, OPTR, SHPGY, VRTX, VRUS o... | 
| Fidelity Investments | Research Analyst Intern | Jan 2010 to May 2010 | • Initiated coverage within Fidelity’s London office on companies in the elevator subsector including Schindler and KONE. • Advised Fidelity Portfolio Managers in London, Boston, and Hong Kong about i... | 
Education
University of Notre Dame - Mendoza College of Business
2007 — 2011
University of Notre Dame
BBA, Finance
2007 — 2011
Others at Callodine Capital Management, LP (11)
| Name | Role | Location | 
|---|---|---|
| CCaitlin Sanders | Managing Director - Originations | Boston, MA , United States | 
| JJoe Harney | Managing Director | Boston, MA , United States | 
| Senior Managing Director, Head of Origination | MA , United States | |
| MMatthew Masucci | Senior Analyst | Boston, MA , United States | 
| Senior Analyst | Boston, MA , United States | |
| Principal | Boston, MA , United States | |
| Managing Director | Manhasset, NY , United States | |
| Managing Director | Boston, MA , United States | |
| Vice President of Business Development | Boston, MA , United States | |
| Managing Director | London, United Kingdom |