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Ryan Patton

Ryan Patton

Partner, Investment Analyst at Callodine Capital Management, LP

Winter Park, FL , United States

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

OrganizationRoleDate RangeDetails
Callodine Capital ManagementPartner, Investment AnalystJan 2023 to Present
Callodine Capital ManagementInvestment AnalystApr 2018 to Feb 2023
Junto Capital ManagementInvestment AnalystJul 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,...
BairdEquity Research AnalystJul 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 InvestmentsResearch Analyst InternJan 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)

NameRoleLocation
C
Caitlin Sanders
Managing Director - OriginationsBoston, MA , United States
J
Joe Harney
Managing DirectorBoston, MA , United States
Mark Forti
Mark Forti
Senior Managing Director, Head of OriginationMA , United States
M
Matthew Masucci
Senior AnalystBoston, MA , United States
Charles McCaleb
Charles McCaleb
Senior AnalystBoston, MA , United States
Chris Santos
Chris Santos
PrincipalBoston, MA , United States
Marty Harmon
Marty Harmon
Managing DirectorManhasset, NY , United States
Michael Watson
Michael Watson
Managing DirectorBoston, MA , United States
Nicole Solomon
Nicole Solomon
Vice President of Business DevelopmentBoston, MA , United States
Peter Jaffe
Peter Jaffe
Managing DirectorLondon, United Kingdom
Showing 1-10 of 11 team members