Patrick Josephs
Analyst at Portolan Capital Management at Portolan Capital Management, LLC
About
Patrick Josephs is a Senior Research Analyst at Portolan Capital Management in New York, NY, where he has been a key member of the investment team since 2021. In his current role, he conducts in-depth equity research and supports portfolio management, focusing primarily on financials and technology sectors, leveraging his experience to identify investment opportunities and manage risk within these asset classes.
Prior to joining Portolan, Patrick was a Research Analyst at Oppenheimer & Co. Inc., where he specialized on the Financials and Technology equity research teams from 2019 to 2021. His earlier career includes an equity research internship at JPMorgan Chase & Co., further building his analytical skills and sector knowledge.
Patrick earned his Bachelor of Science in Finance from the Fordham Gabelli School of Business. He is recognized for his expertise in deep-dive fundamental analysis within financial and technology equities, and has contributed to investment decision-making through his analytical rigor and sector insight.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Portolan Capital Management | Analyst at Portolan Capital Management | Nov 2021 to Present | — |
| Oppenheimer & Co. Inc. | Equity Research Associate | Jun 2019 to Nov 2021 | Internet (March 2021 - Present) Large Cap Banks, Exchanges, Info Analytics & Asset Managers (June 2019-March 2021) Stock Focus: BAC, C, GS, JPM, MS, PNC, USB, WFC, FOCS, RMR, VCTR, CME, CBOE, ICE, NDA... |
| JPMorgan Chase & Co. | Equity Research Intern | Oct 2018 to May 2019 | US Machinery |
| Fordham University | Resident Assistant | Aug 2016 to May 2019 | Manages a residence of almost 30 freshman residents Builds community through collaborative event planning with a team of 8 Organizes, publicizes, and hosts weekly programs that help residents engage t... |
| Fordham Gabelli School of Business | Chief Investment Officer at Fordham Student Managed Investment Fund | May 2018 to Dec 2018 | Chief Investment Officer & Managing Director for a team of 28 students directly managing $1.5 million of Fordham University's endowment in a global portfolio through fundamental equity selection and m... |
| KPMG US | Valuations Intern | Jun 2018 to Aug 2018 | — |
| Abbott Capital Management, LLC | Financial Analyst Intern | Feb 2018 to Jun 2018 | — |
| Oppenheimer & Co. Inc. | Asset Management Summer Analyst | Jun 2017 to Aug 2017 | — |
| Alpine Capital Advisors | Research Intern | Sep 2016 to Apr 2017 | — |
| HealthAlliance Hospital | HR Intern | Jun 2016 to Aug 2016 | Coordinate and develop plans for projects with Management Consult with different business partners and administrators within the Department Provide administrative support and assistance to the Human R... |
Education
Fordham Gabelli School of Business
Bachelor’s Degree, Finance
2015 — 2019
Trivium School
High School
2009 — 2015
Others at Portolan Capital Management, LLC (4)
| Name | Role | Location |
|---|---|---|
B Bill Brooks | Business Analyst | Boston, MA , United States |
J John Damaske | Senior Research Analyst | Boston, MA , United States |
S Steven Pomper | Senior Research Analyst | Boston, MA , United States |
D David Thompson | Senior Equity Analyst | Boston, MA , United States |
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| Name | Role | Fund | Location |
|---|---|---|---|
 | Portfolio Manager | Howland Capital Management LLC | Boston, MA , United States |
 | Portfolio Manager, Wealth Strategist | Howland Capital Management LLC | Boston, MA , United States |
