Patricia Healy, CFA


Senior Vice President of Research and Portfolio Manager

Patricia M. Healy joined the firm in the summer of 2016 as a Senior Vice President of Research and Portfolio Manager. Ms. Healy was most recently Senior Director for Bayern LB where she oversaw the Public Finance portfolio as well as the firm’s Tender Option Bond liquidity program. Previously, Ms. Healy served as a credit analyst at TD Securities as well as Offitbank. She also has experience at the credit rating agencies of Fitch and Standard & Poor’s.

Ms. Healy holds a B.S. in Finance from the State University of New York at New Paltz. In addition, she is a holder of the Chartered Financial Analyst (CFA) designation.

cumber map

Cumberland Advisors® is registered with the SEC under the Investment Advisers Act of 1940. All information contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Such an offer can only be made in the states where Cumberland Advisors is either registered or is a Notice Filer or where an exemption from such registration or filing is available. New accounts will not be accepted unless and until all local regulations have been satisfied. This presentation does not purport to be a complete description of our performance or investment services.

Please feel free to forward our commentaries (with proper attribution) to others who may be interested.

For a list of all equity recommendations for the past year, please contact Timothy J. Lyle at 800-257-7013, ext. 350. It is not our intention to state or imply in any manner that past results and profitability is an indication of future performance. All material presented is compiled from sources believed to be reliable. However, accuracy cannot be guaranteed.

Loading...