Patricia Healy, CFA

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.

Patty Healy, CFA at Conference
Patricia Healy, SVP of Research & Portfolio Manager at Cumberland Advisors, is at the Municipal Analysts Group of New York presentation by the National Governors Association. Patty said, “Governors are very excited by Opportunity Zones & are concerned w/ making them beneficial for communities, not just developers & investors.”

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.

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