Profile
Mr. Patrick Wilson, CFA, is Assistant Portfolio Manager at CenterSquare Investment Management, Inc. He joined the team in 2011 and supports the portfolio management team in determining sector and risk allocations in addition to conducting full investment analyses and valuations for the securities within the U.S.
REIT universe.
He has over 12 years of industry experience.
Prior to joining CenterSquare, Mr. Wilson was an Acquisitions Analyst and Investment Analyst with Copper Station Holdings and an Associate with the Royal Bank of Canada.
Mr. Wilson holds a B.S.
in International Business and a B.A.
in Spanish from the College of Charleston, and an M.S.
in Finance from The Villanova School of Business.
He is also a member of the CFA Institute/Society of Philadelphia.
Former positions of Patrick Wilson
| Companies | Position | End |
|---|---|---|
CenterSquare Investment Management, Inc.
 CenterSquare Investment Management, Inc. Investment ManagersFinance Founded in 1987, CenterSquare Investment Management, Inc. is a registered investment advisor located in Plymouth Meeting, Pennsylvania. The firm was formerly known as Urdang Securities Management, Inc. They are a wholly-owned subsidiary of CenterSquare Investment Management Holdings, Inc., itself a wholly-owned subsidiary of The Bank of New York Mellon Corp. (NYSE: BK). | Analyst-Equity | 2018-01-04 |
Urdang Securities Management, Inc.
 Urdang Securities Management, Inc. Investment ManagersFinance Founded in 1994, Urdang Securities Management, Inc. is a registered investment advisor firm headquartered in Plymouth Meeting, Pennsylvania. The firm is a sub of Urdang capital Management, Inc. and their ultimate parent is Bank of New York Mellon Corp. (NYSE: BK). Their clients include: corporate, public and Taft-Hartley plan sponsors, foundations, endowments, financial institutions (subadvisory) and high net-worth individuals. | Analyst-Equity | 2013-07-31 |
Royal Bank of Canada (New York Branch)
 Royal Bank of Canada (New York Branch) Major BanksFinance Royal Bank of Canada (New York Branch) operates as national commercial bank. The company is headquartered in New York, NY. | Corporate Officer/Principal | 2005-12-31 |
Training of Patrick Wilson
| College of Charleston | Undergraduate Degree |
| Villanova University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Urdang Securities Management, Inc.
Urdang Securities Management, Inc. Investment ManagersFinance Founded in 1994, Urdang Securities Management, Inc. is a registered investment advisor firm headquartered in Plymouth Meeting, Pennsylvania. The firm is a sub of Urdang capital Management, Inc. and their ultimate parent is Bank of New York Mellon Corp. (NYSE: BK). Their clients include: corporate, public and Taft-Hartley plan sponsors, foundations, endowments, financial institutions (subadvisory) and high net-worth individuals. | Finance |
Royal Bank of Canada (New York Branch)
Royal Bank of Canada (New York Branch) Major BanksFinance Royal Bank of Canada (New York Branch) operates as national commercial bank. The company is headquartered in New York, NY. | Finance |
CenterSquare Investment Management, Inc.
CenterSquare Investment Management, Inc. Investment ManagersFinance Founded in 1987, CenterSquare Investment Management, Inc. is a registered investment advisor located in Plymouth Meeting, Pennsylvania. The firm was formerly known as Urdang Securities Management, Inc. They are a wholly-owned subsidiary of CenterSquare Investment Management Holdings, Inc., itself a wholly-owned subsidiary of The Bank of New York Mellon Corp. (NYSE: BK). | Finance |
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