Patrick Hopps
Seattle,WA
Summary
Professional Experience
Results-driven Senior Portfolio Manager known for high productivity and efficient task completion. Excel in risk management, strategic asset allocation, and performance analysis to optimize portfolio returns. Strong analytical skills, decision-making abilities, and communication talents contribute to exceeding goals in fast-paced environments.
Overview
22
22
years of professional experience
Work History
Sr. Portfolio Manager / Investment Officer
First Hill Trust Company
Seattle, WA
02.2023 - Current
- Created and launched proprietary Collective Investment Trusts (CITs), growing assets to over $130M within 18 months
- Provided fiduciary oversight on investments, maintaining expertise in current legislation, SEC regulations, and market trends
- Managed client relationships, ensuring ERISA compliance and fostering trust through high-integrity service
- Collaborated with the management team to identify workflow efficiencies, enhancing revenue-generating activities
- Oversaw the Advisory Department, reducing costs through strategic budgeting and forecasting
Director Advisory Services
First Hill Trust Company
Seattle, WA
08.2015 - 02.2023
- Provided strategic leadership for the Advisory and Investment Services department
- Directed client portfolio management, ensuring adherence to fiduciary responsibilities and ERISA standards
- Developed strong client relationships, improving satisfaction and loyalty
- Implemented process improvements that enhanced efficiency and revenue
- Managed departmental budgeting and financial projections monthly
Senior Trader
Lake Union Capital Management
Greater Seattle Area
01.2003 - 01.2015
- Led communication among analysts, traders, and Portfolio Managers, serving as the senior member of the investment team
- Executed up to $2 billion annually in trades, specializing in small-cap U.S
- Equities
- Built and maintained relationships with Wall Street brokerage firms, allocating up to $1 million annually in commissions
- Contributed to the firm's growth, increasing assets under management from under $10M to over $100M
- Conducted market scans and applied diverse strategies to identify overvalued and undervalued sectors, optimizing portfolio performance
- Ensured adherence to SEC guidelines and internal compliance procedures
Education
Bachelor of Arts - History
Seattle University
Seattle, WA01.2004
European History and Economics
Trinity College
Dublin, Ireland01.2003
Skills
- Financial Risk
- Investment Strategies
- Financial Analysis
- Strategic Business Development
- Planning Budgeting & Forecasting
- Analytical Decision-Making
- Risk Analysis
- Equity Trading
- Portfolio Management
- SEC Compliance
- Market Trends Analysis
- Strategic Leadership and Collaboration
- Financial Modeling and Risk Analysis
- Portfolio Management and Asset Allocation
- Client Relationship Management
- Regulatory Compliance (ERISA, SEC)
- Strong Written and Verbal Communication
Community Service
- Board Member, Magnolia Little League, Seattle, WA, 01/01/22, Present
- Boys Basketball Coach, Lakeside School, Seattle, WA, 01/01/14, 12/31/16
- Volunteer Coach, Magnolia Little League Baseball, 01/01/17, Present
- CYO Basketball Coach, Our Lady of Fatima School, 01/01/07, 12/31/12
- CYO Basketball Coach, Our Lady of Fatima School, 01/01/17, Present
- Assistant Varsity Basketball Coach, Northwest High School, 01/01/05, 12/31/06
- Freshman Boys Basketball Coach, Bishop Blanchet High School, 01/01/02, 12/31/04
Timeline
Sr. Portfolio Manager / Investment Officer
First Hill Trust Company
02.2023 - Current
Director Advisory Services
First Hill Trust Company
08.2015 - 02.2023
Senior Trader
Lake Union Capital Management
01.2003 - 01.2015
Bachelor of Arts - History
Seattle University
European History and Economics
Trinity College
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