Patricia Moses

Patricia Moses has over 10 years of experience managing investments for individuals and institutions at all levels. She started her investment career in 1999 evaluating hedge funds and other alternative asset classes for a small regional investment consultant. After a brief time, she joined a family office as an Investment Advisor managing assets in excess of $300 million across a variety of asset classes.

In 2006 she was promoted to Senior Investment Advisor and was given full discretion over the portion of the family's assets invested in equities, mutual funds, and ETF strategies. She was a member of the Investment Committee from 2006 to 2010, contributing ideas for strategic and tactical allocations as well as individual investment opportunities.

Patricia joined Portfolio Management 101 in 2010 in a Portfolio Manager and Business Development role with her primary focus on the model portfolios managed by the firm.

  1. Investing Strategy

    Should Google Pay A Dividend?

    By offering a modest dividend, Google would likely drive up its stock price.
  2. Mutual Funds

    Minimize Your Losses With Alternative Strategy Funds

    Discover a strategy that can be used to participate in the market and still protect the downside.
  3. Financial Analysis

    The S&P Downgrade: What Does It Mean?

    Standard & Poor's downgraded the outlook on U.S. Treasuries from "stable" to "negative." We'll look at what this means ...
  4. Small Business

    4 Reasons Pro Sports Teams File For Bankruptcy

    We look at the history of sports bankruptcies, and try to understand what makes them fail.