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Pate Campbell

Pate Campbell

CFA, Associate Portfolio Manager

Pate Campbell joined Capital Advisors Group in 2020. As an Associate Portfolio Manager, he aids clients in developing & implementing tailored investment strategies, adjusting policy guidelines, and establishing proper portfolio structure to meet liquidity needs. Additionally, he conducts ongoing portfolio performance & risk analysis and supports investment strategy communication. Pate initially joined Capital Advisors Group as an Analyst on the Research team covering North American banks, structured securities, money market funds, and ESG products. He earned a B.A. in Economics from Middlebury College. He is a CFA® charterholder, and a member of the CFA Society Boston.

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