Patrick Gregory, CFA is the Managing Director of the Stephen D. Cutler Center for Investments and Finance, Director of the Babson College Fund, and a professor in the Finance Division at Babson College. He also sits on the Investment Committee, which oversees the College's endowment.
Patrick was an institutional portfolio manager and senior equity analyst at FM Global from 2007-2015. He managed the Healthcare, Telecom, and Internet sectors of a $6 billion large cap portfolio. He was also responsible for the selection and ongoing evaluation of nearly $1 billion allocated to third-party investment managers.
Prior to working at FM Global, Patrick was a full-time faculty member at Bentley College from 1998-2007. While at Bentley, he was the Director of Graduate Programs in Finance, coordinating the development of two AACSB-accredited Master’s degree programs. He then served as the Managing Director of the Hughey Center for Financial Services, providing strategic direction for the Center’s research, teaching, and asset management activities. Patrick was the only non-tenured faculty member to ever receive the Davis Fellowship at Bentley College. He was also the recipient of the Masnicki Award and the Innovation in Teaching Award.
Patrick has taught graduate, undergraduate, and professional education courses in investments, risk management, portfolio management for more than 15 years. He has also taught in the CFA review programs offered at the Boston Security Analyst Society (BSAS), Wellington Management, T.RowePrice, and Fidelity to name a few.
Patrick is the co-author of the best-selling book Why Stocks Go Up and Down and author of Financial Management: A Guide to Value Creation.
Given his academic and industry experience, Patrick has appeared on CNN and CNBC and provided commentary to a number of news sources including the Wall Street Journal, Business Week, The Boston Globe, and the LA Times.
Managing Director, Stephen D. Cutler Center for Investments and Finance
2015 - Present
Portfolio Manager Analyst
2007 - 2015
Professor of Finance
1999 - 2007
Master of Business Administration
Saint Bonaventure University
Master of Science in Financial Planning
Certificate (Adv Certificate in Risk Management)
University of Chicage
Chartered Financial Analyst
2010 - Present
Certified Risk Manager