Patrick Josephs

Analyst-Equity at Portolan Capital Management LLC

Finance

Consumer Services

Profile

Mr. Patrick Josephs is a Senior Research Analyst at Portolan Capital Management LLC.
Prior to joining Portolan, he served as a Research Analyst at Oppenheimer Equity Research on the Financials and Technology teams from 2019 to 2021.
Mr. Josephs has a B.S.
from Fordham University.

Patrick Josephs active positions

Companies	Position	Start
Portolan Capital Management LLC Portolan Capital Management LLC Investment ManagersFinance Portolan Capital Management LLC (Portolan) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded by George McCabe in 2004. Portolan provides discretionary portfolio management services to private investment funds, UCITs fund, separately managed accounts and as a sub-adviser to a registered investment company. Investors in the private funds and the UCITS fund are typically high net-worth individuals, charitable institutions, and foundations.	Analyst-Equity	31/10/2021

All active positions of Patrick Josephs

Former positions of Patrick Josephs

Companies	Position	End
Oppenheimer & Co., Inc. (Broker) Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients.	Analyst-Equity	31/10/2021

See the detail of Patrick Josephs's experience

Training of Patrick Josephs

Gabelli School of Business

Undergraduate Degree

Experiences
Positions held

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Inactive

Listed companies

Private companies

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Connections

1st degree connections

1st degree companies

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Linked companies

Private companies	2
Oppenheimer & Co., Inc. (Broker) Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients.	Finance
Portolan Capital Management LLC Portolan Capital Management LLC Investment ManagersFinance Portolan Capital Management LLC (Portolan) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded by George McCabe in 2004. Portolan provides discretionary portfolio management services to private investment funds, UCITs fund, separately managed accounts and as a sub-adviser to a registered investment company. Investors in the private funds and the UCITS fund are typically high net-worth individuals, charitable institutions, and foundations.	Finance