Patrick L. Burleson, CFA
Vice President, Portfolio Manager, Head of Leveraged Credit Research
Patrick Burleson is located in Cincinnati, Ohio, and his area of focus is:
Career
Patrick Burleson serves as Vice President, Portfolio Manager, and Head of Leveraged Credit Research, focusing on high yield fixed income securities. In his role, Burleson is responsible for portfolio management and security selection and leads the firm’s leveraged credit research efforts.
Burleson joined the firm in 2007 in the Operations Department and became a member of the Leveraged Credit team as a High Yield Analyst in 2010. He was named Assistant Vice President, Assistant Portfolio Manager, and Senior Credit Analyst in 2022 before assuming his current role in 2026.
Education & Designation
Burleson received his BBA in Finance and Marketing, magna cum laude, from the University of Cincinnati. He holds the Chartered Financial Analyst (CFA) designation.