Patrick J. Bartlett

Patrick J. Bartlett

Patrick J. Bartlett

Biography

Patrick Dartlett has worked for over a decade in the capital markets. He was named Co-Head of Research in 2008 and assumed the Head of Research role in 2009. Previously, Patrick worked on the firm's Institutional Sales desk.

He started his career working for a Canadian bank-owned dealer in corporate and investment banking. He then worked for a global dealer in Toronto in equity research. His time in research was followed by several years in institutional sales in both Montreal and Toronto. He was responsible for long/short strategies and risk arbitrage on Canadian equities.
Patrick holds a Bachelor of Commerce degree from McGill University, a Bachelor of Laws and a Master of Business Administration from Dalhousie University. He is a CFA charterholder and a member of both the Toronto Society of Financial Analysts and the Montreal Society of Financial Analysts. Patrick also lectures in finance in the Desautels Faculty of Management at McGill University.

Overview
RelSci Relationships

419

Primary Location

Toronto, Canada

Number of Awards

1

Contact Data
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Relationships
RelSci Relationships are individuals Patrick J. Bartlett likely has professional access to. A relationship does not necessarily indicate a personal connection.

Owner at Dorian Financial Ltd.

Relationship likelihood: Strong

Managing Director Head of Institutional Sales at Desjardins Securities, Inc.

Relationship likelihood: Average

Senior Vice President & Chief Financial Officer at Desjardins Securities, Inc.

Relationship likelihood: Average

Managing Director at Desjardins Securities, Inc.

Relationship likelihood: Average

Former Analyst at Desjardins Securities, Inc.

Relationship likelihood: Average

Former Managing Director, Head of Fixed Income Group at Desjardins Securities, Inc.

Relationship likelihood: Average

Head of Reference, Instruction & Outreach at The University of Chicago

Relationship likelihood: Average

President at Les Investissements Folco, Inc.

Relationship likelihood: Average

Facilitator, International Masters of Health Leadership at McGill University - Desautels Faculty of Management

Relationship likelihood: Average

Research Analyst at Desjardins Securities, Inc.

Relationship likelihood: Average

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Patrick J. Bartlett
Education
Master of Business Administration
Bachelor of Laws

The Schulich School of Law is a faculty of Dalhousie University in Halifax, Nova Scotia, Canada. Formerly called Dalhousie Law School, it was established in 1883, making it the oldest university common law school in the British Commonwealth. It is the largest law school in Atlantic Canada and attracts students from all parts of Canada and abroad. The law school is a member of the North American Consortium on Legal Education. The school was renamed the Schulich School of Law in October 2009 after receiving a $20 million benefaction from Canadian businessman and philanthropist Seymour Schulich

Bachelor of Commerce

McGill University is a public research university located in Montreal, Quebec, Canada. Founded in 1821 during the British colonial era, the university bears the name of James McGill, a prominent Montreal merchant from Glasgow, Scotland and alumnus of Glasgow University, whose bequest formed the beginning of the university.

Memberships
Member
Current

CFA Society Toronto supports the professional and business development of charterholders. It provides member services including educational programs, sponsored events, employment postings, and networking opportunities. The company was founded in 1936 and is headquartered in Toronto, Canada.

Career History
Head of Research
2007 - 2013

Founded in 1991, Desjardins Securities, Inc. is the brokerage arm of the Federation des Caisses Desjardins du Quebec. They are located in Montreal and have an additional office in Toronto. The firm provides a full array of investment services including corporate, research and fixed-income services, as well as institutional equity services. The firm participates in financing Canadian growth companies and helping to make them known to investors through the publications produced by their research service. Desjardins Securities is an approved participant of the Montreal and Toronto exchanges and a participating organization of the TSX Venture Exchange. The firm is also a member of the Investment Dealers Association of Canada and the Canadian Investor Protection Fund.

Awards & Honors
CFA (Chartered Financial Analyst)
Other Affiliations

Patrick J. Bartlett is affiliated with Desjardins Securities, Inc.

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