Patricia (Trish) Hodgman

 

 Vice President of Credit /   Portfolio Manager

Patricia “Trish” Hodgman joined Asset Preservation Advisors in 2015, bringing with her 12 years of investment experience in the financial services industry and specifically in the municipal bond market. In her role as Portfolio Manager, Trish focuses on portfolio analytics, performance attribution and client services. As a member of APA’s credit research team, she contributes to the firms’ investment research and risk management. Trish works closely with the Business Development team in presenting APA’s investment strategy to our current and prospective clients and directs the firm’s marketing mix. She earned a BA in Economics from Hollins University, is a member of the CFA Institute, the Atlanta Society of Financial and Investment Professionals, the National Society of Compliance Professionals, the National Federation of Municipal Analysts and the Southern Municipal Finance Society.  Trish holds a Series 65 license and is a Registered Investment Advisor Representative.