Patrick Hartley teaches "Alternative Investments," an investment course focused on asset allocation, risk/return, and liquidity issues confronted by managers of institutional portfolios, including endowments, foundations, and pension funds. The required course for investment management students at UNC Kenan-Flagler is designed to provide broad exposure to the latest developments within the institutional investment sector, including the use of alternative investment strategies. It helps prepare students for careers as CIOs, portfolio managers, financial analysts, hedge fund managers, trading/sales professionals, service providers, or consultants.
He is vice President of the Kenan-Flagler Business School Foundation.
Mr. Hartley previously served as a member of the board of directors of UNC Kenan-Flagler's "Applied Investment Management" program and its student-managed funds. Over the years, he has been a sponsor and judge of The Alpha Challenge, the international MBA investment competition hosted annually by UNC Kenan-Flagler.
Mr. Hartley is a senior vice president with Morgan Stanley Smith Barney, LLC, one of the world's leading investment banking, securities brokerage and wealth management firms. He is a member of the firm's Graystone Consulting team, which provides investment advisory and related services to both institutional and high net worth individual clients.
Prior to joining Morgan Stanley Smith Barney and Graystone, he was affiliated with Raymond James & Associates, Inc. as a senior vice president and provided brokerage and advisory services to that firm's institutional fixed income clients. During his financial services career, he has worked directly with a broad spectrum of institutional participants within the global financial markets, including structured credit, high grade/high yield corporate debt, and alternative investment managers.
He received his MBA from The George Washington University School of Business and BSBA from UNC Kenan-Flagler. In addition, Mr. Hartley has attended executive management programs at Harvard Business School and The Wharton School of the University of Pennsylvania.