Mr. Patrick J. Collins This is Me

Education

 View all 22 references Web References

1. 1. www.cfasanfrancisco.org

   www.cfasanfrancisco.org/cfmfil - [Cached]

   Published on: 2/23/2008   Last Visited: 2/23/2008

   Patrick J. Collins, Ph.D., CLU, CFAInstructor at Levels II & III - Monitoring/RebalancingPatrick Collins is a principal of the independent investment counsel firm of Schultz Collins Lawson Chambers, Inc.Mr. Collins holds a Chartered Financial Analyst (CFA) designation from the Association for Investment Management and Research and a Ph.D. from the University of California at Berkeley.He also holds a Professional Designation in Financial Planning from U.C. Berkeley as well as a Chartered Life Underwriter (CLU) degree from the American College in Bryn Mawr, PA.He is a licensed Insurance Advisor and provides fee-based life insurance policy analysis for individuals, trusts, corporate directors and other fiduciaries.Additionally, Mr. Collins has provided litigation support services for disputes involving both insurance and investment issues.He is a member of CFA Institute, CFA Society of San Francisco, and the American Society of CLU.

2. 2. www.wealthstrategiesjournal.com

   www.wealthstrategiesjournal.co - [Cached]

   Published on: 1/26/2008   Last Visited: 1/26/2008

   Patrick J. Collins, Ph.D., CLU, CFA
   
   Wealth Strategies Journal - Contributor Bio - Patrick Collins
   ...
   Patrick Collins, Vice President Schultz Collins Lawson Chambers, INC.
   ...
   Patrick Collins (Vice President) is a financial advisor with over twenty five years' experience.Mr. Collins holds a Ph.D. from the University of California at Berkeley and a Chartered Financial Analyst designation from the CFA Institute.He also holds a Professional Designation in Financial Planning from U.C. Berkeley as well as a Chartered Life Underwriter degree from the American College in Bryn Mawr, PA.
   
   Mr. Collins is the instructor for the Portfolio Management section of the CFA program sponsored by the Security Analysts of San Francisco.He teaches the Asset Management course for the Certified Employee Benefit degree program sponsored by the Wharton School of Business at the University of Pennsylvania.Additionally, he has presented MCLE approved programs to both the Tax Section and the Estate and Probate Section of the Bar Association of San Francisco.

3. 3. Security Analysts of San Francisco

   www.sasf.org/cfmfiles/home/pro - [Cached]

   Published on: 7/21/2006   Last Visited: 7/21/2006

   Patrick J. Collins, Ph.D., CLU, CFAInstructor at Levels II & III - Portfolio ManagementPatrick Collins is a principal of the independent investment counsel firm of Schultz Collins Lawson Chambers, Inc.Mr. Collins holds a Chartered Financial Analyst (CFA) designation from the Association for Investment Management and Research and a Ph.D. from the University of California at Berkeley.He also holds a Professional Designation in Financial Planning from U.C. Berkeley as well as a Chartered Life Underwriter (CLU) degree from the American College in Bryn Mawr, PA.He is a licensed Insurance Advisor and provides fee-based life insurance policy analysis for individuals, trusts, corporate directors and other fiduciaries.Additionally, Mr. Collins has provided litigation support services for disputes involving both insurance and investment issues.He is a member of CFA Institute, The Security Analysts of San Francisco, and the American Society of CLU.