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Catalina Partners’ team of senior level professionals is comprised of highly experienced experts.  Each team member brings substantial and unique skills to one or more of our core service offerings.  We strive to match the appropriate expertise with the particular needs of a client engagement. 

 

Leadership

Patricia Watters is a recognized leader in the investment industry, and has a distinguished history of providing professional services to both investors and advisors of institutional assets.

 

Patricia Watters, Ph.D., Founder & Partner

From 2002 to 2008, Patricia served as Chief Operating Officer and Chief Compliance Officer for Pacific Alternative Asset Management Company, a fund of hedge funds investment advisor in Irvine, California.  In her roles, Patricia was responsible for all middle- and back-office operations including client accounting, financial audits and development, and oversight of the operational due diligence program.  She also led the firm’s compliance department, which was responsible for internal and regulatory compliance, as well as managed relationships with external legal counsel.  Patricia’s previous employer was the Metropolitan Water District of Southern California.

Patricia holds an M.A. and Ph.D. in Financial Economics from University of California, Riverside.  She earned a B.A. and M.A. in Economics from University of Nevada, Las Vegas.

 

Catalina Partners has a network of team resources with deep subject matter expertise and investment industry knowledge.  They work as independent contractors to Catalina Partners for specific assignments based on client needs and corresponding skill sets.

 

Associates

David Goldsobel

David is an expert in designing and building networked infrastructures for hedge fund firms.  He specializes in leveraging Microsoft Office tools for automated interfaces and data warehouses.  David focused on Geographic Information Systems during his graduate studies at California State University, Northridge.  He earned a B.S. degree from University of San Francisco.


Richard Libby, Ph.D.

Richard specializes in risk and risk capital assessments through the use of advanced statistical modeling techniques, with emphasis on market, credit, counterparty credit, liquidity and operational risk management.  Prior to founding his own firm, Perihelion Capital Advisors, LLC, he was the Chief Credit Officer at Barclays Global Investors.  There he focused on counterparty credit and risk capital analysis and risk management.  With 19 years financial institutions experience, Richard holds a Ph.D. in Mathematics from University of California, Santa Cruz.