Financial Analysis
Patrick  Collins

Patrick Collins

Adjunct Professor

Patrick J. Collins is a principal of the independent investment counsel firm of Schultz Collins Lawson Chambers, Inc. In addition to advising individuals, he provides investment analysis for trustees of family trusts, foundations, endowments. Additionally, Mr. Collins provides litigation support services for disputes involving fiduciary law issues. He is a member of the CFA Institute, The Security Analysts of San Francisco, and the Society of Financial Service Professionals.

He has made presentations to both the Tax Section and the Estate and Probate Section of the Bar Associations of San Francisco, Alameda, and Los Angeles counties and is a three-time national faculty member (2001, 2008 and 2011) for ALI-ABA national conferences on "Representing Estate and Trust Beneficiaries and Fiduciaries." He is the author or co-author of over three dozen published articles. He holds a Professional Designation in Financial Planning from UC Berkeley as well as a Chartered Life Underwriter (CLU) degree from the American College in Bryn Mawr, PA.

Education

University of California at Berkeley, PhD

Administrative Appointments

Chartered Financial Analyst
Chartered Life Underwriter

Courses Offered
  • Portfolio Management