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Patrick Gregory

  • Professor of Practice
  • Managing Director, Stephen D. Cutler Center for Investments and Finance
  • Director of the Babson College Fund
Academic Division: Finance
Patrick Gregory, CFA is a Professor of Practice and the Managing Director of the Stephen D. Cutler Center for Investments and Finance. In this role, he oversees Babson's state-of-the-art investments lab, signature learning experiences like the Babson College Fund, and thought leadership events that position Babson at the forefront of finance education.

Before joining the faculty, Patrick was an institutional portfolio manager at FM Global from 2007-2015, where he managed the Healthcare, Internet, and Telecom sectors of a $6 billion equity portfolio. He was also responsible for the evaluation, selection, and ongoing evaluation of third-party investment managers. As a result, Patrick is a member of both the Board of Trustees' Investment Committee, which is responsible for managing the College's endowment, and the Babson College Retirement Program Investment Committee.

Prior to working at FM Global, Patrick was a full-time faculty member at Bentley College from 1998-2007. While at Bentley, he was the Director of Graduate Programs in Finance, where he coordinated the development of two AACSB-accredited master's degree programs. He then served as the Managing Director of the Hughey Center for Financial Services, providing strategic direction for the Center's research, teaching, and asset management activities. While at Bentley, Patrick was the recipient of the Davis Fellowship, Innovation in Teaching Award, and Masnicki Award.

A recognized thought leader on security analysis and valuation, Patrick is an advisor to investment firms, family offices, and high net worth individuals. He is also the co-author of Why Stocks Go Up and Down and his work has been featured on CNN and CNBC and in the Wall Street Journal, Business Week, and The Boston Globe.

Patrick holds the Chartered Financial Analyst (CFA) designation and is a member of the Board of Directors for CFA Boston.

Academic Degrees

  • MS, Bentley University
  • MBA, St. Bonaventure University
  • BS, Indiana University of Pennsylvania

Academic Interest / Expertise

Investing; Security Analysis; Portfolio Management; Valuation; Risk Management; Environmental, Social, and Governance (ESG) Investing; Financial Management

Awards & Honors

  • 2023 — College Service Award, Babson College
  • 2023 — Winner, CFA Equity Research Challenge, CFA Institute
  • 2022 — Winner, CFA Equity Research Challenge, CFA Institute
  • 2021 — Winner, CFA Equity Research Challenge, CFA Institute
  • 2019 — Most Impactful Faculty Award, Babson College Class of 2019
  • 2019 — Winner, CFA Equity Research Challenge, CFA Institute
  • 2018 — Graduate School Excellence in Service Award, Babson College
  • 2017 — Winner, CFA Equity Research Challenge, CFA Institute
  • 2015 — Cutler Center Fellow, Stephen D. Cutler Center for Investments and Finance
  • 2003 — Innovation in Teaching Award, Bentley University
  • 2000 — Masnicki Award, Bentley University
  • 1999 — Davis Foundation Fellow, Bentley University

Courses

  • Degree Courses 2025

    • FIN 7572 BABSON COLLEGE FUND
    • FIN 4521 BABSON COLLEGE FUND II
    • FIN 3520 SECURITY VALUATION
  • Degree Courses 2024

    • FIN 7572 BABSON COLLEGE FUND
    • FIN 4520 BABSON COLLEGE FUND I
    • FIN 3520 SECURITY VALUATION
    • FIN 4521 BABSON COLLEGE FUND II
  • Degree Courses 2023

    • FIN 7572 BABSON COLLEGE FUND
    • FIN 4520 BABSON COLLEGE FUND I
    • FIN 3520 SECURITY VALUATION
    • FIN 4521 BABSON COLLEGE FUND II

Publications

Books

  • Pike, W.H., Gregory, P.C. (2013). Why Stocks Go Up and Down. Issue: 4th, Page: 432. Bill Pike Books.

Additional Links

Certificates

  • CFA Institute (2021)