We handle marketing and distribution. You stay focused on managing money.

Patrick J. Carolan is Founder and Managing Partner of Endeavour. He co-founded the firm with Cale Graham in 2006.

Before Endeavour, Patrick spent more than two decades in distribution leadership at Fidelity Investments, Wilshire Associates, GT Global Mutual Funds and Century Capital Management. At Century he was Managing Director of Marketing and Sales, covering both intermediary and institutional channels.

Along the way he saw the same problem again and again. Talented boutique managers with differentiated strategies couldn’t attract distribution talent to match. So he and Cale built Endeavour to fill that gap: a dedicated partner for a select group of non-competing managers, run with the rigor of an internal team.

Since then, his work has covered rebranding, new product launches, platform access, sub-advisory assignments, and fundraising for traditional and alternative strategies.

He has served as an Independent Director and Chair of the Audit Committee for a mutual fund board of trustees. Patrick holds a BA in Economics from Fairfield University and FINRA Series 7, 24, 26, 63 and 66 licenses.

Soraya is a member of our Board of Advisors, with more than 30 years in financial services as a professional investor and financial writer. At LGT Capital Management she was Director of US Investments and Portfolio Manager, running US mid- to large-cap portfolios and leading a team of junior portfolio managers and equity analysts. She also served as Chief Investment Officer of Latin American Equities, growing that business from start-up into one of the largest US institutional investors in the region, with more than $2bn in assets.

After several years managing market-neutral long/short hedge funds, Soraya moved into financial writing and data analysis. In June 2022 she started her own consultancy, offering client communications services to small and mid-sized asset managers. She holds a BA in Economics from Oxford University.

Jeff is a member of our Board of Advisors, with more than 30 years in asset management product development, sales, marketing and distribution. He is a Partner at Simplicity Group in San Francisco and was formerly President of RetireOne.

Jeff also served as Senior Managing Director and National Sales Manager at Nuveen Investments, where he was also active in distributing alternative investments across wirehouse, independent broker-dealer and RIA channels.

Before that role, Jeff was President and Executive Managing Director of Tradewinds Global Investors LLC, a Nuveen affiliate. Before joining Tradewinds in 2014, he was Managing Director overseeing Nuveen’s RIA channel. Earlier, he was Executive Vice President of Forward Management LLC in San Francisco, with prior roles at JPMorgan, Charles Schwab and Smith Barney’s Consulting Group (now Morgan Stanley). Jeff is a Certified Investment Management Analyst (CIMA) and holds a BA in Business Administration from New England College.

Bruce is a member of our Board of Advisors, with more than 25 years in asset management distribution: national accounts, sub-advisory, DC investment-only, private wealth and gatekeeper sales. He has worked with prospects and clients across many asset classes and product structures, in the US and abroad.

Today Bruce is Head of US Business Development at a fintech software (SaaS) firm. Earlier, he was Head of Broker Dealer and Independent National Accounts at Putnam Investments, Director of Investment Only National Accounts at Columbia Threadneedle Investments, Director of Intermediary Sales at BMO Global Asset Management, and VP of Mutual Fund Sales and Marketing at LPL Financial. Bruce holds a BA in History and Political Science from Lake Forest College, with additional study in AI applications at the University of South Florida.