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Patricia “Trish” Hodgman joined Asset Preservation Advisors (APA) in 2015, bringing with her 12 years of investment experience in the financial services industry and specifically in the municipal bond market. In her role at APA, Trish focuses on portfolio analytics, performance attribution and client services. Trish works closely with the Business Development team in presenting APA’s investment strategy to our current and prospective clients, and directs the firm’s marketing mix. Additionally, she serves on APA’s Investment Committee, and became a partner of the Firm in 2021. Trish earned a BA in Economics from Hollins University, is a member of the CFA Institute, the Atlanta Society of Financial and Investment Professionals, the National Society of Compliance Professionals, the National Federation of Municipal Analysts and the Southern Municipal Finance Society. Trish holds a Series 65 license, and is a registered investment advisor representative.

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