Cody focuses on new investment opportunities, due diligence, and post-acquisition monitoring and support. In addition, Cody sits on the investment committee alongside James and Zach.

    Prior to joining ValueStreet, Cody worked in the portfolio analytics department at the StepStone Group. Before that, he was a non-commissioned officer in the United States Marine Corps where he served in various operating roles in support of twelve squadrons across the CH-53 and V-22 platforms.

    Cody is a lean six-sigma green belt and received his Bachelor of Science in Finance from San Diego State University. Cody currently resides in San Diego with his wife and son.

    Cody Patrick

    Mobile: (256) 458-1634
    Office: (858) 724-2181

    Connect on LinkedIn


    • B.S – Finance – San Diego State University

    Areas of Expertise

    • Finance
    • Project Management
    • Process Optimization