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Patrick Luby

Senior Municipal Strategist

Pat is the Municipal Strategist at CreditSights. He joined the company in 2017 and has extensive experience in the trading, research, sales, distribution and management of municipal bonds and municipal bond products, including separately managed accounts (SMAs), mutual funds and ETFs. Pat has been quoted in The Wall Street Journal, Bloomberg, Barrons.com and elsewhere. He has published articles on a wide range of topics important to municipal investors, including market commentary and analysis, asset allocation, security selection, manager selection and portfolio tactics and strategy for absolute return and relative/total return investors.

With over 30 years in the industry, Pat has a deep understanding of the municipal bond market. His experience includes 10 years as a municipal bond trader, 5 years as a municipal strategist, manager of municipal bond research and marketing departments and 5 years as the National Sales Manager for the UBS Municipal Securities Group, where he was responsible for all municipal bond market commentary, strategy and tactical reports, as well as training, educational and marketing materials. In addition to 20+ years with UBS, Pat was with Charles Schwab & Co. for 3 years, where he built and led the Income Solutions Team.

He is a member of the National Federation of Municipal Analysts, the Municipal Analysts Group of New York, the Fixed Income Analysts Society and the Investments & Wealth Institute (formerly IMCA) and serves the industry as a member of the Technical Advisory Committee for the Municipal Bonds for America Coalition. Pat received his BA from the University of Florida.

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