Profilo
Ashlee Bryan Patten currently works at The Patten Group, Inc., as President, CEO.
CIO & Senior Portfolio Manager from 2020.
Ms. Patten also formerly worked at Patten & Patten, Inc., as Portfolio Manager & Research Analyst from 2010 to 2014.
Ms. Patten received her graduate degree in 2000 from Smith College and undergraduate degree in 1990 from Princeton University.
Posizioni attive di Ashlee Bryan Patten
| Società | Posizione | Inizio |
|---|---|---|
The Patten Group, Inc.
The Patten Group, Inc. Investment ManagersFinance TPG constructs investment portfolios utilizing individual equity securities, individual fixed income securities, mutual funds, ETFs, and options. They may utilize other types of investments as appropriate for a particular client. The firm generally employs a long-term investment strategy for their clients, consistent with their financial goals. | Amministratore Delegato | 01/02/2020 |
Precedenti posizioni note di Ashlee Bryan Patten
| Società | Posizione | Fine |
|---|---|---|
Patten & Patten, Inc.
Patten & Patten, Inc. Investment ManagersFinance P&P is a long-term investor that actively searches for a mix of securities within each asset class that should outperform its peers, given the overall market/economic outlook. The firm practices Modern Portfolio Theory, which emphasizes diversification and accounting for expected risk as well as expected return. They employ both top-down and bottom-up approach to investments. | Analyst-Equity | 31/03/2014 |
Formazione di Ashlee Bryan Patten
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
Patten & Patten, Inc.
Patten & Patten, Inc. Investment ManagersFinance P&P is a long-term investor that actively searches for a mix of securities within each asset class that should outperform its peers, given the overall market/economic outlook. The firm practices Modern Portfolio Theory, which emphasizes diversification and accounting for expected risk as well as expected return. They employ both top-down and bottom-up approach to investments. | Finance |
The Patten Group, Inc.
The Patten Group, Inc. Investment ManagersFinance TPG constructs investment portfolios utilizing individual equity securities, individual fixed income securities, mutual funds, ETFs, and options. They may utilize other types of investments as appropriate for a particular client. The firm generally employs a long-term investment strategy for their clients, consistent with their financial goals. | Finance |
Smith College
Smith College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Princeton University
Princeton University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















