Beth Patterson
Direttore/Membro del Consiglio presso Chesapeake Bay Academy
Profilo
Elizabeth Tew Patterson is the founder of Waypoint Advisors LLC, which was founded in 2001.
She held the title of Managing Director & Financial Advisor at Waypoint Advisors LLC.
Ms. Patterson's current job(s) include Vice Chairman-Trustees Board at Chesapeake Bay Academy, Director at Greater Norfolk Corp., Director at Economics Club of Hampton Roads, Member of the Financial Planning Association, Trustee at Old Dominion University Educational Foundation, Member of the Hampton Roads Estate Planning Council, and Member of the Gift Planning Council.
Ms. Patterson's former job(s) include Director at TowneBank from 2016 to 2022, Director at Monarch Bank (Virginia) from 1998 to 2016, and Independent Director at Monarch Financial Holdings, Inc. from 2011 to 2016.
Ms. Patterson's education history includes undergraduate and MBA degrees from Old Dominion University.
Posizioni attive di Beth Patterson
| Società | Posizione | Inizio |
|---|---|---|
| Hampton Roads Estate Planning Council | Corporate Officer/Principal | 04/05/2009 |
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Corporate Officer/Principal | 12/04/2010 |
| Gift Planning Council | Corporate Officer/Principal | 12/04/2010 |
| Chesapeake Bay Academy | Direttore/Membro del Consiglio | - |
| Old Dominion University Educational Foundation | Direttore/Membro del Consiglio | - |
| Economics Club of Hampton Roads | Direttore/Membro del Consiglio | - |
| Greater Norfolk Corp. | Direttore/Membro del Consiglio | - |
Precedenti posizioni note di Beth Patterson
| Società | Posizione | Fine |
|---|---|---|
| TOWNEBANK | Direttore/Membro del Consiglio | 31/12/2022 |
Monarch Bank (Virginia)
 Monarch Bank (Virginia) Regional BanksFinance Monarch Bank (Virginia) provides banking solutions for personal banking and business banking featuring investments, home funding, loans & cash management. It provides checking & saving accounts, individual retirement accounts, certificate of deposits, personal loans, home equity loans, lines of credit, telephone banking, commercial courier service, credit & debit cards, merchant bankcard services, safe deposit boxes, automated teller machines, term loans, internet banking and cash management services. The company was founded in 1999 and is headquartered in Chesapeake, VA. | Direttore/Membro del Consiglio | 01/06/2016 |
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Formazione di Beth Patterson
| Old Dominion University | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Società quotate in Borsa | 1 |
|---|---|
| TOWNEBANK | Finance |
| Aziende private | 9 |
|---|---|
Waypoint Advisors LLC
 Waypoint Advisors LLC Investment ManagersFinance Founded in 2001 by Beth Patterson, Waypoint Advisors LLC is a registered investment advisor located in Virginia Beach, Virginia. The firm employs a multi-family office model, providing customized, interdisciplinary wealth advisory services to families and organizations. | Finance |
Monarch Financial Holdings, Inc.
 Monarch Financial Holdings, Inc. Regional BanksFinance Monarch Financial Holdings, Inc. operates as bank holding company, through its subsidiary Monarch Bank, which is engaged in commercial and retail banking, investment and insurance sales and mortgage origination and brokerage. It operates through two segments: Community Banking and Retail Mortgage Banking Services. The Community Banking segment involves making loans and generating deposits from individuals and businesses. The Retail Mortgage Banking Services segment consists of originating residential loans and selling them to investors. Monarch Financial Holdings was founded by William F. Rountree on June 1, 2006 and is headquartered in Chesapeake, VA. | Finance |
Monarch Bank (Virginia)
Monarch Bank (Virginia) Regional BanksFinance Monarch Bank (Virginia) provides banking solutions for personal banking and business banking featuring investments, home funding, loans & cash management. It provides checking & saving accounts, individual retirement accounts, certificate of deposits, personal loans, home equity loans, lines of credit, telephone banking, commercial courier service, credit & debit cards, merchant bankcard services, safe deposit boxes, automated teller machines, term loans, internet banking and cash management services. The company was founded in 1999 and is headquartered in Chesapeake, VA. | Finance |
| Hampton Roads Estate Planning Council | |
Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Commercial Services |
| Gift Planning Council | |
| Old Dominion University Educational Foundation | Finance |
| Economics Club of Hampton Roads | |
| Greater Norfolk Corp. |
- Borsa valori
- Insiders
- Beth Patterson
