James Thomas Patrick

James Thomas Patrick

Nessuna posizione attualmente

Finance
Consumer Services

Profilo

Mr. James T.
Patrick is a Partner & Senior Investment Advisor at Edge Advisors LLC.
He helps guide the strategic direction of the firm, build enduring relationships, and serve the unique investment needs of the clients.
Mr. Patrick has spent the majority of his career in asset management (over 15 years) as Director of Client Development & Relationship Management with Morgan Creek Capital, serving the investment needs of wealthy individuals, foundations, and endowments.
He also served as an advisor for high net worth individuals and institutional clients with Lehman Brothers, Credit Suisse, and Sapere Wealth Management.
He received both his Bachelor of Science in Business Administration and a Master of Business Administration from the University of North Carolina at Chapel Hill.

Precedenti posizioni note di James Thomas Patrick

SocietàPosizioneFine
Gestore di Portafoglio-Azioni 01/07/2018
Vedi nel dettaglio l'esperienza di James Thomas Patrick

Formazione di James Thomas Patrick

The University of North Carolina at Chapel Hill Masters Business Admin

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Vedi nel dettaglio l'esperienza di James Thomas Patrick

Relazioni

19

Relazioni di 1° grado

2

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

Vedi i contatti personali

Società collegate

Aziende private1

Finance

Vedi le connessioni aziendali
  1. Borsa valori
  2. Insiders
  3. James Thomas Patrick