Luke Patterson
Amministratore Delegato presso Avidian Wealth Solutions LLC
Profilo
Mr. James L.
Patterson is a Chief Executive Officer & Chief Investment Officer at Avidian Wealth Solutions LLC.
He has over 20 years of investment experience, including portfolio management, equity and debt securities, options and alternative investments.
Over his career, he has represented corporate clients and high net worth individuals and their families in a diverse range of financial transactions.
In his roles as STA Wealth Management’s Chief Investment Officer and a member of its investment committee, he is responsible for directing the firm’s investment strategy, portfolio management, financial analysis and research.
Mr. Patterson focuses on identifying and implementing broad, multi-asset investment opportunities for client investment portfolios.
He adheres to a disciplined investment strategy centered on conservative principles, effective risk management and capital preservation, all aimed at achieving long-term results for each client.
He is also the Head of Business Development Department.
Mr. Patterson previously worked at Merrill Lynch, Morgan Stanley and Morgan Keegan & Co. in their private client groups.
He received his Bachelor’s Degree in Business from Sam Houston State University and an MBA in Finance from Rice University.
Posizioni attive di Luke Patterson
Società | Posizione | Inizio |
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Avidian Wealth Solutions LLC
Avidian Wealth Solutions LLC Investment ManagersFinance Avidian Wealth Solutions LLC (Avidian) is an independent, SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by Michael Smith in 2003 as Streettalk Advisors LLC and changed their name into STA Wealth Management LLC in 2013. They became Avidian Wealth Solutions LLC in 2021. Avidian provides investment supervisory services and manages investment advisory accounts for individuals, high net-worth individuals, pension and profit-sharing plans, pooled investment vehicles, and corporations or other business. They also provide investment management services on a wrap fee basis. | Amministratore Delegato | 01/01/2003 |
Formazione di Luke Patterson
Sam Houston State University | Undergraduate Degree |
Rice 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
Aziende private | 1 |
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Avidian Wealth Solutions LLC
Avidian Wealth Solutions LLC Investment ManagersFinance Avidian Wealth Solutions LLC (Avidian) is an independent, SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by Michael Smith in 2003 as Streettalk Advisors LLC and changed their name into STA Wealth Management LLC in 2013. They became Avidian Wealth Solutions LLC in 2021. Avidian provides investment supervisory services and manages investment advisory accounts for individuals, high net-worth individuals, pension and profit-sharing plans, pooled investment vehicles, and corporations or other business. They also provide investment management services on a wrap fee basis. | Finance |
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